GLOBALT Investments LLC / GA
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011891
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.8B
Holdings
202
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
GLOBALT Investments LLC / GA disclosed 202 positions worth $2.8B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 30 new positions and exited 36. The portfolio is most concentrated in Other (70.6% of disclosed assets). All figures are sourced directly from GLOBALT Investments LLC / GA’s Form 13F-HR filing with the SEC under CIK 2011891.
AI Fund Analysis
ConcentratingISHARES TR
14.3% weight
Held 6 quarters
ISHARES TR
13.3% weight
Held 6 quarters
ISHARES TR
2.2% weight
Held 6 quarters
VANGUARD SPECIALIZED FUNDS
1.9% weight
Held 6 quarters
ISHARES TR
1.3% weight
Held 6 quarters
$AMZN2 quarters accumulating
$LLY2 quarters accumulating
$AMGN2 quarters accumulating
$ADSK2 quarters accumulating
$ROK2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$401.1M940,582 shISHARES TR
—Quality
$373.7M1,749,104 shSPDR SERIES TRUST
—Quality
$295.8M10,136,473 shSPDR SERIES TRUST
—Quality
$169.8M5,924,374 shSPDR SERIES TRUST
—Quality
$146.3M5,563,987 shSELECT SECTOR SPDR TR
—Quality
$79.5M1,733,147 shISHARES TR
—Quality
$67.3M2,998,377 sh- —
Quality
$63.6M147,877 sh ISHARES TR
—Quality
$61.7M248,730 shISHARES TR
—Quality
$58.8M2,411,272 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $401.1M | 940,582 |
| ISHARES TR | — | $373.7M | 1,749,104 |
| SPDR SERIES TRUST | — | $295.8M | 10,136,473 |
| SPDR SERIES TRUST | — | $169.8M | 5,924,374 |
| SPDR SERIES TRUST | — | $146.3M | 5,563,987 |
| SELECT SECTOR SPDR TR | — | $79.5M | 1,733,147 |
| ISHARES TR | — | $67.3M | 2,998,377 |
 SPDR GOLD TRUST$GLD | — | $63.6M | 147,877 |
| ISHARES TR | — | $61.7M | 248,730 |
| ISHARES TR | — | $58.8M | 2,411,272 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GLOBALT Investments LLC / GA's 202 positions.
Showing top 10 of 202 holdings.
Sector Allocation
Other
$2.0B
Technology
$232.8M
Financials
$229.6M
Consumer Discretionary
$85.8M
Healthcare
$80.7M
Industrials
$46.9M
Energy
$37.3M
Utilities
$30.0M
Full Holdings — GLOBALT Investments LLC / GA (Q1 2026)
All 202 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $401.1M | 14.3% | +4% | — |
| 2 | — | ISHARES TR | $373.7M | 13.3% | +4% | — |
| 3 | — | SPDR SERIES TRUST | $295.8M | 10.6% | NEW | — |
| 4 | — | SPDR SERIES TRUST | $169.8M | 6.1% | NEW | — |
| 5 | — | SPDR SERIES TRUST | $146.3M | 5.2% | NEW | — |
| 6 | — | SELECT SECTOR SPDR TR | $79.5M | 2.8% | NEW | — |
| 7 | — | ISHARES TR | $67.3M | 2.4% | NEW | — |
