Globalt Investments LLC / Ga Top Holdings and 13F Report (2026) About Globalt Investments LLC / GaInvestment ActivityGlobalt Investments LLC / Ga has $2.97 billion in total holdings as of June 30, 2026.Globalt Investments LLC / Ga owns shares of 213 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 12.80% of the portfolio was purchased this quarter.About 2.80% of the portfolio was sold this quarter.This quarter, Globalt Investments LLC / Ga has purchased 202 new stocks and bought additional shares in 25 stocks.Globalt Investments LLC / Ga sold shares of 152 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $454,419,929iShares Russell 1000 Value ETF $415,936,258SPDR Portfolio Short Term Treasury ETF $290,908,104SPDR Portfolio Intermediate Term Treasury ETF $165,977,670SPDR Portfolio Long Term Treasury ETF $147,347,981 Largest New Holdings this Quarter 001055102 - Aflac $5,816,069 Holding74834L100 - Quest Diagnostics $3,796,660 Holding55616P104 - Macy's $3,624,863 Holding354613101 - Franklin Resources $3,002,917 Holding194162103 - Colgate-Palmolive $2,886,545 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 2,719,078 shares (about $337.63M)KLA 21,065 shares (about $6.36M)Aflac 49,604 shares (about $5.82M)Quest Diagnostics 17,913 shares (about $3.80M)iShares 1-3 Year Treasury Bond ETF 46,100 shares (about $3.79M) Largest Sales this Quarter iShares Russell 1000 Value ETF 33,408 shares (about $8.10M)Micron Technology 6,180 shares (about $7.13M)Mastercard 10,456 shares (about $5.37M)JPMorgan Chase & Co. 15,433 shares (about $5.05M)Cintas 26,567 shares (about $4.52M) 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$454,419,929$337,627,876 â–²289.1%3,659,66015.3%ETFIWDiShares Russell 1000 Value ETF$415,936,258$8,099,103 â–¼-1.9%1,715,69614.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$290,908,104$3,150,979 â–¼-1.1%10,027,8569.8%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$165,977,670$2,215,300 â–¼-1.3%5,846,3435.6%ETFSPTLSPDR Portfolio Long Term Treasury ETF$147,347,981$1,404,590 â–²1.0%5,617,5365.0%ETFXLUUtilities Select Sector SPDR Fund$79,183,937$603,067 â–²0.8%1,746,4482.7%ETFIWMiShares Russell 2000 ETF$73,168,630$1,562,341 â–¼-2.1%243,5302.5%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$65,837,278$1,236,412 â–¼-1.8%2,943,1062.2%ETFCWISPDR MSCI ACWI ex-US ETF$58,965,909$1,077,429 â–¼-1.8%1,449,8632.0%ETFIBTOiShares iBonds Dec 2033 Term Treasury ETF$57,086,555$1,101,294 â–¼-1.9%2,365,6351.9%ETFVIGVanguard Dividend Appreciation ETF$56,562,040$994,749 â–¼-1.7%239,0421.9%ETFGLDSPDR Gold Shares$53,979,447$495,471 â–¼-0.9%146,5321.8%ETFSPDR SERIES TRUST$48,575,480$1,307,850 â–¼-2.6%1,615,9511.6%ST POR TREAS ETFIWSiShares Russell Mid-Cap Value ETF$40,527,372$1,101,175 â–¼-2.6%246,2171.4%ETFGDXVanEck Gold Miners ETF$36,516,506$547,163 â–¼-1.5%483,9831.2%ETFAAPLApple$36,342,652$927,107 