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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
ATEX icon
4201
Anterix
ATEX
$1.62B
$926 ﹤0.01%
+9
New +$528
WAY
4202
Waystar Holding Corp
WAY
$4.42B
$924 ﹤0.01%
+45
New +$946
QHY
4203
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$244M
$916 ﹤0.01%
+20
New +$919
BGLD icon
4204
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
$54.3M
$912 ﹤0.01%
+56
New +$957
LEE icon
4205
Lee Enterprises
LEE
$166M
$896 ﹤0.01%
+100
New +$903
NUMG icon
4206
Nuveen ESG Mid-Cap Growth ETF
NUMG
$344M
$892 ﹤0.01%
+19
New +$852
UUU icon
4207
Universal Safety Products Inc
UUU
$16.1M
$891 ﹤0.01%
+194
New +$1.16K
SG icon
4208
Sweetgreen
SG
$805M
$890 ﹤0.01%
+101
New +$771
TRMD icon
4209
TORM
TRMD
$3.54B
$886 ﹤0.01%
+34
New +$1.03K
CTSO icon
4210
Cytosorbents Corp
CTSO
$20.1M
$882 ﹤0.01%
+118
New +$1.25K
EWJV icon
4211
iShares MSCI Japan Value ETF
EWJV
$781M
$879 ﹤0.01%
+20
New +$887
KODK icon
4212
Kodak
KODK
$874M
$879 ﹤0.01%
+95
New +$1.04K
SENEA icon
4213
Seneca Foods Class A
SENEA
$1.26B
$870 ﹤0.01%
+5
New +$743
LQDT icon
4214
Liquidity Services
LQDT
$1.3B
$861 ﹤0.01%
+22
New +$779
COCO icon
4215
Vita Coco
COCO
$2.96B
$860 ﹤0.01%
+13
New +$877
ESTA icon
4216
Establishment Labs
ESTA
$2.13B
$858 ﹤0.01%
+10
New +$718
BRAZ icon
4217
Global X Brazil Active ETF
BRAZ
$10.9M
$849 ﹤0.01%
+29
New +$921
JGH icon
4218
Nuveen Global High Income Fund
JGH
$345M
$840 ﹤0.01%
+66
New +$838
RWT
4219
Redwood Trust
RWT
$456M
$839 ﹤0.01%
+177
New +$961
STAA icon
4220
STAAR Surgical
STAA
$1.17B
$832 ﹤0.01%
+29
New +$806
IWM icon
4221
CALL
iShares Russell 2000 ETF
IWM
$78.2B
$831 ﹤0.01%
+300
New +$84.3K
SEG
4222
Seaport Entertainment Group
SEG
$331M
$825 ﹤0.01%
+31
New +$729
ELME
4223
Elme Communities
ELME
$148M
$824 ﹤0.01%
+557
New +$1.13K
FEED
4224
ENvue Medical Inc
FEED
$3.3M
$824 ﹤0.01%
+133
New +$1.8K
GRAL
4225
GRAIL Inc
GRAL
$3.46B
$819 ﹤0.01%
+12
New +$707
167 168
169
170 171

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AAM
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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.