Global Retirement Partners, LLC current holdings: USA Stocks
Global Retirement Partners, LLC reported $2.56 billion in share positions in stocks (listed in the US), 2,631 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are AAPL, NVDA, AJG.
- AAPL: Country of operation United States; Class COM; Shares 580,699; Value $168,031,196.
- NVDA: Country of operation United States; Class COM; Shares 774,243; Value $154,918,257.
- AJG: Country of operation United States; Class COM; Shares 441,225; Value $101,291,977.
- MSFT: Country of operation United States; Class COM; Shares 242,026; Value $90,280,420.
Form 13F-HR as filed (SEC CIK 1749744): quarter ended 2026-06-30, filed 2026-08-06. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 580,699 | $168,031,196 | 6.31% | 2026-06-30 | 2026-08-06 | |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 774,243 | $154,918,257 | 5.82% | 2026-06-30 | 2026-08-06 | +13.55% |
|---|
AJG
GALLAGHER ARTHUR J & CO | United States | COM | 441,225 | $101,291,977 | 3.80% | 2026-06-30 | 2026-08-06 | -0.79% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 242,026 | $90,280,420 | 3.39% | 2026-06-30 | 2026-08-06 | +36.44% |
|---|
AMZN
AMAZON COM INC | United States | COM | 324,127 | $77,252,470 | 2.90% | 2026-06-30 | 2026-08-06 | +3.50% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 204,354 | $73,030,006 | 2.74% | 2026-06-30 | 2026-08-06 | -4.60% |
|---|
AVGO
BROADCOM INC | United States | COM | 149,464 | $56,459,883 | 2.12% | 2026-06-30 | 2026-08-06 | -6.00% |
|---|
TSLA
TESLA INC | United States | COM | 133,093 | $55,978,897 | 2.10% | 2026-06-30 | 2026-08-06 | -16.11% |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 40,392 | $46,623,605 | 1.75% | 2026-06-30 | 2026-08-06 | -7.73% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 127,872 | $41,856,340 | 1.57% | 2026-06-30 | 2026-08-06 | +2.34% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 117,547 | $41,532,724 | 1.56% | 2026-06-30 | 2026-08-06 | -4.53% |
|---|
META
META PLATFORMS INC | United States | CL A | 68,813 | $38,761,867 | 1.46% | 2026-06-30 | 2026-08-06 | +31.16% |
|---|
LLY
ELI LILLY & CO | United States | COM | 30,536 | $36,625,992 | 1.38% | 2026-06-30 | 2026-08-06 | -1.23% |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 56,702 | $32,938,884 | 1.24% | 2026-06-30 | 2026-08-06 | +4.59% |
|---|
CAT
CATERPILLAR INC | United States | COM | 24,854 | $26,466,515 | 0.99% | 2026-06-30 | 2026-08-06 | -22.37% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 50,916 | $25,477,818 | 0.96% | 2026-06-30 | 2026-08-06 | |
|---|
INTC
INTEL CORP | United States | COM | 171,733 | $23,979,044 | 0.90% | 2026-06-30 | 2026-08-06 | -16.97% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 56,799 | $20,923,777 | 0.79% | 2026-06-30 | 2026-08-06 | +3.94% |
|---|
WMT
WALMART INC | United States | COM | 177,876 | $20,146,213 | 0.76% | 2026-06-30 | 2026-08-06 | -5.70% |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 20,651 | $19,317,985 | 0.73% | 2026-06-30 | 2026-08-06 | -1.16% |
|---|
GEV
GE VERNOVA INC | United States | COM | 15,947 | $18,735,710 | 0.70% | 2026-06-30 | 2026-08-06 | -18.08% |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 25,488 | $18,427,714 | 0.69% | 2026-06-30 | 2026-08-06 | -29.18% |
|---|
ABBV
ABBVIE INC | United States | COM | 73,217 | $18,424,400 | 0.69% | 2026-06-30 | 2026-08-06 | +4.63% |
|---|
V
VISA INC | United States | COM CL A | 50,503 | $17,327,063 | 0.65% | 2026-06-30 | 2026-08-06 | +6.64% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 67,123 | $17,047,252 | 0.64% | 2026-06-30 | 2026-08-06 | +5.35% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 123,085 | $16,828,232 | 0.63% | 2026-06-30 | 2026-08-06 | |
|---|
CSCO
CISCO SYS INC | United States | COM | 139,686 | $16,407,559 | 0.62% | 2026-06-30 | 2026-08-06 | -8.96% |
|---|
HD
HOME DEPOT INC | United States | COM | 43,435 | $15,318,660 | 0.58% | 2026-06-30 | 2026-08-06 | -18.33% |
|---|
NFLX
NETFLIX INC. | United States | COM | 213,406 | $15,237,203 | 0.57% | 2026-06-30 | 2026-08-06 | -1.54% |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 14,419 | $14,583,167 | 0.55% | 2026-06-30 | 2026-08-06 | -9.41% |
