§ 13F · FUND PROFILE
GLOBALT Investments LLC / GA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2609.4T (13F)Positions · 205Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 906K | $429.0T | 15.7% | −1% |
| 2 | IWD | ISHARES TR | 1.69M | $354.8T | 13.0% | −1% |
| 3 | — | SPDR Portfolio Intermediate Te | 5.62M | $162.1T | 5.9% | +1% |
| 4 | — | SPDR Portfolio Long Term Trea | 5.08M | $134.4T | 4.9% | −3% |
| 5 | — | SPDR Portfolio Short Term Trea | 4.44M | $130.0T | 4.7% | ±0% |
| 6 | GLD | SPDR Gold Shares | 211K | $83.5T | 3.0% | −31% |
| 7 | — | The Utilities Select Sector SP | 1.68M | $71.5T | 2.6% | +297% |
| 8 | — | iShares iBonds Dec 2027 Term T | 2.83M | $63.6T | 2.3% | ±0% |
| 9 | — | VanEck Gold Miners ETF | 707K | $60.6T | 2.2% | −35% |
| 10 | IWM | ISHARES TR | 245K | $60.3T | 2.2% | ±0% |
§ 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 $2609400.7 trillion in assets. The fund runs a broad portfolio of 205 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed