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GRP
Global Retirement Partners Portfolio holdings
AUM
$5.64B
This Fund
S&P 500
This Quarter
Est. Return
+9.82%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.04B
AUM Growth
–
Cap. Flow
+$3.8B
Cap. Flow
% of AUM
94.14%
Top 10 Holdings %
Top 10 Hldgs %
22.67%
Holding
3,805
New
3,796
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Arthur J. Gallagher & Co
AJG
|
+$166M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$146M |
| 3 |
Apple
AAPL
|
+$91.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$80.2M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$78.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.58% |
| 2 | Financials | 8.72% |
| 3 | Consumer Discretionary | 3.89% |
| 4 | Communication Services | 3.17% |
| 5 | Healthcare | 3.11% |
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Global Retirement Partners's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for Global Retirement Partners, which disclosed 3,805 positions worth $4.04B. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Arthur J. Gallagher & Co: 502,693 shares worth $161M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Financials and Consumer Discretionary.
- Global Retirement Partners's largest Q2 2025 buy was Arthur J. Gallagher & Co: 502,693 shares worth $161M.
- Global Retirement Partners's ten largest holdings make up 23% of its $4.04B portfolio in Q2 2025.
- Global Retirement Partners disclosed 3,805 positions in Q2 2025, its first 13F filing on record.
Based on Global Retirement Partners's 13F filing for Q2 2025, filed 12 Aug 2025.