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.
- DRI: Country of operation United States; Class COM; Shares 1,580; Value $325,394.
- UMBF: Country of operation United States; Class COM; Shares 2,278; Value $325,236.
- ILMN: Country of operation United States; Class COM; Shares 1,843; Value $324,055.
- LDOS: Country of operation United States; Class COM; Shares 3,138; Value $323,147.
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 |
|---|
DRI
DARDEN RESTAURANTS INC | United States | COM | 1,580 | $325,394 | 0.01% | 2026-06-30 | 2026-08-06 | -5.29% |
|---|
UMBF
UMB FINL CORP | United States | COM | 2,278 | $325,236 | 0.01% | 2026-06-30 | 2026-08-06 | -7.65% |
|---|
ILMN
ILLUMINA INC | United States | COM | 1,843 | $324,055 | 0.01% | 2026-06-30 | 2026-08-06 | +54.69% |
|---|
LDOS
LEIDOS HOLDINGS INC | United States | COM | 3,138 | $323,147 | 0.01% | 2026-06-30 | 2026-08-06 | +19.55% |
|---|
ACMR
ACM RESH INC | United States | COM CL A | 2,541 | $322,427 | 0.01% | 2026-06-30 | 2026-08-06 | -40.41% |
|---|
BELFB
BEL FUSE INC | United States | CL B | 964 | $321,051 | 0.01% | 2026-06-30 | 2026-08-06 | -26.29% |
|---|
KNSL
KINSALE CAP GROUP INC | United States | COM | 970 | $319,922 | 0.01% | 2026-06-30 | 2026-08-06 | -1.99% |
|---|
EXLS
EXLSERVICE HLDGS INC | United States | COM | 12,339 | $319,087 | 0.01% | 2026-06-30 | 2026-08-06 | +33.72% |
|---|
EXR
EXTRA SPACE STORAGE INC | United States | COM | 2,196 | $319,055 | 0.01% | 2026-06-30 | 2026-08-06 | -8.13% |
|---|
UGI
UGI CORP NEW | United States | COM | 9,211 | $318,133 | 0.01% | 2026-06-30 | 2026-08-06 | +4.66% |
|---|
TTI
TETRA TECHNOLOGIES INC DEL | United States | COM | 28,072 | $318,056 | 0.01% | 2026-06-30 | 2026-08-06 | -48.72% |
|---|
QLYS
QUALYS INC | United States | COM | 2,312 | $317,877 | 0.01% | 2026-06-30 | 2026-08-06 | +29.72% |
|---|
VECO
VEECO INSTRS INC DEL | United States | COM | 4,191 | $317,678 | 0.01% | 2026-06-30 | 2026-08-06 | -32.23% |
|---|
PLXS
PLEXUS CORP | United States | COM | 1,056 | $317,508 | 0.01% | 2026-06-30 | 2026-08-06 | -11.49% |
|---|
FERG
FERGUSON ENTERPRISES INC | | COMMON STOCK NEW | 1,334 | $316,667 | 0.01% | 2026-06-30 | 2026-08-06 | -5.67% |
|---|
CNP
CENTERPOINT ENERGY INC | United States | COM | 7,164 | $315,520 | 0.01% | 2026-06-30 | 2026-08-06 | -16.12% |
|---|
IOT
SAMSARA INC | United States | COM CL A | 9,686 | $314,117 | 0.01% | 2026-06-30 | 2026-08-06 | +17.08% |
|---|
AMRX
AMNEAL PHARMACEUTICALS INC | | COM STK CL A | 18,109 | $313,467 | 0.01% | 2026-06-30 | 2026-08-06 | +16.70% |
|---|
AKAM
AKAMAI TECHNOLOGIES INC | United States | COM | 2,640 | $312,074 | 0.01% | 2026-06-30 | 2026-08-06 | -8.26% |
|---|
INCY
INCYTE CORP | United States | COM | 2,750 | $311,740 | 0.01% | 2026-06-30 | 2026-08-06 | +8.68% |
|---|
DOV
DOVER CORP | United States | COM | 1,376 | $308,666 | 0.01% | 2026-06-30 | 2026-08-06 | -15.42% |
|---|
KEX
KIRBY CORP | United States | COM | 2,252 | $306,204 | 0.01% | 2026-06-30 | 2026-08-06 | -2.96% |
|---|
AIZ
