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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAH CARDINAL HEALTH INC Healthcare 3,359.0 $798K 0.03% NEW $237.56 +0.4%
82 EWJ ISHARES INC 8,479.0 $791K 0.03% NEW $93.27 +2.3%
83 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 15,552.0 $786K 0.03% NEW $50.53 -2.6%
84 MA MASTERCARD INCORPORATED Financial Services 1,521.0 $781K 0.03% NEW $513.60 +16.5%
85 CIEN CIENA CORP Technology 1,509.0 $740K 0.03% NEW $490.56 -17.6%
86 CME CME GROUP INC Financial Services 3,343.0 $738K 0.03% NEW $220.83 +27.2%
87 KBWB INVESCO EXCH TRADED FD TR II 7,605.0 $707K 0.02% NEW $92.98 +3.8%
88 PEY INVESCO EXCHANGE TRADED FD T 29,209.0 $677K 0.02% NEW $23.18 +9.0%
89 CBRE CBRE GROUP INC Real Estate 5,014.0 $675K 0.02% NEW $134.69 +11.6%
90 ZM ZOOM COMMUNICATIONS INC Technology 7,757.0 $670K 0.02% NEW $86.31 +8.7%
91 BWXT BWX TECHNOLOGIES INC Industrials 3,427.0 $667K 0.02% NEW $194.65 -21.3%
92 INTC INTEL CORP Technology 4,719.0 $659K 0.02% NEW $139.63 -36.8%
93 BSCQ INVESCO EXCH TRD SLF IDX FD 32,477.0 $634K 0.02% NEW $19.52 +0.0%
94 PID INVESCO EXCHANGE TRADED FD T 27,964.0 $621K 0.02% NEW $22.20 +3.3%
95 ZTS ZOETIS INC Healthcare 8,298.0 $596K 0.02% NEW $71.86 +7.9%
96 XLE SELECT SECTOR SPDR TR 11,040.0 $586K 0.02% NEW $53.11 +17.5%
97 CSCO CISCO SYS INC Technology 4,723.0 $555K 0.02% NEW $117.46 -4.3%
98 ASML ASML HLDG NV Technology 262.0 $521K 0.02% NEW $1989.44 -12.3%
99 SRVR PACER FDS TR 14,192.0 $451K 0.01% NEW $31.77 +0.5%
100 IEFA ISHARES TR 4,592.0 $443K 0.01% NEW $96.58 +4.5%
Page 5 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%