â–¼-2.5%125,5971.2%TechnologyGOOGLAlphabet$35,153,415$7,505 â–¼0.0%98,3671.2%Communication ServicesVGITVanguard Intermediate-Term Treasury ETF$32,741,128$799,768 â–¼-2.4%555,1231.1%ETFVWOVanguard FTSE Emerging Markets ETF$29,560,742$465,701 â–¼-1.6%495,2381.0%ETFAVGOBroadcom$28,436,574$859,379 â–¼-2.9%75,2791.0%TechnologyNVDANVIDIA$27,579,633$767,346 â–¼-2.7%137,8360.9%TechnologyAMZNAmazon.com$26,895,596$277,906 â–¼-1.0%112,8450.9%Consumer DiscretionaryMSFTMicrosoft$25,623,355$964,625 â–¼-3.6%68,6920.9%TechnologyGLWCorning$23,765,207$371,395 â–¼-1.5%93,0400.8%TechnologyMUMicron Technology$21,864,561$7,133,512 â–¼-24.6%18,9420.7%TechnologyLLYEli Lilly and Company$17,436,983$332,236 â–¼-1.9%14,5380.6%HealthcareJPMJPMorgan Chase & Co.$16,439,058$5,051,650 â–¼-23.5%50,2220.6%FinanceEFAiShares MSCI EAFE ETF$14,039,386$269,569 â–¼-1.9%135,1500.5%ETFJNJJohnson & Johnson$13,383,288$232,130 â–¼-1.7%52,6960.5%HealthcareBACBank of America$12,904,110$221,368 â–¼-1.7%226,4670.4%FinanceEEMiShares MSCI Emerging Markets ETF$12,699,632$319,817 â–¼-2.5%185,6400.4%ETFWALMART INC$12,436,014$210,210 â–¼-1.7%109,8010.4%COMTJXTJX Companies$12,313,934$273,609 â–¼-2.2%81,2800.4%Consumer DiscretionarySLViShares Silver Trust$12,153,838$164,474 â–¼-1.3%227,3020.4%ETFMSMorgan Stanley$12,098,399$246,876 â–¼-2.0%57,8760.4%FinanceADIAnalog Devices$10,853,465$261,735 â–¼-2.4%27,3270.4%TechnologyAMGNAmgen$10,040,501$223,790 â–¼-2.2%27,7270.3%HealthcareXOMExxonMobil$9,788,976$180,333 â–¼-1.8%71,5990.3%EnergyCCitigroup$9,588,175$161,373 â–¼-1.7%68,5070.3%FinanceMETAMeta Platforms$9,440,740$1,789,009 â–¼-15.9%16,7600.3%Communication ServicesACWXiShares MSCI ACWI ex U.S. ETF$9,283,898$234,038 â–¼-2.5%121,9800.3%ETFENBEnbridge$9,080,708$196,294 â–¼-2.1%167,5100.3%EnergyTXNTexas Instruments$8,838,542$219,972 â–¼-2.4%29,6530.3%TechnologyEMREmerson Electric$8,689,898$176,790 â–¼-2.0%60,7050.3%IndustrialsKOCocaCola$8,584,351$175,949 â–¼-2.0%105,6280.3%Consumer StaplesDUKDuke Energy$7,819,501$158,099 â–¼-2.0%61,7750.3%UtilitiesVIRTU FINL INC$7,672,556$150,533 â–¼-1.9%128,7990.3%CL AMRKMerck & Co., Inc.$7,298,190$183,884 â–¼-2.5%56,7950.2%HealthcareUNPUnion Pacific$7,109,306$152,049 â–¼-2.1%26,1370.2%IndustrialsKLACKLA$7,084,151$6,355,521 â–²872.3%23,4800.2%TechnologyWMWaste Management$7,051,765$149,108 â–¼-2.1%31,6390.2%IndustrialsARISTA NETWORKS INC$6,879,291$202,157 â–¼-2.9%40,4950.2%COM SHSETNEaton$6,849,746$301,261 â–¼-4.2%16,0750.2%IndustrialsTAT&T$6,719,196$120,039 â–¼-1.8%324,5990.2%Communication ServicesGILDGilead Sciences$6,714,339$113,832 â–¼-1.7%53,1450.2%HealthcareSTXSeagate Technology$6,693,240$104,220 â–¼-1.5%6,9360.2%TechnologyPMPhilip Morris International$6,627,870$1,836,251 â–²38.3%36,6360.2%Consumer StaplesIWXiShares Russell Top 200 Value ETF$6,584,225$106,528 â–¼-1.6%62,6110.2%ETFWFCWells