Global Frontier Investments LLC — 13F holdings

Global Frontier Investments LLC reported 30 holdings worth $581M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. JPM JPMORGAN CHASE & CO. — $103M (17.7%)
2. AXP AMERICAN EXPRESS CO — $78.9M (13.6%)
3. GS GOLDMAN SACHS GROUP INC — $48.5M (8.4%)
4. PGR PROGRESSIVE CORP — $39.8M (6.8%)
5. ACN ACCENTURE PLC IRELAND — $39.2M (6.7%)
6. MA MASTERCARD INCORPORATED — $34.9M (6.0%)
7. USB US BANCORP DEL — $33.7M (5.8%)
8. BRK.A BERKSHIRE HATHAWAY INC DEL — $32.9M (5.7%)
9. INFQ INFLEQTION INC — $31.3M (5.4%)
10. MKL MARKEL GROUP INC — $27.9M (4.8%)