GLR Partners, LLC

13F filer · CIK 0002134831

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$215MU.S. long equity reported on 13F

Positions7111 new · 6 closed

Net flow last quarter+$1.04MBuys minus sells

Top 10 positions weight19.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202671 positions
AAPLApple Inc.	$6.26M	2.91%	0.00%	+0.4%	Q1 2026
GLDSPDR Gold Trust	$5.88M	2.74%	0.00%	+7.2%	Q1 2026
KLACKla Corp	$5.09M	2.37%	0.00%	-1.5%	Q1 2026
GOOGAlphabet Inc.	$4.22M	1.97%	Not reported	+4.6%	Q1 2026
MSFTMicrosoft Corp	$3.76M	1.75%	0.00%	+3.1%	Q1 2026
GOOGLAlphabet Inc.	$3.6M	1.68%	0.00%	-0.9%	Q1 2026
MDYSPDR S&P Midcap 400 ETF Trust	$3.56M	1.66%	Not reported	+1.2%	Q1 2026
NVDANvidia Corp	$3.4M	1.58%	0.00%	+0.6%	Q1 2026
METAMeta Platforms, Inc.	$3.25M	1.51%	Not reported	+4.3%	Q1 2026
FIXComfort Systems USA Inc	$3.24M	1.51%	0.00%	-2.2%	Q1 2026
AVGOBroadcom Inc.	$3.16M	1.47%	0.00%	-0.6%	Q1 2026
LLYELI LILLY & Co	$3.12M	1.46%	0.00%	-2.1%	Q1 2026
VVisa Inc.	$2.99M	1.39%	0.00%	+1.9%	Q1 2026
AMZNAmazon Com Inc	$2.98M	1.39%	0.00%	+5.2%	Q1 2026
CMICummins Inc	$2.86M	1.33%	0.00%	-3.5%	Q1 2026
BRK.BBerkshire Hathaway Inc	$2.37M	1.10%	Not reported	-3.6%	Q1 2026
PHParker-Hannifin Corp	$2.25M	1.05%	0.00%	-3.0%	Q1 2026
NFLXNetflix Inc	$1.85M	0.86%	0.00%	+5.8%	Q1 2026
ANETArista Networks, Inc.	$1.82M	0.85%	0.00%	New	Q2 2026
LINLinde PLC	$1.77M	0.83%	0.00%	+4.0%	Q1 2026
HOODRobinhood Markets, Inc.	$1.77M	0.82%	0.01%	-6.6%	Q1 2026
ISRGIntuitive Surgical Inc	$1.71M	0.80%	0.00%	+2.4%	Q1 2026
MEDPMedpace Holdings, Inc.	$1.59M	0.74%	0.01%	-0.1%	Q1 2026
MELIMercadolibre Inc	$1.47M	0.68%	0.00%	Not reported	Q1 2026
ORLYO Reilly Automotive Inc	$1.46M	0.68%	0.00%	-2.1%	Q1 2026
LRCXLam Research Corp	$1.4M	0.65%	0.00%	+2.1%	Q1 2026
JNJJohnson & Johnson	$1.36M	0.63%	0.00%	-0.6%	Q1 2026
JPMJPMorgan Chase & Co	$1.2M	0.56%	0.00%	-3.0%	Q1 2026
AMATApplied Materials Inc	$916K	0.43%	0.00%	-2.3%	Q1 2026
IAUIshares Gold Trust	$904K	0.42%	0.00%	Not reported	Q1 2026
BRNSBarinthus Biotherapeutics plc.	$821K	0.38%	3.04%	Not reported	Q1 2026
PGENPrecigen, Inc.	$799K	0.37%	0.04%	-66.0%	Q1 2026
MAMastercard Inc	$688K	0.32%	0.00%	Not reported	Q1 2026
CATCaterpillar Inc	$684K	0.32%	0.00%	-1.4%	Q1 2026
HDHome Depot, Inc.	$673K	0.31%	0.00%	-14.4%	Q1 2026
MRVLMarvell Technology, Inc.	$636K	0.30%	0.00%	New	Q2 2026
WSMWilliams Sonoma Inc	$602K	0.28%	0.00%	-4.3%	Q1 2026
RMDResmed Inc	$562K	0.26%	0.00%	+6.0%	Q1 2026
PGPROCTER & GAMBLE Co	$557K	0.26%	0.00%	0.0%	Q1 2026
QQQInvesco QQQ Trust, Series 1	$547K	0.25%	Not reported	+1.2%	Q1 2026
NEENextera Energy Inc	$520K	0.24%	0.00%	+10.1%	Q1 2026
ADPAutomatic Data Processing Inc	$506K	0.24%	0.00%	New	Q2 2026
GILDGilead Sciences, Inc.	$493K	0.23%	0.00%	+4.2%	Q1 2026
PEGPublic Service Enterprise Group Inc	$486K	0.23%	0.00%	+0.5%	Q1 2026
GWWW.W. Grainger, Inc.	$475K	0.22%	0.00%	+0.9%	Q1 2026
NTAPNetApp, Inc.	$394K	0.18%	0.00%	+2.3%	Q1 2026
INTUIntuit Inc.	$383K	0.18%	0.00%	New	Q2 2026
MCKMckesson Corp	$375K	0.17%	0.00%	+18.1%	Q1 2026
COSTCostco Wholesale Corp	$373K	0.17%	0.00%	+45.6%	Q1 2026
NVONovo Nordisk A S	$361K	0.17%	Not reported	Not reported	Q1 2026

