We are live on ! Find out more
GRP

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
NFE icon
4376
New Fortress Energy
NFE
$4.71B
$221 ﹤0.01%
+12
New +$357
TENB icon
4377
Tenable Holdings
TENB
$3.53B
$221 ﹤0.01%
+6
New +$141
PAHC icon
4378
Phibro Animal Health
PAHC
$1.49B
$220 ﹤0.01%
+7
New +$295
HTZWW
4379
Hertz Global Holdings Warrants
HTZWW
$85.1M
$218 ﹤0.01%
+200
New +$527
STVN icon
4380
Stevanato
STVN
$5.72B
$217 ﹤0.01%
+12
New +$203
ACVA icon
4381
ACV Auctions
ACVA
$1.23B
$216 ﹤0.01%
+30
New +$170
MLYS icon
4382
Mineralys Therapeutics
MLYS
$2.59B
$216 ﹤0.01%
+8
New +$219
LZ icon
4383
LegalZoom.com
LZ
$1.01B
$208 ﹤0.01%
+34
New +$208
STN icon
4384
Stantec
STN
$7.87B
$207 ﹤0.01%
+3
New +$242
PCT icon
4385
PureCycle Technologies
PCT
$1.17B
$203 ﹤0.01%
+25
New +$224
PSTL
4386
Postal Realty Trust
PSTL
$698M
$197 ﹤0.01%
+8
New +$178
CCOI icon
4387
Cogent Communications
CCOI
$466M
$194 ﹤0.01%
+14
New +$258
ULH icon
4388
Universal Logistics Holdings
ULH
$492M
$192 ﹤0.01%
+13
New +$232
ASAN icon
4389
Asana
ASAN
$1.96B
$189 ﹤0.01%
+27
New +$181
CRVL icon
4390
CorVel
CRVL
$3.42B
$188 ﹤0.01%
+3
New +$175
OPENL
4391
Opendoor Technologies Inc Series A Warrants
OPENL
$2.87M
$187 ﹤0.01%
+661
New +$203
ANVS icon
4392
Annovis Bio
ANVS
$50.7M
$186 ﹤0.01%
+100
New +$194
PNTG icon
4393
Pennant Group
PNTG
$1.37B
$185 ﹤0.01%
+5
New +$163
THNQ icon
4394
ROBO Global Artificial Intelligence ETF
THNQ
$437M
$182 ﹤0.01%
+2
New +$156
LGLV icon
4395
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.19B
$181 ﹤0.01%
+1
New +$180
ROCK icon
4396
Gibraltar Industries
ROCK
$1.32B
$180 ﹤0.01%
+4
New +$157
XRP
4397
CALL
Bitwise XRP ETF
XRP
$305M
$180 ﹤0.01%
+300
New +$4.38K
CELU icon
4398
Celularity
CELU
$41.5M
$179 ﹤0.01%
+300
New +$288
SVRA icon
4399
Savara
SVRA
$1.09B
$179 ﹤0.01%
+29
New +$156
CAE icon
4400
CAE Inc
CAE
$7.62B
$175 ﹤0.01%
+7
New +$181
174 175
176
177 178

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.