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
SPTI
IWF15.7%
IWD13.0%
SPTI5.9%
SPTL4.9%
SPTS4.7%
GQ93.0%
XLU2.6%
IBTH2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.9%
Technology6.8%
Financial3.3%
Healthcare2.4%
Consumer2.0%
Consumer Staples0.9%
Utilities0.7%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
—
iShares iBonds Dec 2025 Term T
SOLD
$3.8M
+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 2023Q3 2023