Portfolio (Quarterly) Guide ↗

GLOBALT Investments LLC / GA

· CIK 0002011891

13F Portfolio $3.0B AUM 213 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 113 New 23 Added 67 Reduced 17 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ASTRAZENECA PLC	—	62,411	$5.7M	0.21%	SOLD
2	GPC	GENUINE PARTS CO	Consumer Cyclical	37,091	$4.6M	0.17%	SOLD
3	APP	Applovin Corp Cl A	Technology	4,857	$3.3M	0.12%	SOLD
4	HON	HONEYWELL INTL INC	Industrials	11,015	$2.1M	0.08%	SOLD
5	INTU	INTUIT	Technology	2,493	$1.7M	0.06%	SOLD
6	LIN	Linde PLC	Basic Materials	2,795	$1.2M	0.04%	SOLD
7	BX	Blackstone Inc	Financial Services	6,912	$1.1M	0.04%	SOLD
8	BSX	BOSTON SCIENTIFIC CORP	Healthcare	8,353	$796K	0.03%	SOLD
9	VGSH	Vanguard Short-Term Treasury E	—	12,032	$707K	0.03%	SOLD
10	VOX	Vanguard Communication Service	—	2,305	$446K	0.02%	SOLD
11	PSK	SPDR Wells Fargo Preferred St	—	13,083	$415K	0.01%	SOLD
12	ADBE	Adobe Inc	Technology	1,097	$384K	0.01%	SOLD
13	MAS	MASCO CORP	Industrials	4,082	$259K	0.01%	SOLD
14	SOCL	Global X Social Media ETF	—	4,500	$248K	0.01%	SOLD
15	DIS	DISNEY WALT CO	Communication Services	1,960	$223K	0.01%	SOLD
16	—	BLOCK INC	—	3,360	$219K	0.01%	SOLD
17	SUSA	ISHARES TR	—	1,481	$206K	0.01%	SOLD

Sector Allocation

Technology 30.4%

Financial Services 20.1%

Healthcare 10.7%

Consumer Cyclical 8.9%

Communication Services 8.3%

Industrials 7.5%

Consumer Defensive 5.5%

Energy 3.9%

Utilities 2.6%

Real Estate 1.0%