Global Retirement Partners, LLC
PensionPosition in CASS — Cass Information Systems Inc
CIK 1749744
San Rafael, CA
Position in CASS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$108,644
+$30,836 QoQ
Shares Held
2,117
+13.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#116
of 169 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CASS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $3,823,639 across 22 Specialty Business Services names. CASS ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
11,092 | $1,886,527 | |
| 2 | RELX |
Relx PLC
|
14,201 | $449,745 | |
| 3 | RBA |
Rb Global Inc.
|
2,098 | $244,312 | |
| 4 | GPN |
Global Payments Inc
|
3,311 | $240,246 | |
| 5 | CPRT |
Copart Inc
|
8,364 | $235,781 | |
| 6 | ARMK |
Aramark
|
3,361 | $191,240 | |
| 7 | RTO |
Rentokil Initial PLC /Fi
|
5,225 | $149,487 | |
| 8 | CASS |
Cass Information Systems Inc
This page
|
2,117 | $108,644 |
All Filings in CASS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,644 | 2,117 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $77,808 | 1,874 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $82,199 | 2,090 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $93,026 | 2,141 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $92,702 | 2,266 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $97,768 | 2,357 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $101,898 | 2,543 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $132,660 | 2,754 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $124,067 | 2,754 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||