Globalt Investments LLC / Ga Top Holdings and 13F Report (2026) About Globalt Investments LLC / GaInvestment ActivityGlobalt Investments LLC / Ga has $2.90 billion in total holdings as of September 30, 2026.Globalt Investments LLC / Ga owns shares of 212 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 2.51% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Globalt Investments LLC / Ga has purchased 213 new stocks and bought additional shares in 15 stocks.Globalt Investments LLC / Ga sold shares of 178 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $446,858,272iShares Russell 1000 Value ETF $414,533,254SPDR Portfolio Short Term Treasury ETF $282,901,685SPDR Portfolio Intermediate Term Treasury ETF $156,186,367SPDR Portfolio Long Term Treasury ETF $130,853,059 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $11,386,315 Holding345370860 - Ford Motor $3,239,316 Holding05464T104 - Axsome Therapeutics $1,752,996 Holding78464A607 - SPDR Dow Jones REIT ETF $657,114 Holding009066101 - Airbnb $596,815 Holding Largest Purchases this Quarter SPDR Gold Shares 59,158 shares (about $22.53M)VanEck Gold Miners ETF 211,527 shares (about $18.57M)EXXONMOBIL HOLDINGS CORP 69,962 shares (about $11.39M)Amazon.com 23,505 shares (about $5.86M)Apple 15,812 shares (about $5.27M) Largest Sales this Quarter iShares Russell 1000 Growth ETF 92,214 shares (about $11.55M)iShares Russell 1000 Value ETF 43,719 shares (about $10.84M)Abbott Laboratories 53,805 shares (about $5.32M)SPDR Portfolio Short Term Treasury ETF 160,340 shares (about $4.60M)AstraZeneca 26,752 shares (about $4.32M) 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$446,858,272$11,550,725 ▼-2.5%3,567,44615.4%ETFIWDiShares Russell 1000 Value ETF$414,533,254$10,839,252 ▼-2.5%1,671,97714.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$282,901,685$4,596,948 ▼-1.6%9,867,5169.7%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$156,186,367$3,301,862 ▼-2.1%5,725,3075.4%ETFSPTLSPDR Portfolio Long Term Treasury ETF$130,853,059$3,125,185 ▼-2.3%5,486,5014.5%ETFGLDSPDR Gold Shares$78,334,968$22,529,729 ▲40.4%205,6902.7%ETFXLUUtilities Select Sector SPDR Fund$67,000,934$1,878,961 ▼-2.7%1,698,8072.3%ETFIWMiShares Russell 2000 ETF$65,472,034$2,202,557 ▼-3.3%235,6042.3%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$64,338,334$1,351,788 ▼-2.1%2,882,5422.2%ETFGDXVanEck Gold Miners ETF$61,065,765$18,572,067 ▲43.7%695,5102.1%ETFCWISPDR MSCI ACWI ex-US ETF$57,257,193$1,331,752 ▼-2.3%1,416,9072.0%ETFVIGVanguard Dividend Appreciation ETF$54,026,976$1,743,995 ▼-3.1%231,5671.9%ETFIBTOiShares iBonds Dec 2033 Term Treasury ETF$52,963,279$1,422,667 ▼-2.6%2,303,7531.8%ETFAAPLApple$47,092,087$5,265,719 ▲12.6%141,4091.6%TechnologySPDR SERIES TRUST$45,510,166$1,077,694 ▼-2.3%1,578,5701.6%ST POR TREAS ETFIWSiShares Russell Mid-Cap Value ETF$38,410,752$1,166,169 ▼-2.9%238,9621.3%ETFMSFTMicrosoft$34,147,053$1,085,303 ▼-3.1%66,5761.2%TechnologyAMZNAmazon.com$33,971,692$5,856,286 ▲20.8%136,3501.2%Consumer DiscretionaryGOOGLAlphabet$32,901,078$945,192 ▼-2.8%95,6201.1%Communication ServicesVGITVanguard Intermediate-Term Treasury ETF$30,673,129$780,152 ▼-2.5%541,3541.1%ETFNVDANVIDIA$30,564,013$914,888 ▼-2.9%133,8301.1%TechnologyVWOVanguard FTSE Emerging Markets ETF$28,758,673$613,918 ▼-2.1%484,8871.0%ETFAVGOBroadcom$25,617,421$819,673 ▼-3.1%72,9450.9%TechnologyMUMicron Technology$19,726,370$449,489 ▼-2.2%18,5200.7%TechnologyLLYEli Lilly and Company$16,354,545$467,471 ▼-2.8%14,1340.6%HealthcareJPMJPMorgan Chase & Co.$16,202,058$412,876 ▼-2.5%48,9740.6%FinanceJNJJohnson & Johnson$13,638,043$312,657 ▼-2.2%51,5150.5%HealthcareEFAiShares MSCI EAFE ETF$13,472,252$568,486 ▼-4.0%129,6780.5%ETFSLViShares Silver Trust$12,049,981$340,251 ▼-2.7%221,0600.4%ETFBACBank of America$12,006,578$319,993 ▼-2.6%220,5880.4%FinanceMETAMeta Platforms$11,762,420$391,597 ▼-3.2%16,2200.4%Communication ServicesGLWCorning$11,512,373$2,793,525 ▼-19.5%74,8720.4%TechnologyEEMiShares MSCI Emerging Markets ETF$11,472,184$926,711 ▼-7.5%171,7650.4%ETFEXXONMOBIL HOLDINGS CORP$11,386,315$11,386,315 ▲New Holding69,9620.4%COM SHSAMGNAmgen$11,360,685$326,674 ▼-2.8%26,9520.4%HealthcareMSMorgan Stanley$10,592,562$292,843 ▼-2.7%56,3190.4%FinanceADIAnalog Devices$10,459,180$381,632 ▼-3.5%26,3650.4%TechnologyWALMART INC$9,571,426$1,839,068 ▼-16.1%92,1040.3%COMTJXTJX Companies$9,563,842$1,190,254 ▼-11.1%72,2840.3%Consumer DiscretionaryEMREmerson Electric$9,122,456$292,827 ▼-3.1%58,8170.3%IndustrialsKOCoca-Cola$8,764,260$328,224 ▼-3.6%101,8150.3%Consumer StaplesCCitigroup$8,681,768$188,523 ▼-2.1%67,0510.3%FinanceACWXiShares MSCI ACWI ex U.S. ETF$8,534,095$690,032 ▼-7.5%112,8550.3%ETFTXNTexas Instruments$8,032,407$273,087 ▼-3.3%28,6780.3%TechnologyMRKMerck & Co., Inc.$7,976,936$275,944 ▼-3.3%54,8960.3%HealthcareARISTA NETWORKS INC$7,955,890$288,487 ▼-3.5%39,0780.3%COM SHSGILDGilead Sciences$7,737,372$183,929 ▼-2.3%51,9110.3%HealthcareCVXChevron$7,673,976$217,279 ▼-2.8%37,5790.3%EnergyTAT&T$7,651,377$268,839 ▼-3.4%313,5810.3%Communication ServicesENBEnbridge$7,555,797$231,753 ▼-3.0%162,5250.3%EnergyUNPUnion Pacific$7,038,707$74,020 ▼-1.0%25,8650.2%IndustrialsVIRTU FINL INC$6,860,638$243,918 ▼-3.4%124,3770.2%CL ADUKDuke Energy$6,836,529$206,473 ▼-2.9%59,9640.2%UtilitiesPMPhilip Morris International$6,818,633$172,312 ▼-2.5%35,7330.2%Consumer StaplesIWXiShares Russell Top 200 Value ETF$6,681,385$176,454 ▼-2.6%61,0000.2%ETFETNEaton$6,680,667$226,886 ▼-3.3%15,5470.2%IndustrialsVZVerizon Communications$6,517,963$229,213 ▼-3.4%142,0960.2%Communication