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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 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEP PEPSICO INC Consumer Defensive 1,699.0 $230K 0.11% NEW $135.40 +3.2%
102 IJK ISHARES TR 1,957.0 $230K 0.11% NEW $117.50 -5.0%
103 VTEB VANGUARD MUN BD FDS 4,443.0 $225K 0.10% NEW $50.58 -3.2%
104 CL COLGATE PALMOLIVE CO Consumer Defensive 2,450.0 $225K 0.10% NEW $91.68 -2.2%
105 CSX CSX CORP Industrials 4,635.0 $220K 0.10% NEW $47.53 +2.5%
106 NEBIUS GROUP N.V. 794.0 $219K 0.10% NEW $276.17
107 TFI SPDR SERIES TRUST 4,781.0 $219K 0.10% NEW $45.80 -3.2%
108 LUNR INTUITIVE MACHINES INC Industrials 10,225.0 $219K 0.10% NEW $21.39 -31.2%
109 REGN REGENERON PHARMACEUTICALS Healthcare 350.0 $218K 0.10% NEW $623.54 +32.1%
110 CVX CHEVRON CORPORATION Energy 1,247.0 $207K 0.10% NEW $165.76 +27.3%
111 EFA ISHARES TR 1,954.0 $203K 0.10% NEW $103.88 +2.5%
Page 6 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%