Global Retirement Partners, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Global Retirement Partners, LLC opened 380 positions, added to 1,184, reduced 841, sold out of 143 and left 226 unchanged. The largest increase in value was MU (+$37,951,905); the largest decrease was MSFT (-$22,509,398).
- MU: Country of operation United States; Class COM; Shares 2025-12-31 30,383; Shares 2026-06-30 40,392.
- MSFT: Country of operation United States; Class COM; Shares 2025-12-31 233,220; Shares 2026-06-30 242,026.
- AMD: Country of operation United States; Class COM; Shares 2025-12-31 55,573; Shares 2026-06-30 56,702.
- INTC: Country of operation United States; Class COM; Shares 2025-12-31 171,717; Shares 2026-06-30 171,733.
Two Form 13F-HR filings compared (SEC CIK 1749744): 2025-12-31 (filed 2026-02-06) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-12-31 | Shares 2026-06-30 | Share change | Value 2025-12-31 | Value 2026-06-30 | Value change |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 30,383 | 40,392 | +10,009 | $8,671,700 | $46,623,605 | +$37,951,905 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 233,220 | 242,026 | +8,806 | $112,789,818 | $90,280,420 | -$22,509,398 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 55,573 | 56,702 | +1,129 | $11,901,420 | $32,938,884 | +$21,037,464 |
|---|
INTC
INTEL CORP | United States | COM | 171,717 | 171,733 | +16 | $6,336,375 | $23,979,044 | +$17,642,669 |
|---|
CAT
CATERPILLAR INC | United States | COM | 22,306 | 24,854 | +2,548 | $12,778,260 | $26,466,515 | +$13,688,255 |
|---|
AAPL
APPLE INC | United States | COM | 568,591 | 580,699 | +12,108 | $154,577,277 | $168,031,196 | +$13,453,919 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 758,930 | 774,243 | +15,313 | $141,540,467 | $154,918,257 | +$13,377,790 |
|---|
GEV
GE VERNOVA INC | United States | COM | 11,034 | 15,947 | +4,913 | $7,211,374 | $18,735,710 | +$11,524,336 |
|---|
LLY
ELI LILLY & CO | United States | COM | 23,979 | 30,536 | +6,557 | $25,770,267 | $36,625,992 | +$10,855,725 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 201,781 | 204,354 | +2,573 | $63,157,471 | $73,030,006 | +$9,872,535 |
|---|
AVGO
BROADCOM INC | United States | COM | 134,744 | 149,464 | +14,720 | $46,634,940 | $56,459,883 | +$9,824,943 |
|---|
SNDK
SANDISK CORP | United States | COM | 2,895 | 4,607 | +1,712 | $687,215 | $10,475,558 | +$9,788,343 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 105,885 | 117,547 | +11,662 | $33,226,596 | $41,532,724 | +$8,306,128 |
|---|
AMZN
AMAZON COM INC | United States | COM | 301,588 | 324,127 | +22,539 | $69,612,572 | $77,252,470 | +$7,639,898 |
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CSCO
CISCO SYS INC | United States | COM | 138,196 | 139,686 | +1,490 | $10,645,273 | $16,407,559 | +$5,762,286 |
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TXN
TEXAS INSTRS INC | United States | COM | 16,778 | 26,539 | +9,761 | $2,910,766 | $7,910,522 | +$4,999,756 |
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JNJ
JOHNSON & JOHNSON | United States | COM | 58,519 | 67,123 | +8,604 | $12,110,573 | $17,047,252 | +$4,936,679 |
|---|
KLAC
