Institutions / GLOBALT Investments LLC / GA
GLOBALT Investments LLC / GA
CIK 2011891 · Institution · as of Dec 31, 2025
Portfolio value
$2.74B
Positions
204
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 204 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $428.98M | 15.7% |
| iShares Tr | $354.78M | 13.0% |
| SPDR Portfolio Intermediate Te | $162.13M | 5.9% |
| SPDR Portfolio Long Term Trea | $134.37M | 4.9% |
| SPDR Portfolio Short Term Trea | $129.96M | 4.7% |
| SPDR Gold Shares | $83.47M | 3.0% |
| The Utilities Select Sector SP | $71.55M | 2.6% |
| iShares iBonds Dec 2027 Term T | $63.59M | 2.3% |
| VanEck Gold Miners ETF | $60.64M | 2.2% |
| iShares Tr | $60.32M | 2.2% |
| iShares Silver Trust | $57.19M | 2.1% |
| iShares iBonds Dec 2033 Term T | $55.61M | 2.0% |
| Vanguard Specialized Funds | $52.93M | 1.9% |
| iShares Tr | $52.04M | 1.9% |
| SPDR MSCI ACWI ex-US ETF | $50.73M | 1.9% |
| SPDR Portfolio Treasury ETF | $47.47M | 1.7% |
| Microsoft Corp | $34.12M | 1.2% |
| iShares Tr | $33.17M | 1.2% |
| Apple Inc. | $33.09M | 1.2% |
| Vanguard Intmdt-Term Trs ETF | $32.07M | 1.2% |
| Broadcom Inc | $30.37M | 1.1% |
| Alphabet Inc A | $29.99M | 1.1% |
| NVIDIA Corp | $26.12M | 1.0% |
| Vanguard Intl Equity Index F | $25.94M | 0.9% |
| Amazon.com Inc | $23.28M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.