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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 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VST Vistra Corp Utilities 5,601.0 $904K 0.03% -736.0 -11.6% $161.33 +2.0%
102 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 3,070.0 $882K 0.03% -207.0 -6.3% $287.25 +12.3%
103 CME CME Group Inc Class A Financial Services 2,991.0 $817K 0.03% -316.0 -9.6% $273.08 +3.7%
104 YUM YUM BRANDS INC Consumer Cyclical 5,357.0 $810K 0.03% -400.0 -7.0% $151.28 +2.7%
105 BSX BOSTON SCIENTIFIC CORP Healthcare 8,353.0 $796K 0.03% -878.0 -9.5% $95.35 -39.4%
106 CVNA CARVANA CO Consumer Cyclical 1,866.0 $787K 0.03% -138.0 -6.9% $422.02 -83.0%
107 IYR ISHARES TR 8,362.0 $785K 0.03% -174.0 -2.0% $93.89 +9.6%
108 SN Sharkninja Inc Consumer Cyclical 6,997.0 $783K 0.03% -658.0 -8.6% $111.90 +4.4%
109 ZWS Zurn Elkay Water Solutions Cor Industrials 15,147.0 $704K 0.03% -1K -8.3% $46.49 +3.6%
110 VRT Vertiv Holdings Co Cl A Industrials 4,282.0 $694K 0.03% -1K -24.4% $162.01 +104.5%
111 KBWB Invesco KBW Bank ETF 8,068.0 $680K 0.03% -156.0 -1.9% $84.29 +3.1%
112 BSCQ Invesco BulletShares 2026 Corp 34,377.0 $673K 0.03% -811.0 -2.3% $19.58 -0.3%
113 PID Invesco International Div Achi 29,722.0 $654K 0.02% -568.0 -1.9% $22.00 +5.5%
114 TWLO Twilio Inc A Communication Services 4,534.0 $645K 0.02% -375.0 -7.6% $142.24 +32.0%
115 PEY Invesco High Yield Eq Div Achi 30,798.0 $628K 0.02% -415.0 -1.3% $20.39 +9.8%
116 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,384.0 $625K 0.02% -342.0 -7.2% $142.50 +16.9%
117 HWM HOWMET AEROSPACE INC Industrials 3,042.0 $624K 0.02% -288.0 -8.7% $205.02 +26.4%
118 PWR Quanta Services Inc Industrials 1,419.0 $599K 0.02% -152.0 -9.7% $422.06 +75.7%
119 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,230.0 $594K 0.02% -40K -92.6% $184.02 +10.2%
120 BWXT BWX Technologies Inc Industrials 3,317.0 $573K 0.02% -316.0 -8.7% $172.84 +17.6%
Page 6 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%