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CIK: 0002011891
Total reported value
$3.0B
$3.0B
202 檔
46.8%
During the Q1 2026 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 202 reported positions.
GLOBALT Investments LLC / GA executed strategic sector rebalancing during Q1 2026, establishing 88 new positions while fully exiting 79 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, SPTS) accounted for 46.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPTS
市值: $295.8M
Top Position Liquidated / Trimmed
SPDR PORT INTER TRM TRSRY ETF
前期市值: $162.1M
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.30% | +1.03% | +3.77% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 13.33% | +0.70% | +3.70% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 10.55% | -0.74% | — | |
| 4 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 6.06% | -0.46% | — | |
| 5 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 5.22% | -0.25% | — | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.84% | -0.17% | — | |
| 7 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 2.40% | -0.18% | — | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.27% | -0.45% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.20% | +0.27% | +1.50% | |
| 10 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 2.10% | -0.17% | — | |
| 11 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.93% | +0.06% | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.87% | +0.04% | +1.00% | |
| 13 | SPTB | Ss Spdr P Treasury ETF | ETF-Gov Bonds | 1.79% | -0.15% | — | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.61% | -0.38% | — | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.31% | +0.06% | +7.54% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.21% | -0.11% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.06% | +5.83% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.18% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.97% | +0.03% | +4.27% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.08% | +1.04% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.05% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.10% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.06% | +13.05% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.14% | — | |
| 25 | SLV | Ishares Silver Trust | ETF-Commodities | 0.56% | -0.15% | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.07% | +10.10% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.10% | +2.73% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.01% | +2.91% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.47% | -0.05% | -1.54% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.02% | -2.15% | |
| 31 | GLW | Corning Inc | Stock-Tech | 0.46% | +0.34% | +11.71% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.11% | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.09% | — | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | +0.04% | -2.30% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.39% | +0.04% | — | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.36% | -0.02% | +9.34% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.35% | +0.06% | -3.41% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.34% | -0.11% | — | |
| 39 | ENB | Enbridge Inc | Stock-Energy | 0.33% | -0.02% | — | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.33% | -0.11% | -4.47% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.32% | +0.05% | -2.26% | |
| 42 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.31% | — | — | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.30% | +0.44% | -36.66% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.29% | -0.03% | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | — | -3.69% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.07% | -2.44% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.29% | — | -3.07% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.28% | +0.04% | +3.29% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.06% | — | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.27% | -0.04% | -2.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.4% | +3.70% | Add |
| 2 | GLW | Corning Inc | +0.2% | +11.71% | Add |
| 3 | YUM | Yum! Brands Inc | +0.1% | +445.36% | Add |
| 4 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +7.54% | Add |
| 5 | WMT | Walmart Inc | +0.1% | +10.10% | Add |
| 6 | CVX | Chevron CORP | +0.1% | -2.44% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.1% | -2.15% | Trim |
| 8 | AMGN | Amgen Inc | +0.1% | +9.34% | Add |
| 9 | VIRT | Virtu Financial Inc-class A | +0.1% | -1.89% | Trim |
| 10 | ADI | Analog Devices Inc | 0% | -2.26% | Trim |
| 11 | SCHO | Schwab Short-term US Treas | 0% | +48.26% | Add |
| 12 | LMT | Lockheed Martin CORP | 0% | -2.67% | Trim |
| 13 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.27% | Add |
| 14 | GILD | Gilead Sciences Inc | 0% | -2.61% | Trim |
| 15 | IWM | Ishares Russell 2000 ETF | — | +1.50% | Add |
| 16 | KLAC | Kla CORP | 0% | -30.74% | Trim |
| 17 | GPC | Genuine Parts Co | 0% | -3.91% | Trim |
| 18 | CTAS | Cintas CORP | 0% | -3.89% | Trim |
| 19 | ADP | Automatic Data Processing | -0.1% | -3.77% | Trim |
| 20 | MS | Morgan Stanley | -0.1% | -3.41% | Trim |
| 21 | IBM | Intl Business Machines CORP | -0.1% | -2.54% | Trim |
| 22 | HOOD | Robinhood Markets Inc - A | -0.1% | -27.93% | Trim |
| 23 | NEM | Newmont CORP | -0.1% | -46.52% | Trim |
| 24 | BAC | Bank Of America CORP | -0.1% | -2.30% | Trim |
| 25 | WFC | Wells Fargo & Co | -0.1% | -4.47% | Trim |
| 26 | LLY | Eli Lilly & Co | -0.1% | +2.73% | Add |
| 27 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -32.47% | Trim |
| 28 | ABT | Abbott Laboratories | -0.1% | -10.57% | Trim |
| 29 | MU | Micron Technology Inc | -0.1% | -36.66% | Trim |
| 30 | PG | Procter & Gamble Co/the | -0.2% | -86.61% | Trim |
| 31 | MSFT | Microsoft CORP | -0.3% | +1.04% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | -1.4% | +3.77% | Add |
| 33 | IWP | Ishares Russell Mid-cap Grow | -1.7% | -87.82% | Trim |
| 34 | SPTS | Ss Spdr P St Term Tsy ETF | — | NEW | New buy |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | New buy |
| 36 | ✓ | Spdr Port Inter Trm Trsry ETF | — | EXIT | Sold out |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | — | NEW | New buy |
| 38 | ✓ | — | EXIT | Sold out | |
| 39 | ✓ | SPDR Portfolio Short Term Trea | — | EXIT | Sold out |
| 40 | ✓ | — | EXIT | Sold out | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 42 | ✓ | — | EXIT | Sold out | |
| 43 | IBTH | Ishares Ibonds Dec 2027 Term | — | NEW | New buy |
| 44 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 45 | ✓ | iShares iBonds Dec 2027 Term T | — | EXIT | Sold out |
| 46 | ✓ | — | EXIT | Sold out | |
| 47 | IBTO | Ishares Ibonds Dec 2033 Tres | — | NEW | New buy |
| 48 | ✓ | — | EXIT | Sold out | |
| 49 | ✓ | iShares iBonds Dec 2033 Term T | — | EXIT | Sold out |
| 50 | CWI | State Street Spdr Msci Acwi | — | NEW | New buy |
According to official SEC Form 13F filings, GLOBALT Investments LLC / GA reported a total U.S. public equity portfolio value of $3.0B across 202 disclosed positions in Q1 2026.
During Q1 2026, GLOBALT Investments LLC / GA's top holdings by market value included IWF (14.3%)、IWD (13.3%)、SPTS (10.6%). The largest single position, IWF, represented 14.3% of total portfolio value.
In Q1 2026, GLOBALT Investments LLC / GA made 200 total portfolio adjustments, initiating 88 new buys, adding to 12 positions, trimming 21 holdings, and fully liquidating 79 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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