Q1 2026Reported May 13, 202666 positions
GLDSPDR Gold Trust	$6.41M	3.50%	0.00%	New	Q1 2026
AAPLApple Inc.	$5.49M	2.99%	0.00%	New	Q1 2026
MSFTMicrosoft Corp	$3.62M	1.98%	0.00%	New	Q1 2026
GOOGAlphabet Inc.	$3.28M	1.79%	Not reported	New	Q1 2026
METAMeta Platforms, Inc.	$3.16M	1.73%	Not reported	New	Q1 2026
MDYSPDR S&P Midcap 400 ETF Trust	$3.08M	1.68%	Not reported	New	Q1 2026
NVDANvidia Corp	$2.95M	1.61%	0.00%	New	Q1 2026
GOOGLAlphabet Inc.	$2.92M	1.59%	0.00%	New	Q1 2026
AVGOBroadcom Inc.	$2.61M	1.42%	0.00%	New	Q1 2026
VVisa Inc.	$2.59M	1.41%	0.00%	New	Q1 2026
KLACKla Corp	$2.52M	1.38%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$2.47M	1.35%	0.00%	New	Q1 2026
LLYELI LILLY & Co	$2.45M	1.34%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$2.36M	1.29%	Not reported	New	Q1 2026
NFLXNetflix Inc	$2.36M	1.29%	0.00%	New	Q1 2026
FIXComfort Systems USA Inc	$2.31M	1.26%	0.00%	New	Q1 2026
CMICummins Inc	$2.23M	1.22%	0.00%	New	Q1 2026
PHParker-Hannifin Corp	$2.12M	1.16%	0.00%	New	Q1 2026
ISRGIntuitive Surgical Inc	$1.94M	1.06%	0.00%	New	Q1 2026
LINLinde PLC	$1.63M	0.89%	0.00%	New	Q1 2026
PGENPrecigen, Inc.	$1.59M	0.87%	0.12%	New	Q1 2026
VRTXVertex Pharmaceuticals Inc / Ma	$1.58M	0.86%	0.00%	New	Q1 2026
MELIMercadolibre Inc	$1.5M	0.82%	0.00%	New	Q1 2026
ORLYO Reilly Automotive Inc	$1.49M	0.81%	0.00%	New	Q1 2026
MEDPMedpace Holdings, Inc.	$1.44M	0.79%	0.01%	New	Q1 2026
JNJJohnson & Johnson	$1.31M	0.72%	0.00%	New	Q1 2026
HOODRobinhood Markets, Inc.	$1.31M	0.71%	0.01%	New	Q1 2026
JPMJPMorgan Chase & Co	$1.11M	0.61%	0.00%	New	Q1 2026
IAUIshares Gold Trust	$1.06M	0.58%	0.00%	New	Q1 2026
HDHome Depot, Inc.	$734K	0.40%	0.00%	New	Q1 2026
BRNSBarinthus Biotherapeutics plc.	$707K	0.39%	3.04%	New	Q1 2026
LRCXLam Research Corp	$674K	0.37%	0.00%	New	Q1 2026
MAMastercard Inc	$670K	0.37%	0.00%	New	Q1 2026
RMDResmed Inc	$611K	0.33%	0.00%	New	Q1 2026
PGPROCTER & GAMBLE Co	$549K	0.30%	0.00%	New	Q1 2026
GILDGilead Sciences, Inc.	$522K	0.29%	0.00%	New	Q1 2026
NEENextera Energy Inc	$500K	0.27%	0.00%	New	Q1 2026
WSMWilliams Sonoma Inc	$492K	0.27%	0.00%	New	Q1 2026
PEGPublic Service Enterprise Group Inc	$482K	0.26%	0.00%	New	Q1 2026
CATCaterpillar Inc	$461K	0.25%	0.00%	New	Q1 2026
MPWRMonolithic Power Systems, Inc.	$448K	0.24%	0.00%	New	Q1 2026
AMATApplied Materials Inc	$443K	0.24%	0.00%	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$424K	0.23%	Not reported	New	Q1 2026
ACNAccenture plc	$394K	0.21%	0.00%	New	Q1 2026
GWWW.W. Grainger, Inc.	$377K	0.21%	0.00%	New	Q1 2026
MCKMckesson Corp	$363K	0.20%	0.00%	New	Q1 2026
MCDMcdonalds Corp	$317K	0.17%	0.00%	New	Q1 2026
HCAHCA Healthcare, Inc.	$313K	0.17%	0.00%	New	Q1 2026
GDGeneral Dynamics Corp	$312K	0.17%	0.00%	New	Q1 2026
PCARPaccar Inc	$307K	0.17%	0.00%	New	Q1 2026

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