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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 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IVV ISHARES TR 1,461.0 $1.1M 0.04% -48.0 -3.2% $748.89 +2.8%
142 PWR QUANTA SVCS INC Industrials 1,427.0 $1.0M 0.04% NEW $720.04 -14.3%
143 SN SHARKNINJA INC Consumer Cyclical 6,728.0 $1.0M 0.04% NEW $152.27 +23.8%
144 AMT AMERICAN TOWER CORP Real Estate 6,205.0 $1.0M 0.03% NEW $163.57 +7.4%
145 BELFB BEL FUSE INC Technology 3,016.0 $1.0M 0.03% +102.0 +3.5% $333.04 -23.4%
146 SPSB SPDR SERIES TRUST 33,133.0 $994K 0.03% NEW $30.01 -0.1%
147 DON WISDOMTREE TR 17,205.0 $972K 0.03% NEW $56.52 +2.9%
148 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,907.0 $961K 0.03% NEW $330.46 +0.6%
149 TWLO TWILIO INC Communication Services 4,417.0 $911K 0.03% NEW $206.33 +10.7%
150 BLK BLACKROCK INC Financial Services 937.0 $901K 0.03% NEW $961.56 +22.0%
151 VST VISTRA CORP Utilities 5,527.0 $877K 0.03% NEW $158.63 -11.7%
152 VEEV VEEVA SYS INC Healthcare 4,786.0 $849K 0.03% -628.0 -11.6% $177.47 +38.0%
153 HWM HOWMET AEROSPACE INC Industrials 3,142.0 $845K 0.03% +100.0 +3.3% $268.86 +0.2%
154 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,770.0 $813K 0.03% NEW $459.13 +19.8%
155 IYR ISHARES TR 7,837.0 $801K 0.03% -525.0 -6.3% $102.25 +2.4%
156 ROK ROCKWELL AUTOMATION INC Industrials 1,612.0 $798K 0.03% $495.08 -12.8%
157 CAH CARDINAL HEALTH INC Healthcare 3,359.0 $798K 0.03% NEW $237.56 +0.4%
158 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,346.0 $796K 0.03% -38.0 -0.9% $183.11 -0.3%
159 EWJ ISHARES INC 8,479.0 $791K 0.03% NEW $93.27 +2.3%
160 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 15,552.0 $786K 0.03% NEW $50.53 -2.6%
Page 8 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%