Q3 2026 13F · SEC CIK 2011891

GLOBALT Investments LLC / GA

Asset managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.9B
Reported positions: 212
Top holdings a year, 3 yrs: +14.7%
Average holding period: 2.9 yrs

GLOBALT Investments LLC / GA is an asset manager that reported 212 positions worth $2.9B in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Ishares Tr (IWF, 15.4%), Ishares Tr (IWD, 14.3%), Spdr Series Trust (SPTS, 9.7%). A portfolio copying its top holdings returned 14.7% a year over the last 3 years, against 18.4% for the S&P 500.

GLOBALT Investments LLC / GA holdings largest 50 of 212 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

GLOBALT Investments LLC / GA 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IWFIshares Tr	15.4%	15.3%	3,567,446	-2.5%	$446.9M
IWDIshares Tr	14.3%	14.0%	1,671,977	-2.5%	$414.5M
SPTSSpdr Series Trust	9.7%	9.8%	9,867,516	-1.6%	$282.9M
SPTISpdr Series Trust	5.4%	5.6%	5,725,307	-2.1%	$156.2M
SPTLSpdr Series Trust	4.5%	5.0%	5,486,501	-2.3%	$130.9M
GLDSpdr Gold Tr	2.7%	1.8%	205,690	+40.4%	$78.3M
XLUSelect Sector Spdr Tr	2.3%	2.7%	1,698,807	-2.7%	$67.0M
IWMIshares Tr	2.3%	2.5%	235,604	-3.3%	$65.5M
IBTHIshares Tr	2.2%	2.2%	2,882,542	-2.1%	$64.3M
GDXVaneck ETF Trust	2.1%	1.2%	695,510	+43.7%	$61.1M
CWISpdr Index Shs Fds	2.0%	2.0%	1,416,907	-2.3%	$57.3M
VIGVanguard Specialized Funds	1.9%	1.9%	231,567	-3.1%	$54.0M
IBTOIshares Tr	1.8%	1.9%	2,303,753	-2.6%	$53.0M
AAPLApple Inc	1.6%	1.2%	141,409	+12.6%	$47.1M
SPTBSpdr Series Trust	1.6%	1.6%	1,578,570	-2.3%	$45.5M
IWSIshares Tr	1.3%	1.4%	238,962	-2.9%	$38.4M
MSFTMicrosoft Corp	1.2%	0.9%	66,576	-3.1%	$34.1M
AMZNAmazon Com Inc	1.2%	0.9%	136,350	+20.8%	$34.0M
GOOGLAlphabet Inc	1.1%	1.2%	95,620	-2.8%	$32.9M
VGITVanguard Scottsdale Fds	1.1%	1.1%	541,354	-2.5%	$30.7M
NVDANvidia Corporation	1.1%	0.9%	133,830	-2.9%	$30.6M
VWOVanguard Intl Equity Index F	1.0%	1.0%	484,887	-2.1%	$28.8M
AVGOBroadcom Inc	0.9%	1.0%	72,945	-3.1%	$25.6M
MUMicron Technology Inc	0.7%	0.7%	18,520	-2.2%	$19.7M
LLYEli Lilly & Co	0.6%	0.6%	14,134	-2.8%	$16.4M
JPMJpmorgan Chase & Co	0.6%	0.6%	48,974	-2.5%	$16.2M
JNJJohnson & Johnson	0.5%	0.5%	51,515	-2.2%	$13.6M
EFAIshares Tr	0.5%	0.5%	129,678	-4.0%	$13.5M
SLVIshares Silver Tr	0.4%	0.4%	221,060	-2.7%	$12.0M
BACBank of Amer Corp	0.4%	0.4%	220,588	-2.6%	$12.0M
METAMeta Platforms Inc	0.4%	0.3%	16,220	-3.2%	$11.8M
GLWCorning Inc	0.4%	0.8%	74,872	-19.5%	$11.5M
EEMIshares Tr	0.4%	0.4%	171,765	-7.5%	$11.5M
XOMExxonmobil Holdings Corp	0.4%	—	69,962	—	$11.4M
AMGNAmgen Inc	0.4%	0.3%	26,952	-2.8%	$11.4M
MSMorgan Stanley	0.4%	0.4%	56,319	-2.7%	$10.6M
ADIAnalog Devices Inc	0.4%	0.4%	26,365	-3.5%	$10.5M
WMTWalmart Inc	0.3%	0.4%	92,104	-16.1%	$9.6M
TJXTjx Cos Inc New	0.3%	0.4%	72,284	-11.1%	$9.6M
EMREmerson Elec Co	0.3%	0.3%	58,817	-3.1%	$9.1M
KOCoca Cola Co	0.3%	0.3%	101,815	-3.6%	$8.8M
CCitigroup Inc	0.3%	0.3%	67,051	-2.1%	$8.7M
ACWXIshares Tr	0.3%	0.3%	112,855	-7.5%	$8.5M
TXNTexas Instrs Inc	0.3%	0.3%	28,678	-3.3%	$8.0M
MRKMerck & Co Inc	0.3%	0.2%	54,896	-3.3%	$8.0M
ANETArista Networks Inc	0.3%	—	39,078	—	$8.0M
GILDGilead Sciences Inc	0.3%	—	51,911	—	$7.7M
CVXChevron Corporation	0.3%	—	37,579	—	$7.7M
TAt&t Inc	0.3%	—	313,581	—	$7.7M
ENBEnbridge Inc	0.3%	0.3%	162,525	-3.0%	$7.6M

