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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 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TLH ISHARES TR 5,623.0 $572K 0.02% -200.0 -3.4% $101.67 -2.9%
122 LQD ISHARES TR 4,840.0 $533K 0.02% -163.0 -3.3% $110.19 -1.7%
123 IVW ISHARES TR 4,154.0 $512K 0.02% -150.0 -3.5% $123.26 +10.8%
124 BELFB BEL FUSE INC Technology 2,914.0 $494K 0.02% -314.0 -9.7% $169.63 +59.2%
125 SHYG iShares 0-5 Year High Yield Co 10,772.0 $462K 0.02% -262.0 -2.4% $42.87 -1.0%
126 JXI ISHARES TR 5,753.0 $452K 0.02% -141.0 -2.4% $78.65 +9.0%
127 VOX Vanguard Communication Service 2,305.0 $446K 0.02% -73.0 -3.1% $193.63 +1.0%
128 SRVR Pacer Benchmark Data&Infras RE 15,064.0 $431K 0.02% -336.0 -2.2% $28.64 +19.9%
129 PSK SPDR Wells Fargo Preferred St 13,083.0 $415K 0.01% -462.0 -3.4% $31.69 -2.3%
130 SPY SPDR S&P 500 ETF Trust Financial Services 575.0 $392K 0.01% -30.0 -5.0% $681.92 +9.3%
131 ADBE Adobe Inc Technology 1,097.0 $384K 0.01% -4K -78.0% $349.99 -30.1%
132 VYMI VANGUARD WHITEHALL FDS 3,859.0 $347K 0.01% -113.0 -2.8% $90.00 +10.8%
133 PYPL PayPal Holdings Inc Financial Services 5,375.0 $314K 0.01% -445.0 -7.7% $58.38 -24.2%
134 PFF ISHARES TR 10,006.0 $310K 0.01% -373.0 -3.6% $30.96 +0.9%
135 MAS MASCO CORP Industrials 4,082.0 $259K 0.01% -28K -87.3% $63.46 +6.0%
136 IWV ISHARES TR 612.0 $237K 0.01% -376.0 -38.1% $386.85 +9.2%
137 WMB WILLIAMS COS INC Energy 3,872.0 $233K 0.01% -207.0 -5.1% $60.11 +30.5%
138 BLOCK INC 3,360.0 $219K 0.01% -5K -61.3% $65.09
139 SUSA ISHARES TR 1,481.0 $206K 0.01% -11.0 -0.7% $139.35 +8.7%
Page 7 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%