ASSURANT INC | United States | COM | 1,135 | $304,782 | 0.01% | 2026-06-30 | 2026-08-06 | -1.82% |
|---|
HQY
HEALTHEQUITY INC | United States | COM | 3,373 | $304,649 | 0.01% | 2026-06-30 | 2026-08-06 | -3.40% |
|---|
FDXF
FEDEX FGHT HLDG CO INC | United States | COMMON STOCK | 2,017 | $304,567 | 0.01% | 2026-06-30 | 2026-08-06 | -25.79% |
|---|
BOOT
BOOT BARN HLDGS INC | United States | COM | 1,851 | $304,064 | 0.01% | 2026-06-30 | 2026-08-06 | -25.80% |
|---|
MSCI
MSCI INC | United States | COM | 542 | $303,659 | 0.01% | 2026-06-30 | 2026-08-06 | -3.62% |
|---|
RITM
RITHM CAPITAL CORP | United States | COM NEW | 32,252 | $302,846 | 0.01% | 2026-06-30 | 2026-08-06 | -2.88% |
|---|
AEE
AMEREN CORP | United States | COM | 2,678 | $302,715 | 0.01% | 2026-06-30 | 2026-08-06 | -11.31% |
|---|
YETI
YETI HLDGS INC | United States | COM | 6,099 | $302,266 | 0.01% | 2026-06-30 | 2026-08-06 | -14.14% |
|---|
MKSI
MKS INC. | United States | COM | 674 | $299,795 | 0.01% | 2026-06-30 | 2026-08-06 | -40.19% |
|---|
MLM
MARTIN MARIETTA MATLS INC | United States | COM | 520 | $299,620 | 0.01% | 2026-06-30 | 2026-08-06 | -16.93% |
|---|
CLX
CLOROX CO DEL | United States | COM | 3,115 | $297,267 | 0.01% | 2026-06-30 | 2026-08-06 | -14.50% |
|---|
OLLI
OLLIES BARGAIN OUTLET HLDGS | United States | COM | 3,861 | $296,834 | 0.01% | 2026-06-30 | 2026-08-06 | +12.88% |
|---|
SEI
SOLARIS ENERGY INFRAS INC | United States | COM CL A | 3,676 | $295,754 | 0.01% | 2026-06-30 | 2026-08-06 | -15.06% |
|---|
NYT
NEW YORK TIMES CO MTN BE | United States | CL A | 4,199 | $293,846 | 0.01% | 2026-06-30 | 2026-08-06 | -10.95% |
|---|
AVB
AVALONBAY CMNTYS INC | United States | COM | 1,556 | $293,602 | 0.01% | 2026-06-30 | 2026-08-06 | |
|---|
SGI
SOMNIGROUP INTERNATIONAL INC | United States | COM | 3,738 | $293,076 | 0.01% | 2026-06-30 | 2026-08-06 | -20.59% |
|---|
HPQ
HP INC | United States | COM | 13,296 | $291,705 | 0.01% | 2026-06-30 | 2026-08-06 | +40.06% |
|---|
RSG
REPUBLIC SVCS INC | United States | COM | 1,368 | $291,552 | 0.01% | 2026-06-30 | 2026-08-06 | -0.54% |
|---|
RGTI
RIGETTI COMPUTING INC | United States | COMMON STOCK | 15,065 | $291,056 | 0.01% | 2026-06-30 | 2026-08-06 | -18.53% |
|---|
YUM
YUM BRANDS INC | United States | COM | 1,820 | $290,893 | 0.01% | 2026-06-30 | 2026-08-06 | -13.84% |
|---|
QSR
RESTAURANT BRANDS INTL INC | | COM | 4,009 | $290,723 | 0.01% | 2026-06-30 | 2026-08-06 | -1.42% |
|---|
IEX
IDEX CORP | United States | COM | 1,279 | $290,305 | 0.01% | 2026-06-30 | 2026-08-06 | +1.53% |
|---|
CNQ
CANADIAN NAT RES LTD MED TER | | COM | 7,335 | $289,746 | 0.01% | 2026-06-30 | 2026-08-06 | +19.42% |
|---|
SPXC
SPX TECHNOLOGIES INC | United States | COM | 1,180 | $289,301 | 0.01% | 2026-06-30 | 2026-08-06 | -30.40% |
|---|
ALGM
ALLEGRO MICROSYSTEMS INC | United States | COM | 4,149 | $288,853 | 0.01% | 2026-06-30 | 2026-08-06 | -47.43% |
|---|
AAL
AMERICAN AIRLINES GROUP INC | United States | COM | 15,979 | $288,741 | 0.01% | 2026-06-30 | 2026-08-06 | -24.68% |
|---|
