Global Retirement Partners, LLC
PensionFiling Date
Global Rank
#1,094
/ 8,675
▲ 126
· as of Dec 2025
Top Industry
Semiconductors
11.5%
3Y Alpha vs SPY
-3.6%
Period ended 7 months ago
Filed Feb 6, 2026 · 6mo
23 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+59.7%
SPY
+70.4%
Annualised alpha
-2.6%
Max drawdown
−17.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 11 quarters.Global Retirement Partners, LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
2,670 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
6.5%
−1.7 pts
Top 5
24.8%
−4.8 pts
Top 10
36.4%
−5.7 pts
HHI
179
Diversified−60
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.6% | $732,387,640 |
| Financial Services | 18.5% | $443,325,159 |
| Consumer Cyclical | 9.7% | $231,222,705 |
| Healthcare | 8.5% | $202,354,480 |
| Communication Services | 7.2% | $172,655,805 |
| Industrials | 6.6% | $158,541,168 |
| Unclassified | 6.1% | $145,871,027 |
| Consumer Defensive | 4.1% | $98,772,882 |
| Energy | 3.3% | $79,947,119 |
| Utilities | 2.4% | $58,533,194 |
| Real Estate | 1.5% | $36,797,448 |
| Basic Materials | 1.4% | $32,659,814 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BW | Babcock & Wilcox Enterprises, Inc. | +266,997 | 291,597 | $1,848,724 | |
| NFLX | Netflix Inc | +186,655 | 202,996 | $19,032,904 | |
| NVDA | Nvidia Corp | +176,380 | 759,430 | $141,633,695 | |
| T | At&T Inc. | +103,113 | 288,882 | $7,175,828 | |
| SAN | Banco Santander, S.A. | +100,715 | 141,084 | $1,654,915 | |
| AAPL | Apple Inc. | +95,819 | 568,591 | $154,577,149 | |
| ABEV | Ambev S.A. | +93,658 | 94,624 | $233,721 | |
| CIG | Energy Co Of Minas Gerais | +88,550 | 88,685 | $177,370 | |
| BAC | Bank Of America Corp /De/ | +88,295 | 200,800 | $11,044,000 | |
| PFE | Pfizer Inc | +81,713 | 216,502 | $5,390,899 | |
| NOW | ServiceNow, Inc. | +75,298 | 88,031 | $13,485,468 | |
| JQC | Nuveen Credit Strategies Income Fund | +71,699 | 71,999 | $361,434 | |
| ITUB | Itau Unibanco Holding S.A. | +68,745 | 72,748 | $520,875 | |
| LYG | Lloyds Banking Group plc | +67,825 | 476,637 | $2,526,176 | |
| ASX | ASE Technology Holding Co., Ltd. | +64,944 | 70,865 | $1,140,926 | |
| AMZN | Amazon Com Inc | +62,555 | 301,588 | $69,612,542 | |
| BMY | Bristol Myers Squibb Co | +60,544 | 89,952 | $4,852,010 | |
| GOOGL | Alphabet Inc. | +60,347 | 201,781 | $63,157,453 | |
| MSFT | Microsoft Corp | +59,209 | 233,220 | $112,789,856 | |
| AOD | abrdn Total Dynamic Dividend Fund | +57,765 | 57,843 | $563,969 | |
| ACP | abrdn Income Credit Strategies Fund | +53,416 | 56,267 | $304,404 | |
| F | Ford Motor Co | +53,093 | 118,660 | $1,556,819 | |
| CSCO | Cisco Systems, Inc. | +52,232 | 138,196 | $10,645,237 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | +51,566 | 52,594 | $426,537 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +49,086 | 56,217 | $891,601 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AXIA | AXIA Energia S.A. | −84,548 | 5,569 | $51,012 | |
| AJG | Arthur J. Gallagher & Co. | −57,624 | 445,401 | $115,265,324 | |
| PBR | Petrobras - Petroleo Brasileiro SA | −57,157 | 18,998 | $225,126 | |
| VGZ | Vista Gold Corp | −45,045 | 145,312 | $286,264 | |
| ETHE | Grayscale Ethereum Staking ETF | −43,425 | 16,855 | $410,756 | |
| KT | Kt Corp | −27,365 | 7,789 | $147,757 | |
| OWL | Blue Owl Capital Inc. | −27,242 | 5,341 | $79,794 | |
| KGC | Kinross Gold Corp | −27,114 | 1,977 | $55,672 | |
| BXSL | Blackstone Secured Lending Fund | −26,607 | 113,836 | $2,997,301 | |
| BBAI | BigBear.ai Holdings, Inc. | −25,513 | 18,647 | $100,693 | |
| BMNR | Bitmine Immersion Technologies, Inc. | −22,496 | 15,925 | $432,363 | |
| ZIM | ZIM Integrated Shipping Services Ltd. | −19,009 | 33,984 | $721,480 | |
| AESI | Atlas Energy Solutions Inc. | −15,513 | 2,426 | $22,852 | |
| UUP | Invesco DB US Dollar Index Bullish Fund | −14,797 | 13,537 | $365,905 | |
| AGNC | AGNC Investment Corp. | −14,581 | 20,594 | $220,767 | |
