Vault-13

Global Frontier Investments LLC

CHARLESTON, SC · CIK 1821219 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$581.0m reported value -50.3% vs Q1 2026
30positions
80.9%in top 10
0 new 1 added 15 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 JPMORGAN CHASE & CO COM JPM JPM 314,000 $102.8m17.69% 17.69% ReducedShares held: Q3 2025 429.0k, Q4 2025 314.0k, Q1 2026 628.0k, Q2 2026 314.0k -314.0k -314,000 -50.0%
2 AMERICAN EXPRESS CO COM AXP AXP 233,215 $78.9m13.58% 13.58% ReducedShares held: Q3 2025 247.2k, Q4 2025 233.2k, Q1 2026 466.4k, Q2 2026 233.2k -233.2k -233,215 -50.0%
3 GOLDMAN SACHS GROUP INC COM GS GS 48,000 $48.5m8.36% 8.36% AddedShares held: Q3 2025 25.0k, Q4 2025 13.0k, Q1 2026 26.0k, Q2 2026 48.0k +22.0k +22,000 84.6%
4 PROGRESSIVE CORP COM PGR PGR 182,000 $39.8m6.84% 6.84% ReducedShares held: Q3 2025 182.0k, Q4 2025 182.0k, Q1 2026 364.0k, Q2 2026 182.0k -182.0k -182,000 -50.0%
5 ACCENTURE PLC IRELAND SHS CLASS A ACN ACN 315,000 $39.2m6.75% 6.75% ReducedShares held: Q3 2025 115.0k, Q4 2025 215.0k, Q1 2026 430.0k, Q2 2026 315.0k -115.0k -115,000 -26.7%
6 MASTERCARD INCORPORATED CL A MA MA 68,000 $34.9m6.01% 6.01% ReducedShares held: Q3 2025 68.0k, Q4 2025 68.0k, Q1 2026 136.0k, Q2 2026 68.0k -68.0k -68,000 -50.0%
7 US BANCORP DEL COM NEW USB USB 558,000 $33.7m5.80% 5.80% ReducedShares held: Q3 2025 558.0k, Q4 2025 558.0k, Q1 2026 1.1m, Q2 2026 558.0k -558.0k -558,000 -50.0%
8 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 44 $32.9m5.67% 5.67% ReducedShares held: Q3 2025 44, Q4 2025 44, Q1 2026 88, Q2 2026 44 -44 -44 -50.0%
9 INFLEQTION INC COM SHS INFQ INFQ 2,348,913 $31.3m5.39% 5.39% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 25.6m, Q2 2026 2.3m -23.3m -23,273,257 -90.8%
10 MARKEL GROUP INC COM MKL MKL 14,300 $27.9m4.81% 4.81% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 14.3k, Q2 2026 14.3k
11 KKR & CO INC COM KKR KKR 271,000 $24.9m4.28% 4.28% ReducedShares held: Q3 2025 271.0k, Q4 2025 271.0k, Q1 2026 542.0k, Q2 2026 271.0k -271.0k -271,000 -50.0%
12 WESTERN ALLIANCE BANCORP COM WAL WAL 285,000 $23.4m4.03% 4.03% ReducedShares held: Q3 2025 285.0k, Q4 2025 285.0k, Q1 2026 570.0k, Q2 2026 285.0k -285.0k -285,000 -50.0%
13 AON PLC SHS CL A AON AON 49,000 $16.3m2.80% 2.80% ReducedShares held: Q3 2025 49.0k, Q4 2025 49.0k, Q1 2026 98.0k, Q2 2026 49.0k -49.0k -49,000 -50.0%
14 ARCH CAP GROUP LTD ORD ACGL ACGL 150,000 $14.6m2.51% 2.51% ReducedShares held: Q3 2025 150.0k, Q4 2025 150.0k, Q1 2026 300.0k, Q2 2026 150.0k -150.0k -150,000 -50.0%
15 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 15,000 $7.5m1.29% 1.29% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 15.0k, Q2 2026 15.0k
16 NORTHERN TR CORP COM NTRS NTRS 30,000 $5.2m0.90% 0.90% ReducedShares held: Q3 2025 30.0k, Q4 2025 30.0k, Q1 2026 60.0k, Q2 2026 30.0k -30.0k -30,000 -50.0%
17 GLOBAL PMTS INC COM GPN GPN 68,000 $4.9m0.85% 0.85% ReducedShares held: Q3 2025 68.0k, Q4 2025 68.0k, Q1 2026 136.0k, Q2 2026 68.0k -68.0k -68,000 -50.0%
18 ALIBABA GROUP HLDG LTD SPONSORED ADS BABA BABA 50,000 $4.8m0.83% 0.83% ReducedShares held: Q3 2025 50.0k, Q4 2025 50.0k, Q1 2026 100.0k, Q2 2026 50.0k -50.0k -50,000 -50.0%
19 AXOS FINANCIAL INC COM AX AX 37,000 $3.6m0.62% 0.62% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 37.0k, Q2 2026 37.0k
20 VISA INC COM CL A V V 9,706 $3.3m0.57% 0.57% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 9.7k, Q2 2026 9.7k
21 WEBSTER FINL CORP COM WBS WBS 33,000 $2.5m0.43% 0.43% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 33.0k, Q2 2026 33.0k
22 AMRYT PHARMA PLC SPONSORED ADS SPONSORED ADS 0 $00.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 0
23 BANK OZK LITTLE ROCK ARK COM OZK OZK 0 $00.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 0
24 CADENCE BANCORPORATION CL A CADE CADE 0 $00.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 0
25 CITIGROUP INC COM NEW C C 0 $00.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 0
26 KALEYRA INC COM COM 0 $00.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 0
27 SCHWAB CHARLES CORP COM SCHW SCHW 0 $00.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 0
28 SIGNATURE BK NEW YORK N Y COM SBNY SBNY 0 $00.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 0
29 WELLS FARGO CO NEW COM WFC WFC 0 $00.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 0
30 ATAI LIFE SCIENCES NV SHS ATAI ATAI 0 $00.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 0