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CIK: 0002011891
Total reported value
$2.9B
$2.9B
213 檔
50.8%
As reported in its official Q2 2026 Form 13F filing, GLOBALT Investments LLC / GA's tracked investment portfolio stood at $2.9B with 213 total positions.
In Q2 2026, GLOBALT Investments LLC / GA adopted a defensive or profit-taking posture, trimming 139 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 15.33% | +0.05% | +289.08% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 14.03% | +0.24% | -1.91% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 9.81% | -0.07% | -1.07% | |
| 4 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.60% | -0.22% | -1.32% | |
| 5 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 4.97% | -0.47% | +0.96% | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.67% | -0.36% | +0.77% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.47% | -0.22% | -2.09% | |
| 8 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 2.22% | — | -1.84% | |
| 9 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.99% | -0.02% | -1.79% | |
| 10 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 1.93% | -0.11% | -1.89% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.91% | -0.05% | -1.73% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.82% | +0.88% | -0.91% | |
| 13 | SPTB | Ss Spdr P Treasury ETF | ETF-Gov Bonds | 1.64% | -0.07% | -2.62% | |
| 14 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.37% | -0.05% | -2.65% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.23% | +0.87% | -1.48% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.39% | -2.49% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | -0.06% | -0.02% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.10% | -0.04% | -2.38% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.00% | -0.01% | -1.55% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | -0.08% | -2.93% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.12% | -2.71% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.26% | -1.02% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | +0.32% | -3.63% | |
| 24 | GLW | Corning Inc | Stock-Tech | 0.80% | -0.40% | -1.54% | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.74% | -0.06% | -24.60% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | -0.03% | -1.87% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.01% | -23.51% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | -0.01% | -1.88% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.02% | -1.70% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.03% | -1.69% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | -0.03% | -2.46% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.09% | -1.66% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.42% | -0.09% | -2.17% | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 0.41% | — | -1.34% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.41% | -0.05% | -2.00% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.37% | -0.01% | -2.35% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | +0.05% | -2.18% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.33% | EXIT | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.32% | -0.02% | -1.66% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | +0.08% | -15.93% | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.31% | -0.02% | -2.46% | |
| 42 | ENB | Enbridge Inc | Stock-Energy | 0.31% | -0.05% | -2.12% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.30% | -0.02% | -2.43% | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.29% | +0.02% | -1.99% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | +0.01% | -2.01% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.26% | -0.02% | -1.98% | |
| 47 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 0.26% | -0.02% | -1.92% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | +0.02% | -2.46% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.24% | — | -2.09% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.24% | -0.09% | +872.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1% | +289.08% | Add |
| 2 | IWD | Ishares Russell 1000 Value E | +0.7% | -1.91% | Trim |
| 3 | MU | Micron Technology Inc | +0.4% | -24.60% | Trim |
| 4 | GLW | Corning Inc | +0.3% | -1.54% | Trim |
| 5 | IWM | Ishares Russell 2000 ETF | +0.3% | -2.09% | Trim |
| 6 | AFL | Aflac Inc | +0.2% | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.02% | Trim |
| 8 | STX | Seagate Technology Holdings plc | +0.1% | -1.53% | Trim |
| 9 | DGX | Quest Diagnostics Inc | +0.1% | NEW | New buy |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +275.22% | Add |
| 11 | M | Macy's, Inc. | +0.1% | NEW | New buy |
| 12 | KLAC | Kla CORP | +0.1% | +872.26% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | -2.93% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.1% | -1.87% | Trim |
| 15 | BEN | Franklin Resources Inc | +0.1% | NEW | New buy |
| 16 | CL | Colgate-palmolive Co | +0.1% | NEW | New buy |
| 17 | TXN | Texas Instruments Inc | +0.1% | -2.43% | Trim |
| 18 | CWI | State Street Spdr Msci Acwi | +0.1% | -1.79% | Trim |
| 19 | IWS | Ishares Russell Mid-cap Valu | +0.1% | -2.65% | Trim |
| 20 | AAPL | Apple Inc | +0.1% | -2.49% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.1% | -1.02% | Trim |
| 22 | MS | Morgan Stanley | +0.1% | -2.00% | Trim |
| 23 | PM | Philip Morris International | +0.1% | +38.32% | Add |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | — | Unchanged |
| 25 | DELL | Dell Technologies -c | +0.1% | -14.02% | Trim |
| 26 | NVDA | Nvidia CORP | +0.1% | -2.71% | Trim |
| 27 | ADI | Analog Devices Inc | +0.1% | -2.35% | Trim |
| 28 | VIRT | Virtu Financial Inc-class A | +0.1% | -1.92% | Trim |
| 29 | DAL | Delta Air Lines Inc | +0.1% | -0.76% | Trim |
| 30 | ANET | Arista Networks Inc | +0.1% | -2.85% | Trim |
| 31 | VIG | Vanguard Dividend Apprec ETF | 0% | -1.73% | Trim |
| 32 | EEM | Ishares Msci Emerging Market | 0% | -2.46% | Trim |
| 33 | C | Citigroup Inc | 0% | -1.66% | Trim |
| 34 | BAC | Bank Of America CORP | 0% | -1.69% | Trim |
| 35 | ✓ | 0% | NEW | New buy | |
| 36 | ✓ | 0% | NEW | New buy | |
| 37 | CVS | Cvs Health CORP | 0% | NEW | New buy |
| 38 | TER | Teradyne Inc | 0% | +30.55% | Add |
| 39 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.55% | Trim |
| 40 | CMI | Cummins Inc | 0% | -0.28% | Trim |
| 41 | GS | Goldman Sachs Group Inc | 0% | +0.17% | Add |
| 42 | ETN | Eaton Corporation plc | 0% | -4.21% | Trim |
| 43 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 44 | CIEN | Ciena CORP | 0% | NEW | New buy |
| 45 | UNH | Unitedhealth Group Inc | 0% | -2.75% | Trim |
| 46 | INTC | Intel CORP | 0% | NEW | New buy |
| 47 | HOOD | Robinhood Markets Inc - A | 0% | +3.11% | Add |
| 48 | IBM | Intl Business Machines CORP | 0% | -2.16% | Trim |
| 49 | WELL | Welltower Inc | 0% | +4.91% | Add |
| 50 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
According to official SEC Form 13F filings, GLOBALT Investments LLC / GA reported a total U.S. public equity portfolio value of $2.9B across 213 disclosed positions in Q2 2026.
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, SPTS) accounted for 50.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
AFL
市值: $5.8M
Top Position Liquidated / Trimmed
GPC
前期市值: $3.8M
During Q2 2026, GLOBALT Investments LLC / GA's top holdings by market value included IWF (15.3%)、IWD (14.0%)、SPTS (9.8%). The largest single position, IWF, represented 15.3% of total portfolio value.
In Q2 2026, GLOBALT Investments LLC / GA made 186 total portfolio adjustments, initiating 18 new buys, adding to 22 positions, trimming 139 holdings, and fully liquidating 7 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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