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Global Retirement Partners Portfolio holdings

AUM $6.54B
This Fund
S&P 500
This Quarter Est. Return
+17.57%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$6.54B
AUM Growth
–
Cap. Flow
+$6.35B
Cap. Flow %
97.06%
Top 10 Hldgs %
18.61%
Holding
4,515
New
4,512
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$225M
2
AAPL icon
Apple
AAPL
+$166M
3
NVDA icon
NVIDIA
NVDA
+$159M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$148M
5
MSFT icon
Microsoft
MSFT
+$97.9M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 59.91%
2 Technology 13.87%
3 Financials 6.41%
4 Industrials 3.88%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VPLS
3876
Vanguard Core Plus Bond ETF
VPLS
$1.91B
$2.95K ﹤0.01%
+38
New +$2.94K
LBRT icon
3877
Liberty Energy
LBRT
$3.46B
$2.93K ﹤0.01%
+112
New +$3.35K
MYE icon
3878
Myers Industries
MYE
$1.14B
$2.93K ﹤0.01%
+83
New +$1.96K
APPS icon
3879
Digital Turbine
APPS
$1.45B
$2.93K ﹤0.01%
+227
New +$1.36K
BME icon
3880
BlackRock Health Sciences Trust
BME
$573M
$2.93K ﹤0.01%
+68
New +$2.7K
CVI icon
3881
CVR Energy
CVI
$5.17B
$2.92K ﹤0.01%
+106
New +$3.37K
AIP icon
3882
Arteris
AIP
$1.14B
$2.92K ﹤0.01%
+60
New +$1.92K
TRUT
3883
VanEck Technology TruSector ETF
TRUT
$207M
$2.89K ﹤0.01%
+92
New +$2.71K
RLAY icon
3884
Relay Therapeutics
RLAY
$4.14B
$2.88K ﹤0.01%
+154
New +$2.24K
NESR
3885
National Energy Services Reunited Corp
NESR
$3.48B
$2.87K ﹤0.01%
+96
New +$2.38K
MYGN icon
3886
Myriad Genetics
MYGN
$313M
$2.87K ﹤0.01%
+503
New +$2.28K
OBK icon
3887
Origin Bancorp
OBK
$1.67B
$2.86K ﹤0.01%
+56
New +$2.64K
CARS icon
3888
Cars.com
CARS
$623M
$2.85K ﹤0.01%
+261
New +$2.65K
GRNB icon
3889
VanEck Green Bond ETF
GRNB
$185M
$2.85K ﹤0.01%
+118
New +$2.84K
CXT icon
3890
Crane NXT
CXT
$2.94B
$2.85K ﹤0.01%
+56
New +$2.39K
FG icon
3891
F&G Annuities & Life
FG
$3.04B
$2.85K ﹤0.01%
+107
New +$2.93K
CGON icon
3892
CG Oncology
CGON
$6.53B
$2.84K ﹤0.01%
+40
New +$2.62K
GME.WS
3893
GameStop Corp Warrants
GME.WS
$2.81K ﹤0.01%
+1,006
New +$3.4K
BBNX
3894
Beta Bionics
BBNX
$734M
$2.81K ﹤0.01%
+179
New +$2.13K
WOLF icon
3895
Wolfspeed
WOLF
$1.39B
$2.8K ﹤0.01%
+58
New +$2.52K
ADMA icon
3896
ADMA Biologics
ADMA
$2.1B
$2.76K ﹤0.01%
+330
New +$3.01K
EVIM icon
3897
Eaton Vance Intermediate Municipal Income ETF
EVIM
$282M
$2.76K ﹤0.01%
+52
New +$2.75K
EBC icon
3898
Eastern Bankshares
EBC
$4.93B
$2.74K ﹤0.01%
+123
New +$2.5K
CMTG icon
3899
Claros Mortgage Trust
CMTG
$216M
$2.73K ﹤0.01%
+1,163
New +$2.85K
ABEO icon
3900
Abeona Therapeutics
ABEO
$315M
$2.73K ﹤0.01%
+442
New +$2.43K
154 155
156
157 158

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PA
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SWP
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KGA
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WHRC
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CRC
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MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Global Retirement Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Global Retirement Partners held 4,515 positions worth $6.54B. Its ten largest holdings account for 19% of the portfolio.

Global Retirement Partners deployed $6.35B of net new capital in Q2 2026, opening 4,512 new positions. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 2,632,322 shares worth $231M.

By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, followed by Technology and Financials.

  • Global Retirement Partners's largest Q2 2026 buy was State Street SPDR Portfolio S&P 500 ETF: 2,632,322 shares worth $231M.
  • Global Retirement Partners's ten largest holdings make up 19% of its $6.54B portfolio in Q2 2026.
  • Global Retirement Partners opened 4,512 new positions and closed 0 in Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.