13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011891
Total reported value
$3.0B
$3.0B
207 檔
40.7%
In Q3 2025, GLOBALT Investments LLC / GA's U.S. equity holdings reached a combined market value of $3.0B, distributed across 207 disclosed stock positions.
In Q3 2025, GLOBALT Investments LLC / GA adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 15.63% | +1.03% | -2.60% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 12.66% | +0.70% | -1.67% | |
| 3 | ✓ | Spdr Port Inter Trm Trsry ETF | ETF-Other | 5.90% | — | -1.73% | |
| 4 | ✓ | Stock-Other | 5.16% | — | -0.85% | ||
| 5 | ✓ | SPDR Portfolio Short Term Trea | Stock-Other | 4.77% | — | -1.80% | |
| 6 | ✓ | Stock-Other | 3.94% | — | -1.60% | ||
| 7 | ✓ | Stock-Other | 3.02% | — | -1.76% | ||
| 8 | ✓ | iShares iBonds Dec 2027 Term T | Stock-Other | 2.33% | — | -1.74% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.17% | +0.27% | -6.88% | |
| 10 | ✓ | iShares iBonds Dec 2033 Term T | Stock-Other | 2.04% | — | -2.34% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.00% | — | -2.12% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.91% | +0.04% | -1.78% | |
| 13 | ✓ | Stock-Other | 1.81% | — | -1.60% | ||
| 14 | ✓ | SPDR Portfolio Treasury ETF | ETF-Gov Bonds | 1.75% | — | -1.75% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.08% | -6.10% | |
| 16 | ✓ | Stock-Other | 1.37% | — | -1.41% | ||
| 17 | ✓ | Stock-Other | 1.34% | — | -1.11% | ||
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.22% | +0.06% | -1.55% | |
| 19 | ✓ | Stock-Other | 1.18% | — | -2.50% | ||
| 20 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.06% | -3.75% | |
| 21 | ✓ | Stock-Other | 1.09% | — | -15.91% | ||
| 22 | ✓ | Stock-Other | 1.01% | — | -7.41% | ||
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.96% | +0.03% | -1.54% | |
| 24 | ✓ | Stock-Other | 0.81% | — | -1.28% | ||
| 25 | ✓ | Stock-Other | 0.78% | — | +14.61% | ||
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.06% | -0.89% | |
| 27 | ✓ | Stock-Other | 0.55% | — | -2.19% | ||
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | -0.01% | -4.21% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.43% | -0.05% | -1.08% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | +0.04% | -1.53% | |
| 31 | ✓ | Stock-Other | 0.40% | — | -2.38% | ||
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.07% | +22.15% | |
| 33 | ✓ | Stock-Other | 0.39% | — | -1.49% | ||
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | -0.11% | -1.41% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.02% | +241.60% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.37% | +0.04% | -7.49% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.36% | +0.06% | -1.39% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.10% | -2.04% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.04% | +20.52% | |
| 40 | ✓ | Stock-Other | 0.33% | — | -1.66% | ||
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.33% | +0.44% | -0.43% | |
| 42 | ✓ | Stock-Other | 0.32% | — | -1.45% | ||
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.31% | — | -1.55% | |
| 44 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.30% | -0.01% | -1.54% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.30% | — | -7.51% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.28% | — | +6.38% | |
| 47 | ✓ | Stock-Other | 0.27% | — | -1.43% | ||
| 48 | GLW | Corning Inc | Stock-Tech | 0.26% | +0.34% | -1.52% | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.26% | +0.05% | -0.64% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.26% | — | -1.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Spdr Port Inter Trm Trsry ETF | +2.1% | -1.73% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +1.4% | -2.60% | Trim |
| 3 | ✓ | +0.3% | -15.91% | Trim | |
| 4 | ✓ | +0.3% | -7.41% | Trim | |
| 5 | ✓ | +0.3% | +14.61% | Add | |
| 6 | JNJ | Johnson & Johnson | +0.3% | +241.60% | Add |
| 7 | ✓ | +0.2% | -1.76% | Trim | |
| 8 | IBM | Intl Business Machines CORP | +0.2% | +1143.56% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | -6.10% | Trim |
| 10 | MU | Micron Technology Inc | +0.1% | -0.43% | Trim |
| 11 | DAL | Delta Air Lines Inc | +0.1% | +700.80% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +22.15% | Add |
| 13 | TJX | Tjx Companies Inc | +0.1% | -1.08% | Add |
| 14 | ANET | Arista Networks Inc | +0.1% | -1.04% | Trim |
| 15 | GLW | Corning Inc | +0.1% | -1.52% | Trim |
| 16 | ✓ | +0.1% | -15.90% | Trim | |
| 17 | HOOD | Robinhood Markets Inc - A | +0.1% | -34.50% | Trim |
| 18 | ✓ | +0.1% | -1.28% | Trim | |
| 19 | ✓ | +0.1% | +21.76% | Add | |
| 20 | ✓ | +0.1% | -19.58% | Trim | |
| 21 | ✓ | +0.1% | -15.62% | Trim | |
| 22 | ✓ | +0.1% | -1.49% | Trim | |
| 23 | C | Citigroup Inc | +0.1% | +1.24% | Trim |
| 24 | ✓ | +0.1% | +1.09% | Trim | |
| 25 | ✓ | 0% | -2.19% | Trim | |
| 26 | MS | Morgan Stanley | 0% | -1.39% | Trim |
| 27 | ✓ | 0% | -1.60% | Trim | |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.54% | Trim |
| 29 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -2.12% | Trim |
| 30 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -1.55% | Trim |
| 31 | ✓ | -0.1% | -34.50% | Trim | |
| 32 | IWM | Ishares Russell 2000 ETF | -0.1% | -6.88% | Trim |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.78% | Trim |
| 34 | LLY | Eli Lilly & Co | -0.2% | -2.04% | Trim |
| 35 | ✓ | SPDR Portfolio Short Term Trea | -0.2% | -1.80% | Add |
| 36 | ✓ | -0.3% | +0.25% | Trim | |
| 37 | ✓ | iShares iBonds Dec 2033 Term T | -0.4% | -2.34% | Trim |
| 38 | ✓ | iShares iBonds Dec 2027 Term T | -0.4% | -1.74% | Trim |
| 39 | ✓ | -0.9% | -0.85% | Trim | |
| 40 | IWD | Ishares Russell 1000 Value E | -1.1% | -1.67% | Trim |
| 41 | ✓ | -1.9% | -1.60% | Trim | |
| 42 | ✓ | — | NEW | New buy | |
| 43 | ✓ | — | NEW | New buy | |
| 44 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 45 | DOW | Dow Inc | — | EXIT | Sold out |
| 46 | ✓ | — | NEW | New buy | |
| 47 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 48 | ✓ | Cogent Communications Hldgs In | — | EXIT | Sold out |
| 49 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 50 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, GLOBALT Investments LLC / GA reported a total U.S. public equity portfolio value of $3.0B across 207 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, SPDR PORT INTER TRM TRSRY ETF) accounted for 40.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
市值: $37.5M
Top Position Liquidated / Trimmed
KHC
前期市值: $5.5M
During Q3 2025, GLOBALT Investments LLC / GA's top holdings by market value included IWF (15.6%)、IWD (12.7%)、SPDR PORT INTER TRM TRSRY ETF (5.9%). The largest single position, IWF, represented 15.6% of total portfolio value.
In Q3 2025, GLOBALT Investments LLC / GA made 50 total portfolio adjustments, initiating 3 new buys, adding to 9 positions, trimming 32 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.