ServicesWMWaste Management$6,247,495$204,328 ▼-3.2%30,6370.2%IndustrialsWFCWells Fargo & Company$6,184,095$179,152 ▼-2.8%77,2530.2%FinanceSTXSeagate Technology$6,168,610$228,740 ▼-3.6%6,6880.2%TechnologyABBVAbbVie$6,108,260$186,771 ▼-3.0%23,3510.2%HealthcareVVisa$6,083,877$181,104 ▼-2.9%16,9310.2%FinanceADPAutomatic Data Processing$5,603,258$161,288 ▼-2.8%21,7130.2%IndustrialsIWPiShares Russell Mid-Cap Growth ETF$5,524,410$447,460 ▼-7.5%40,1250.2%ETFPALANTIR TECHNOLOGIES INC$5,504,133$262,618 ▼-4.6%29,4260.2%CL ADALDelta Air Lines$5,491,898$156,654 ▼-2.8%65,8030.2%IndustrialsSOSouthern$5,490,456$178,047 ▼-3.1%66,2380.2%UtilitiesAFLAflac$5,440,269$104,515 ▼-1.9%48,6690.2%FinanceNEENextEra Energy$5,023,448$164,734 ▼-3.2%66,3250.2%UtilitiesLMTLockheed Martin$4,811,400$145,646 ▼-2.9%9,4480.2%IndustrialsTRVTravelers Companies$4,805,831$219,257 ▼-4.4%13,4800.2%FinanceSHYiShares 1-3 Year Treasury Bond ETF$4,719,750$383,670 ▼-7.5%58,1250.2%ETFHPQHP$4,607,997$150,833 ▼-3.2%147,3140.2%TechnologyGSThe Goldman Sachs Group$4,549,825$108,951 ▼-2.3%5,0530.2%FinancePANWPalo Alto Networks$4,460,599$81,846 ▼-1.8%11,2270.2%TechnologyKLACKLA$4,408,927$168,030 ▼-3.7%22,6180.2%TechnologyCLColgate-Palmolive$4,227,239$1,540,955 ▲57.4%49,5460.1%Consumer StaplesDGXQuest Diagnostics$4,110,236$64,794 ▼-1.6%17,6350.1%HealthcareTLTiShares 20+ Year Treasury Bond ETF$4,023,559$307,231 ▼-7.1%51,7300.1%ETFMOAltria Group$3,984,601$136,634 ▼-3.3%59,1710.1%Consumer StaplesAPAAPA$3,938,117$150,790 ▼-3.7%94,8030.1%EnergyECLEcolab$3,714,106$77,160 ▼-2.0%13,5260.1%MaterialsTSLATesla$3,700,313$153,988 ▼-4.0%10,4290.1%Consumer DiscretionaryDELLDell Technologies$3,611,796$329,763 ▼-8.4%6,7140.1%TechnologyTKO GROUP HOLDINGS INC$3,489,115$155,639 ▼-4.3%19,4140.1%CL AKRKroger$3,431,855$104,402 ▼-3.0%58,5440.1%Consumer StaplesMDLZMondelez International$3,306,430$116,102 ▼-3.4%57,1850.1%Consumer StaplesMMacy's$3,292,129$212,672 ▼-6.1%144,5820.1%Consumer DiscretionaryFFord Motor$3,239,316$3,239,316 ▲New Holding268,6000.1%Consumer DiscretionaryEQIXEquinix$3,195,045$119,384 ▼-3.6%3,1580.1%Real EstateUBERUber Technologies$3,187,085$67,140 ▼-2.1%46,5200.1%IndustrialsWELLWelltower$3,083,420$87,262 ▼-2.8%13,3920.1%Real EstateGOOGAlphabet$3,057,460$134,592 ▼-4.2%8,9730.1%Communication ServicesHASHasbro$3,056,335$48,574 ▲1.6%34,8580.1%Consumer DiscretionaryMSIMotorola Solutions$3,054,003$91,424 ▼-2.9%6,8480.1%TechnologySCHOSchwab Short-Term U.S. Treasury ETF$3,016,596$77,235 ▼-2.5%126,4290.1%ETFDVNDevon Energy$3,003,757$12,155 ▼-0.4%65,2420.1%EnergyBENFranklin Resources$2,869,670$29,454 ▼-1.0%89,3420.1%FinanceCMICummins$2,821,820$85,744 ▼-2.9%5,4630.1%IndustrialsIOOiShares Global 100 ETF$2,768,4480.0%19,2240.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
