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CIK: 0002011891
Total reported value
$3.0B
$3.0B
204 檔
37.3%
During the Q1 2024 filing period, GLOBALT Investments LLC / GA (CIK: 0002011891) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.0B across 204 reported positions.
During Q1 2024, GLOBALT Investments LLC / GA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 15.27% | +1.03% | -1.68% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 13.99% | +0.70% | -2.07% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 5.41% | -0.74% | — | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 5.19% | -0.45% | -2.36% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.12% | — | -1.62% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.89% | -0.46% | — | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.44% | — | -4.20% | |
| 8 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 2.85% | -0.18% | — | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 2.44% | — | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.38% | +0.27% | -1.49% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.33% | -0.01% | — | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.32% | -0.38% | — | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.10% | +0.04% | -1.37% | |
| 14 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.84% | +0.06% | -2.32% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.08% | -3.48% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.44% | -0.11% | — | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.36% | +0.06% | -0.58% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.06% | -22.51% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.93% | +0.03% | -3.25% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.10% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.05% | — | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.10% | -5.90% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.14% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.06% | -3.63% | |
| 25 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.55% | +0.01% | — | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | — | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.18% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | — | -2.83% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.09% | — | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.40% | +0.02% | — | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.38% | -0.02% | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.38% | -0.01% | -1.95% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.36% | +0.04% | — | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | +0.04% | +49.39% | |
| 35 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.33% | -0.01% | -1.06% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.33% | — | -0.84% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.07% | +198.22% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.01% | +773.88% | |
| 39 | MSI | Motorola Solutions Inc | Stock-Tech | 0.32% | -0.01% | -6.44% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.31% | +0.01% | -2.12% | |
| 41 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.30% | — | -1.66% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.04% | -1.58% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.29% | -0.11% | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.07% | -1.80% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | — | -1.69% | |
| 46 | ENB | Enbridge Inc | Stock-Energy | 0.29% | -0.02% | — | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.28% | — | -4.95% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.28% | -0.05% | -1.47% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.18% | — | |
| 50 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.28% | -0.13% | EXIT |
According to official SEC Form 13F filings, GLOBALT Investments LLC / GA reported a total U.S. public equity portfolio value of $3.0B across 204 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, SPTS) accounted for 37.3% of total reported equity market value during Q1 2024.
During Q1 2024, GLOBALT Investments LLC / GA's top holdings by market value included IWF (15.3%)、IWD (14.0%)、SPTS (5.4%). The largest single position, IWF, represented 15.3% of total portfolio value.
In Q1 2024, GLOBALT Investments LLC / GA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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