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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 7 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VEEV VEEVA SYS INC Healthcare 5,484.0 $1.6M 0.06% NEW $297.91 -46.5%
122 MPWR MONOLITHIC PWR SYS INC Technology 1,755.0 $1.6M 0.06% NEW $920.64 +68.9%
123 BX Blackstone Inc Financial Services 9,357.0 $1.6M 0.06% NEW $170.85 -32.0%
124 FLR FLUOR CORP NEW Industrials 37,455.0 $1.6M 0.06% NEW $42.07 +3.7%
125 VNQ VANGUARD INDEX FDS 16,750.0 $1.5M 0.06% NEW $91.42 +3.2%
126 LIN Linde PLC Basic Materials 3,120.0 $1.5M 0.05% NEW $475.00 +6.5%
127 VEU VANGUARD INTL EQUITY INDEX F 20,610.0 $1.5M 0.05% NEW $71.37 +14.3%
128 SDY SPDR S&P Dividend ETF 10,315.0 $1.4M 0.05% NEW $140.05 +4.8%
129 SPOT Spotify Technology SA Communication Services 2,050.0 $1.4M 0.05% NEW $698.00 -37.9%
130 SHY ISHARES TR 16,955.0 $1.4M 0.05% NEW $82.96 -1.0%
131 ZTS Zoetis Inc Class A Healthcare 9,332.0 $1.4M 0.05% NEW $146.32 -48.8%
132 CASY CASEYS GEN STORES INC Consumer Cyclical 2,315.0 $1.3M 0.05% NEW $565.32 +52.4%
133 COWZ Pacer US Cash Cows 100 ETF 22,627.0 $1.3M 0.05% NEW $57.47 +9.3%
134 GS Goldman Sachs Group Inc Financial Services 1,569.0 $1.2M 0.05% NEW $796.35 +19.9%
135 VST Vistra Corp Utilities 6,337.0 $1.2M 0.04% NEW $195.92 -30.4%
136 VYM VANGUARD WHITEHALL FDS 8,738.0 $1.2M 0.04% NEW $140.95 +10.4%
137 AMT American Tower Corp Real Estate 6,222.0 $1.2M 0.04% NEW $192.32 -10.9%
138 COF Capital One Financial Corp Financial Services 5,629.0 $1.2M 0.04% NEW $212.57 -12.3%
139 BLK BlackRock Inc Financial Services 983.0 $1.1M 0.04% NEW $1165.87 -7.2%
140 IVV ISHARES TR 1,509.0 $1.0M 0.04% NEW $669.30 +10.8%
Page 7 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%