GLOBALT Investments LLC / GA
CIK 2011891
13F filing for Q2 2026・No. 1,295
- Holdings
- US$2.97B
- Quarter change
- +US$160.99M
- Entries
- 213
- Net bought (estimate)
- −US$59.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 7
- Cut 154
- Added 23
- Corporate actions 2
- Unchanged 18
Largest holdings
213 stocks worth US$2.97B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IWFISHARES TRRUS 1000 GRW ETF | CutSplit 4:1 | 3,659,660 | US$454.42M | 15.33% |
| ISHARES TRRUS 1000 VAL ETF | Cut | 1,715,696 | US$415.94M | 14.03% |
| SPDR SERIES TRUSTST SHO TREAS ETF | Cut | 10,027,856 | US$290.91M | 9.81% |
| SPDR SERIES TRUSTST INTER ETF | Cut | 5,846,343 | US$165.98M | 5.60% |
| SPDR SERIES TRUSTST LON TREAS ETF | Added | 5,617,536 | US$147.35M | 4.97% |
| SELECT SECTOR SPDR TRST STR UTIL ETF | Added | 1,746,448 | US$79.18M | 2.67% |
| IWMISHARES TRRUSSELL 2000 ETF | Cut | 243,530 | US$73.17M | 2.47% |
| ISHARES TRIBONDS 27 TRM TS | Cut | 2,943,106 | US$65.84M | 2.22% |
| SPDR INDEX SHS FDSST STR ACWI ETF | Cut | 1,449,863 | US$58.97M | 1.99% |
| ISHARES TRIBONDS DEC 2033 | Cut | 2,365,635 | US$57.09M | 1.93% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.