GLOBALT Investments LLC / GA
•CIK: 2011891•Filing: Q4 2025
**GLOBALT Investments LLC / GA** manages $2.7B across a diversified portfolio of 204 positions. The fund exhibits significant concentration in technology and industrial sectors, notably holding IWF at $429.0M and IWD at $354.8M. Notable allocations also include substantial exposure to fixed income via SPDR Portfolio Long Term Trea ($134.4M) and commodity plays like GLD ($83.5M). This structure suggests a tactical, large-cap growth mandate with defensive tilts toward fixed income and precious metals.
Total AUM
$2.7B
QoQ Performance
+0.0%
Positions
180
Top 10 Concentration
56.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
IWD
SPDR
IWF15.7%
IWD13.0%
SPDR5.9%
SPDR4.9%
SPDR4.7%
SPDR3.0%
The2.6%
iShares2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.9%
Technology4.1%
Healthcare2.4%
Consumer1.7%
Financial1.0%
Consumer Staples0.6%
Industrial0.5%
Utilities0.4%
🚪 Exited Positionssold since Q3 2025
—
iShares iBonds Dec 2025 Term T
SOLD
$3.8M
—
KKR & Co Inc
SOLD
$820.0K
—
Invesco BulletShares 2025 Corp
SOLD
$812.5K
—
Draftkings Inc Com Cl A
SOLD
$745.9K
+10 more exited positions
Changes from Q3 2025
NEW8 new positions
↑23 increased
↓147 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023