§ 13F · FUND PROFILE
GLOBALT Investments LLC / GA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.7B (13F)Positions · 207Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 941K | $401M | 14.3% | +4% |
| 2 | IWD | ISHARES TR | 1.75M | $374M | 13.3% | +4% |
| 3 | SPTS | SPDR SERIES TRUST | 10.14M | $296M | 10.5% | NEW |
| 4 | SPTI | SPDR SERIES TRUST | 5.92M | $170M | 6.1% | NEW |
| 5 | SPTL | SPDR SERIES TRUST | 5.56M | $146M | 5.2% | NEW |
| 6 | XLU | SELECT SECTOR SPDR TR | 1.73M | $80M | 2.8% | NEW |
| 7 | IBTH | ISHARES TR | 3.00M | $67M | 2.4% | NEW |
| 8 | GLD | SPDR GOLD TR | 148K | $64M | 2.3% | NEW |
| 9 | IWM | ISHARES TR | 249K | $62M | 2.2% | +2% |
| 10 | IBTO | ISHARES TR | 2.41M | $59M | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLOBALT SIGNAL
AC read
GLOBALT Investments LLC / GA is a Other fund managing $2.7 billion in assets. The fund runs a broad portfolio of 207 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed