GLOBALT Investments LLC / GA

Est. AUM

$2.80B

13F long equity, this entity only

Positions

202

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS 1000 GRW ETF	$401.1M	940582	14.30%	SOLE
2	ISHARES TR	RUS 1000 VAL ETF	$373.7M	1749104	13.33%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$295.8M	10136473	10.55%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$169.8M	5924374	6.06%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$146.3M	5563987	5.22%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET UTI	$79.5M	1733147	2.84%	SOLE
7	ISHARES TR	IBONDS 27 TRM TS	$67.3M	2998377	2.40%	SOLE
8	SPDR GOLD TR	GOLD SHS	$63.6M	147877	2.27%	SOLE
9	ISHARES TR	RUSSELL 2000 ETF	$61.7M	248730	2.20%	SOLE
10	ISHARES TR	IBONDS DEC 2033	$58.8M	2411272	2.10%	SOLE
11	SPDR INDEX SHS FDS	STATE STREET SPD	$54.0M	1476355	1.93%	SOLE
12	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$52.3M	243246	1.87%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$50.2M	1659459	1.79%	SOLE
14	VANECK ETF TRUST	GOLD MINERS ETF	$45.1M	491235	1.61%	SOLE
15	ISHARES TR	RUS MDCP VAL ETF	$36.9M	252907	1.31%	SOLE
16	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$33.9M	568683	1.21%	SOLE
17	APPLE INC	COM	$32.7M	128801	1.17%	SOLE
18	ALPHABET INC	CAP STK CL A	$28.3M	98388	1.01%	SOLE
19	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$27.2M	503040	0.97%	SOLE
20	MICROSOFT CORP	COM	$26.4M	71278	0.94%	SOLE
21	NVIDIA CORPORATION	COM	$24.7M	141671	0.88%	SOLE
22	BROADCOM INC	COM	$24.0M	77554	0.86%	SOLE
23	AMAZON COM INC	COM	$23.7M	114011	0.85%	SOLE
24	JPMORGAN CHASE & CO	COM	$19.3M	65655	0.69%	SOLE
25	ISHARES SILVER TR	ISHARES	$15.7M	230378	0.56%	SOLE
26	WALMART INC	COM	$13.9M	111657	0.49%	SOLE
27	ELI LILLY & CO	COM	$13.6M	14815	0.49%	SOLE
28	ISHARES TR	MSCI EAFE ETF	$13.4M	137745	0.48%	SOLE
29	TJX COS INC NEW	COM	$13.3M	83086	0.47%	SOLE
30	JOHNSON & JOHNSON	COM	$13.1M	53610	0.47%	SOLE
31	CORNING INC	COM	$12.8M	94494	0.46%	SOLE
32	EXXON MOBIL CORP	COM	$12.4M	72918	0.44%	SOLE
33	META PLATFORMS INC	CL A	$11.4M	19936	0.41%	SOLE
34	BANK AMERICA CORP	COM	$11.2M	230352	0.40%	SOLE
35	ISHARES TR	MSCI EMG MKT ETF	$10.8M	190315	0.39%	SOLE
36	AMGEN INC	COM	$10.0M	28345	0.36%	SOLE
37	MORGAN STANLEY	COM NEW	$9.7M	59057	0.35%	SOLE
38	AT&T INC	COM	$9.6M	330398	0.34%	SOLE
39	ENBRIDGE INC	COM	$9.3M	171131	0.33%	SOLE
40	WELLS FARGO & CO	COM	$9.2M	115180	0.33%	SOLE
41	ANALOG DEVICES INC	COM	$8.9M	27986	0.32%	SOLE
42	ISHARES TR	MSCI ACWI EX US	$8.6M	125055	0.31%	SOLE
43	MICRON TECHNOLOGY INC	COM	$8.5M	25122	0.30%	SOLE
44	DUKE ENERGY CORP NEW	COM NEW	$8.3M	63024	0.29%	SOLE
45	COCA COLA CO	COM	$8.2M	107793	0.29%	SOLE
46	CHEVRON CORPORATION	COM	$8.1M	39383	0.29%	SOLE
47	EMERSON ELEC CO	COM	$8.1M	61940	0.29%	SOLE
48	CITIGROUP INC	COM NEW	$7.9M	69660	0.28%	SOLE
49	VERIZON COMMUNICATIONS INC	COM	$7.5M	150386	0.27%	SOLE
50	GILEAD SCIENCES INC	COM	$7.5M	54046	0.27%	SOLE

1–50 of 202

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.