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Portfolio (Quarterly) Guide ↗

GLOBALT Investments LLC / GA

· CIK 0002011891
13F Portfolio $2.7B AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 207 New
Page 8 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IEV ISHARES TR 15,345.0 $1.0M 0.04% NEW $65.48 +9.2%
142 DON WisdomTree US MidCap Dividend 18,464.0 $966K 0.04% NEW $52.30 +4.1%
143 BSX BOSTON SCIENTIFIC CORP Healthcare 9,231.0 $901K 0.03% NEW $97.63 -42.7%
144 CME CME Group Inc Class A Financial Services 3,307.0 $894K 0.03% NEW $270.19 +12.9%
145 YUM YUM BRANDS INC Consumer Cyclical 5,757.0 $875K 0.03% NEW $152.00 -1.3%
146 VRT Vertiv Holdings Co Cl A Industrials 5,668.0 $855K 0.03% NEW $150.86 +145.9%
147 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 3,277.0 $850K 0.03% NEW $259.44 +21.9%
148 IYR ISHARES TR 8,536.0 $829K 0.03% NEW $97.08 +3.9%
149 KKR KKR & Co Inc Financial Services 6,310.0 $820K 0.03% NEW $129.95 -25.4%
150 Invesco BulletShares 2025 Corp 39,270.0 $812K 0.03% NEW $20.69
151 SN Sharkninja Inc Consumer Cyclical 7,655.0 $790K 0.03% NEW $103.15 +2.4%
152 EWJ iShares MSCI Japan ETF 9,783.0 $785K 0.03% NEW $80.21 +13.4%
153 ZWS Zurn Elkay Water Solutions Cor Industrials 16,518.0 $777K 0.03% NEW $47.03 +2.2%
154 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,726.0 $772K 0.03% NEW $163.40 +3.3%
155 CVNA CARVANA CO Consumer Cyclical 2,004.0 $756K 0.03% NEW $377.24 -82.2%
156 DKNG Draftkings Inc Com Cl A Consumer Cyclical 19,944.0 $746K 0.03% NEW $37.40 -33.2%
157 BSCQ Invesco BulletShares 2026 Corp 35,188.0 $688K 0.03% NEW $19.56 -0.3%
158 BWXT BWX Technologies Inc Industrials 3,633.0 $670K 0.02% NEW $184.37 +9.5%
159 PEY Invesco High Yield Eq Div Achi 31,213.0 $658K 0.02% NEW $21.07 +3.6%
160 HWM HOWMET AEROSPACE INC Industrials 3,330.0 $653K 0.02% NEW $196.23 +32.7%
Page 8 of 11  ·  207 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 26.2%
Healthcare 8.3%
Communication Services 8.2%
Industrials 8.0%
Consumer Cyclical 7.9%
Consumer Defensive 6.0%
Energy 2.5%
Utilities 2.4%
Basic Materials 1.1%