Global Frontier Investments LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $681,960,598 | Charitable organizations (85%) |
| Apr 2025 to Mar 2026 | $516,364,677 | Charitable organizations (80%) |
| Dec 2024 to Mar 2025 | $403,354,396 | Charitable organizations (75%) |
| Apr 2024 to Nov 2024 | $398,155,635 | Charitable organizations (76%) |
| May 2023 to Mar 2024 | $432,317,139 | Charitable organizations (56%) |
| Apr 2023 | $432,317,139 | Charitable organizations (56%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 83.3%; sector active share 74.9% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 86.2% | $500,763,257 |
| Technology | 12.1% | $70,486,121 |
| Industrials | 0.8% | $4,934,080 |
| Consumer Cyclical | 0.8% | $4,799,000 |
| Unclassified | 0.0% | $0 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INFQ | Infleqtion, Inc. | −23,273,257 | 2,348,913 | $31,287,521 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 314,000 | $102,781,620 | 17.69% | |
| AXP |
American Express Co
Financial Services
|
Held | 233,215 | $78,884,973 | 13.58% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 48,000 | $48,545,760 | 8.36% | |
| PGR |
Progressive Corp
Financial Services
|
Held | 182,000 | $39,757,900 | 6.84% | |
| ACN |
Accenture plc
Technology
|
Added | 315,000 | $39,198,600 | 6.75% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 68,000 | $34,924,800 | 6.01% | |
| USB |
US Bancorp \De\
Financial Services
|
Held | 558,000 | $33,703,200 | 5.80% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 44 | $32,949,400 | 5.67% | |
| INFQ |
Infleqtion, Inc.
Technology
|
Reduced | 2,348,913 | $31,287,521 | 5.39% | |
| MKL |
Markel Group Inc.
Financial Services
|
Held | 14,300 | $27,928,043 | 4.81% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Held | 271,000 | $24,872,380 | 4.28% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
Held | 285,000 | $23,427,000 | 4.03% | |
| AON |
Aon plc
Financial Services
|
Held | 49,000 | $16,252,810 | 2.80% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Held | 150,000 | $14,559,000 | 2.51% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 15,000 | $7,505,850 | 1.29% | |
| NTRS |
Northern Trust Corp
Financial Services
|
Held | 30,000 | $5,215,200 | 0.90% | |
| GPN |
Global Payments Inc
Industrials
|
Held | 68,000 | $4,934,080 | 0.85% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 50,000 | $4,799,000 | 0.83% | |
| AX |
Axos Financial, Inc.
Financial Services
|
Held | 37,000 | $3,603,430 | 0.62% | |
| V |
Visa Inc.
Financial Services
|
Held | 9,706 | $3,330,031 | 0.57% | |
|
|
Held | 33,000 | $2,521,860 | 0.43% | ||
| C |
Citigroup Inc
Financial Services
|
Held | 0 | $0 | 0.00% | |
| OZK |
Bank OZK
Financial Services
|
Held | 0 | $0 | 0.00% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 0 | $0 | 0.00% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Held | 0 | $0 | 0.00% | |
|
|
Held | 0 | $0 | 0.00% |
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.