Globalt Investments LLC / Ga Top Holdings and 13F Report (2026) About Globalt Investments LLC / GaInvestment ActivityGlobalt Investments LLC / Ga has $2.80 billion in total holdings as of March 31, 2026.Globalt Investments LLC / Ga owns shares of 202 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 51.57% of the portfolio was purchased this quarter.About 2.76% of the portfolio was sold this quarter.This quarter, Globalt Investments LLC / Ga has purchased 114 new stocks and bought additional shares in 36 stocks.Globalt Investments LLC / Ga sold shares of 53 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $401,064,012iShares Russell 1000 Value ETF $373,731,119SPDR Portfolio Short Term Treasury ETF $295,782,283SPDR Portfolio Intermediate Term Treasury ETF $169,792,551SPDR Portfolio Long Term Treasury ETF $146,332,870 Largest New Holdings this Quarter 78468R101 - SPDR Portfolio Short Term Treasury ETF $295,782,283 Holding78464A672 - SPDR Portfolio Intermediate Term Treasury ETF $169,792,551 Holding78464A664 - SPDR Portfolio Long Term Treasury ETF $146,332,870 Holding81369Y886 - Utilities Select Sector SPDR Fund $79,534,100 Holding46436E841 - iShares iBonds Dec 2027 Term Treasury ETF $67,253,593 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Treasury ETF 10,136,473 shares (about $295.78M)SPDR Portfolio Intermediate Term Treasury ETF 5,924,374 shares (about $169.79M)SPDR Portfolio Long Term Treasury ETF 5,563,987 shares (about $146.33M)Utilities Select Sector SPDR Fund 1,733,147 shares (about $79.53M)iShares iBonds Dec 2027 Term Treasury ETF 2,998,377 shares (about $67.25M) Largest Sales this Quarter iShares Russell Mid-Cap Growth ETF 333,749 shares (about $42.76M)Micron Technology 14,541 shares (about $4.91M)Procter & Gamble 32,209 shares (about $4.65M)iShares 20+ Year Treasury Bond ETF 27,414 shares (about $2.38M)Newmont 20,408 shares (about $2.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGlobalt Investments LLC / Ga Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$401,064,012$14,588,418 â–²3.8%940,58214.3%ETFIWDiShares Russell 1000 Value ETF$373,731,119$13,338,352 â–²3.7%1,749,10413.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$295,782,283$295,782,283 â–²New Holding10,136,47310.5%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$169,792,551$169,792,551 â–²New Holding5,924,3746.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$146,332,870$146,332,870 â–²New Holding5,563,9875.2%ETFXLUUtilities Select Sector SPDR Fund$79,534,100$79,534,100 â–²New Holding1,733,1472.8%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$67,253,593$67,253,593 â–²New Holding2,998,3772.4%ManufacturingGLDSPDR Gold Shares$63,629,981$63,629,981 â–²New Holding147,8772.3%FinanceIWMiShares Russell 2000 ETF$61,685,074$911,401 â–²1.5%248,7302.2%FinanceIBTOiShares iBonds Dec 2033 Term Treasury ETF$58,810,440$58,810,440 â–²New Holding2,411,2722.1%ETFCWISPDR MSCI ACWI ex-US ETF$54,019,812$54,019,812 â–²New Holding1,476,3551.9%ETFVIGVanguard Dividend Appreciation ETF$52,312,414$515,928 â–²1.0%243,2461.9%ETFSPDR SERIES TRUST$50,223,520$50,223,520 â–²New Holding1,659,4591.8%STATE STREET SPDGDXVanEck Gold Miners ETF$45,080,622$45,080,622 â–²New Holding491,2351.6%ETFIWSiShares Russell Mid-Cap Value ETF$36,858,641$2,583,240 â–²7.5%252,9071.3%ETFVGITVanguard Intermediate-Term Treasury ETF$33,865,045$33,865,045 â–²New Holding568,6831.2%ETFAAPLApple$32,688,448$1,800,135 â–²5.8%128,8011.2%Computer and TechnologyGOOGLAlphabet$28,292,453$28,292,453 â–²New Holding98,3881.