Fargo & Company$6,569,107$2,949,326 â–¼-31.0%79,4910.2%FinanceSOSouthern$6,545,246$123,371 â–¼-1.9%68,3860.2%UtilitiesCVXChevron$6,405,502$122,663 â–¼-1.9%38,6430.2%EnergyIWPiShares Russell Mid-Cap Growth ETF$6,350,534$424,589 â–¼-6.3%43,3750.2%ETFDALDelta Air Lines$6,338,909$48,235 â–¼-0.8%67,6800.2%IndustrialsVZVerizon Communications$6,227,918$139,426 â–¼-2.2%147,0930.2%Communication ServicesABBVAbbVie$6,055,717$99,649 â–¼-1.6%24,0650.2%HealthcareNEENextEra Energy$6,012,289$142,452 â–¼-2.3%68,5000.2%UtilitiesVVisa$5,981,832$244,282 â–¼-3.9%17,4350.2%FinanceAFLAflac$5,816,069$5,816,069 â–²New Holding49,6040.2%FinanceABTAbbott Laboratories$5,537,037$118,688 â–¼-2.1%61,0210.2%HealthcareAZNCFAstraZeneca$5,528,970$119,461 â–¼-2.1%29,1580.2%HealthcareGSThe Goldman Sachs Group$5,232,869$9,102 â–²0.2%5,1740.2%FinanceSHYiShares 1-3 Year Treasury Bond ETF$5,160,613$3,785,271 â–²275.2%62,8500.2%ETFADPAutomatic Data Processing$5,002,567$113,990 â–¼-2.2%22,3380.2%IndustrialsLMTLockheed Martin$4,959,136$87,628 â–¼-1.7%9,7340.2%IndustrialsIBMInternational Business Machines$4,904,021$108,266 â–¼-2.2%17,4390.2%TechnologyTLTiShares 20+ Year Treasury Bond ETF$4,811,866$114,507 â–¼-2.3%55,6800.2%ETFTRVTravelers Companies$4,652,934$98,704 â–¼-2.1%14,0950.2%FinanceYUMYum! Brands$4,621,233$49,077 â–¼-1.1%28,9080.2%Consumer DiscretionaryTSLATesla$4,568,978$137,957 â–¼-2.9%10,8630.2%Consumer DiscretionaryMOAltria Group$4,403,315$56,049 â–¼-1.3%61,2000.1%Consumer StaplesTKO GROUP HOLDINGS INC$4,082,567$61,601 â–¼-1.5%20,2800.1%CL ACMICummins$4,014,659$11,411 â–¼-0.3%5,6290.1%IndustrialsPANWPalo Alto Networks$3,898,8820.0%11,4330.1%TechnologyECLEcolab$3,846,768$71,324 â–¼-1.8%13,8070.1%MaterialsDGXQuest Diagnostics$3,796,660$3,796,660 â–²New Holding17,9130.1%HealthcareMMacy's$3,624,863$3,624,863 â–²New Holding153,9220.1%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$3,596,936$95,553 â–¼-2.6%30,8300.1%CL AORCLOracle$3,503,571$267,161 â–¼-7.1%23,9070.1%TechnologyUBERUber Technologies$3,427,600$55,202 â–¼-1.6%47,5000.1%IndustrialsMDLZMondelez International$3,423,730$81,265 â–¼-2.3%59,1930.1%Consumer StaplesEQIXEquinix$3,414,870$63,586 â–¼-1.8%3,2760.1%Real EstateHDHome Depot$3,410,768$116,384 â–¼-3.3%9,6710.1%Consumer DiscretionaryKRKroger$3,349,847$66,469 â–¼-1.9%60,3250.1%Consumer StaplesHPQHP$3,337,874$86,597 â–¼-2.5%152,1360.1%TechnologyGOOGAlphabet$3,309,995$134,619 â–¼-3.9%9,3680.1%Communication ServicesAPAAPA$3,205,963$158,030 â–²5.2%98,4330.1%EnergyDELLDell Technologies$3,161,307$515,595 â–¼-14.0%7,3270.1%TechnologySCHOSchwab Short-Term U.S. Treasury ETF$3,130,137$151,792 â–¼-4.6%129,6660.1%ETFWELLWelltower$3,125,604$146,396 â–²4.9%13,7710.1%Real EstateBENFranklin Resources$3,002,917$3,002,917 â–²New Holding90,2590.1%FinanceShowing largest 100 holdings. 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