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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
VCYT icon
3951
Veracyte
VCYT
$3.39B
$2.35K ﹤0.01%
+40
New +$1.68K
FOF icon
3952
Cohen & Steers Closed End Opportunity Fund
FOF
$364M
$2.35K ﹤0.01%
+169
New +$2.31K
CPER icon
3953
CALL
United States Copper Index Fund
CPER
$734M
$2.34K ﹤0.01%
+200
New +$7.54K
CGW icon
3954
Invesco S&P Global Water Index ETF
CGW
$1.03B
$2.34K ﹤0.01%
+36
New +$2.31K
PAR icon
3955
PAR Technology
PAR
$728M
$2.33K ﹤0.01%
+134
New +$1.93K
NCMI icon
3956
National CineMedia
NCMI
$234M
$2.32K ﹤0.01%
+611
New +$2.08K
INSP icon
3957
Inspire Medical Systems
INSP
$2.12B
$2.32K ﹤0.01%
+52
New +$2.47K
ACEI
3958
Innovator Equity Autocallable Income Strategy ETF
ACEI
$48.2M
$2.31K ﹤0.01%
+100
New +$2.42K
CRD.A icon
3959
Crawford & Co Class A
CRD.A
$595M
$2.31K ﹤0.01%
+205
New +$2.18K
PAL
3960
Proficient Auto Logistics
PAL
$140M
$2.3K ﹤0.01%
+338
New +$2.26K
CGTX icon
3961
Cognition Therapeutics
CGTX
$94.9M
$2.3K ﹤0.01%
+2,000
New +$2.37K
GLRE icon
3962
Greenlight Captial
GLRE
$488M
$2.3K ﹤0.01%
+142
New +$2.44K
KBE icon
3963
State Street SPDR S&P Bank ETF
KBE
$1.59B
$2.29K ﹤0.01%
+34
New +$2.18K
GHC icon
3964
Graham Holdings Company
GHC
$4.84B
$2.28K ﹤0.01%
+2
New +$2.25K
STRT icon
3965
STRATTEC Security
STRT
$287M
$2.28K ﹤0.01%
+28
New +$2.13K
PEW
3966
GrabAGun Digital Holdings
PEW
$67.9M
$2.28K ﹤0.01%
+1,000
New +$2.77K
EMF
3967
Templeton Emerging Markets Fund
EMF
$344M
$2.28K ﹤0.01%
+98
New +$2.12K
TNC icon
3968
Tennant Co
TNC
$1.19B
$2.28K ﹤0.01%
+26
New +$2.16K
KC
3969
Kingsoft Cloud Holdings
KC
$3.01B
$2.27K ﹤0.01%
+251
New +$3.47K
KWEB icon
3970
KraneShares CSI China Internet ETF
KWEB
$4.76B
$2.26K ﹤0.01%
+93
New +$2.58K
TTAN
3971
ServiceTitan Inc
TTAN
$5.32B
$2.26K ﹤0.01%
+32
New +$2.06K
KNF icon
3972
Knife River
KNF
$3.29B
$2.26K ﹤0.01%
+27
New +$2.23K
MPLT
3973
MapLight Therapeutics
MPLT
$649M
$2.26K ﹤0.01%
+63
New +$1.81K
PSCE icon
3974
Invesco S&P SmallCap Energy ETF
PSCE
$113M
$2.25K ﹤0.01%
+41
New +$2.46K
CMCO icon
3975
Columbus McKinnon
CMCO
$509M
$2.24K ﹤0.01%
+148
New +$2.2K
157 158
159
160 161

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EB
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AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
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.