GLOBALT Investments LLC / GA
CIK: 0002011891SEC EDGAR →
Portfolio Value
$2.7B
Holdings
204
As of
Q4 2025
New Positions
11
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 906,369 | $429.0M | 15.66% |
| 2 | ISHARES TR | 1,686,679 | $354.8M | 12.95% |
| 3 | — SPDR Portfolio Intermediate Te | 5,621,794 | $162.1M | 5.92% |
| 4 | SPDR Portfolio Long Term Trea | 5,076,403 | $134.4M | 4.90% |
| 5 | SPDR Portfolio Short Term Trea | 4,438,690 | $130.0M | 4.74% |
| 6 | SPDR Gold Shares | 210,630 | $83.5M | 3.05% |
| 7 | The Utilities Select Sector SP | 1,675,946 | $71.5M | 2.61% |
| 8 | iShares iBonds Dec 2027 Term T | 2,829,992 | $63.6M | 2.32% |
| 9 | VanEck Gold Miners ETF | 707,035 | $60.6M | 2.21% |
| 10 | ISHARES TR | 245,055 | $60.3M | 2.20% |
Quarterly Changes
Top Buys
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $1.6B | 60.1% |
| Unknown | 27 | $423.7M | 15.8% |
| Technology | 35 | $342.9M | 12.8% |
| Healthcare | 18 | $64.7M | 2.4% |
| Consumer Cyclical | 16 | $63.6M | 2.4% |
| Industrials | 18 | $55.9M | 2.1% |
| Consumer Defensive | 8 | $36.8M | 1.4% |
| Communication Services | 9 | $25.7M | 1.0% |
| Energy | 4 | $23.8M | 0.9% |
| Utilities | 3 | $19.7M | 0.7% |
| Basic Materials | 3 | $9.3M | 0.3% |
| Real Estate | 3 | $1.8M | 0.1% |