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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
SLDP icon
4251
Solid Power
SLDP
$564M
$648 ﹤0.01%
+250
New +$772
GGB icon
4252
Gerdau
GGB
$10B
$634 ﹤0.01%
+157
New +$698
DFIN icon
4253
Donnelley Financial Solutions
DFIN
$1.19B
$629 ﹤0.01%
+15
New +$654
REPX icon
4254
Riley Exploration Permian
REPX
$957M
$626 ﹤0.01%
+19
New +$677
URG
4255
Ur-Energy
URG
$533M
$623 ﹤0.01%
+458
New +$747
CSR
4256
Centerspace
CSR
$969M
$618 ﹤0.01%
+11
New +$693
BULL
4257
Webull Corp
BULL
$5.02B
$613 ﹤0.01%
+94
New +$609
NSIT icon
4258
Insight Enterprises
NSIT
$4.57B
$609 ﹤0.01%
+5
New +$456
LIF
4259
Life360
LIF
$3.39B
$609 ﹤0.01%
+11
New +$489
UTI icon
4260
Universal Technical Institute
UTI
$1.13B
$599 ﹤0.01%
+14
New +$538
RNST icon
4261
Renasant Corp
RNST
$3.7B
$596 ﹤0.01%
+14
New +$566
TCX icon
4262
Tucows
TCX
$122M
$579 ﹤0.01%
+43
New +$652
KIE icon
4263
PUT
State Street SPDR S&P Insurance ETF
KIE
$626M
$575 ﹤0.01%
+500
New +$28.6K
AVIR icon
4264
Atea Pharmaceuticals
AVIR
$415M
$572 ﹤0.01%
+123
New +$612
CNRG icon
4265
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$191M
$566 ﹤0.01%
+5
New +$534
PDFS icon
4266
PDF Solutions
PDFS
$1.99B
$566 ﹤0.01%
+8
New +$397
NUW icon
4267
Nuveen AMT-Free Municipal Value Fund
NUW
$243M
$561 ﹤0.01%
+39
New +$553
XES icon
4268
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$402M
$560 ﹤0.01%
+5
New +$609
HROW icon
4269
Harrow
HROW
$1.37B
$552 ﹤0.01%
+13
New +$484
BMEA icon
4270
Biomea Fusion
BMEA
$123M
$551 ﹤0.01%
+375
New +$560
PDS
4271
Precision Drilling
PDS
$1.15B
$537 ﹤0.01%
+7
New +$639
SPCH
4272
CALL
Leverage Shares 2X Long SPCX Daily ETF
SPCH
$372M
$530 ﹤0.01%
+400
New +$6.4K
KMT icon
4273
Kennametal
KMT
$2.22B
$526 ﹤0.01%
+15
New +$546
LZB icon
4274
La-Z-Boy
LZB
$1.24B
$522 ﹤0.01%
+13
New +$470
XRPN
4275
Armada Acquisition Corp II
XRPN
$333M
$521 ﹤0.01%
+50
New +$519
169 170
171
172 173

Similar funds

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
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
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
KGA
K5 Global Advisor Miami Beach, Florida $6.59B AUM
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
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.