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GLR Partners Portfolio holdings

AUM $215M
This Fund
S&P 500
This Quarter Est. Return
-1.79%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
Cap. Flow
+$191M
Cap. Flow %
104.01%
Top 10 Hldgs %
46.34%
Holding
101
New
101
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 10.57%
2 Healthcare 7.39%
3 Communication Services 6.39%
4 Industrials 4.97%
5 Financials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRNS
51
Barinthus Biotherapeutics
BRNS
$24.6M
$707K 0.39%
+1,243,377
New +$819K
LRCX icon
52
Lam Research
LRCX
$384B
$674K 0.37%
+3,156
New +$706K
MA icon
53
Mastercard
MA
$505B
$670K 0.37%
+1,340
New +$706K
GOVT icon
54
iShares US Treasury Bond ETF
GOVT
$43.9B
$646K 0.35%
+28,218
New +$650K
RMD icon
55
ResMed
RMD
$33B
$611K 0.33%
+2,721
New +$678K
NYF icon
56
iShares New York Muni Bond ETF
NYF
$1.43B
$587K 0.32%
+11,048
New +$594K
PG icon
57
Procter & Gamble
PG
$332B
$549K 0.3%
+3,801
New +$576K
SHV icon
58
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$524K 0.29%
+4,750
New +$524K
GILD icon
59
Gilead Sciences
GILD
$180B
$522K 0.29%
+3,748
New +$525K
NEE icon
60
NextEra Energy
NEE
$178B
$500K 0.27%
+5,382
New +$478K
WSM icon
61
Williams-Sonoma
WSM
$27.6B
$492K 0.27%
+2,701
New +$539K
PEG icon
62
Public Service Enterprise Group
PEG
$37.3B
$482K 0.26%
+5,956
New +$488K
CAT icon
63
Caterpillar
CAT
$370B
$461K 0.25%
+651
New +$451K
MPWR icon
64
Monolithic Power Systems
MPWR
$65B
$448K 0.24%
+410
New +$448K
AMAT icon
65
Applied Materials
AMAT
$390B
$443K 0.24%
+1,297
New +$436K
QQQ icon
66
Invesco QQQ Trust
QQQ
$484B
$424K 0.23%
+734
New +$446K
VIG icon
67
Vanguard Dividend Appreciation ETF
VIG
$113B
$415K 0.23%
+1,931
New +$430K
ACN icon
68
Accenture
ACN
$113B
$394K 0.21%
+1,985
New +$463K
GWW icon
69
W.W. Grainger
GWW
$61.2B
$377K 0.21%
+346
New +$378K
IGM icon
70
iShares Expanded Tech Sector ETF
IGM
$10.5B
$377K 0.21%
+3,183
New +$400K
RDVY icon
71
First Trust Rising Dividend Achievers ETF
RDVY
$25.2B
$375K 0.2%
+5,494
New +$391K
IWM icon
72
iShares Russell 2000 ETF
IWM
$81.3B
$365K 0.2%
+1,470
New +$379K
MCK icon
73
McKesson
MCK
$99B
$363K 0.2%
+420
New +$375K
BND icon
74
Vanguard Total Bond Market
BND
$161B
$348K 0.19%
+4,731
New +$351K
IWP icon
75
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$318K 0.17%
+2,482
New +$336K

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GLR Partners's Q1 2026 Portfolio in Review

Q1 2026 is the first quarter with a 13F filing on record for GLR Partners, which disclosed 101 positions worth $183M. Its ten largest holdings account for 46% of the portfolio.

Its largest position is Pacer US Cash Cows 100 ETF: 264,069 shares worth $16.5M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, followed by Healthcare and Communication Services.

  • GLR Partners's largest Q1 2026 buy was Pacer US Cash Cows 100 ETF: 264,069 shares worth $16.5M.
  • GLR Partners's ten largest holdings make up 46% of its $183M portfolio in Q1 2026.
  • GLR Partners disclosed 101 positions in Q1 2026, its first 13F filing on record.

Based on GLR Partners's 13F filing for Q1 2026, filed 13 May 2026.