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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 10 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IEFA iShares Core MSCI EAFE ETF 4,592.0 $411K 0.01% $89.46 +8.7%
182 SPY SPDR S&P 500 ETF Trust Financial Services 575.0 $392K 0.01% -30.0 -5.0% $681.92 +9.3%
183 CSCO Cisco Systems Inc Technology 5,070.0 $391K 0.01% +347.0 +7.3% $77.03 +56.3%
184 ADBE Adobe Inc Technology 1,097.0 $384K 0.01% -4K -78.0% $349.99 -30.1%
185 USFD US FOODS HLDG CORP Consumer Defensive 4,921.0 $371K 0.01% NEW $75.32 +6.8%
186 MDB MongoDB Inc Cl A Technology 878.0 $368K 0.01% $419.69 -22.3%
187 VYMI VANGUARD WHITEHALL FDS 3,859.0 $347K 0.01% -113.0 -2.8% $90.00 +10.8%
188 DHR DANAHER CORPORATION Healthcare 1,385.0 $317K 0.01% $228.92 -24.9%
189 PYPL PayPal Holdings Inc Financial Services 5,375.0 $314K 0.01% -445.0 -7.7% $58.38 -24.2%
190 PFF ISHARES TR 10,006.0 $310K 0.01% -373.0 -3.6% $30.96 +0.9%
191 CDNS CADENCE DESIGN SYSTEM INC Technology 954.0 $298K 0.01% $312.58 +19.5%
192 HACK AMPLIFY ETF TR 3,500.0 $281K 0.01% $80.37 +18.0%
193 FDN First Trust Dow Jones Internet 1,000.0 $269K 0.01% $269.18 +1.7%
194 NRG NRG ENERGY INC Utilities 1,627.0 $259K 0.01% NEW $159.24 -13.6%
195 MAS MASCO CORP Industrials 4,082.0 $259K 0.01% -28K -87.3% $63.46 +6.0%
196 MAR MARRIOTT INTL INC NEW Consumer Cyclical 820.0 $254K 0.01% $310.24 +19.0%
197 SOCL Global X Social Media ETF 4,500.0 $248K 0.01% $55.21 -19.7%
198 QCOM QUALCOMM INC Technology 1,396.0 $239K 0.01% $171.05 +39.2%
199 IWV ISHARES TR 612.0 $237K 0.01% -376.0 -38.1% $386.85 +9.2%
200 WMB WILLIAMS COS INC Energy 3,872.0 $233K 0.01% -207.0 -5.1% $60.11 +30.5%
Page 10 of 11  ·  204 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%