Global Frontier Investments LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 18, 2025), Global Frontier Investments LLC reported 15 stock positions worth $519.1 million. Its top holding was JPMorgan Chase (JPM) at 26.1% of the portfolio, followed by American Express (AXP, 15.8%) and Progressive (PGR, 8.7%). Compared with Q2 2025, it added to 4. The biggest buy was Accenture Class A (ACN, shares +667%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLESTON, SC
- CIK
- 0001821219
- Portfolio Value
- $519.1M (Q3 2025)
- SEC Filing
- 0001821219-25-000004 ↗ filed Nov 18, 2025
Holdings Value
Holdings 15 stocks · $519.1M
| JPM JPMorgan Chase & Co. | 26.07% | 429,000 | $135.3M | Add +13.2% |
| AXP American Express Co. | 15.82% | 247,215 | $82.1M | Add +25.4% |
| PGR Progressive Corp. | 8.66% | 182,000 | $44.9M | No change |
| MA Mastercard Inc. Class A | 7.45% | 68,000 | $38.7M | No change |
| KKR KKR & Co. Inc. | 6.78% | 271,000 | $35.2M | Add +197.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 6.39% | 44 | $33.2M | No change |
| ACN Accenture PLC Class A | 5.46% | 115,000 | $28.4M | Add +666.7% |
| USB US Bancorp | 5.20% | 558,000 | $27.0M | No change |
| WAL Western Alliance Bancorp | 4.76% | 285,000 | $24.7M | No change |
| GS Goldman Sachs Group Inc. | 3.84% | 25,000 | $19.9M | No change |
| AON Aon PLC Class A | 3.37% | 49,000 | $17.5M | No change |
| ACGL Arch Capital Group Ltd. | 2.62% | 150,000 | $13.6M | No change |
| BABA Alibaba Group Holding-SP ADR | 1.72% | 50,000 | $8.9M | No change |
| GPN Global Payments Inc. | 1.09% | 68,000 | $5.6M | No change |
| NTRS Northern Trust Corp. | 0.78% | 30,000 | $4.0M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $581.0M | JPM, AXP, GS, PGR, ACN |
| Q1 2026Amended | 21 | $732.0M | INFQ, JPM, AXP, ACN, PGR |
| Q4 2025 | 15 | $506.7M | JPM, AXP, ACN, PGR, MA |
| Q3 2025 | 15 | $519.1M | JPM, AXP, PGR, MA, KKR |
| Q2 2025 | 15 | $419.4M | JPM, AXP, PGR, MA, BRK.A |
| Q4 2024 | 15 | $388.7M | JPM, AXP, PGR, MA, BRK.A |
| Q2 2024 | 16 | $335.1M | JPM, AXP, PGR, MA, BRK.A |
| Q1 2024 | 16 | $341.3M | JPM, AXP, PGR, MA, BRK.A |