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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 1 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 913,582.0 $427.9M 15.63% NEW $468.41 -73.4%
2 IWD ISHARES TR 1,703,294.0 $346.8M 12.66% NEW $203.59 +14.0%
3 SPTI SPDR Portfolio Intermediate Te 5,588,581.0 $161.5M 5.90% NEW $28.90 -2.4%
4 SPTL SPDR Portfolio Long Term Trea 5,239,246.0 $141.2M 5.16% NEW $26.95 -5.6%
5 SPTS SPDR Portfolio Short Term Trea 4,455,248.0 $130.6M 4.77% NEW $29.32 -1.1%
6 GLD SPDR Gold Shares Financial Services 303,252.0 $107.8M 3.94% NEW $355.47 +20.2%
7 GDX VanEck Gold Miners ETF 1,080,792.0 $82.6M 3.02% NEW $76.40 +14.3%
8 iShares iBonds Dec 2027 Term T 2,833,044.0 $63.8M 2.33% NEW $22.52
9 IWM ISHARES TR 245,524.0 $59.4M 2.17% NEW $241.96 +14.7%
10 IBTO iShares iBonds Dec 2033 Term T 2,268,573.0 $55.9M 2.04% NEW $24.65 -3.0%
11 IWP ISHARES TR 383,970.0 $54.7M 2.00% NEW $142.41 -4.4%
12 VIG VANGUARD SPECIALIZED FUNDS 242,960.0 $52.4M 1.92% NEW $215.79 +6.3%
13 CWI SPDR MSCI ACWI ex-US ETF 1,416,356.0 $49.5M 1.81% NEW $34.92 +12.7%
14 SPTB SPDR Portfolio Treasury ETF 1,563,580.0 $47.9M 1.75% NEW $30.62 -2.7%
15 MSFT MICROSOFT CORP Technology 72,546.0 $37.6M 1.37% NEW $517.95 -21.0%
16 SLV iShares Silver Trust Financial Services 885,198.0 $37.5M 1.37% NEW $42.37 +62.9%
17 XLU The Utilities Select Sector SP 421,756.0 $36.8M 1.34% NEW $87.21 -49.7%
18 IWS ISHARES TR 238,485.0 $33.3M 1.22% NEW $139.67 +11.3%
19 VGIT Vanguard Intmdt-Term Trs ETF 539,191.0 $32.4M 1.18% NEW $60.03 -2.3%
20 AAPL APPLE INC Technology 125,773.0 $32.0M 1.17% NEW $254.63 +17.9%
Page 1 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%