KLA CORP | United States | COM NEW | 2,893 | 27,734 | +24,841 | $3,515,772 | $8,367,711 | +$4,851,939 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 79,282 | 79,424 | +142 | $14,092,385 | $9,266,399 | -$4,825,986 |
|---|
META
META PLATFORMS INC | United States | CL A | 66,033 | 68,813 | +2,780 | $43,587,788 | $38,761,867 | -$4,825,921 |
|---|
STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 2,263 | 5,643 | +3,380 | $623,300 | $5,445,348 | +$4,822,048 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 15,373 | 23,702 | +8,329 | $5,074,848 | $9,851,133 | +$4,776,285 |
|---|
ASML
ASML HLDG NV | | N Y REGISTRY SHS | 3,876 | 4,418 | +542 | $4,147,118 | $8,788,751 | +$4,641,633 |
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PANW
PALO ALTO NETWORKS INC | United States | COM | 22,518 | 24,469 | +1,951 | $4,147,816 | $8,344,376 | +$4,196,560 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 11,944 | 14,419 | +2,475 | $10,498,973 | $14,583,167 | +$4,084,194 |
|---|
NFLX
NETFLIX INC. | United States | COM | 202,996 | 213,406 | +10,410 | $19,032,905 | $15,237,203 | -$3,795,702 |
|---|
STRL
STERLING INFRASTRUCTURE INC | United States | COM | 2,136 | 5,200 | +3,064 | $654,107 | $4,364,672 | +$3,710,565 |
|---|
NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 16,684 | 18,339 | +1,655 | $1,396,535 | $5,064,682 | +$3,668,147 |
|---|
BW
BABCOCK & WILCOX ENTERPRISES | United States | COM | 291,597 | 372,642 | +81,045 | $1,848,725 | $5,254,252 | +$3,405,527 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 9,079 | 9,625 | +546 | $4,255,872 | $7,345,204 | +$3,089,332 |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 23,876 | 26,487 | +2,611 | $13,522,411 | $10,533,151 | -$2,989,260 |
|---|
BG
BUNGE GLOBAL SA | Switzerland | COM SHS | 4,000 | 30,461 | +26,461 | $356,320 | $3,251,140 | +$2,894,820 |
|---|
DELL
DELL TECHNOLOGIES INC | United States | CL C | 5,208 | 7,579 | +2,371 | $655,572 | $3,270,063 | +$2,614,491 |
|---|
LITE
LUMENTUM HLDGS INC | United States | COM | 4,321 | 4,885 | +564 | $1,592,677 | $4,191,672 | +$2,598,995 |
|---|
WMT
WALMART INC | United States | COM | 158,266 | 177,876 | +19,610 | $17,632,469 | $20,146,213 | +$2,513,744 |
|---|
SNEX
STONEX GROUP INC | United States | COM | 68 | 20,761 | +20,693 | $6,469 | $2,460,179 | +$2,453,710 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 46,908 | 56,799 | +9,891 | $18,589,954 | $20,923,777 | +$2,333,823 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 19,726 | 20,651 | +925 | $17,010,131 | $19,317,985 | +$2,307,854 |
|---|
ONTO
ONTO INNOVATION INC | United States | COM | 1,679 | 6,699 | +5,020 | $265,047 | $2,535,237 | +$2,270,190 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 91,806 | 104,863 | +13,057 | $5,293,521 | $7,544,872 | +$2,251,351 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 41,722 | 46,158 | +4,436 | $7,406,980 | $9,648,823 | +$2,241,843 |
|---|
MPC
MARATHON PETE CORP | United States | COM | 7,181 | 12,769 | +5,588 | $1,167,895 | $3,264,586 | +$2,096,691 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 122,539 | 123,085 | +546 | $14,746,300 | $16,828,232 | +$2,081,932 |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 10,830 | 12,564 | +1,734 | $2,937,146 | $4,990,200 | +$2,053,054 |
|---|
BTSG
BRIGHTSPRING HEALTH SVCS INC | United States | COM | 33 | 28,508 | +28,475 | $1,236 | $1,988,148 | +$1,986,912 |
|---|
JAZZ
JAZZ PHARMACEUTICALS PLC | | SHS USD | 1,778 | 9,302 | +7,524 | $302,260 | $2,241,503 | +$1,939,243 |
|---|
CSX
CSX CORP | United States | COM | 54,389 | 82,000 | +27,611 | $1,971,591 | $3,897,444 | +$1,925,853 |
|---|
UNP
UNION PAC CORP | United States | COM | 26,665 | 29,706 | +3,041 | $6,168,116 | $8,080,013 | +$1,911,897 |
|---|
SFD
SMITHFIELD FOODS INC | United States | COM | 6 | 74,819 | +74,813 | $134 | $1,815,109 | +$1,814,975 |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 67,177 | 69,525 | +2,348 | $10,775,240 | $12,577,798 | +$1,802,558 |
|---|
MOD
MODINE MFG CO | United States | COM | 1,298 | 7,316 | +6,018 | $173,296 | $1,953,518 | +$1,780,222 |
|---|
KO
COCA COLA CO | United States | COM | 146,080 | 147,333 | +1,253 | $10,212,436 | $11,973,759 | +$1,761,323 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 6,391 | 8,629 | +2,238 | $2,725,265 | $4,477,804 | +$1,752,539 |
|---|
AMGN
AMGEN INC | United States | COM | 22,071 | 24,522 | +2,451 | $7,224,070 | $8,880,026 | +$1,655,956 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 178,201 | 210,018 | +31,817 | $7,258,129 | $8,892,148 | +$1,634,019 |
|---|
CFG
CITIZENS FINL GROUP INC | United States | COM | 24,673 | 43,390 | +18,717 | $1,441,130 | $3,040,337 | +$1,599,207 |
|---|
ALLY
ALLY FINL INC | United States | COM | 12,107 | 46,705 | +34,598 | $548,326 | $2,146,095 | +$1,597,769 |
|---|
VIAV
VIAVI SOLUTIONS INC | United States | COM | 13,097 | 37,821 | +24,724 | $233,389 | $1,805,953 | +$1,572,564 |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 24,021 | 27,708 | +3,687 | $3,147,472 | $4,707,035 | +$1,559,563 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 125,062 | 127,872 | +2,810 | $40,297,464 | $41,856,340 | +$1,558,876 |
|---|
CIEN
CIENA CORP | United States | COM NEW | 4,243 | 5,177 | +934 | $992,310 | $2,539,629 | +$1,547,319 |
|---|
FCX
FREEPORT MCMORAN INC | United States | CL B | 45,047 | 60,866 | +15,819 | $2,287,950 | $3,827,868 | +$1,539,918 |
|---|
FTI
TECHNIPFMC PLC | United Kingdom | COM | 21,669 | 37,540 | +15,871 | $965,571 | $2,488,921 | +$1,523,350 |
|---|
FEGE
RBB FUND TRUST | | FIRST EAGLE GBL | 23,106 | 52,822 | +29,716 | $1,063,502 | $2,584,060 | +$1,520,558 |
|---|
LAMR
LAMAR ADVERTISING CO | United States | CL A | 10,945 | 18,330 | +7,385 | $1,385,436 | $2,859,159 | +$1,473,723 |
|---|
BNY
BANK OF NY MELLON CORP | United States | COM | 11,065 | 18,594 | +7,529 | $1,284,568 | $2,688,863 | +$1,404,295 |
|---|
USB
US BANCORP | United States | COM NEW | 61,782 | 77,669 | +15,887 | $3,296,682 | $4,691,192 | +$1,394,510 |
|---|
NBIX
NEUROCRINE BIOSCIENCES INC | United States | COM | 2,407 | 10,222 | +7,815 | $341,385 | $1,722,766 | +$1,381,381 |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 4,094 | 7,173 | +3,079 | $589,086 | $1,950,697 | +$1,361,611 |
|---|
APLD
APPLIED DIGITAL CORP | United States | COM NEW | 4,845 | 39,513 | +34,668 | $118,799 | $1,473,835 | +$1,355,036 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 84,825 | 86,122 | +1,297 | $12,928,224 | $14,275,565 | +$1,347,341 |
|---|
EQIX
EQUINIX INC | United States | COM | 2,688 | 3,263 | +575 | $2,059,204 | $3,401,679 | +$1,342,475 |
|---|
WMB
