Portfolio (Quarterly)
Guide ↗
GLOBALT Investments LLC / GA
· CIK 0002011891| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 41,635 | $5.2M | 0.19% | SOLD |
| 2 | — | iShares iBonds Dec 2025 Term T | — | 162,900 | $3.8M | 0.14% | SOLD |
| 3 | KKR | KKR & Co Inc | Financial Services | 6,310 | $820K | 0.03% | SOLD |
| 4 | — | Invesco BulletShares 2025 Corp | — | 39,270 | $812K | 0.03% | SOLD |
| 5 | DKNG | Draftkings Inc Com Cl A | Consumer Cyclical | 19,944 | $746K | 0.03% | SOLD |
| 6 | MSTR | MICROSTRATEGY INC | Technology | 1,477 | $476K | 0.02% | SOLD |
| 7 | FISV | FISERV INC | Technology | 2,867 | $370K | 0.01% | SOLD |
| 8 | RF | Regions Financial Corp | Financial Services | 11,629 | $307K | 0.01% | SOLD |
| 9 | CVLT | COMMVAULT SYS INC | Technology | 1,616 | $305K | 0.01% | SOLD |
| 10 | FFIV | F5 INC | Technology | 875 | $283K | 0.01% | SOLD |
| 11 | VGK | VANGUARD INTL EQUITY INDEX F | — | 2,880 | $230K | 0.01% | SOLD |
Sector Allocation
Financial Services
28.7%
Technology
25.5%
Healthcare
9.4%
Communication Services
8.7%
Consumer Cyclical
7.8%
Industrials
7.8%
Consumer Defensive
5.2%
Energy
2.8%
Utilities
2.5%
Basic Materials
1.1%