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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 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EBAY EBAY INC. Consumer Cyclical 2,991.0 $334K 0.16% NEW $111.75 -6.1%
82 VTI VANGUARD INDEX FDS 881.0 $326K 0.15% NEW $370.04 +1.4%
83 BND VANGUARD BD INDEX FDS 4,402.0 $323K 0.15% NEW $73.41 -2.2%
84 RSPT INVESCO EXCHANGE TRADED FD T 4,750.0 $306K 0.14% NEW $64.50 -1.4%
85 RDVY FIRST TR EXCHANGE TRADED FD 3,699.0 $300K 0.14% NEW $81.06 -0.6%
86 ACN ACCENTURE PLC IRELAND Technology 2,263.0 $282K 0.13% NEW $124.44 +51.1%
87 MCD MCDONALDS CORP Consumer Cyclical 1,021.0 $276K 0.13% NEW $270.31 -3.4%
88 RTX RTX CORPORATION Industrials 1,447.0 $275K 0.13% NEW $189.73 +8.1%
89 FAST FASTENAL CO Industrials 5,646.0 $271K 0.13% NEW $48.03 +1.5%
90 CRM SALESFORCE INC Technology 1,693.0 $265K 0.12% NEW $156.66 +64.8%
91 ITW ILLINOIS TOOL WKS INC Industrials 978.0 $265K 0.12% NEW $270.47 -0.2%
92 BLK BLACKROCK INC Financial Services 272.0 $262K 0.12% NEW $961.56 +17.3%
93 POWL POWELL INDS INC Industrials 898.0 $257K 0.12% NEW $286.36 -39.9%
94 RKLB ROCKET LAB CORP Industrials 2,500.0 $254K 0.12% NEW $101.65 -38.5%
95 XLK SELECT SECTOR SPDR TR 1,325.0 $252K 0.12% NEW $190.52 -3.6%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 894.0 $251K 0.12% NEW $281.21 -17.7%
97 CGGR CAPITAL GROUP GROWTH ETF 5,325.0 $251K 0.12% NEW $47.20 -1.7%
98 SPY STATE STR SPDR S&P 500 ETF T Financial Services 332.0 $248K 0.12% NEW $746.77 +2.0%
99 CTAS CINTAS CORP Industrials 1,415.0 $241K 0.11% NEW $170.08 +17.9%
100 VOO VANGUARD INDEX FDS 350.0 $240K 0.11% NEW $686.81 +2.0%
Page 5 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%