| 8 | $GLD | SPDR GOLD TRUST | $63.6M | 2.3% | -30% | — |
| 9 | — | ISHARES TR | $61.7M | 2.2% | +1% | — |
| 10 | — | ISHARES TR | $58.8M | 2.1% | NEW | — |
| 11 |  $STT | STATE STREET CORP | $54.0M | 1.9% | NEW | 61.5 |
| 12 | — | VANGUARD SPECIALIZED FUNDS | $52.3M | 1.9% | +1% | — |
| 13 | — | SPDR SERIES TRUST | $50.2M | 1.8% | NEW | — |
| 14 | — | VANECK ETF TRUST | $45.1M | 1.6% | NEW | — |
| 15 | — | ISHARES TR | $36.9M | 1.3% | +8% | — |
| 16 | — | VANGUARD SCOTTSDALE FDS | $33.9M | 1.2% | NEW | — |
| 17 |  $AAPL | Apple Inc. | $32.7M | 1.2% | +6% | 76.1 |
| 18 |  $GOOG | Alphabet Inc. | $28.3M | 1.0% | NEW | 80.2 |
| 19 | — | VANGUARD INTL EQUITY INDEX F | $27.2M | 1.0% | +4% | — |
| 20 |  $MSFT | MICROSOFT CORP | $26.4M | 0.9% | +1% | 83.7 |
| 21 |  $NVDA | NVIDIA CORP | $24.7M | 0.9% | +1% | 90.2 |
| 22 |  $AVGO | Broadcom Inc. | $24.0M | 0.9% | -12% | 86.4 |
| 23 | $AMZN | AMAZON COM INC | $23.7M | 0.8% | +13% | 74.6 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $19.3M | 0.7% | -3% | 35.6 |
| 25 |  $SLV | iShares Silver Trust | $15.7M | 0.6% | -74% | — |
| 26 |  $WMT | Walmart Inc. | $13.9M | 0.5% | +10% | 63.2 |
| 27 | $LLY | ELI LILLY & Co | $13.6M | 0.5% | +3% | 89.3 |
| 28 | — | ISHARES TR | $13.4M | 0.5% | +3% | — |
| 29 |  $TJX | TJX COMPANIES INC /DE/ | $13.3M | 0.5% | -2% | 70.7 |
| 30 |  $JNJ | JOHNSON & JOHNSON | $13.1M | 0.5% | -2% | 72.8 |
| 31 |  $GLW | CORNING INC /NY | $12.8M | 0.5% | +12% | 72.7 |
| 32 |  $XOM | EXXON MOBIL CORP | $12.4M | 0.4% | -2% | 61.8 |
| 33 |  $META | Meta Platforms, Inc. | $11.4M | 0.4% | +0% | 80.9 |
| 34 |  $BAC | BANK OF AMERICA CORP /DE/ | $11.2M | 0.4% | -2% | 68.4 |
| 35 | — | ISHARES TR | $10.8M | 0.4% | +0% | — |
| 36 | $AMGN | AMGEN INC | $10.0M | 0.4% | +9% | 79.5 |
| 37 |  $MS | MORGAN STANLEY | $9.7M | 0.3% | -3% | — |
| 38 |  $T | AT&T INC. | $9.6M | 0.3% | -11% | 71.9 |
| 39 |  $ENB | ENBRIDGE INC | $9.3M | 0.3% | -3% | — |
| 40 |  $WFC | WELLS FARGO & COMPANY/MN | $9.2M | 0.3% | -4% | — |
| 41 |  $ADI | ANALOG DEVICES INC | $8.9M | 0.3% | -2% | 76.2 |
| 42 | — | ISHARES TR | $8.6M | 0.3% | +0% | — |
| 43 |  $MU | MICRON TECHNOLOGY INC | $8.5M | 0.3% | -37% | 88.4 |
| 44 |  $DUK | Duke Energy CORP | $8.3M | 0.3% | -4% | 64 |
| 45 |  $KO | COCA COLA CO | $8.2M | 0.3% | -4% | 74 |
| 46 |  $CVX | CHEVRON CORP | $8.1M | 0.3% | -2% | 54.7 |
| 47 |  $EMR | EMERSON ELECTRIC CO | $8.1M | 0.3% | -3% | 65.9 |
| 48 |  $C | CITIGROUP INC | $7.9M | 0.3% | +3% | 54.8 |
| 49 |  $VZ | VERIZON COMMUNICATIONS INC | $7.5M | 0.3% | -1% | 71.6 |
| 50 |  $GILD | GILEAD SCIENCES, INC. | $7.5M | 0.3% | -3% | 77.8 |
| 51 |  $WM | WASTE MANAGEMENT INC | $7.4M | 0.3% | -15% | 70.7 |