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$27,189,299$1,112,997 â–²4.3%503,0401.0%ETFMSFTMicrosoft$26,385,028$270,965 â–²1.0%71,2780.9%Computer and TechnologyNVDANVIDIA$24,707,447$24,707,447 â–²New Holding141,6710.9%Computer and TechnologyAVGOBroadcom$24,003,683$24,003,683 â–²New Holding77,5540.9%Computer and TechnologyAMZNAmazon.com$23,745,071$2,741,250 â–²13.1%114,0110.8%Retail/WholesaleJPMJPMorgan Chase & Co.$19,313,124$19,313,124 â–²New Holding65,6550.7%FinanceSLViShares Silver Trust$15,697,957$15,697,957 â–²New Holding230,3780.6%ETFWALMART INC$13,876,680$1,272,871 â–²10.1%111,6570.5%COMLLYEli Lilly and Company$13,626,599$362,395 â–²2.7%14,8150.5%MedicalEFAiShares MSCI EAFE ETF$13,379,176$377,739 â–²2.9%137,7450.5%FinanceTJXTJX Companies$13,268,849$208,089 â–¼-1.5%83,0860.5%Retail/WholesaleJNJJohnson & Johnson$13,104,511$287,463 â–¼-2.1%53,6100.5%MedicalGLWCorning$12,848,349$1,347,055 â–²11.7%94,4940.5%Computer and TechnologyXOMExxonMobil$12,371,219$12,371,219 â–²New Holding72,9180.4%EnergyMETAMeta Platforms$11,405,984$11,405,984 â–²New Holding19,9360.4%Computer and TechnologyBACBank of America$11,229,668$263,981 â–¼-2.3%230,3520.4%FinanceEEMiShares MSCI Emerging Markets ETF$10,807,9890.0%190,3150.4%FinanceAMGNAmgen$9,973,188$852,181 â–²9.3%28,3450.4%MedicalMSMorgan Stanley$9,719,010$342,635 â–¼-3.4%59,0570.3%FinanceTAT&T$9,578,233$9,578,233 â–²New Holding330,3980.3%Computer and TechnologyENBEnbridge$9,265,050$9,265,050 â–²New Holding171,1310.3%EnergyWFCWells Fargo & Company$9,169,452$428,778 â–¼-4.5%115,1800.3%FinanceADIAnalog Devices$8,903,466$205,518 â–¼-2.3%27,9860.3%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$8,562,5160.0%125,0550.3%ManufacturingMUMicron Technology$8,487,216$4,912,531 â–¼-36.7%25,1220.3%Computer and TechnologyDUKDuke Energy$8,252,360$8,252,360 â–²New Holding63,0240.3%UtilitiesKOCocaCola$8,197,624$314,465 â–¼-3.7%107,7930.3%Consumer StaplesCVXChevron$8,148,390$203,384 â–¼-2.4%39,3830.3%EnergyEMREmerson Electric$8,115,423$257,063 â–¼-3.1%61,9400.3%IndustrialsCCitigroup$7,900,145$251,997 â–²3.3%69,6600.3%Financial ServicesVZVerizon Communications$7,549,377$7,549,377 â–²New Holding150,3860.3%Computer and TechnologyGILDGilead Sciences$7,532,391$202,086 â–¼-2.6%54,0460.3%MedicalWMWaste Management$7,424,122$7,424,122 â–²New Holding32,3080.3%Business ServicesMRKMerck & Co., Inc.