Global Frontier Investments LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Global Frontier Investments LLC reported 21 stock positions worth $732.0 million. Its top holding was Infleqtion (INFQ) at 34.3% of the portfolio, followed by JPMorgan Chase (JPM, 12.6%) and American Express (AXP, 9.6%). Compared with Q4 2025, it opened 6 new positions. The biggest buy was a new position in Infleqtion (INFQ).

Most Recent 13F
Q2 2026
Location
CHARLESTON, SC
CIK
0001821219
Portfolio Value
$732.0M (Q1 2026)
SEC Filing
0001821219-26-000004 ↗ filed May 15, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $341.3M Q1 2024 Q2 2024: $335.1M Q2 2024 Q4 2024: $388.7M Q4 2024 Q2 2025: $419.4M Q2 2025 Q3 2025: $519.1M Q3 2025 Q4 2025: $506.7M Q4 2025 Q1 2026: $732.0M $732.0M Q1 2026 Q2 2026: $581.0M Q2 2026

Holdings 21 stocks · $732.0M
INFQ Infleqtion Inc. 34.34% 25,622,170 $251.4M New
JPM JPMorgan Chase & Co. 12.62% 314,000 $92.4M No change
AXP American Express Co. 9.64% 233,215 $70.5M No change
ACN Accenture PLC Class A 5.82% 215,000 $42.6M No change
PGR Progressive Corp. 4.93% 182,000 $36.1M No change
MA Mastercard Inc. Class A 4.64% 68,000 $34.0M No change
BRK.A Berkshire Hathaway Inc. Class A 4.32% 44 $31.6M No change
USB US Bancorp 3.96% 558,000 $29.0M No change
MKL Markel Group Inc. 3.74% 14,300 $27.4M New
KKR KKR & Co. Inc. 3.42% 271,000 $25.1M No change
WAL Western Alliance Bancorp 2.76% 285,000 $20.2M No change
AON Aon PLC Class A 2.16% 49,000 $15.8M No change
ACGL Arch Capital Group Ltd. 1.97% 150,000 $14.4M No change
GS Goldman Sachs Group Inc. 1.50% 13,000 $11.0M No change
BRK.B Berkshire Hathaway Inc. Class B 0.98% 15,000 $7.2M New
BABA Alibaba Group Holding-SP ADR 0.86% 50,000 $6.3M No change
GPN Global Payments Inc. 0.63% 68,000 $4.6M No change
NTRS Northern Trust Corp. 0.57% 30,000 $4.2M No change
AX Axos Financial Inc. 0.43% 37,000 $3.1M New
V Visa Inc. Class A 0.40% 9,706 $2.9M New
WBS Webster Financial Corp. 0.31% 33,000 $2.3M New

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
INFQ Infleqtion Inc. New 34.34% +34.34
MKL Markel Group Inc. New 3.74% +3.74
BRK.B Berkshire Hathaway Inc. Class B New 0.98% +0.98
AX Axos Financial Inc. New 0.43% +0.43
V Visa Inc. Class A New 0.40% +0.40
WBS Webster Financial Corp. New 0.31% +0.31

Notes & Other Activity Q4 2025 → Q1 2026
SBNY Signature Bank COM New 0 $0

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 21$581.0MJPM, AXP, GS, PGR, ACN
Q1 2026Amended 21$732.0MINFQ, JPM, AXP, ACN, PGR
Q4 2025 15$506.7MJPM, AXP, ACN, PGR, MA
Q3 2025 15$519.1MJPM, AXP, PGR, MA, KKR
Q2 2025 15$419.4MJPM, AXP, PGR, MA, BRK.A
Q4 2024 15$388.7MJPM, AXP, PGR, MA, BRK.A
Q2 2024 16$335.1MJPM, AXP, PGR, MA, BRK.A
Q1 2024 16$341.3MJPM, AXP, PGR, MA, BRK.A