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GFI

Global Frontier Investments Portfolio holdings

AUM $732M
1-Year Est. Return 8.6%
This Fund
S&P 500
This Quarter Est. Return
+5.25%
1 Year Est. Return
-8.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$389M
AUM Growth
–
Cap. Flow
+$390M
Cap. Flow %
100.34%
Top 10 Hldgs %
91.34%
Holding
15
New
15
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$88.3M
2
AXP icon
American Express
AXP
+$56.7M
3
PGR icon
Progressive
PGR
+$45.8M
4
MA icon
Mastercard
MA
+$35.2M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$30.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 95.59%
2 Industrials 1.96%
3 Technology 1.36%
4 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
1
JPMorgan Chase
JPM
$962B
$90.8M 23.37%
+379,000
New +$88.3M
AXP icon
2
American Express
AXP
$230B
$58.5M 15.06%
+197,215
New +$56.7M
PGR icon
3
Progressive
PGR
$123B
$43.6M 11.22%
+182,000
New +$45.8M
MA icon
4
Mastercard
MA
$492B
$35.8M 9.21%
+68,000
New +$35.2M
BRK.A icon
5
Berkshire Hathaway Class A
BRK.A
$1.11T
$30M 7.71%
+44
New +$30.5M
USB icon
6
US Bancorp
USB
$100B
$26.7M 6.87%
+558,000
New +$27.5M
WAL icon
7
Western Alliance Bancorporation
WAL
$8.89B
$23.8M 6.13%
+285,000
New +$25.1M
AON icon
8
Aon
AON
$75.6B
$17.6M 4.53%
+49,000
New +$18M
GS icon
9
Goldman Sachs
GS
$301B
$14.3M 3.68%
+25,000
New +$13.9M
ACGL icon
10
Arch Capital
ACGL
$33.5B
$13.9M 3.56%
+150,000
New +$15.1M
KKR icon
11
KKR & Co
KKR
$99.6B
$13.5M 3.46%
+91,000
New +$13.4M
GPN icon
12
Global Payments
GPN
$22.7B
$7.62M 1.96%
+68,000
New +$7.44M
ACN icon
13
Accenture
ACN
$110B
$5.28M 1.36%
+15,000
New +$5.4M
BABA icon
14
Alibaba
BABA
$306B
$4.24M 1.09%
+50,000
New +$4.72M
NTRS icon
15
Northern Trust
NTRS
$34.4B
$3.08M 0.79%
+30,000
New +$3.07M

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IA
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GIC
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SI
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MWP
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SDH
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QI
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TC
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Global Frontier Investments's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Global Frontier Investments, which disclosed 15 positions worth $389M. Its ten largest holdings account for 91% of the portfolio.

Its largest position is JPMorgan Chase: 379,000 shares worth $90.8M.

By sector, the portfolio is most concentrated in Financials at 96% of assets, followed by Industrials and Technology.

  • Global Frontier Investments's largest Q4 2024 buy was JPMorgan Chase: 379,000 shares worth $90.8M.
  • Global Frontier Investments's ten largest holdings make up 91% of its $389M portfolio in Q4 2024.
  • Global Frontier Investments disclosed 15 positions in Q4 2024, its first 13F filing on record.

Based on Global Frontier Investments's 13F filing for Q4 2024, filed 14 Feb 2025.