Global Frontier Investments LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| JPMORGAN CHASE(JPM) | 379,000 | 429,000 | +50,000 | 109,876 | 135,319 | 26.07% | +25,443 |
| ACCENTURE PLC CL A | 15,000 | 115,000 | +100,000 | 4,483 | 28,359 | 5.46% | +23,876 |
| KKR(KKR) | 91,000 | 271,000 | +180,000 | 12,106 | 35,216 | 6.78% | +23,110 |
| AMERICAN EXPRESS CO(AXP) | 197,215 | 247,215 | +50,000 | 62,908 | 82,115 | 15.82% | +19,207 |
| ALIBABA GROUP HOLDING-SP ADR(BABA) | 50,000 | 50,000 | 0 | 5,671 | 8,937 | 1.72% | +3,266 |
| WESTERN ALLIANCE BANCORP(WAL) | 285,000 | 285,000 | 0 | 22,224 | 24,715 | 4.76% | +2,491 |
| GOLDMAN SACHS GROUP INC(GS) | 25,000 | 25,000 | 0 | 17,693 | 19,909 | 3.84% | +2,216 |
| US BANCORP(USB) | 558,000 | 558,000 | 0 | 25,249 | 26,968 | 5.19% | +1,719 |
| BERKSHIRE HATHAWAY INC CL A | 44 | 44 | 0 | 32,067 | 33,185 | 6.39% | +1,118 |
| MASTERCARD INC A(MA) | 68,000 | 68,000 | 0 | 38,212 | 38,679 | 7.45% | +467 |
| NORTHERN TRUST CORP(NTRS) | 30,000 | 30,000 | 0 | 3,804 | 4,038 | 0.78% | +234 |
| GLOBAL PAYMENTS INC(GPN) | 68,000 | 68,000 | 0 | 5,443 | 5,649 | 1.09% | +206 |
| BANK OZK(OZK) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CITIGROUP INC(C) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CADENCE BANCORP | 0 | 0 | 0 | 0 | 0 | — | 0 |
| WELLS FARGO(WFC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SCHWAB (CHARLES) CORP(SCHW) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AMRYT PHARMA LTD - SPNR ADR | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ATAI LIFESCIENCES NV | 0 | 0 | 0 | 0 | 0 | — | 0 |
| KALEYRA INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AON PLC CLASS A(AON) | 49,000 | 49,000 | 0 | 17,481 | 17,472 | 3.37% | -9 |
| ARCH CAPITAL GROUP LTD | 150,000 | 150,000 | 0 | 13,658 | 13,610 | 2.62% | -48 |
| PROGRESSIVE CORP(PGR) | 182,000 | 182,000 | 0 | 48,569 | 44,945 | 8.66% | -3,624 |