INSM
INSMED INC | United States | COM PAR $.01 | 2,702 | $288,087 | 0.01% | 2026-06-30 | 2026-08-06 | +8.45% |
|---|
JHG
JANUS HENDERSON GROUP PLC | | ORD SHS | 5,545 | $288,063 | 0.01% | 2026-06-30 | 2026-08-06 | |
|---|
BCE
BCE INC | | COM NEW | 13,214 | $284,235 | 0.01% | 2026-06-30 | 2026-08-06 | -6.37% |
|---|
SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 7,425 | $283,858 | 0.01% | 2026-06-30 | 2026-08-06 | |
|---|
VIK
VIKING HOLDINGS LTD | United States | ORD SHS | 2,704 | $283,028 | 0.01% | 2026-06-30 | 2026-08-06 | -24.80% |
|---|
VGZ
VISTA GOLD CORP | United States | COM NEW | 147,852 | $282,397 | 0.01% | 2026-06-30 | 2026-08-06 | +40.31% |
|---|
BMRN
BIOMARIN PHARMACEUTICAL INC | United States | COM | 4,906 | $280,721 | 0.01% | 2026-06-30 | 2026-08-06 | +4.63% |
|---|
WCN
WASTE CONNECTIONS INC | | COM | 1,678 | $279,733 | 0.01% | 2026-06-30 | 2026-08-06 | -6.68% |
|---|
MIR
MIRION TECHNOLOGIES INC | United States | COM CL A | 15,562 | $279,027 | 0.01% | 2026-06-30 | 2026-08-06 | -20.02% |
|---|
PJT
PJT PARTNERS INC | United States | COM CL A | 1,846 | $278,643 | 0.01% | 2026-06-30 | 2026-08-06 | -4.04% |
|---|
IR
INGERSOLL RAND INC | United States | COM | 3,381 | $277,213 | 0.01% | 2026-06-30 | 2026-08-06 | -6.72% |
|---|
USAC
USA COMPRESSION PARTNERS LP | United States | COM UNIT LTDPAR | 10,496 | $276,989 | 0.01% | 2026-06-30 | 2026-08-06 | -5.23% |
|---|
POWL
POWELL INDS INC | United States | COM | 959 | $274,728 | 0.01% | 2026-06-30 | 2026-08-06 | -34.19% |
|---|
FICO
FAIR ISAAC CORP | United States | COM | 229 | $273,605 | 0.01% | 2026-06-30 | 2026-08-06 | -48.29% |
|---|
OKLO
OKLO INC | United States | COM CL A | 5,213 | $272,796 | 0.01% | 2026-06-30 | 2026-08-06 | -29.08% |
|---|
ADC
AGREE RLTY CORP | United States | COM | 3,572 | $270,543 | 0.01% | 2026-06-30 | 2026-08-06 | -10.68% |
|---|
CSWC
CAPITAL SOUTHWEST CORP | United States | COM | 11,373 | $270,336 | 0.01% | 2026-06-30 | 2026-08-06 | -1.89% |
|---|
FNF
FIDELITY NATL FINL INC | United States | COM SHS | 5,728 | $270,132 | 0.01% | 2026-06-30 | 2026-08-06 | -12.72% |
|---|
CVNA
CARVANA CO | United States | CL A | 4,099 | $269,796 | 0.01% | 2026-06-30 | 2026-08-06 | -3.34% |
|---|
WTS
WATTS WATER TECHNOLOGIES INC | United States | CL A | 689 | $269,573 | 0.01% | 2026-06-30 | 2026-08-06 | -8.62% |
|---|
KRMN
KARMAN HLDGS INC | United States | COMMON STOCK | 5,350 | $267,072 | 0.01% | 2026-06-30 | 2026-08-06 | -34.17% |
|---|
SSB
SOUTHSTATE BK CORP | United States | COM | 2,668 | $266,499 | 0.01% | 2026-06-30 | 2026-08-06 | +0.19% |
|---|
BMI
BADGER METER INC | United States | COM | 1,785 | $264,802 | 0.01% | 2026-06-30 | 2026-08-06 | -15.09% |
|---|
FND
FLOOR & DECOR HLDGS INC | United States | CL A | 4,427 | $262,787 | 0.01% | 2026-06-30 | 2026-08-06 | -20.70% |
|---|
EQT
EQT CORP | United States | COM | 4,941 | $262,703 | 0.01% | 2026-06-30 | 2026-08-06 | -8.07% |
|---|
YOU
CLEAR SECURE INC | United States | COM CL A | 4,700 | $261,931 | 0.01% | 2026-06-30 | 2026-08-06 | -26.04% |
