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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 3 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACWX ISHARES TR 121,980.0 $9.3M 0.31% -3K -2.5% $76.11 +2.5%
42 ENB ENBRIDGE INC Energy 167,510.0 $9.1M 0.31% NEW $54.21 -7.0%
43 TXN TEXAS INSTRS INC Technology 29,653.0 $8.8M 0.30% -2K -6.1% $298.07 -11.9%
44 EMR EMERSON ELEC CO Industrials 60,705.0 $8.7M 0.29% -3K -5.0% $143.15 +9.8%
45 KO COCA COLA CO Consumer Defensive 105,628.0 $8.6M 0.29% -6K -5.6% $81.27 +11.6%
46 DUK DUKE ENERGY CORP NEW Utilities 61,775.0 $7.8M 0.26% NEW $126.58 -3.6%
47 VIRT VIRTU FINL INC Financial Services 128,799.0 $7.7M 0.26% -5K -3.8% $59.57 +9.6%
48 MRK MERCK & CO INC Healthcare 56,795.0 $7.3M 0.25% NEW $128.50 +19.4%
49 UNP UNION PAC CORP Industrials 26,137.0 $7.1M 0.24% -2K -5.9% $272.00 +15.3%
50 KLAC KLA CORP Technology 23,480.0 $7.1M 0.24% +20K +573.4% $301.71 -39.7%
51 WM WASTE MGMT INC DEL Industrials 31,639.0 $7.1M 0.24% NEW $222.88 -0.4%
52 ANET ARISTA NETWORKS INC Technology 40,495.0 $6.9M 0.23% -1K -2.7% $169.88 +16.3%
53 ETN EATON CORP PLC Industrials 16,075.0 $6.8M 0.23% NEW $426.11 -2.1%
54 T AT&T INC Communication Services 324,599.0 $6.7M 0.23% NEW $20.70 +25.0%
55 GILD GILEAD SCIENCES INC Healthcare 53,145.0 $6.7M 0.23% -2K -4.2% $126.34 +17.6%
56 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 6,936.0 $6.7M 0.23% NEW $965.00 -13.0%
57 PM PHILIP MORRIS INTL INC Consumer Defensive 36,636.0 $6.6M 0.22% +9K +34.9% $180.91 +8.1%
58 IWX ISHARES TR 62,611.0 $6.6M 0.22% -3K -3.9% $105.16 +7.5%
59 WFC WELLS FARGO & CO Financial Services 79,491.0 $6.6M 0.22% -41K -34.1% $82.64 +3.4%
60 SO SOUTHERN CO Utilities 68,386.0 $6.5M 0.22% -4K -5.0% $95.71 -5.9%
Page 3 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%