13F HOLDINGS REPORT
Global Frontier Investments LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001821219-25-000002
Total Value
$443,380
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE | VYLD | 379,000 | $109,876 | 26.20% |
| 2 | AMERICAN EXPRESS CO | AXP | 197,215 | $62,908 | 15.00% |
| 3 | PROGRESSIVE CORP | 743315103 | 182,000 | $48,569 | 11.58% |
| 4 | MASTERCARD INC A | MA | 68,000 | $38,212 | 9.11% |
| 5 | BERKSHIRE HATHAWAY INC CL A | BRK-A | 44 | $32,067 | 7.65% |
| 6 | US BANCORP | USB-PS | 558,000 | $25,249 | 6.02% |
| 7 | WESTERN ALLIANCE BANCORP | WAL-PA | 285,000 | $22,224 | 5.30% |
| 8 | GOLDMAN SACHS GROUP INC | GSCE | 25,000 | $17,693 | 4.22% |
| 9 | AON PLC CLASS A | AON | 49,000 | $17,481 | 4.17% |
| 10 | ARCH CAPITAL GROUP LTD | G0450A105 | 150,000 | $13,658 | 3.26% |
| 11 | KKR | KKRT | 91,000 | $12,106 | 2.89% |
| 12 | ALIBABA GROUP HOLDING-SP ADR | BBAAY | 50,000 | $5,671 | 1.35% |
| 13 | GLOBAL PAYMENTS INC | 37940X102 | 68,000 | $5,443 | 1.30% |
| 14 | ACCENTURE PLC CL A | ACN | 15,000 | $4,483 | 1.07% |
| 15 | NORTHERN TRUST CORP | NTRSO | 30,000 | $3,804 | 0.91% |
| 16 | SCHWAB (CHARLES) CORP | SCHW-PJ | 0 | $0 | 0.00% |
| 17 | AMRYT PHARMA LTD - SPNR ADR | 03217L106 | 0 | $0 | 0.00% |
| 18 | CADENCE BANCORP | 12739A100 | 0 | $0 | 0.00% |
| 19 | CITIGROUP INC | C-PR | 0 | $0 | 0.00% |
| 20 | BANK OZK | OZKAP | 0 | $0 | 0.00% |
| 21 | KALEYRA INC | 483379103 | 0 | $0 | 0.00% |
| 22 | ATAI LIFESCIENCES NV | N0731H103 | 0 | $0 | 0.00% |
| 23 | WELLS FARGO | 949746101 | 0 | $0 | 0.00% |