GLR Partners, LLC — 13F Holdings & Portfolio

CIK 2134831 · latest 13F-HR filed 2026-05-13

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.

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AUM

$183.3M

Long-equity book

Holdings

102

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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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 PACER FDS TR COWZ 69374H881 $16.5M 9.01% 264,069 SH
2 SPDR SERIES TRUST BIL 78468R663 $11.0M 6.00% 119,932 SH
3 WISDOMTREE TR QGRW 97717Y477 $10.5M 5.75% 197,213 SH
4 VANGUARD INDEX FDS VUG 922908736 $10.3M 5.63% 23,621 SH
5 VANGUARD INDEX FDS VTV 922908744 $8.8M 4.79% 44,704 SH
6 SPDR GOLD TR GLD 78463V107 $6.4M 3.50% 14,897 SH
7 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $6.3M 3.44% 83,816 SH
8 APPLE INC AAPL 037833100 $5.2M 2.84% 20,536 SH
9 SPDR SERIES TRUST SPYG 78464A409 $5.0M 2.70% 50,593 SH
10 PACER FDS TR PTLC 69374H105 $4.9M 2.67% 93,369 SH
11 ISHARES TR MUB 464288414 $4.6M 2.49% 42,925 SH
12 MICROSOFT CORP MSFT 594918104 $3.6M 1.98% 9,779 SH
13 ALPHABET INC GOOG 02079K107 $3.3M 1.79% 11,423 SH
14 ISHARES TR AGG 464287226 $3.2M 1.74% 32,132 SH
15 META PLATFORMS INC META 30303M102 $3.2M 1.73% 5,530 SH
16 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $3.1M 1.68% 4,998 SH
17 NVIDIA CORPORATION NVDA 67066G104 $2.9M 1.61% 16,902 SH
18 ALPHABET INC GOOGL 02079K305 $2.9M 1.59% 10,163 SH
19 BROADCOM INC AVGO 11135F101 $2.6M 1.42% 8,432 SH
20 VISA INC V 92826C839 $2.6M 1.41% 8,563 SH
21 KLA CORP KLAC 482480100 $2.5M 1.38% 1,712 SH
22 AMAZON COM INC AMZN 023135106 $2.5M 1.35% 11,874 SH
23 ELI LILLY & CO LLY 532457108 $2.4M 1.34% 2,661 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.4M 1.29% 4,918 SH
25 NETFLIX INC. NFLX 64110L106 $2.4M 1.29% 24,504 SH
26 SPDR SERIES TRUST SPYV 78464A508 $2.3M 1.28% 41,505 SH
27 COMFORT SYS USA INC FIX 199908104 $2.3M 1.26% 1,674 SH
28 CUMMINS INC CMI 231021106 $2.2M 1.22% 4,154 SH
29 PARKER-HANNIFIN CORP PH 701094104 $2.1M 1.16% 2,371 SH
30 INTUITIVE SURGICAL INC ISRG 46120E602 $1.9M 1.06% 4,211 SH
31 LINDE PLC LIN G54950103 $1.6M 0.89% 3,286 SH
32 PRECIGEN INC PGEN 74017N105 $1.6M 0.87% 412,047 SH
33 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $1.6M 0.86% 3,538 SH
34 ISHARES TR IVV 464287200 $1.5M 0.82% 2,307 SH
35 MERCADOLIBRE INC MELI 58733R102 $1.5M 0.82% 866 SH
36 OREILLY AUTOMOTIVE INC ORLY 67103H107 $1.5M 0.81% 16,153 SH
37 MEDPACE HLDGS INC MEDP 58506Q109 $1.4M 0.79% 3,003 SH
38 ISHARES TR IJR 464287804 $1.4M 0.77% 11,316 SH
39 JOHNSON & JOHNSON JNJ 478160104 $1.3M 0.72% 5,375 SH
40 ROBINHOOD MKTS INC HOOD 770700102 $1.3M 0.71% 18,842 SH
41 ISHARES TR IWF 464287614 $1.2M 0.65% 2,799 SH
42 VANGUARD INDEX FDS VB 922908751 $1.2M 0.64% 4,509 SH
43 SPDR INDEX SHS FDS SPDW 78463X889 $1.2M 0.64% 25,649 SH
44 JPMORGAN CHASE & CO JPM 46625H100 $1.1M 0.61% 3,773 SH
45 ISHARES GOLD TR IAU 464285204 $1.1M 0.58% 11,970 SH
46 ISHARES TR IJJ 464287705 $927.5K 0.51% 7,000 SH
47 ISHARES TR IWD 464287598 $808.7K 0.44% 3,785 SH
48 VANGUARD INDEX FDS VBR 922908611 $758.6K 0.41% 3,492 SH
49 VANGUARD INDEX FDS VBK 922908595 $737.5K 0.40% 2,440 SH
50 HOME DEPOT INC HD 437076102 $733.8K 0.40% 2,231 SH