Global Retirement Partners, LLC
PensionTop Portfolio Positions
2,670 positions ·
$2,392,785,343 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
568,591 | $154,577,149 | 6.46% | |
| NVDA |
Nvidia Corp
Technology
|
759,430 | $141,633,695 | 5.92% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
445,401 | $115,265,324 | 4.82% | |
| MSFT |
Microsoft Corp
Technology
|
233,220 | $112,789,856 | 4.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
301,588 | $69,612,542 | 2.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
97,919 | $66,772,924 | 2.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
201,781 | $63,157,453 | 2.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
127,333 | $57,264,196 | 2.39% | |
| AVGO |
Broadcom Inc.
Technology
|
134,744 | $46,634,898 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
66,033 | $43,587,722 | 1.82% |
Portfolio Trend
23 quarters · across all stocks
Holdings in TRGP
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,756,031 | 31,198 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,246,012 | 31,312 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,694,853 | 32,714 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,754,661 | 32,239 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,610,215 | 31,148 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,699,720 | 28,729 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,745,434 | 24,515 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,119,541 | 24,399 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,891,754 | 22,069 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,715,674 | 22,545 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,682,737 | 23,067 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,787,005 | 24,313 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,712,509 | 28,381 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,679,770 | 28,151 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,133,763 | 28,273 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $1,422,513 | 28,907 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,289,761 | 29,016 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $966,978 | 30,456 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $869,036 | 32,943 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $541,361 | 38,586 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $797,441 | 39,733 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $279,578 | 40,460 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||