| 52 |  $MRK | Merck & Co., Inc. | $7.0M | 0.3% | -2% | 70.9 |
| 53 |  $SO | SOUTHERN CO | $6.7M | 0.2% | -3% | 65.1 |
| 54 |  $NEE | NEXTERA ENERGY INC | $6.5M | 0.2% | -1% | 71.7 |
| 55 |  $UNP | UNION PACIFIC CORP | $6.5M | 0.2% | -4% | 74 |
| 56 |  $ABT | ABBOTT LABORATORIES | $6.4M | 0.2% | -11% | 67 |
| 57 |  $ETN | Eaton Corp plc | $6.0M | 0.2% | -39% | — |
| 58 |  $LMT | LOCKHEED MARTIN CORP | $6.0M | 0.2% | -3% | 65 |
| 59 |  $MA | Mastercard Inc | $6.0M | 0.2% | -4% | 81.7 |
| 60 | — | ISHARES TR | $5.9M | 0.2% | -88% | — |
| 61 |  $TXN | TEXAS INSTRUMENTS INC | $5.9M | 0.2% | -4% | 70.4 |
| 62 | — | ISHARES TR | $5.9M | 0.2% | -2% | — |
| 63 |  $AZN | ASTRAZENECA PLC | $5.9M | 0.2% | -52% | — |
| 64 |  $VIRT | Virtu Financial, Inc. | $5.8M | 0.2% | -2% | 62.6 |
| 65 |  $V | VISA INC. | $5.5M | 0.2% | -0% | 83.5 |
| 66 |  $ABBV | AbbVie Inc. | $5.3M | 0.2% | -2% | 59.3 |
| 67 |  $ANET | Arista Networks, Inc. | $5.1M | 0.2% | +0% | 86 |
| 68 | — | ISHARES TR | $4.9M | 0.2% | -32% | — |
| 69 |  $CTAS | CINTAS CORP | $4.9M | 0.2% | -4% | 76.3 |
| 70 |  $ADP | AUTOMATIC DATA PROCESSING INC | $4.6M | 0.2% | -4% | 77.9 |
| 71 |  $PLTR | Palantir Technologies Inc. | $4.6M | 0.2% | +16% | 85.8 |
| 72 |  $YUM | YUM BRANDS INC | $4.5M | 0.2% | +445% | 71.7 |
| 73 |  $DAL | DELTA AIR LINES, INC. | $4.5M | 0.2% | -2% | 64.4 |
| 74 |  $KR | KROGER CO | $4.5M | 0.2% | -22% | 51.1 |
| 75 |  $PM | Philip Morris International Inc. | $4.4M | 0.2% | -2% | 80.5 |
| 76 |  $GS | GOLDMAN SACHS GROUP INC | $4.4M | 0.2% | +258% | — |
| 77 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.3M | 0.1% | -3% | 66.7 |
| 78 |  $TRV | TRAVELERS COMPANIES, INC. | $4.2M | 0.1% | -5% | 71.5 |
| 79 |  $TSLA | Tesla, Inc. | $4.2M | 0.1% | +1% | 50.1 |
| 80 |  $TKO | TKO Group Holdings, Inc. | $4.2M | 0.1% | -2% | 73.1 |
| 81 |  $MO | ALTRIA GROUP, INC. | $4.1M | 0.1% | -3% | 72.1 |
| 82 |  $APA | APA Corp | $4.0M | 0.1% | NEW | — |
| 83 |  $ORCL | ORACLE CORP | $3.8M | 0.1% | +48% | 67.2 |
| 84 |  $GPC | GENUINE PARTS CO | $3.8M | 0.1% | -4% | 54.2 |
| 85 |  $ECL | ECOLAB INC. | $3.7M | 0.1% | +0% | 64.3 |
| 86 |  $KLAC | KLA CORP | $3.6M | 0.1% | -31% | 84.4 |
| 87 |  $MDLZ | Mondelez International, Inc. | $3.5M | 0.1% | -4% | 53.9 |
| 88 |  $UBER | Uber Technologies, Inc | $3.5M | 0.1% | -0% | 79.3 |
| 89 |  $ISRG | INTUITIVE SURGICAL INC | $3.5M | 0.1% | +0% | 81.4 |
| 90 |  $DVN | DEVON ENERGY CORP/DE | $3.3M | 0.1% | NEW | 70.2 |
| 91 | — | SCHWAB STRATEGIC TR | $3.3M | 0.1% | +48% | — |
| 92 |  $HD | HOME DEPOT, INC. | $3.3M | 0.1% | +0% | 69.2 |