What GLOBALT Investments LLC / GA bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

GDX Vaneck ETF Trust+43.7% shares
GLD Spdr Gold Tr+40.4% shares
AMZN Amazon Com Inc+20.8% shares
AAPL Apple Inc+12.6% shares

Reduced

GLW Corning Inc-19.5% shares
WMT Walmart Inc-16.1% shares
TJX Tjx Cos Inc New-11.1% shares
ACWX Ishares Tr-7.5% shares
EEM Ishares Tr-7.5% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.8% /yr; S&P 500 +20.1%
3 years: +14.7% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.9B	212
Q2 2026	$3.0B	213
Q1 2026	$2.8B	202
Q4 2025	$2.7B	204
Q3 2025	$2.7B	207
Q2 2025	$2.6B	205
Q1 2025	$2.4B	202
Q4 2024	$2.6B	202
Q3 2024	$2.7B	201
Q2 2024	$2.5B	204
Q1 2024	$2.5B	204
Q4 2023	$2.4B	206

Questions about GLOBALT Investments LLC / GA's portfolio

What stocks does GLOBALT Investments LLC / GA own?

GLOBALT Investments LLC / GA's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 212 positions worth $2.9B. The largest are Ishares Tr (IWF) at 15.4%, Ishares Tr (IWD) at 14.3%, Spdr Series Trust (SPTS) at 9.7%, Spdr Series Trust (SPTI) at 5.4% and Spdr Series Trust (SPTL) at 4.5%.

What did GLOBALT Investments LLC / GA buy last quarter?

In Q3 2026, GLOBALT Investments LLC / GA added Vaneck ETF Trust (GDX) (+43.7% shares), Spdr Gold Tr (GLD) (+40.4% shares) and Amazon Com Inc (AMZN) (+20.8% shares), compared with its Q2 2026 filing.

What did GLOBALT Investments LLC / GA sell last quarter?

In Q3 2026, GLOBALT Investments LLC / GA cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Duke Energy Corp New (DUK), cut from its top 50 Virtu Finl Inc (VIRT), cut from its top 50 Union Pac Corp (UNP), cut from its top 50 Kla Corp (KLAC), Corning Inc (GLW) (-19.5% shares), Walmart Inc (WMT) (-16.1% shares) and Tjx Cos Inc New (TJX) (-11.1% shares), compared with its Q2 2026 filing.

How has GLOBALT Investments LLC / GA's portfolio performed?

A portfolio copying GLOBALT Investments LLC / GA's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.7% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +14.8% against +20.1%.

When is GLOBALT Investments LLC / GA's next 13F filing due?

13F filings are due 45 days after each quarter ends. GLOBALT Investments LLC / GA's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.