|---|
EVR
EVERCORE INC | United States | CLASS A | 767 | $261,863 | 0.01% | 2026-06-30 | 2026-08-06 | -24.30% |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 4,076 | $260,907 | 0.01% | 2026-06-30 | 2026-08-06 | +3.83% |
|---|
IRDM
IRIDIUM COMMUNICATIONS INC | United States | COM | 4,754 | $260,771 | 0.01% | 2026-06-30 | 2026-08-06 | -12.60% |
|---|
ESI
ELEMENT SOLUTIONS INC | United States | COM | 5,448 | $260,142 | 0.01% | 2026-06-30 | 2026-08-06 | -24.67% |
|---|
G
GENPACT LIMITED | | SHS | 9,437 | $259,518 | 0.01% | 2026-06-30 | 2026-08-06 | +17.24% |
|---|
FHI
FEDERATED HERMES INC | United States | CL B | 4,672 | $258,003 | 0.01% | 2026-06-30 | 2026-08-06 | +4.17% |
|---|
WY
WEYERHAEUSER CO | United States | COM NEW | 10,765 | $257,722 | 0.01% | 2026-06-30 | 2026-08-06 | -18.34% |
|---|
RXRX
RECURSION PHARMACEUTICALS IN | United States | CL A | 70,100 | $257,267 | 0.01% | 2026-06-30 | 2026-08-06 | +9.81% |
|---|
TCBI
TEXAS CAP BANCSHARES INC | United States | COM | 2,477 | $255,775 | 0.01% | 2026-06-30 | 2026-08-06 | -9.64% |
|---|
SU
SUNCOR ENERGY INC NEW | | COM | 4,759 | $255,464 | 0.01% | 2026-06-30 | 2026-08-06 | +25.76% |
|---|
CACI
CACI INTL INC | United States | CL A | 550 | $254,793 | 0.01% | 2026-06-30 | 2026-08-06 | +31.27% |
|---|
GME
GAMESTOP CORP | United States | CL A | 11,511 | $254,163 | 0.01% | 2026-06-30 | 2026-08-06 | +7.61% |
|---|
STZ
CONSTELLATION BRANDS INC | United States | CL A | 1,822 | $253,359 | 0.01% | 2026-06-30 | 2026-08-06 | -18.92% |
|---|
R
RYDER SYS INC | United States | COM | 954 | $251,719 | 0.01% | 2026-06-30 | 2026-08-06 | -12.47% |
|---|
EOLS
EVOLUS INC | United States | COM | 36,100 | $250,534 | 0.01% | 2026-06-30 | 2026-08-06 | +15.13% |
|---|
BFH
BREAD FINANCIAL HOLDINGS INC | United States | COM | 2,310 | $250,289 | 0.01% | 2026-06-30 | 2026-08-06 | -7.64% |
|---|
NWE
NORTHWESTERN ENERGY GROUP IN | United States | COM NEW | 3,490 | $249,924 | 0.01% | 2026-06-30 | 2026-08-06 | -4.09% |
|---|
ROL
ROLLINS INC | United States | COM | 5,987 | $249,898 | 0.01% | 2026-06-30 | 2026-08-06 | -26.93% |
|---|
FWONK
LIBERTY MEDIA CORP DEL | United States | COM LBTY ONE S C | 2,615 | $248,791 | 0.01% | 2026-06-30 | 2026-08-06 | -2.17% |
|---|
RPM
RPM INTL INC | United States | COM | 2,231 | $247,948 | 0.01% | 2026-06-30 | 2026-08-06 | -10.06% |
|---|
NJR
NEW JERSEY RES CORP | United States | COM | 4,422 | $247,809 | 0.01% | 2026-06-30 | 2026-08-06 | -9.30% |
|---|
AM
ANTERO MIDSTREAM CORP | United States | COM | 10,827 | $246,316 | 0.01% | 2026-06-30 | 2026-08-06 | -10.99% |
|---|
CDW
CDW CORP | United States | COM | 1,749 | $245,979 | 0.01% | 2026-06-30 | 2026-08-06 | -7.77% |
|---|
RVMD
REVOLUTION MEDICINES INC | United States | COM | 1,310 | $245,337 | 0.01% | 2026-06-30 | 2026-08-06 | +9.18% |
|---|
RBA
RB GLOBAL INC | | COM | 2,098 | $244,312 | 0.01% | 2026-06-30 | 2026-08-06 | -30.11% |
|---|
ZS
ZSCALER INC | United States | COM | 1,730 | $244,190 | 0.01% | 2026-06-30 | 2026-08-06 | +40.53% |
|---|