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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 1 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 906,369.0 $429.0M 15.66% -7K -0.8% $473.30 -73.6%
2 IWD ISHARES TR 1,686,679.0 $354.8M 12.95% -17K -1.0% $210.34 +12.4%
3 SPTI SPDR Portfolio Intermediate Te 5,621,794.0 $162.1M 5.92% +33K +0.6% $28.84 -2.0%
4 SPTL SPDR Portfolio Long Term Trea 5,076,403.0 $134.4M 4.91% -163K -3.1% $26.47 -2.9%
5 SPTS SPDR Portfolio Short Term Trea 4,438,690.0 $130.0M 4.74% $29.28 -1.0%
6 GLD SPDR Gold Shares Financial Services 210,630.0 $83.5M 3.05% -93K -30.5% $396.31 +4.4%
7 XLU The Utilities Select Sector SP 1,675,946.0 $71.5M 2.61% +1.3M +297.4% $42.69 +6.2%
8 iShares iBonds Dec 2027 Term T 2,829,992.0 $63.6M 2.32% $22.47
9 GDX VanEck Gold Miners ETF 707,035.0 $60.6M 2.21% -374K -34.6% $85.77 -0.9%
10 IWM ISHARES TR 245,055.0 $60.3M 2.20% $246.16 +15.8%
11 SLV iShares Silver Trust Financial Services 887,771.0 $57.2M 2.09% $64.42 +6.1%
12 IBTO iShares iBonds Dec 2033 Term T 2,264,703.0 $55.6M 2.03% $24.55 -2.3%
13 VIG VANGUARD SPECIALIZED FUNDS 240,847.0 $52.9M 1.93% -2K -0.9% $219.78 +6.1%
14 IWP ISHARES TR 380,024.0 $52.0M 1.90% -4K -1.0% $136.94 +1.8%
15 CWI SPDR MSCI ACWI ex-US ETF 1,412,173.0 $50.7M 1.85% $35.92 +11.5%
16 SPTB SPDR Portfolio Treasury ETF 1,560,315.0 $47.5M 1.73% $30.43 -1.7%
17 MSFT MICROSOFT CORP Technology 70,546.0 $34.1M 1.25% -2K -2.8% $483.62 -13.5%
18 IWS ISHARES TR 235,182.0 $33.2M 1.21% -3K -1.4% $141.05 +12.5%
19 AAPL APPLE INC Technology 121,708.0 $33.1M 1.21% -4K -3.2% $271.86 +13.6%
20 VGIT Vanguard Intmdt-Term Trs ETF 535,142.0 $32.1M 1.17% -4K -0.8% $59.93 -2.0%
Page 1 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%