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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 11 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PFF ISHARES TR 9,553.0 $291K 0.01% -453.0 -4.5% $30.49 +0.5%
202 WMB WILLIAMS COS INC Energy 3,851.0 $286K 0.01% -21.0 -0.5% $74.34 -0.3%
203 MDB MONGODB INC Technology 818.0 $275K 0.01% NEW $335.90 +20.6%
204 FDN FIRST TR EXCHANGE-TRADED FD 1,000.0 $265K 0.01% NEW $264.72 +9.0%
205 DHR DANAHER CORP DEL Healthcare 1,385.0 $264K 0.01% $190.48 +13.1%
206 QCOM QUALCOMM INC Technology 1,396.0 $258K 0.01% $184.79 -11.9%
207 NRG NRG ENERGY INC Utilities 1,546.0 $226K 0.01% -81.0 -5.0% $146.06 -20.5%
208 PYPL PAYPAL HLDGS INC Financial Services 5,219.0 $225K 0.01% NEW $43.18 +43.4%
209 SHM SPDR SERIES TRUST 4,685.0 $225K 0.01% NEW $47.97 -0.4%
210 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,186.0 $223K 0.01% NEW $188.34 -19.1%
211 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,516.0 $223K 0.01% NEW $88.60 -36.6%
212 GDXJ VANECK ETF TRUST 2,100.0 $206K 0.01% NEW $98.25 +36.4%
213 IWV ISHARES TR 474.0 $202K 0.01% -138.0 -22.6% $426.40 +2.3%
Page 11 of 11  ·  213 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%