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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
Page 2 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 56,795.0 $7.3M 0.25% NEW $128.50 +19.2%
22 WM WASTE MGMT INC DEL Industrials 31,639.0 $7.1M 0.24% NEW $222.88 -0.7%
23 ETN EATON CORP PLC Industrials 16,075.0 $6.8M 0.23% NEW $426.11 -1.6%
24 T AT&T INC Communication Services 324,599.0 $6.7M 0.23% NEW $20.70 +25.0%
25 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 6,936.0 $6.7M 0.23% NEW $965.00 -12.3%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 147,093.0 $6.2M 0.21% NEW $42.34 +18.5%
27 ABBV ABBVIE INC Healthcare 24,065.0 $6.1M 0.20% NEW $251.64 +4.5%
28 NEE NEXTERA ENERGY INC Utilities 68,500.0 $6.0M 0.20% NEW $87.77 -4.0%
29 V VISA INC Financial Services 17,435.0 $6.0M 0.20% NEW $343.09 +11.9%
30 AFL AFLAC INC Financial Services 49,604.0 $5.8M 0.20% NEW $117.25 +0.2%
31 AZN ASTRAZENECA PLC Healthcare 29,158.0 $5.5M 0.19% NEW $189.62 -12.3%
32 GS GOLDMAN SACHS GROUP INC Financial Services 5,174.0 $5.2M 0.18% NEW $1011.38 +2.9%
33 TRV TRAVELERS COMPANIES INC Financial Services 14,095.0 $4.7M 0.16% NEW $330.11 +12.4%
34 TSLA TESLA INC Consumer Cyclical 10,863.0 $4.6M 0.15% NEW $420.60 -17.8%
35 MO ALTRIA GROUP INC Consumer Defensive 61,200.0 $4.4M 0.15% NEW $71.95 -3.9%
36 TKO TKO GROUP HOLDINGS INC Communication Services 20,280.0 $4.1M 0.14% NEW $201.31 -6.7%
37 DGX QUEST DIAGNOSTICS INC Healthcare 17,913.0 $3.8M 0.13% NEW $211.95 +15.6%
38 M MACYS INC Consumer Cyclical 153,922.0 $3.6M 0.12% NEW $23.55 -3.1%
39 PLTR PALANTIR TECHNOLOGIES INC Technology 30,830.0 $3.6M 0.12% NEW $116.67 +52.1%
40 ORCL ORACLE CORP Technology 23,907.0 $3.5M 0.12% NEW $146.55 +1.6%
Page 2 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%