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Portfolio (Quarterly) Guide ↗

GLR Partners, LLC

· CIK 0002134831
13F Portfolio $215M AUM 111 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 111 New
Page 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWF ISHARES TR 11,107.0 $1.4M 0.64% NEW $124.17 -2.4%
42 JNJ JOHNSON & JOHNSON Healthcare 5,342.0 $1.4M 0.63% NEW $253.97 +6.8%
43 SPDW SPDR INDEX SHS FDS 25,254.0 $1.3M 0.59% NEW $50.39 +1.5%
44 JPM JPMORGAN CHASE & CO Financial Services 3,660.0 $1.2M 0.56% NEW $327.33 +8.4%
45 IJJ ISHARES TR 6,808.0 $1.0M 0.47% NEW $147.73 -1.6%
46 AMAT APPLIED MATLS INC Technology 1,267.0 $916K 0.43% NEW $723.00 -38.9%
47 IAU ISHARES GOLD TR Financial Services 11,970.0 $904K 0.42% NEW $75.51 +7.7%
48 IWD ISHARES TR 3,672.0 $890K 0.41% NEW $242.43 +5.6%
49 VBK VANGUARD INDEX FDS 2,361.0 $863K 0.40% NEW $365.70 -5.8%
50 STATE STR SPDR S&P 500 ETF T 1,100.0 $821K 0.38% NEW $746.77
51 BARINTHUS BIOTHERAPEUTICS PL 1,243,377.0 $821K 0.38% NEW $0.66
52 VBR VANGUARD INDEX FDS 3,352.0 $815K 0.38% NEW $242.99 +0.3%
53 PGEN PRECIGEN INC Healthcare 140,169.0 $799K 0.37% NEW $5.70 +20.4%
54 MA MASTERCARD INCORPORATED Financial Services 1,340.0 $688K 0.32% NEW $513.60 +13.1%
55 CAT CATERPILLAR INC Industrials 642.0 $684K 0.32% NEW $1064.90 -26.8%
56 HD HOME DEPOT INC Consumer Cyclical 1,909.0 $673K 0.31% NEW $352.68 -9.3%
57 MRVL MARVELL TECHNOLOGY INC Technology 2,135.0 $636K 0.30% NEW $297.89 -29.4%
58 GOVT ISHARES TR 27,840.0 $634K 0.29% NEW $22.78 -2.0%
59 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,584.0 $602K 0.28% NEW $233.10 -4.7%
60 NYF ISHARES TR 11,048.0 $596K 0.28% NEW $53.91 -3.3%
Page 3 of 6  ·  111 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 20.1%
Industrials 13.8%
Healthcare 11.8%
Communication Services 9.7%
Consumer Cyclical 8.7%
Basic Materials 2.0%
Consumer Defensive 1.5%
Utilities 1.1%
Energy 0.2%