| 93 |  $EQIX | EQUINIX INC | $3.3M | 0.1% | +0% | 61.4 |
| 94 |  $HAS | HASBRO, INC. | $3.3M | 0.1% | -2% | 43.1 |
| 95 |  $MSI | Motorola Solutions, Inc. | $3.1M | 0.1% | -2% | 73.8 |
| 96 |  $CMI | CUMMINS INC | $3.0M | 0.1% | -1% | 58.9 |
| 97 |  $NFLX | NETFLIX INC | $3.0M | 0.1% | -34% | 86.7 |
| 98 |  $HPQ | HP INC | $3.0M | 0.1% | -3% | 58.9 |
| 99 |  $GAP | GAP INC | $3.0M | 0.1% | NEW | 61 |
| 100 |  $SYK | STRYKER CORP | $2.9M | 0.1% | -5% | 69.8 |
| 101 |  $ORLY | O REILLY AUTOMOTIVE INC | $2.9M | 0.1% | +0% | 72.7 |
| 102 |  $MCD | MCDONALDS CORP | $2.9M | 0.1% | -5% | 73.9 |
| 103 |  $GOOGL | Alphabet Inc. | $2.8M | 0.1% | NEW | 80.2 |
| 104 |  $STX | Seagate Technology Holdings plc | $2.8M | 0.1% | -28% | — |
| 105 | — | ISHARES TR | $2.7M | 0.1% | -15% | — |
| 106 | — | ISHARES TR | $2.7M | 0.1% | +7876% | — |
| 107 |  $WELL | WELLTOWER INC. | $2.6M | 0.1% | NEW | 75.7 |
| 108 | — | ISHARES TR | $2.6M | 0.1% | -1% | — |
| 109 |  $NEM | NEWMONT Corp /DE/ | $2.5M | 0.1% | -47% | 88.3 |
| 110 |  $HON | HONEYWELL INTERNATIONAL INC | $2.5M | 0.1% | +1% | 65.7 |
| 111 |  $WT | WisdomTree, Inc. | $2.5M | 0.1% | NEW | 62.9 |
| 112 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.2M | 0.1% | -1% | 67 |
| 113 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.1M | 0.1% | +1% | 76.6 |
| 114 |  $AXP | AMERICAN EXPRESS CO | $2.0M | 0.1% | +1% | 73.2 |
| 115 | $ADSK | Autodesk, Inc. | $1.9M | 0.1% | +1% | 76.4 |
| 116 |  $PANW | Palo Alto Networks Inc | $1.8M | 0.1% | -1% | 66.5 |
| 117 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $1.8M | 0.1% | -1% | 76.3 |
| 118 |  $FLR | FLUOR CORP | $1.7M | 0.1% | +1% | 66.2 |
| 119 | — | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.1% | +0% | — |
| 120 |  $CASY | CASEYS GENERAL STORES INC | $1.5M | 0.1% | -0% | 59.9 |
| 121 |  $IOT | Samsara Inc. | $1.5M | 0.1% | +0% | 61.3 |
| 122 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $1.5M | 0.1% | -0% | — |
| 123 | — | VANGUARD INDEX FDS | $1.5M | 0.1% | +0% | — |
| 124 | — | SPDR SERIES TRUST | $1.5M | 0.1% | NEW | — |
| 125 |  $DELL | Dell Technologies Inc. | $1.4M | 0.1% | -77% | 76 |
| 126 | — | ISHARES TR | $1.4M | 0.1% | +0% | — |
| 127 | — | PACER FDS TR | $1.4M | 0.1% | NEW | — |
| 128 |  $UNH | UNITEDHEALTH GROUP INC | $1.4M | 0.1% | -3% | 66.8 |
| 129 |  $FCX | FREEPORT-MCMORAN INC | $1.3M | 0.1% | NEW | 73.1 |
| 130 | — | VANGUARD WHITEHALL FDS | $1.3M | 0.0% | -1% | — |
| 131 |  $APP | AppLovin Corp | $1.3M | 0.0% | -35% | 86.8 |
| 132 |  $HOOD | Robinhood Markets, Inc. | $1.2M | 0.0% | -28% | 75.8 |
| 133 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.1M | 0.0% | +1% | 69.8 |