| ETH | Grayscale Ethereum Staking Mini ETF | −14,150 | 1,698 | $47,645 | |
| SOFI | SoFi Technologies, Inc. | −13,032 | 58,648 | $1,535,404 | |
| QBTS | D-Wave Quantum Inc. | −12,741 | 3,491 | $91,289 | |
| SERV | Serve Robotics Inc. /DE/ | −12,500 | 1,001 | $10,390 | |
| IBIT | iShares Bitcoin Trust ETF | −11,880 | 258,804 | $12,849,618 | |
| GNLX | GENELUX Corp | −11,584 | 217,092 | $946,521 | |
| BGT | Blackrock Floating Rate Income Trust | −11,536 | 21,057 | $238,575 | |
| CMCL | Caledonia Mining Corp Plc | −11,519 | 500 | $13,085 | |
| KMX | Carmax Inc | −10,814 | 1,260 | $48,686 | |
| BMBL | Bumble Inc. | −10,434 | 154 | $549 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| STBA | S&T Bancorp Inc | 77,554 | $3,051,749 | |
| UL | Unilever PLC | 30,253 | $1,978,546 | |
| BPRE | Bluerock Private Real Estate Fund | 112,052 | $1,680,780 | |
| TTE | TotalEnergies SE | 14,950 | $978,029 | |
| BITW | Bitwise 10 Crypto Index ETF | 14,996 | $881,164 | |
| UVSP | UNIVEST FINANCIAL Corp | 19,262 | $630,637 | |
| ASGI | abrdn Global Infrastructure Income Fund | 26,624 | $595,312 | |
| EMD | Western Asset Emerging Markets Debt Fund Inc. | 35,446 | $376,790 | |
| NPFD | Nuveen Variable Rate Preferred & Income Fund | 17,478 | $332,606 | |
| FER | Ferrovial N.V. | 4,756 | $307,285 | |
| VSAT | Viasat Inc | 8,604 | $296,493 | |
| LXP | LXP Industrial Trust | 5,510 | $273,185 | |
| HAE | Haemonetics Corp | 3,370 | $270,105 | |
| ZTO | ZTO Express (Cayman) Inc. | 12,735 | $266,034 | |
| TTI | Tetra Technologies Inc | 28,058 | $262,903 | |
| Q | Qnity Electronics, Inc. | 3,142 | $256,544 | |
| MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | 17,350 | $238,736 | |
| BUSE | First Busey Corp /Nv/ | 9,937 | $236,401 | |
| FSSL | FS Specialty Lending Fund | 16,413 | $232,079 | |
| WIW | Western Asset Inflation-Linked Opportunities & Income Fund | 26,639 | $228,829 | |
| BOE | BlackRock Enhanced Global Dividend Trust | 19,462 | $227,900 | |
| NVMI | Nova Ltd. | 653 | $214,438 | |
| CHT | Chunghwa Telecom Co Ltd | 5,022 | $209,467 | |
| MRCY | Mercury Systems Inc | 2,775 | $202,602 | |
| PRAX | Praxis Precision Medicines, Inc. | 600 | $176,844 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 152,941 | $91,821,188 | |
| COR | Cencora, Inc. | 23,259 | $7,269,135 | |
| RTX | RTX Corp | 29,252 | $4,894,737 | |
| PWR | Quanta Services, Inc. | 11,529 | $4,777,848 | |
| GLDM | World Gold Trust | 47,412 | $3,624,647 | |
| TGT | Target Corp | 11,254 | $1,009,483 | |
| VERI | Veritone, Inc. | 117,209 | $564,947 | |
| TRV | Travelers Companies, Inc. | 1,762 | $491,985 | |
| NTHI | Neonc Technologies Holdings, Inc. | 47,832 | $434,314 | |
| AMBQ | Ambiq Micro, Inc. | 11,996 | $358,920 | |
| FTNT | Fortinet, Inc. | 4,187 | $352,042 | |
| VISN | Vistance Networks, Inc. | 15,312 | $237,029 | |
| DTI | Drilling Tools International Corp | 77,505 | $178,261 | |
| VRSN | Verisign Inc/Ca | 455 | $127,204 | |
| HCI | HCI Group, Inc. | 653 | $125,330 | |
| SUZ | Suzano S.A. | 12,964 | $121,861 | |
| GL | Globe Life Inc. | 667 | $95,360 | |
| NXT | Nextpower Inc. | 1,282 | $94,855 | |
| EW | Edwards Lifesciences Corp | 1,155 | $89,824 | |
| UMAC | Unusual Machines, Inc. | 5,000 | $75,500 | |
| AGX | Argan Inc | 258 | $69,672 | |
| VALE | Vale S.A. | 5,961 | $64,736 | |
| CARE | Carter Bankshares, Inc. | 3,268 | $63,431 | |
| RUM | RUM Group Inc. | 8,500 | $61,540 | |
| GUT | Gabelli Utility Trust | 8,593 | $52,159 | |
| No positions match the current search. | ||||
2,670 tracked positions ·
$2,393,068,441 total
· filing declares
4,246 positions · $5,636,070,220
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 2,670 positions by value
· page 1 of 54
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 568,591 | $154,577,149 | 6.46% | |
| NVDA |
Nvidia Corp
PUT
+ SHARES
Technology
|
