Global Frontier Investments LLC — 13F Holdings & Portfolio

CIK 1821219 · latest 13F-HR filed 2026-08-14

Global Frontier Investments LLC manages $581.0K in 13F-reported U.S. long-equity assets across 30 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are JPM (17.69%), AXP (13.58%), GS (8.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 11, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
92 BROAD STREET
CHARLESTON, SC 29401
Phone
(415) 402-0285
Filing Manager
Global Frontier Investments LLC
CHARLESTON, SC
Signatory
William E Greener
CFO
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AUM

$581.0K

Long-equity book

Holdings

30

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −0 / ↑11 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GOLDMAN SACHS GROUP INC$37.5K +341.4%
  • JPMORGAN CHASE$10.4K +11.3%
  • AMERICAN EXPRESS CO$8.3K +11.8%
  • US BANCORP$4.7K +16.1%
  • PROGRESSIVE CORP$3.7K +10.2%
Show all 11 →

Top Trims

  • INFLEQTION INC-$220.1K -87.6%
  • ACCENTURE PLC CL A-$3.4K -8.1%
  • ALIBABA GROUP HOLDING-SP ADR-$1.5K -23.5%
Show all 3 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 JPMORGAN CHASE JPM 46625H100 $102.8K 17.69% 314,000 SH
2 AMERICAN EXPRESS CO AXP 025816109 $78.9K 13.58% 233,215 SH
3 GOLDMAN SACHS GROUP INC GS 38141G104 $48.5K 8.36% 48,000 SH
4 PROGRESSIVE CORP PGR 743315103 $39.8K 6.84% 182,000 SH
5 ACCENTURE PLC CL A ACN G1151C101 $39.2K 6.75% 315,000 SH
6 MASTERCARD INC A MA 57636Q104 $34.9K 6.01% 68,000 SH
7 US BANCORP USB 902973304 $33.7K 5.80% 558,000 SH
8 BERKSHIRE HATHAWAY INC CL A BRK.A 084670108 $32.9K 5.67% 44 SH
9 INFLEQTION INC INFQ 45676K103 $31.3K 5.39% 2,348,913 SH
10 MARKEL GROUP INC MKL 570535104 $27.9K 4.81% 14,300 SH
11 KKR KKR 48251W104 $24.9K 4.28% 271,000 SH
12 WESTERN ALLIANCE BANCORP WAL 957638109 $23.4K 4.03% 285,000 SH
13 AON PLC CLASS A AON G0403H108 $16.3K 2.80% 49,000 SH
14 ARCH CAPITAL GROUP LTD ACGL G0450A105 $14.6K 2.51% 150,000 SH
15 BERKSHIRE HATHAWAY INC CL B BRK.B 084670702 $7.5K 1.29% 15,000 SH
16 NORTHERN TRUST CORP NTRS 665859104 $5.2K 0.90% 30,000 SH
17 GLOBAL PAYMENTS INC GPN 37940X102 $4.9K 0.85% 68,000 SH
18 ALIBABA GROUP HOLDING-SP ADR BABA 01609W102 $4.8K 0.83% 50,000 SH
19 AXOS FINANCIAL INC AX 05465C100 $3.6K 0.62% 37,000 SH
20 VISA INC CLASS A SHARES V 92826C839 $3.3K 0.57% 9,706 SH
21 WEBSTER FINANCIAL CORP WBS 947890109 $2.5K 0.43% 33,000 SH
22 BANK OZK OZK 06417N103 $0 0.00% 0 SH
23 CITIGROUP INC C 172967424 $0 0.00% 0 SH
24 CADENCE BANCORP — 12739A100 $0 0.00% 0 SH
25 WELLS FARGO WFC 949746101 $0 0.00% 0 SH
26 SCHWAB (CHARLES) CORP SCHW 808513105 $0 0.00% 0 SH
27 AMRYT PHARMA LTD - SPNR ADR — 03217L106 $0 0.00% 0 SH
28 ATAI LIFESCIENCES NV ATAI N0731H103 $0 0.00% 0 SH
29 KALEYRA INC — 483379103 $0 0.00% 0 SH
30 SIGNATURE BANK/NEW YORK NY BK 82669G104 $0 0.00% 0 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $581.0K 30 0001821219-26-000006
2026-03-31 2026-05-15 $732.0K 30 0001821219-26-000004
2026-03-31 2026-05-15 $437.7K 23 0001821219-26-000003
2025-12-31 2026-02-18 $506.7K 23 0001821219-26-000001
2025-09-30 2025-11-18 $519.1K 23 0001821219-25-000004