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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 9 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PWR Quanta Services Inc Industrials 1,571.0 $651K 0.02% NEW $414.42 +82.1%
162 PID Invesco International Div Achi 30,290.0 $644K 0.02% NEW $21.27 +7.0%
163 KBWB Invesco KBW Bank ETF 8,224.0 $643K 0.02% NEW $78.21 +7.4%
164 BLOCK INC 8,683.0 $628K 0.02% NEW $72.27
165 TLH ISHARES TR 5,823.0 $600K 0.02% NEW $102.99 -4.9%
166 LQD ISHARES TR 5,003.0 $558K 0.02% NEW $111.47 -3.2%
167 XLE Energy Select Sector SPDR ETF 5,898.0 $527K 0.02% NEW $89.34 -34.1%
168 IVW ISHARES TR 4,304.0 $520K 0.02% NEW $120.72 +13.1%
169 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,050.0 $509K 0.02% NEW $485.02 -9.6%
170 TWLO Twilio Inc A Communication Services 4,909.0 $491K 0.02% NEW $100.09 +94.6%
171 SRVR Pacer Benchmark Data&Infras RE 15,400.0 $488K 0.02% NEW $31.68 +6.5%
172 SHYG iShares 0-5 Year High Yield Co 11,034.0 $478K 0.02% NEW $43.30 -2.4%
173 ROK ROCKWELL AUTOMATION INC Industrials 1,365.0 $477K 0.02% NEW $349.53 +26.4%
174 MSTR MICROSTRATEGY INC Technology 1,477.0 $476K 0.02% NEW $322.21 -48.7%
175 JXI ISHARES TR 5,894.0 $458K 0.02% NEW $77.66 +7.8%
176 BELFB BEL FUSE INC Technology 3,228.0 $455K 0.02% NEW $141.02 +81.7%
177 DE DEERE & CO Industrials 994.0 $455K 0.02% NEW $457.31 +23.2%
178 AMAT APPLIED MATLS INC Technology 2,200.0 $450K 0.02% NEW $204.74 +110.0%
179 PSK SPDR Wells Fargo Preferred St 13,545.0 $448K 0.02% NEW $33.07 -6.1%
180 VOX Vanguard Communication Service 2,378.0 $446K 0.02% NEW $187.73 +4.8%
Page 9 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%