§ 13F · FUND PROFILE
GLOBALT Investments LLC / GA.
AUM · $3.0B (13F)Positions · 213Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 3.66M | $454M | 15.3% | +289% |
| 2 | IWD | ISHARES TR | 1.72M | $416M | 14.0% | −2% |
| 3 | SPTS | SPDR SERIES TRUST | 10.03M | $291M | 9.8% | −1% |
| 4 | SPTI | SPDR SERIES TRUST | 5.85M | $166M | 5.6% | −1% |
| 5 | SPTL | SPDR SERIES TRUST | 5.62M | $147M | 5.0% | +1% |
| 6 | XLU | SELECT SECTOR SPDR TR | 1.75M | $79M | 2.7% | +1% |
| 7 | IWM | ISHARES TR | 244K | $73M | 2.5% | −2% |
| 8 | IBTH | ISHARES TR | 2.94M | $66M | 2.2% | −2% |
| 9 | CWI | SPDR INDEX SHS FDS | 1.45M | $59M | 2.0% | −2% |
| 10 | IBTO | ISHARES TR | 2.37M | $57M | 1.9% | −2% |
§ 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 $3.0 billion in assets. The fund runs a broad portfolio of 213 positions.
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