GLOBALT Investments LLC / GA

$2.8B reported 13(f) long value · latest quarter 2026-03-31 · CIK 2011891 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.8B
ALL retained default holdings for this (filer, period), including NULL-value ones: 202
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 10
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 12

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	ADD	−$27.9M	+34,213	$429M	$401M	906,369	940,582
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	ADD	+$19.0M	+62,425	$355M	$374M	1,686,679	1,749,104
position key `sid:sec:prov:8b57560043266bcb6e19f900348f25bb` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$166M	+5,697,783	$130M	$296M	4,438,690	10,136,473
position key `pos:13453` · issuer key `iss:1602` STATE STREET SPD	ADD	+$7.7M	+302,580	$162M	$170M	5,621,794	5,924,374
position key `pos:11486` · issuer key `iss:1602` STATE STREET SPD	ADD	+$12.0M	+487,584	$134M	$146M	5,076,403	5,563,987
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	ADD	+$8.0M	+57,201	$71.5M	$79.5M	1,675,946	1,733,147
position key `sid:sec:prov:be332591a56bef4dbf18730507a4b1e6` · issuer key `cusip6:46436E` IBONDS 27 TRM TS	ADD	+$3.7M	+168,385	$63.6M	$67.3M	2,829,992	2,998,377
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	TRIM	−$19.8M	−62,753	$83.5M	$63.6M	210,630	147,877
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$1.4M	+3,675	$60.3M	$61.7M	245,055	248,730
position key `sid:sec:prov:aa36156971019a93846bdc7558bbef47` · issuer key `cusip6:46436E` IBONDS DEC 2033	ADD	+$3.2M	+146,569	$55.6M	$58.8M	2,264,703	2,411,272
position key `sid:sec:prov:8a3b57c1d13025d1fc6662f161007e27` · issuer key `cusip6:78463X` STATE STREET SPD	ADD	+$3.3M	+64,182	$50.7M	$54.0M	1,412,173	1,476,355
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	ADD	−$621K	+2,399	$52.9M	$52.3M	240,847	243,246
position key `sid:sec:prov:9d2eaf5d7559daa040783c250d699d49` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$2.8M	+99,144	$47.5M	$50.2M	1,560,315	1,659,459
position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `cusip6:92189F` GOLD MINERS ETF	TRIM	−$15.6M	−215,800	$60.6M	$45.1M	707,035	491,235
position key `pos:12325` · issuer key `iss:1012` RUS MDCP VAL ETF	ADD	+$3.7M	+17,725	$33.2M	$36.9M	235,182	252,907
position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `cusip6:92206C` INTER TERM TREAS	ADD	+$1.8M	+33,541	$32.1M	$33.9M	535,142	568,683
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$399K	+7,093	$33.1M	$32.7M	121,708	128,801
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	−$1.7M	+2,582	$30.0M	$28.3M	95,806	98,388
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$1.3M	+20,592	$25.9M	$27.2M	482,448	503,040
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$7.7M	+732	$34.1M	$26.4M	70,546	71,278
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$1.4M	+1,609	$26.1M	$24.7M	140,062	141,671
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$6.4M	−10,187	$30.4M	$24.0M	87,741	77,554
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$467K	+13,162	$23.3M	$23.7M	100,849	114,011
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$2.6M	−2,349	$21.9M	$19.3M	68,004	65,655
position key `pos:11024` · issuer key `iss:1014` ISHARES	TRIM	−$41.5M	−657,393	$57.2M	$15.7M	887,771	230,378
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$2.6M	+10,242	$11.3M	$13.9M	101,415	111,657
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$1.9M	+394	$15.5M	$13.6M	14,421	14,815
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$525K	+3,889	$12.9M	$13.4M	133,856	137,745
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$306K	−1,303	$13.0M	$13.3M	84,389	83,086
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$1.8M	−1,176	$11.3M	$13.1M	54,786	53,610
position key `pos:16439` · issuer key `iss:520` COM	ADD	+$5.4M	+9,907	$7.4M	$12.8M	84,587	94,494
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$3.4M	−1,637	$9.0M	$12.4M	74,555	72,918
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$1.7M	+70	$13.1M	$11.4M	19,866	19,936
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$1.7M	−5,415	$13.0M	$11.2M	235,767	230,352
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$1.5M	+2,422	$8.5M	$10.0M	25,923	28,345
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	−$1.1M	−2,082	$10.9M	$9.7M	61,139	59,057
position key `pos:16441` · issuer key `iss:16` COM	TRIM	+$394K	−39,345	$9.2M	$9.6M	369,743	330,398
position key `pos:12684` · issuer key `iss:650` COM	TRIM	+$857K	−4,666	$8.4M	$9.3M	175,797	171,131
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$2.1M	−5,386	$11.2M	$9.2M	120,566	115,180
position key `pos:14307` · issuer key `iss:127` COM	TRIM	+$1.1M	−646	$7.8M	$8.9M	28,632	27,986
position key `pos:15221` · issuer key `iss:1228` COM	TRIM	−$2.8M	−14,541	$11.3M	$8.5M	39,663	25,122
position key `pos:15690` · issuer key `iss:610` COM NEW	TRIM	+$576K	−2,471	$7.7M	$8.3M	65,495	63,024
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$373K	−4,135	$7.8M	$8.2M	111,928	107,793
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$2.0M	−983	$6.2M	$8.1M	40,366	39,383
position key `pos:16185` · issuer key `iss:647` COM	TRIM	−$366K	−1,962	$8.5M	$8.1M	63,902	61,940
position key `pos:15168` · issuer key `iss:456` COM NEW	ADD	+$30.8K	+2,222	$7.9M	$7.9M	67,438	69,660
position key `pos:10935` · issuer key `iss:1902` COM	TRIM	+$1.3M	−2,079	$6.2M	$7.5M	152,465	150,386
position key `pos:10600` · issuer key `iss:821` COM	TRIM	+$721K	−1,450	$6.8M	$7.5M	55,496	54,046
position key `pos:14916` · issuer key `iss:1946` COM	TRIM	−$961K	−5,854	$8.4M	$7.4M	38,162	32,308
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$750K	−1,191	$6.3M	$7.0M	59,417	58,226
position key `pos:13738` · issuer key `iss:1698` COM	TRIM	+$446K	−2,328	$6.3M	$6.7M	72,003	69,675
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$802K	−1,014	$5.7M	$6.5M	71,137	70,123
position key `pos:14191` · issuer key `iss:1855` COM	TRIM	+$50.0K	−1,088	$6.4M	$6.5M	27,784	26,696
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$2.3M	−7,367	$8.7M	$6.4M	69,696	62,329
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	−$2.8M	−10,907	$8.8M	$6.0M	27,689	16,782
position key `pos:17173` · issuer key `iss:1138` COM	TRIM	+$1.1M	−272	$4.9M	$6.0M	10,178	9,906
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$1.2M	−546	$7.1M	$6.0M	12,523	11,977
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	TRIM	−$46.1M	−333,749	$52.0M	$5.9M	380,024	46,275
position key `pos:16841` · issuer key `iss:1791` COM	TRIM	+$423K	−1,179	$5.5M	$5.9M	31,570	30,391
position key `sid:sec:prov:d5c14ea6c1a879798bb717c17f515397` · issuer key `cusip6:464289` RUS TP200 VL ETF	TRIM	−$89.5K	−1,536	$6.0M	$5.9M	65,160	63,624
position key `pos:17695` · issuer key `iss:2037` ORD	NEW	+$5.9M	+29,788	$0	$5.9M	—	29,788
position key `pos:11883` · issuer key `iss:1920` CL A	TRIM	+$1.3M	−2,524	$4.5M	$5.8M	133,850	131,326
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$908K	−81	$6.4M	$5.5M	18,228	18,147
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$380K	−485	$5.7M	$5.3M	24,946	24,461
position key `pos:11577` · issuer key `iss:167` COM SHS	ADD	−$335K	+65	$5.5M	$5.1M	41,620	41,685
position key `pos:13043` · issuer key `iss:1012` 20 YR TR BD ETF	TRIM	−$2.4M	−27,414	$7.4M	$4.9M	84,419	57,005
position key `pos:17845` · issuer key `iss:455` COM	TRIM	−$769K	−1,172	$5.7M	$4.9M	30,163	28,991
position key `pos:10793` · issuer key `iss:195` COM	TRIM	−$1.5M	−896	$6.1M	$4.6M	23,743	22,847
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	−$204K	+4,453	$4.8M	$4.6M	27,196	31,649
position key `pos:13408` · issuer key `iss:2003` COM	ADD	+$3.7M	+23,858	$810K	$4.5M	5,357	29,215
position key `pos:12359` · issuer key `iss:566` COM NEW	TRIM	−$301K	−1,465	$4.8M	$4.5M	69,660	68,195
position key `pos:10263` · issuer key `iss:1078` COM	TRIM	−$475K	−17,331	$4.9M	$4.5M	78,853	61,522
position key `pos:15198` · issuer key `iss:1445` COM	TRIM	+$23.9K	−667	$4.4M	$4.4M	27,153	26,486
position key `pos:11938` · issuer key `iss:834` COM	ADD	+$3.1M	+3,721	$1.3M	$4.4M	1,444	5,165
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$1.1M	−464	$5.4M	$4.3M	18,288	17,824
position key `pos:12766` · issuer key `iss:1817` COM	TRIM	−$199K	−768	$4.4M	$4.2M	15,162	14,394
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$833K	+87	$5.0M	$4.2M	11,104	11,191
position key `pos:15730` · issuer key `iss:1746` CL A	TRIM	−$224K	−347	$4.4M	$4.2M	20,933	20,586
position key `pos:15015` · issuer key `iss:92` COM	TRIM	+$417K	−1,721	$3.7M	$4.1M	63,700	61,979
position key `pos:17546` · issuer key `iss:137` COM	NEW	+$4.0M	+93,581	$0	$4.0M	—	93,581
position key `pos:16072` · issuer key `iss:1370` COM	ADD	+$396K	+8,343	$3.4M	$3.8M	17,387	25,730
position key `pos:17573` · issuer key `iss:815` COM	TRIM	−$792K	−1,451	$4.6M	$3.8M	37,091	35,640
position key `pos:16716` · issuer key `iss:633` COM	ADD	+$60.0K	+41	$3.7M	$3.7M	14,022	14,063
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	−$681K	−1,072	$4.2M	$3.6M	3,487	2,415
position key `pos:14585` · issuer key `iss:1246` CL A	TRIM	+$93.8K	−2,546	$3.4M	$3.5M	63,144	60,598
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$477K	−58	$3.9M	$3.5M	48,323	48,265
position key `pos:16805` · issuer key `iss:997` COM NEW	ADD	−$785K	+10	$4.2M	$3.5M	7,489	7,499
position key `pos:10711` · issuer key `iss:572` COM	NEW	+$3.3M	+65,603	$0	$3.3M	—	65,603
position key `pos:12291` · issuer key `iss:1633` SHT TM US TRES	ADD	+$1.1M	+44,257	$2.2M	$3.3M	91,697	135,954
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$137K	+44	$3.4M	$3.3M	9,957	10,001
position key `pos:11633` · issuer key `iss:673` COM	ADD	+$726K	+15	$2.5M	$3.3M	3,322	3,337
position key `pos:18272` · issuer key `iss:886` COM	TRIM	+$338K	−793	$2.9M	$3.3M	35,567	34,774
position key `pos:13386` · issuer key `iss:1257` COM NEW	TRIM	+$300K	−175	$2.8M	$3.1M	7,431	7,256
position key `pos:11393` · issuer key `iss:545` COM	TRIM	+$127K	−56	$2.9M	$3.0M	5,701	5,645
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	−$1.4M	−15,970	$4.4M	$3.0M	47,330	31,360
position key `pos:17156` · issuer key `iss:868` COM	TRIM	−$596K	−5,260	$3.6M	$3.0M	161,343	156,083
position key `pos:14103` · issuer key `iss:803` COM	NEW	+$3.0M	+123,166	$0	$3.0M	—	123,166
position key `pos:15220` · issuer key `iss:1725` COM	TRIM	−$383K	−512	$3.3M	$2.9M	9,397	8,885
position key `pos:11403` · issuer key `iss:1342` COM	ADD	+$44.5K	+106	$2.9M	$2.9M	31,514	31,620
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$87.6K	−444	$3.0M	$2.9M	9,757	9,313

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 19

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13160` · issuer key `iss:1012` MSCI EMG MKT ETF	NO CHANGE	+$396K	$10.4M	$10.8M	190,315	190,315
position key `pos:14924` · issuer key `iss:1013` MSCI ACWI EX US	NO CHANGE	+$168K	$8.4M	$8.6M	125,055	125,055
position key `sid:sec:prov:b01efafd9c52181221003a3f82558332` · issuer key `cusip6:46429B` US TREAS BD ETF	NO CHANGE	−$13.6K	$2.7M	$2.7M	118,125	118,125
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	NO CHANGE	+$31.7K	$1.5M	$1.5M	20,610	20,610
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	NO CHANGE	+$3.5K	$1.5M	$1.5M	16,750	16,750
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	NO CHANGE	−$4.2K	$1.4M	$1.4M	16,750	16,750
position key `pos:16608` · issuer key `iss:1012` EUROPE ETF	NO CHANGE	−$10.1K	$1.1M	$1.0M	15,345	15,345
position key `pos:15327` · issuer key `iss:1780` COM	NO CHANGE	+$323K	$607K	$930K	3,136	3,136
position key `pos:12799` · issuer key `iss:1016` MSCI JAPAN ETF	NO CHANGE	+$36.2K	$790K	$826K	9,783	9,783
position key `pos:14157` · issuer key `iss:149` COM	NO CHANGE	+$187K	$565K	$752K	2,200	2,200
position key `pos:15125` · issuer key `iss:1798` COM	NO CHANGE	−$92.3K	$608K	$516K	1,050	1,050
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	NO CHANGE	−$42.2K	$512K	$470K	4,154	4,154
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	NO CHANGE	+$4.9K	$411K	$416K	4,592	4,592
position key `pos:11570` · issuer key `iss:1599` TR UNIT	NO CHANGE	−$18.2K	$392K	$374K	575	575
position key `pos:13801` · issuer key `iss:1188` CL A	NO CHANGE	+$13.8K	$254K	$268K	820	820
position key `sid:sec:prov:8ecf65dacacc11c10d104b59c104c1ae` · issuer key `cusip6:032108` AMPLIFY CYBERSEC	NO CHANGE	−$18.5K	$281K	$263K	3,500	3,500
position key `pos:15144` · issuer key `iss:556` COM	NO CHANGE	−$54.5K	$317K	$263K	1,385	1,385
position key `sid:sec:prov:52224165749a7cd51f969efbfcab8cf8` · issuer key `cusip6:33733E` DJ INTERNT IDX	NO CHANGE	−$35.2K	$269K	$234K	1,000	1,000
position key `sid:sec:prov:f5c263e782979fbc9c5b401d4d1d072b` · issuer key `cusip6:78468R` STATE STREET SPD	NO CHANGE	−$749	$225K	$224K	4,685	4,685

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 172 issuers · $2.8B disclosed value over 202 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

15 positions · 15 reported rows

Rows GLOBALT Investments LLC / GA reported for ISHARES TR, as it reported them
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$401M	940,582
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$374M	1,749,104
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$61.7M	248,730
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$36.9M	252,907
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$13.4M	137,745
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$10.8M	190,315
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$5.9M	46,275
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$4.9M	57,005
ISHARES TR · GLOBAL 100 ETF CUSIP — src ↗	$2.7M	22,463
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$1.4M	16,750
ISHARES TR · EUROPE ETF CUSIP — src ↗	$1.0M	15,345
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$954K	1,461
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$780K	8,245
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$530K	4,866
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$470K	4,154

ticker not yet mapped

$916M

3,695,947

32.7%

—

SPDR SERIES TRUST

3 positions · 3 reported rows

Rows GLOBALT Investments LLC / GA reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 src ↗	$296M	10,136,473
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R457 src ↗	$50.2M	1,659,459
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R739 src ↗	$224K	4,685

ticker not yet mapped

$346M

11,800,617

12.3%

—

SPDR SERIES TRUST

4 positions · 4 reported rows

Rows GLOBALT Investments LLC / GA reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$170M	5,924,374
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$146M	5,563,987
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.5M	10,035
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.0M	34,768

ticker not yet mapped

$319M

11,533,164

11.4%

—

ISHARES TR

2 positions · 2 reported rows

Rows GLOBALT Investments LLC / GA reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$67.3M	2,998,377
ISHARES TR · IBONDS DEC 2033 CUSIP 46436E148 src ↗	$58.8M	2,411,272

ticker not yet mapped

$126M

5,409,649

4.5%

—

SELECT SECTOR SPDR TR

2 positions · 2 reported rows

Rows GLOBALT Investments LLC / GA reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$79.5M	1,733,147
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$729K	11,901

ticker not yet mapped

$80.3M

1,745,048

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$63.6M

147,877

2.3%

—

SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X848
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$54.0M

1,476,355

1.9%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$52.3M

243,246

1.9%

—

VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$45.1M

491,235

1.6%

—

VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$33.9M

568,683

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$32.7M

128,801

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows GLOBALT Investments LLC / GA reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$28.3M	98,388
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$2.8M	9,749

$31.1M

108,137

1.1%

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows GLOBALT Investments LLC / GA reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$27.2M	503,040
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$1.5M	20,610

ticker not yet mapped

$28.7M

523,650

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$26.4M

71,278

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.7M

141,671

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.0M

77,554

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$23.7M

114,011

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.3M

65,655

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES SILVER TR · ISHARES CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$15.7M

230,378

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.9M

111,657

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.6M

14,815

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.3M

83,086

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.1M

53,610

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.8M

94,494

0.5%

—

ISHARES TR

5 positions · 5 reported rows

Rows GLOBALT Investments LLC / GA reported for ISHARES TR, as it reported them
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$8.6M	125,055
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$2.6M	49,793
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$570K	5,663
ISHARES TR · GLOB UTILITS ETF CUSIP — src ↗	$494K	5,721
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$306K	10,076

ticker not yet mapped

$12.5M

196,308

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.4M

72,918

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.4M

19,936

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.2M

230,352

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.0M

28,345

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.7M

59,057

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.6M

330,398

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENBRIDGE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.3M

171,131

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.2M

115,180

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.9M

27,986

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.5M

25,122

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUKE ENERGY CORP NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.3M

63,024

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.2M

107,793

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.1M

39,383

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.1M

61,940

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.9M

69,660

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.5M

150,386

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.5M

54,046

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.4M

32,308

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.0M

58,226

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.7M

69,675

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.5M

70,123

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.5M

26,696

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.4M

62,329

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.0M

16,782

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.0M

9,906

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.0M

11,977

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.9M

30,391

0.2%

—

ISHARES TR · RUS TP200 VL ETF CUSIP 464289420
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$5.9M

63,624

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.9M

29,788

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VIRTU FINL INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.8M

131,326

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.5M

18,147

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.3M

24,461

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.1M

41,685

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINTAS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.9M

28,991

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.6M

22,847

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.6M

31,649

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

YUM BRANDS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

29,215

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELTA AIR LINES INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

68,195

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

61,522

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.4M

26,486

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.4M

5,165

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.3M

17,824

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRAVELERS COMPANIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

14,394

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

11,191

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TKO GROUP HOLDINGS INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

20,586

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.1M

61,979

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.0M

93,581

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.8M

25,730

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENUINE PARTS CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.8M

35,640

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.7M

14,063

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.6M

2,415

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.5M

60,598

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.5M

48,265

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.5M

7,499

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEVON ENERGY CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

65,603

0.1%

—

SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$3.3M

135,954

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

10,001

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQUINIX INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

3,337

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HASBRO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

34,774

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOTOROLA SOLUTIONS INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.1M

7,256

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

5,645

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

31,360

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

156,083

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GAP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

123,166

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.9M

8,885

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OREILLY AUTOMOTIVE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.9M

31,620

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.9M

9,313

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.8M

7,044

0.1%

—

ISHARES TR · US TREAS BD ETF CUSIP 46429B267
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$2.7M

118,125

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.6M

13,126

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.5M

23,465

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.5M

11,077

0.1%

—

WISDOMTREE TR · US QTLY DIV GRT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$2.5M

28,262

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.2M

2,214

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.1M

4,773

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 78.9%below median 80.0%
Concentration index: 614 bpsabove median 446 bps
Positions with value: 202 / 202median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 78.9% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 614 · QoQ moves: 214

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open GLOBALT Investments LLC / GA's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).