Added | 759,430 | $141,633,695 | 5.92% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Reduced | 445,401 | $115,265,324 | 4.82% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 233,220 | $112,789,856 | 4.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 301,588 | $69,612,542 | 2.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 97,919 | $66,772,924 | 2.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 201,781 | $63,157,453 | 2.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 127,333 | $57,264,196 | 2.39% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 134,744 | $46,634,898 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 66,033 | $43,587,722 | 1.82% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 125,062 | $40,297,477 | 1.68% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 55,340 | $27,816,651 | 1.16% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 23,979 | $25,769,754 | 1.08% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 110,681 | $25,289,501 | 1.06% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 74,855 | $22,747,685 | 0.95% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 202,996 | $19,032,904 | 0.80% | |
| V |
Visa Inc.
Financial Services
|
Added | 53,811 | $18,872,055 | 0.79% | |
| GLD |
Spdr Gold Trust
|
Added | 46,908 | $18,590,109 | 0.78% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 158,266 | $17,632,415 | 0.74% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 19,726 | $17,010,518 | 0.71% | |
| ORCL |
Oracle Corp
Technology
|
Added | 78,857 | $15,370,017 | 0.64% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 122,539 | $14,746,343 | 0.62% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 42,427 | $14,599,130 | 0.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 79,282 | $14,092,375 | 0.59% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 23,876 | $13,522,411 | 0.57% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 88,031 | $13,485,468 | 0.56% | |
| CVX |
Chevron Corp
Energy
|
Added | 84,825 | $12,928,178 | 0.54% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 258,804 | $12,849,618 | 0.54% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 22,306 | $12,778,438 | 0.53% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 21,899 | $12,501,701 | 0.52% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 58,519 | $12,110,507 | 0.51% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 55,573 | $11,901,513 | 0.50% | |
| IAU |
Ishares Gold Trust
|
Added | 137,928 | $11,195,615 | 0.47% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 200,800 | $11,044,000 | 0.46% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 67,177 | $10,775,190 | 0.45% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 138,196 | $10,645,237 | 0.44% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 11,944 | $10,498,776 | 0.44% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 34,966 | $10,357,278 | 0.43% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 146,080 | $10,212,452 | 0.43% | |
| GE |
General Electric Co
Industrials
|
Added | 32,351 | $9,965,078 | 0.42% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 79,525 | $9,963,687 | 0.42% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 63,602 | $9,769,903 | 0.41% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 87,713 | $9,232,670 | 0.39% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 93,763 | $8,738,711 | 0.37% | |
| MU |
Micron Technology Inc
Technology
|
Added | 30,383 | $8,671,612 | 0.36% | |
| BA |
Boeing Co
Industrials
|
Reduced | 35,796 | $7,772,027 | 0.32% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 29,684 | $7,628,491 | 0.32% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 24,896 | $7,608,964 | 0.32% | |
| C |
Citigroup Inc
Financial Services
|
Added | 64,485 | $7,524,754 | 0.31% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 93,249 | $7,486,029 | 0.31% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.