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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 11 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SHM SPDR Nuveen Bloomberg ST MunB 4,685.0 $225K 0.01% $47.99 -0.6%
202 DIS DISNEY WALT CO Communication Services 1,960.0 $223K 0.01% $113.77 -9.5%
203 BLOCK INC 3,360.0 $219K 0.01% -5K -61.3% $65.09
204 SUSA ISHARES TR 1,481.0 $206K 0.01% -11.0 -0.7% $139.35 +8.7%
Page 11 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%