Institutional Manager · CIK 0001821219
Global Frontier Investments LLC
CHARLESTON, SC · File #028-20338
Latest AUM
$553,652
Positions
20
Top-10 Concentration
91.6%
Filings
8
Portfolio Value Over Time
2023-12
2024-03
2024-03
2024-06
2024-12
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | JPMORGAN CHASE | VYLD | -115,000 | -$37,055 | +$2,913 |
| ADD | ACCENTURE PLC CL A | ACN | +100,000 | +$26,830 | +$2,496 |
| REDUCE | GOLDMAN SACHS GROUP INC | GSCE | -12,000 | -$10,548 | +$2,066 |
| REDUCE | AMERICAN EXPRESS CO | AXP | -14,000 | -$5,179 | +$9,342 |
| REDUCE | ALIBABA GROUP HOLDING-SP ADR | BBAAY | 0 | $0 | -$1,608 |
| REDUCE | WESTERN ALLIANCE BANCORP | WAL-PA | 0 | $0 | -$755 |
| REDUCE | PROGRESSIVE CORP | 743315103 | 0 | $0 | -$3,500 |
| REDUCE | KKR | KKRT | 0 | $0 | -$669 |
| REDUCE | BANK OZK | OZKAP | 0 | $0 | $0 |
| REDUCE | AON PLC CLASS A | AON | 0 | $0 | -$181 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202520 pos · $553,652
- 13F HOLDINGS REPORTQ/E Sep 202518 pos · $543,282
- 13F HOLDINGS REPORTQ/E Jun 202520 pos · $443,380
- 13F HOLDINGS REPORTQ/E Dec 202420 pos · $410.4M
- 13F HOLDINGS REPORTQ/E Jun 202420 pos · $347,390
- 13F HOLDINGS REPORTQ/E Mar 202420 pos · $353,986
- 13F HOLDINGS REPORTQ/E Mar 202428 pos · $302,606
- 13F HOLDINGS REPORTQ/E Dec 202319 pos · $235,685
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE | VYLD | 314,000 | $101,177 | 19.97% |
| 2 | AMERICAN EXPRESS CO | AXP | 233,215 | $86,278 | 17.03% |
| 3 | ACCENTURE PLC CL A | ACN | 215,000 | $57,685 | 11.38% |
| 4 | PROGRESSIVE CORP | 743315103 | 182,000 | $41,445 | 8.18% |
| 5 | MASTERCARD INC A | MA | 68,000 | $38,820 | 7.66% |
| 6 | KKR | KKRT | 271,000 | $34,547 | 6.82% |
| 7 | BERKSHIRE HATHAWAY INC CL A | BRK-A | 44 | $33,221 | 6.56% |
| 8 | US BANCORP | USB-PS | 558,000 | $29,775 | 5.88% |
| 9 | WESTERN ALLIANCE BANCORP | WAL-PA | 285,000 | $23,960 | 4.73% |
| 10 | AON PLC CLASS A | AON | 49,000 | $17,291 | 3.41% |
| 11 | ARCH CAPITAL GROUP LTD | G0450A105 | 150,000 | $14,388 | 2.84% |
| 12 | GOLDMAN SACHS GROUP INC | GSCE | 13,000 | $11,427 | 2.26% |
| 13 | ALIBABA GROUP HOLDING-SP ADR | BBAAY | 50,000 | $7,329 | 1.45% |
| 14 | GLOBAL PAYMENTS INC | 37940X102 | 68,000 | $5,263 | 1.04% |
| 15 | NORTHERN TRUST CORP | NTRSO | 30,000 | $4,098 | 0.81% |
| 16 | BANK OZK | OZKAP | 0 | $0 | 0.00% |
| 17 | CITIGROUP INC | C-PR | 0 | $0 | 0.00% |
| 18 | CADENCE BANCORP | 12739A100 | 0 | $0 | 0.00% |
| 19 | WELLS FARGO | 949746101 | 0 | $0 | 0.00% |
| 20 | SCHWAB (CHARLES) CORP | SCHW-PJ | 0 | $0 | 0.00% |