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Portfolio (Quarterly) Guide ↗

GLOBALT Investments LLC / GA

· CIK 0002011891
13F Portfolio $2.7B AUM 204 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 22 Added 139 Reduced 11 Exited
Page 2 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 T AT&T Inc Communication Services 369,743.0 $9.2M 0.34% -14K -3.7% $24.84 +1.7%
22 ETN Eaton Corp PLC Industrials 27,689.0 $8.8M 0.32% -838.0 -2.9% $318.51 +22.9%
23 ABT ABBOTT LABS Healthcare 69,696.0 $8.7M 0.32% -2K -3.3% $125.29 -30.2%
24 EMR EMERSON ELEC CO Industrials 63,902.0 $8.5M 0.31% -1K -2.2% $132.72 +2.8%
25 ENB Enbridge Inc Energy 175,797.0 $8.4M 0.31% -4K -2.1% $47.83 +21.3%
26 WM Waste Management Inc Industrials 38,162.0 $8.4M 0.31% -1K -2.7% $219.71 -0.8%
27 C CITIGROUP INC Financial Services 67,438.0 $7.9M 0.29% -3K -3.6% $116.69 +7.2%
28 KO COCA COLA CO Consumer Defensive 111,928.0 $7.8M 0.29% -3K -2.2% $69.91 +16.6%
29 ADI ANALOG DEVICES INC Technology 28,632.0 $7.8M 0.28% -395.0 -1.4% $271.20 +46.4%
30 GLW CORNING INC Technology 84,587.0 $7.4M 0.27% -3K -3.2% $87.56 +121.6%
31 MA Mastercard Inc A Financial Services 12,523.0 $7.1M 0.26% -352.0 -2.7% $570.86 -12.7%
32 UNP UNION PAC CORP Industrials 27,784.0 $6.4M 0.23% -649.0 -2.3% $231.32 +14.9%
33 V Visa Inc Class A Financial Services 18,228.0 $6.4M 0.23% -711.0 -3.8% $350.71 -6.2%
34 SO SOUTHERN CO Utilities 72,003.0 $6.3M 0.23% -3K -4.1% $87.20 +8.4%
35 MRK Merck & Co Inc Healthcare 59,417.0 $6.3M 0.23% -998.0 -1.6% $105.26 +16.3%
36 VZ Verizon Communications Inc Communication Services 152,465.0 $6.2M 0.23% -5K -3.3% $40.73 +18.7%
37 CVX CHEVRON CORP NEW Energy 40,366.0 $6.2M 0.23% -1K -3.4% $152.41 +25.6%
38 ADP AUTOMATIC DATA PROCESSING IN Industrials 23,743.0 $6.1M 0.22% -520.0 -2.1% $257.23 -12.4%
39 IWX ISHARES TR 65,160.0 $6.0M 0.22% -1K -2.2% $91.86 +12.2%
40 ASTRAZENECA PLC 62,411.0 $5.7M 0.21% -2K -2.6% $91.93
Page 2 of 7  ·  139 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
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%