| 134 |  $INTU | INTUIT INC. | $1.1M | 0.0% | +1% | 82 |
| 135 |  $ZTS | Zoetis Inc. | $1.1M | 0.0% | +7% | 72.6 |
| 136 |  $VRT | Vertiv Holdings Co | $1.1M | 0.0% | -1% | 82.7 |
| 137 | — | SPDR SERIES TRUST | $1.0M | 0.0% | NEW | — |
| 138 | — | ISHARES TR | $1.0M | 0.0% | +0% | — |
| 139 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.0M | 0.0% | -0% | 71 |
| 140 | — | ISHARES TR | $954,340 | 0.0% | -3% | — |
| 141 | $WT | WisdomTree, Inc. | $949,135 | 0.0% | NEW | 62.9 |
| 142 |  $TER | TERADYNE, INC | $929,699 | 0.0% | +0% | 74.6 |
| 143 |  $SPHR | Sphere Entertainment Co. | $929,104 | 0.0% | NEW | 50.3 |
| 144 |  $HLT | Hilton Worldwide Holdings Inc. | $927,748 | 0.0% | -1% | 73.1 |
| 145 |  $VEEV | VEEVA SYSTEMS INC | $909,919 | 0.0% | -4% | 77.8 |
| 146 |  $CAT | CATERPILLAR INC | $887,700 | 0.0% | NEW | 67.8 |
| 147 |  $CME | CME GROUP INC. | $884,869 | 0.0% | +0% | 74.5 |
| 148 |  $BLK | BlackRock, Inc. | $866,501 | 0.0% | +1% | 70.3 |
| 149 |  $SPOT | Spotify Technology S.A. | $863,140 | 0.0% | +1% | — |
| 150 |  $BX | Blackstone Inc. | $843,452 | 0.0% | +6% | 68 |
| 151 |  $VST | Vistra Corp. | $830,874 | 0.0% | -1% | 62.9 |
| 152 | — | ISHARES INC | $826,077 | 0.0% | NEW | — |
| 153 |  $ZM | Zoom Communications, Inc. | $822,229 | 0.0% | NEW | 72.4 |
| 154 |  $PWR | QUANTA SERVICES, INC. | $786,197 | 0.0% | +1% | 62.6 |
| 155 | — | ISHARES TR | $779,647 | 0.0% | -1% | — |
| 156 |  $AMAT | APPLIED MATERIALS INC /DE | $751,938 | 0.0% | +0% | 74.8 |
| 157 | — | SELECT SECTOR SPDR TR | $729,055 | 0.0% | NEW | — |
| 158 |  $HWM | Howmet Aerospace Inc. | $722,492 | 0.0% | +3% | 79.1 |
| 159 |  $PG | PROCTER & GAMBLE Co | $719,167 | 0.0% | -87% | 72.9 |
| 160 |  $CAH | CARDINAL HEALTH INC | $715,284 | 0.0% | NEW | 58.6 |
| 161 |  $SN | SharkNinja, Inc. | $710,801 | 0.0% | -4% | — |
| 162 |  $BWXT | BWX Technologies, Inc. | $699,151 | 0.0% | +3% | 68 |
| 163 |  $ZWS | Zurn Elkay Water Solutions Corp | $696,724 | 0.0% | NEW | 67.4 |
| 164 |  $LYV | Live Nation Entertainment, Inc. | $683,550 | 0.0% | +2% | 55 |
| 165 |  $CBRE | CBRE GROUP, INC. | $678,384 | 0.0% | +14% | 62.9 |
| 166 |  $IVZ | Invesco Ltd. | $665,582 | 0.0% | NEW | — |
| 167 | $IVZ | Invesco Ltd. | $655,737 | 0.0% | NEW | — |
| 168 | $IVZ | Invesco Ltd. | $652,901 | 0.0% | NEW | — |
| 169 | $IVZ | Invesco Ltd. | $633,435 | 0.0% | NEW | — |
| 170 |  $DE | DEERE & CO | $610,115 | 0.0% | +9% | 57.4 |
| 171 |  $BELFA | BEL FUSE INC /NJ | $597,504 | 0.0% | +4% | 60.7 |
| 172 | $ROK | ROCKWELL AUTOMATION, INC | $596,459 | 0.0% | +3% | 68.2 |
| 173 | — | ISHARES TR | $570,377 | 0.0% | +1% | — |