|---|
PWR
QUANTA SVCS INC | United States | COM | 19,849 | $14,291,990 | 0.54% | 2026-06-30 | 2026-08-06 | -9.48% |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 86,122 | $14,275,565 | 0.54% | 2026-06-30 | 2026-08-06 | +23.30% |
|---|
RTX
RTX CORPORATION | United States | COM | 73,028 | $13,855,594 | 0.52% | 2026-06-30 | 2026-08-06 | -1.47% |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 69,525 | $12,577,798 | 0.47% | 2026-06-30 | 2026-08-06 | +7.18% |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 28,065 | $12,161,392 | 0.46% | 2026-06-30 | 2026-08-06 | -25.26% |
|---|
KO
COCA COLA CO | United States | COM | 147,333 | $11,973,759 | 0.45% | 2026-06-30 | 2026-08-06 | +6.85% |
|---|
GE
GE AEROSPACE | United States | COM NEW | 30,567 | $11,423,646 | 0.43% | 2026-06-30 | 2026-08-06 | -14.94% |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 26,487 | $10,533,151 | 0.40% | 2026-06-30 | 2026-08-06 | +3.65% |
|---|
SNDK
SANDISK CORP | United States | COM | 4,607 | $10,475,558 | 0.39% | 2026-06-30 | 2026-08-06 | -23.92% |
|---|
TJX
TJX COS INC NEW | United States | COM | 66,948 | $10,142,649 | 0.38% | 2026-06-30 | 2026-08-06 | -11.68% |
|---|
MRK
MERCK & CO INC | United States | COM | 78,760 | $10,120,633 | 0.38% | 2026-06-30 | 2026-08-06 | +16.17% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 23,702 | $9,851,133 | 0.37% | 2026-06-30 | 2026-08-06 | -9.79% |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 46,158 | $9,648,823 | 0.36% | 2026-06-30 | 2026-08-06 | -7.79% |
|---|
BAC
BANK OF AMER CORP | United States | COM | 163,267 | $9,302,938 | 0.35% | 2026-06-30 | 2026-08-06 | -3.55% |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 79,424 | $9,266,399 | 0.35% | 2026-06-30 | 2026-08-06 | +60.26% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 210,018 | $8,892,148 | 0.33% | 2026-06-30 | 2026-08-06 | +8.60% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 31,616 | $8,890,753 | 0.33% | 2026-06-30 | 2026-08-06 | -21.77% |
|---|
AMGN
AMGEN INC | United States | COM | 24,522 | $8,880,026 | 0.33% | 2026-06-30 | 2026-08-06 | +16.99% |
|---|
ASML
ASML HLDG NV | | N Y REGISTRY SHS | 4,418 | $8,788,751 | 0.33% | 2026-06-30 | 2026-08-06 | -7.79% |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 58,896 | $8,636,507 | 0.32% | 2026-06-30 | 2026-08-06 | +1.15% |
|---|
WDC
WESTERN DIGITAL CORP | United States | COM | 13,445 | $8,587,607 | 0.32% | 2026-06-30 | 2026-08-06 | -29.00% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 66,982 | $8,478,600 | 0.32% | 2026-06-30 | 2026-08-06 | -9.77% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 16,472 | $8,460,077 | 0.32% | 2026-06-30 | 2026-08-06 | +9.73% |
|---|
C
CITIGROUP INC | United States | COM NEW | 60,306 | $8,440,449 | 0.32% | 2026-06-30 | 2026-08-06 | -6.54% |
|---|
KLAC
KLA CORP | United States | COM NEW | 27,734 | $8,367,711 | 0.31% | 2026-06-30 | 2026-08-06 | -34.86% |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 24,469 | $8,344,376 | 0.31% | 2026-06-30 | 2026-08-06 | +13.90% |
|---|
UNP
UNION PAC CORP | United States | COM | 29,706 | $8,080,013 | 0.30% | 2026-06-30 | 2026-08-06 | +0.79% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 92,001 | $8,074,918 | 0.30% | 2026-06-30 | 2026-08-06 | -13.54% |
|---|
NOW
SERVICENOW INC | United States | COM | 79,680 | $7,910,632 | 0.30% | 2026-06-30 | 2026-08-06 | +30.88% |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 26,539 | $7,910,522 | 0.30% | 2026-06-30 | 2026-08-06 | -5.50% |
|---|
TRGP
TARGA RES CORP | United States | COM | 29,359 | $7,872,228 | 0.30% | 2026-06-30 | 2026-08-06 | +2.00% |
|---|
ORCL
ORACLE CORP | United States | COM | 52,348 | $7,671,536 | 0.29% | 2026-06-30 | 2026-08-06 | -5.98% |
|---|
MO
ALTRIA GROUP INC | United States | COM | 104,863 | $7,544,872 | 0.28% | 2026-06-30 | 2026-08-06 | -4.49% |
|---|
BA
