Global Frontier Investments LLC
21 holdingsFiling period: 2026-06-30Current AUM: $566.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase | 314.0K | $102.8M | $105.3M | 18.57% | -- | 2026-06-30 |
| 2 | AXP | American Express Co | 233.2K | $78.9M | $74.2M | 13.10% | -- | 2026-06-30 |
| 3 | GS | Goldman Sachs Group Inc | 48.0K | $48.5M | $42.5M | 7.49% | +35.0K | 2026-06-30 |
| 4 | PGR | Progressive Corp | 182.0K | $39.8M | $40.4M | 7.13% | -- | 2026-06-30 |
| 5 | — | Accenture PLC CL A | 315.0K | $39.2M | $39.2M | 6.91% | +100.0K | 2026-06-30 |
| 6 | MA | Mastercard Inc A | 68.0K | $34.9M | $42.2M | 7.44% | -- | 2026-06-30 |
| 7 | USB | US Bancorp | 558.0K | $33.7M | $33.0M | 5.82% | -- | 2026-06-30 |
| 8 | BRK-A | Berkshire Hathaway Inc CL A | 44 | $32.9M | $32.9M | 5.81% | -- | 2026-06-30 |
| 9 | INFQ | Infleqtion Inc | 2.35M | $31.3M | $20.3M | 3.59% | -- | 2026-06-30 |
| 10 | MKL | Markel Group Inc | 14.3K | $27.9M | $26.9M | 4.75% | -- | 2026-06-30 |
| 11 | KKR | Kkr | 271.0K | $24.9M | $24.2M | 4.26% | -- | 2026-06-30 |
| 12 | WAL | Western Alliance Bancorp | 285.0K | $23.4M | $21.5M | 3.79% | -- | 2026-06-30 |
| 13 | — | Aon PLC Class A | 49.0K | $16.3M | $16.3M | 2.87% | -- | 2026-06-30 |
| 14 | — | Arch Capital Group Ltd | 150.0K | $14.6M | $14.6M | 2.57% | -- | 2026-06-30 |
| 15 | BRK-B | Berkshire Hathaway Inc CL B | 15.0K | $7.5M | $7.5M | 1.32% | -- | 2026-06-30 |
| 16 | NTRS | Northern Trust Corp | 30.0K | $5.2M | $5.0M | 0.88% | -- | 2026-06-30 |
| 17 | GPN | Global Payments Inc | 68.0K | $4.9M | $5.8M | 1.02% | -- | 2026-06-30 |
| 18 | BABA | Alibaba Group Holding-SP ADR | 50.0K | $4.8M | $5.4M | 0.96% | -- | 2026-06-30 |
| 19 | AX | Axos Financial Inc | 37.0K | $3.6M | $3.3M | 0.59% | -- | 2026-06-30 |
| 20 | V | Visa Inc Class A Shares | 9.7K | $3.3M | $3.9M | 0.70% | -- | 2026-06-30 |
| 21 | WBS | Webster Financial Corp | 33.0K | $2.5M | $2.5M | 0.44% | -- | 2026-06-30 |
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