Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Global Frontier Investments LLC (CIK 1821219) reported $1.17B across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($251.4M, 21.49%), JPM ($184.7M, 15.79%), AXP ($141.1M, 12.06%), ACN ($85.3M, 7.29%), PGR ($72.2M, 6.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INFLEQTION INC | $251.4M | 21.49% | 25.6M | New | |
| 2 | JPM | JPMORGAN CHASE | $184.7M | 15.79% | 628,000 | Added |
| 3 | AXP | AMERICAN EXPRESS CO | $141.1M | 12.06% | 466,430 | Added |
| 4 | ACN | ACCENTURE PLC CL A | $85.3M | 7.29% | 430,000 | Added |
| 5 | PGR | PROGRESSIVE CORP | $72.2M | 6.17% | 364,000 | Added |
| 6 | MA | MASTERCARD INC A | $68.0M | 5.81% | 136,000 | Added |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC CL A | $63.2M | 5.40% | 88 | Added |
| 8 | USB | US BANCORP | $58.0M | 4.96% | 1.1M | Added |
| 9 | KKR | KKR | $50.1M | 4.29% | 542,000 | Added |
| 10 | WAL | WESTERN ALLIANCE BANCORP | $40.4M | 3.45% | 570,000 | Added |
| 11 | AON | AON PLC CLASS A | $31.6M | 2.70% | 98,000 | Added |
| 12 | ACGL | ARCH CAPITAL GROUP LTD | $28.8M | 2.46% | 300,000 | Added |
| 13 | MKL | MARKEL GROUP INC | $27.4M | 2.34% | 14,300 | New |
| 14 | GS | GOLDMAN SACHS GROUP INC | $22.0M | 1.88% | 26,000 | Added |
| 15 | BABA | ALIBABA GROUP HOLDING-SP ADR | $12.5M | 1.07% | 100,000 | Added |
| 16 | GPN | GLOBAL PAYMENTS INC | $9.2M | 0.78% | 136,000 | Added |
| 17 | NTRS | NORTHERN TRUST CORP | $8.4M | 0.72% | 60,000 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $7.2M | 0.61% | 15,000 | New |
| 19 | AX | AXOS FINANCIAL INC | $3.1M | 0.27% | 37,000 | New |
| 20 | V | VISA INC CLASS A SHARES | $2.9M | 0.25% | 9,706 | New |
| 21 | WBS | WEBSTER FINANCIAL CORP | $2.3M | 0.20% | 33,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31