WILLIAMS COS INC | United States | COM | 57,550 | 64,390 | +6,840 | $3,459,320 | $4,786,717 | +$1,327,397 |
|---|
TTMI
TTM TECHNOLOGIES INC | United States | COM | 96 | 6,995 | +6,899 | $6,624 | $1,308,221 | +$1,301,597 |
|---|
DE
DEERE & CO | United States | COM | 5,580 | 6,133 | +553 | $2,598,104 | $3,890,395 | +$1,292,291 |
|---|
AEP
AMERICAN ELEC PWR CO INC | United States | COM | 21,693 | 27,690 | +5,997 | $2,501,366 | $3,788,293 | +$1,286,927 |
|---|
TSLA
TESLA INC | United States | COM | 127,333 | 133,093 | +5,760 | $57,264,177 | $55,978,897 | -$1,285,280 |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 18,690 | 21,048 | +2,358 | $3,901,096 | $5,182,446 | +$1,281,350 |
|---|
ALB
ALBEMARLE CORP | United States | COM | 2,662 | 12,176 | +9,514 | $376,487 | $1,644,072 | +$1,267,585 |
|---|
FLEX
FLEX LTD | | ORD | 8,440 | 10,754 | +2,314 | $509,945 | $1,742,901 | +$1,232,956 |
|---|
BURL
BURLINGTON STORES INC | United States | COM | 859 | 4,647 | +3,788 | $248,122 | $1,472,170 | +$1,224,048 |
|---|
HBM
HUDBAY MINERALS INC | | COM | 403 | 51,828 | +51,425 | $8,000 | $1,223,656 | +$1,215,656 |
|---|
ROST
ROSS STORES INC | United States | COM | 10,906 | 14,868 | +3,962 | $1,964,687 | $3,164,568 | +$1,199,881 |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 51,954 | 58,896 | +6,942 | $7,445,458 | $8,636,507 | +$1,191,049 |
|---|
ON
ON SEMICONDUCTOR CORP | United States | COM | 6,014 | 16,005 | +9,991 | $325,658 | $1,513,113 | +$1,187,455 |
|---|
KEYS
KEYSIGHT TECHNOLOGIES INC | United States | COM | 3,034 | 5,152 | +2,118 | $616,478 | $1,803,561 | +$1,187,083 |
|---|
ALL
ALLSTATE CORP | United States | COM | 6,085 | 10,273 | +4,188 | $1,266,600 | $2,444,396 | +$1,177,796 |
|---|
CLS
CELESTICA INC | | COM | 2,967 | 5,627 | +2,660 | $877,075 | $2,052,639 | +$1,175,564 |
|---|
MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 15,231 | 23,922 | +8,691 | $1,167,761 | $2,299,383 | +$1,131,622 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 62,821 | 66,982 | +4,161 | $7,363,274 | $8,478,600 | +$1,115,326 |
|---|
VLO
VALERO ENERGY CORP | United States | COM | 10,487 | 10,780 | +293 | $1,707,199 | $2,807,620 | +$1,100,421 |
|---|
GFS
GLOBALFOUNDRIES INC | United States | ORDINARY SHARES | 90 | 12,657 | +12,567 | $3,143 | $1,043,063 | +$1,039,920 |
|---|
CRS
CARPENTER TECHNOLOGY CORP | United States | COM | 1,500 | 2,450 | +950 | $472,264 | $1,511,290 | +$1,039,026 |
|---|
HST
HOST HOTELS & RESORTS INC | United States | COM | 19,608 | 58,339 | +38,731 | $347,650 | $1,383,228 | +$1,035,578 |
|---|
PCAR
PACCAR INC | United States | COM | 5,706 | 13,805 | +8,099 | $624,899 | $1,658,218 | +$1,033,319 |
|---|
UPS
UNITED PARCEL SVCS INC | United States | CL B | 19,690 | 27,613 | +7,923 | $1,953,013 | $2,968,425 | +$1,015,412 |
|---|
FIX
COMFORT SYS USA INC | United States | COM | 388 | 684 | +296 | $362,055 | $1,355,743 | +$993,688 |
|---|
CVS
CVS HEALTH CORP | United States | COM | 23,109 | 27,309 | +4,200 | $1,833,962 | $2,825,147 | +$991,185 |
|---|
SN
SHARKNINJA INC | United States | COM SHS | 133 | 6,591 | +6,458 | $14,883 | $1,003,612 | +$988,729 |
|---|
WELL
WELLTOWER INC | United States | COM | 12,412 | 14,473 | +2,061 | $2,303,703 | $3,284,886 | +$981,183 |
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