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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,865.0 $384K 0.01% -1K -42.3% $206.01 +6.2%
62 VYMI VANGUARD WHITEHALL FDS 3,605.0 $354K 0.01% -254.0 -6.6% $98.20 +7.5%
63 CDNS CADENCE DESIGN SYSTEM INC Technology 843.0 $316K 0.01% -111.0 -11.6% $375.32 -10.8%
64 PFF ISHARES TR 9,553.0 $291K 0.01% -453.0 -4.5% $30.49 +0.7%
65 WMB WILLIAMS COS INC Energy 3,851.0 $286K 0.01% -21.0 -0.5% $74.34 +0.1%
66 NRG NRG ENERGY INC Utilities 1,546.0 $226K 0.01% -81.0 -5.0% $146.06 -20.5%
67 IWV ISHARES TR 474.0 $202K 0.01% -138.0 -22.6% $426.40 +2.3%
Page 4 of 4  ·  67 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%