Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GLOBALT Investments LLC / GA (CIK 2011891) reported $2.80B across 202 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($401.1M, 14.30%), IWD ($373.7M, 13.33%), SPTS ($295.8M, 10.55%), SPTI ($169.8M, 6.06%), SPTL ($146.3M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $401.1M | 14.30% | 940,582 | Added |
| 2 | IWD | ISHARES TR | $373.7M | 13.33% | 1.7M | Added |
| 3 | SPTS | SPDR SERIES TRUST | $295.8M | 10.55% | 10.1M | Added |
| 4 | SPTI | SPDR SERIES TRUST | $169.8M | 6.06% | 5.9M | Added |
| 5 | SPTL | SPDR SERIES TRUST | $146.3M | 5.22% | 5.6M | Added |
| 6 | XLU | SELECT SECTOR SPDR TR | $79.5M | 2.84% | 1.7M | Added |
| 7 | IBTH | ISHARES TR | $67.3M | 2.40% | 3.0M | Added |
| 8 | GLD | SPDR GOLD TR | $63.6M | 2.27% | 147,877 | Trimmed |
| 9 | IWM | ISHARES TR | $61.7M | 2.20% | 248,730 | Added |
| 10 | IBTO | ISHARES TR | $58.8M | 2.10% | 2.4M | Added |
| 11 | CWI | SPDR INDEX SHS FDS | $54.0M | 1.93% | 1.5M | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $52.3M | 1.87% | 243,246 | Added |
| 13 | SPTB | SPDR SERIES TRUST | $50.2M | 1.79% | 1.7M | Added |
| 14 | GDX | VANECK ETF TRUST | $45.1M | 1.61% | 491,235 | Trimmed |
| 15 | IWS | ISHARES TR | $36.9M | 1.31% | 252,907 | Added |
| 16 | VGIT | VANGUARD SCOTTSDALE FDS | $33.9M | 1.21% | 568,683 | Added |
| 17 | AAPL | APPLE INC | $32.7M | 1.17% | 128,801 | Added |
| 18 | GOOGL | ALPHABET INC | $28.3M | 1.01% | 98,388 | Added |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $27.2M | 0.97% | 503,040 | Added |
| 20 | MSFT | MICROSOFT CORP | $26.4M | 0.94% | 71,278 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $24.7M | 0.88% | 141,671 | Added |
| 22 | AVGO | BROADCOM INC | $24.0M | 0.86% | 77,554 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $23.7M | 0.85% | 114,011 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $19.3M | 0.69% | 65,655 | Trimmed |
| 25 | SLV | ISHARES SILVER TR | $15.7M | 0.56% | 230,378 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31