$7,004,036$7,004,036 â–²New Holding58,2260.2%MedicalSOSouthern$6,725,000$224,698 â–¼-3.2%69,6750.2%UtilitiesNEENextEra Energy$6,513,024$6,513,024 â–²New Holding70,1230.2%UtilitiesUNPUnion Pacific$6,477,021$263,972 â–¼-3.9%26,6960.2%TransportationABTAbbott Laboratories$6,399,361$756,375 â–¼-10.6%62,3290.2%MedicalETNEaton$6,002,307$6,002,307 â–²New Holding16,7820.2%IndustrialsLMTLockheed Martin$5,986,847$164,387 â–¼-2.7%9,9060.2%AerospaceMAMastercard$5,984,197$5,984,197 â–²New Holding11,9770.2%Business ServicesIWPiShares Russell Mid-Cap Growth ETF$5,928,753$42,759,922 â–¼-87.8%46,2750.2%ETFTXNTexas Instruments$5,900,025$228,888 â–¼-3.7%30,3910.2%Computer and TechnologyIWXiShares Russell Top 200 Value ETF$5,896,082$142,342 â–¼-2.4%63,6240.2%ETFAZNCFAstraZeneca$5,874,821$5,874,821 â–²New Holding29,7880.2%MedicalVIRTU FINL INC$5,775,717$111,006 â–¼-1.9%131,3260.2%CL AVVisa$5,484,800$5,484,800 â–²New Holding18,1470.2%Business ServicesABBVAbbVie$5,320,023$5,320,023 â–²New Holding24,4610.2%MedicalARISTA NETWORKS INC$5,118,084$7,981 â–²0.2%41,6850.2%COM SHSTLTiShares 20+ Year Treasury Bond ETF$4,941,763$2,376,519 â–¼-32.5%57,0050.2%ETFCTASCintas$4,903,571$198,233 â–¼-3.9%28,9910.2%Business ServicesADPAutomatic Data Processing$4,642,130$182,052 â–¼-3.8%22,8470.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$4,629,616$4,629,616 â–²New Holding31,6490.2%CL AYUMYum! Brands$4,542,348$3,709,442 â–²445.4%29,2150.2%Retail/WholesaleDALDelta Air Lines$4,533,604$97,393 â–¼-2.1%68,1950.2%TransportationKRKroger$4,451,732$1,254,071 â–¼-22.0%61,5220.2%Retail/WholesalePMPhilip Morris International$4,379,159$110,281 â–¼-2.5%26,4860.2%Consumer StaplesGSThe Goldman Sachs Group$4,369,572$4,369,572 â–²New Holding5,1650.2%FinanceIBMInternational Business Machines$4,320,359$112,469 â–¼-2.5%17,8240.2%Computer and TechnologyTRVTravelers Companies$4,198,493$4,198,493 â–²New Holding14,3940.1%FinanceTSLATesla$4,160,254$4,160,254 â–²New Holding11,1910.1%Auto/Tires/TrucksTKO GROUP HOLDINGS INC$4,151,167$4,151,167 â–²New Holding20,5860.1%CL AMOAltria Group$4,090,004$4,090,004 â–²New Holding61,9790.1%Consumer StaplesAPAAPA$3,971,578$3,971,578 â–²New Holding93,5810.1%EnergyORCLOracle$3,785,140$3,785,140 â–²New Holding25,7300.1%Computer and TechnologyGPCGenuine Parts$3,768,931$153,443 â–¼-3.9%35,6400.1%Retail/WholesaleECLEcolab$3,741,039$10,907 â–²0.3%14,0630.1%Basic MaterialsKLACKLA$3,555,870$1,578,423 â–¼-30.7%2,4150.1%Computer and TechnologyMDLZMondelez International$3,492,846$146,750 â–¼-4.0%60,5980.1%Consumer StaplesUBERUber Technologies$3,471,701$3,471,701 â–²New Holding48,2650.1%Computer and TechnologyISRGIntuitive Surgical$3,456,964$3,456,964 â–²New Holding7,4990.1%MedicalDVNDevon Energy$3,301,143$3,301,143 â–²New Holding65,6030.1%EnergySCHOSchwab Short-Term U.S. Treasury ETF$3,299,604$1,074,118 â–²48.3%135,9540.1%ETFHDHome Depot$3,289,229$14,471 â–²0.4%10,0010.1%Retail/WholesaleEQIXEquinix$3,271,061$3,271,061 â–²New Holding3,3370.1%FinanceHASHasbro$3,254,846$74,225 â–¼-2.2%34,7740.1%Consumer DiscretionaryMSIMotorola Solutions$3,148,886$75,945 â–¼-2.4%7,2560.1%Computer and TechnologyCMICummins$3,037,123$30,129 â–¼-1.0%5,6450.1%Auto/Tires/TrucksNFLXNetflix$3,015,264$3,015,264 â–²New Holding31,3600.1%Consumer DiscretionaryHPQHP$2,998,363$2,998,363 â–²New Holding156,0830.1%Computer and TechnologyGAP INC$2,980,617$2,980,617 â–²New Holding123,1660.1%COMSYKStryker$2,919,522$168,238 â–¼-5.4%8,8850.1%MedicalShowing largest 100 holdings. 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