BOEING CO | United States | COM | 34,397 | $7,445,981 | 0.28% | 2026-06-30 | 2026-08-06 | -13.30% |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 98,289 | $7,421,821 | 0.28% | 2026-06-30 | 2026-08-06 | +3.99% |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 9,625 | $7,345,204 | 0.28% | 2026-06-30 | 2026-08-06 | +37.71% |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 21,885 | $7,327,586 | 0.28% | 2026-06-30 | 2026-08-06 | -25.83% |
|---|
ETN
EATON CORP PLC | | SHS | 16,285 | $6,939,452 | 0.26% | 2026-06-30 | 2026-08-06 | +1.68% |
|---|
WFC
WELLS FARGO & CO | United States | COM | 83,415 | $6,893,396 | 0.26% | 2026-06-30 | 2026-08-06 | -2.61% |
|---|
MCD
MCDONALDS CORP | United States | COM | 23,946 | $6,472,835 | 0.24% | 2026-06-30 | 2026-08-06 | -13.44% |
|---|
T
AT&T INC | United States | COM | 284,219 | $5,883,334 | 0.22% | 2026-06-30 | 2026-08-06 | +18.26% |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 19,696 | $5,867,206 | 0.22% | 2026-06-30 | 2026-08-06 | -11.62% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 17,223 | $5,825,585 | 0.22% | 2026-06-30 | 2026-08-06 | -9.71% |
|---|
AZN
ASTRAZENECA PLC | | ORD | 30,381 | $5,760,760 | 0.22% | 2026-06-30 | 2026-08-06 | -13.40% |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 78,687 | $5,678,059 | 0.21% | 2026-06-30 | 2026-08-06 | -3.88% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 94,816 | $5,463,294 | 0.21% | 2026-06-30 | 2026-08-06 | +9.09% |
|---|
GLW
CORNING INC | United States | COM | 21,320 | $5,445,884 | 0.20% | 2026-06-30 | 2026-08-06 | -37.87% |
|---|
STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 5,643 | $5,445,348 | 0.20% | 2026-06-30 | 2026-08-06 | -5.34% |
|---|
BX
BLACKSTONE INC | United States | COM | 44,901 | $5,283,480 | 0.20% | 2026-06-30 | 2026-08-06 | -3.12% |
|---|
BLK
BLACKROCK INC | United States | COM | 5,488 | $5,276,635 | 0.20% | 2026-06-30 | 2026-08-06 | +11.06% |
|---|
BW
BABCOCK & WILCOX ENTERPRISES | United States | COM | 372,642 | $5,254,252 | 0.20% | 2026-06-30 | 2026-08-06 | -58.79% |
|---|
CB
CHUBB LIMITED | | COM | 15,304 | $5,214,781 | 0.20% | 2026-06-30 | 2026-08-06 | -2.54% |
|---|
GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 65,278 | $5,184,403 | 0.19% | 2026-06-30 | 2026-08-06 | +4.05% |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 21,048 | $5,182,446 | 0.19% | 2026-06-30 | 2026-08-06 | -9.98% |
|---|
NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 18,339 | $5,064,682 | 0.19% | 2026-06-30 | 2026-08-06 | -14.05% |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 12,564 | $4,990,200 | 0.19% | 2026-06-30 | 2026-08-06 | +0.26% |
|---|
CEG
CONSTELLATION ENERGY CORP | United States | COM | 19,609 | $4,870,177 | 0.18% | 2026-06-30 | 2026-08-06 | +6.53% |
|---|
WMB
WILLIAMS COS INC | United States | COM | 64,390 | $4,786,717 | 0.18% | 2026-06-30 | 2026-08-06 | -7.68% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 9,385 | $4,781,522 | 0.18% | 2026-06-30 | 2026-08-06 | +0.54% |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 27,708 | $4,707,035 | 0.18% | 2026-06-30 | 2026-08-06 | +19.41% |
|---|
USB
US BANCORP | United States | COM NEW | 77,669 | $4,691,192 | 0.18% | 2026-06-30 | 2026-08-06 | -3.74% |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 26,171 | $4,664,757 | 0.18% | 2026-06-30 | 2026-08-06 | -8.92% |
|---|
CBOE
CBOE GLOBAL MKTS INC | United States | COM | 19,066 | $4,626,823 | 0.17% | 2026-06-30 | 2026-08-06 | +7.86% |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 59,031 | $4,618,006 | 0.17% | 2026-06-30 | 2026-08-06 | +11.33% |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 8,629 | $4,477,804 | 0.17% | 2026-06-30 | 2026-08-06 | -8.78% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 42,917 | $4,385,665 | 0.16% | 2026-06-30 | 2026-08-06 | -6.62% |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 34,604 | $4,371,886 | 0.16% | 2026-06-30 | 2026-08-06 | +19.74% |
|---|
STRL
STERLING INFRASTRUCTURE INC | United States | COM | 5,200 | $4,364,672 | 0.16% | 2026-06-30 | 2026-08-06 | -39.84% |
|---|
PLD
PROLOGIS INC. | United States | COM | 32,142 | $4,354,225 | 0.16% | 2026-06-30 | 2026-08-06 | -2.11% |
|---|
LOW
LOWES COS INC | United States | COM | 19,722 | $4,348,592 | 0.16% | 2026-06-30 | 2026-08-06 | -15.07% |
|---|