| 174 |  $CVNA | CARVANA CO. | $560,225 | 0.0% | -5% | 69.2 |
| 175 |  $TWLO | TWILIO INC | $558,263 | 0.0% | -2% | 59.5 |
| 176 | — | ISHARES TR | $530,345 | 0.0% | +1% | — |
| 177 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $516,106 | 0.0% | +0% | 63.7 |
| 178 |  $BSX | BOSTON SCIENTIFIC CORP | $500,745 | 0.0% | -4% | 79.9 |
| 179 | — | ISHARES TR | $493,951 | 0.0% | -1% | — |
| 180 | — | ISHARES TR | $469,859 | 0.0% | +0% | — |
| 181 | — | PACER FDS TR | $466,833 | 0.0% | NEW | — |
| 182 |  $GE | GENERAL ELECTRIC CO | $454,600 | 0.0% | +4% | 74.8 |
| 183 |  $USFD | US Foods Holding Corp. | $454,503 | 0.0% | +0% | 60.6 |
| 184 | — | ISHARES TR | $452,929 | 0.0% | +623% | — |
| 185 |  $DRI | DARDEN RESTAURANTS INC | $440,110 | 0.0% | -30% | 68.6 |
| 186 | — | ISHARES TR | $415,714 | 0.0% | +210% | — |
| 187 |  $UTHR | UNITED THERAPEUTICS Corp | $415,086 | 0.0% | -20% | 80.1 |
| 188 |  $SPY | SPDR S&P 500 ETF TRUST | $373,945 | 0.0% | +0% | — |
| 189 |  $CSCO | CISCO SYSTEMS, INC. | $366,458 | 0.0% | -7% | 72.3 |
| 190 | — | VANGUARD WHITEHALL FDS | $358,583 | 0.0% | -1% | — |
| 191 | — | ISHARES TR | $305,504 | 0.0% | +1% | — |
| 192 |  $WMB | WILLIAMS COMPANIES, INC. | $282,314 | 0.0% | +0% | 72.8 |
| 193 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $268,197 | 0.0% | +0% | 65.9 |
| 194 | — | AMPLIFY ETF TR | $262,815 | 0.0% | +0% | — |
| 195 |  $DHR | DANAHER CORP /DE/ | $262,596 | 0.0% | +0% | 63.9 |
| 196 |  $ADBE | ADOBE INC. | $254,505 | 0.0% | -5% | 80.4 |
| 197 |  $PYPL | PayPal Holdings, Inc. | $244,649 | 0.0% | +1% | 70.5 |
| 198 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $234,244 | 0.0% | -12% | 74.4 |
| 199 | — | FIRST TR EXCHANGE-TRADED FD | $234,030 | 0.0% | NEW | — |
| 200 |  $NRG | NRG ENERGY, INC. | $225,348 | 0.0% | -5% | 59.5 |
| 201 | — | SPDR SERIES TRUST | $224,084 | 0.0% | NEW | — |
| 202 |  $MDB | MongoDB, Inc. | $200,222 | 0.0% | -7% | 54.6 |
New Positions (30)
SPDR SERIES TRUST$295.8M
SPDR SERIES TRUST$169.8M
SPDR SERIES TRUST$146.3M
SELECT SECTOR SPDR TR$79.5M
$STT STATE STREET CORP$54.0M SPDR SERIES TRUST$50.2M
VANECK ETF TRUST$45.1M
VANGUARD SCOTTSDALE FDS$33.9M
$APA APA Corp$4.0M$DVN DEVON ENERGY CORP/DE$3.3M$GAP GAP INC$3.0M$WELL WELLTOWER INC.$2.6M SPDR SERIES TRUST$1.5M
PACER FDS TR$1.4M
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AI-Powered Hedge Fund Analysis: GLOBALT Investments LLC / GA
13F Pro is an AI hedge fund tracker and stock research platform. For GLOBALT Investments LLC / GA (SEC CIK: 2011891), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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