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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 4 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORPORATION Energy 38,643.0 $6.4M 0.22% -2K -4.3% $165.76 +21.3%
62 IWP ISHARES TR 43,375.0 $6.4M 0.21% -337K -88.6% $146.41 -2.7%
63 DAL DELTA AIR LINES INC Industrials 67,680.0 $6.3M 0.21% -2K -2.8% $93.66 -10.6%
64 VZ VERIZON COMMUNICATIONS INC Communication Services 147,093.0 $6.2M 0.21% NEW $42.34 +18.6%
65 ABBV ABBVIE INC Healthcare 24,065.0 $6.1M 0.20% NEW $251.64 +3.6%
66 NEE NEXTERA ENERGY INC Utilities 68,500.0 $6.0M 0.20% NEW $87.77 -4.0%
67 V VISA INC Financial Services 17,435.0 $6.0M 0.20% NEW $343.09 +11.7%
68 AFL AFLAC INC Financial Services 49,604.0 $5.8M 0.20% NEW $117.25 +0.0%
69 ABT ABBOTT LABORATORIES Healthcare 61,021.0 $5.5M 0.19% -9K -12.4% $90.74 +26.7%
70 AZN ASTRAZENECA PLC Healthcare 29,158.0 $5.5M 0.19% NEW $189.62 -12.6%
71 GS GOLDMAN SACHS GROUP INC Financial Services 5,174.0 $5.2M 0.18% NEW $1011.38 +3.0%
72 SHY ISHARES TR 62,850.0 $5.2M 0.17% +46K +275.2% $82.11 -0.1%
73 ADP AUTOMATIC DATA PROCESSING IN Industrials 22,338.0 $5.0M 0.17% -1K -5.9% $223.95 +26.0%
74 LMT LOCKHEED MARTIN CORP Industrials 9,734.0 $5.0M 0.17% -444.0 -4.4% $509.47 +11.1%
75 IBM INTERNATIONAL BUSINESS MACHS Technology 17,439.0 $4.9M 0.17% -849.0 -4.6% $281.21 -18.1%
76 TLT ISHARES TR 55,680.0 $4.8M 0.16% -29K -34.0% $86.42 -3.7%
77 TRV TRAVELERS COMPANIES INC Financial Services 14,095.0 $4.7M 0.16% NEW $330.11 +12.6%
78 YUM YUM BRANDS INC Consumer Cyclical 28,908.0 $4.6M 0.16% +24K +439.6% $159.86 -3.3%
79 TSLA TESLA INC Consumer Cyclical 10,863.0 $4.6M 0.15% NEW $420.60 -17.5%
80 MO ALTRIA GROUP INC Consumer Defensive 61,200.0 $4.4M 0.15% NEW $71.95 -4.3%
Page 4 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%