EdgeMarket › What Globalt Investments Llc / Ga reported owning
What Globalt Investments Llc / Ga reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.8BPositions
202Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IWF iShares Russell 1000 Growth Fund | 401.1M | 14.3% | 940.6K | 122.39 | +11.2% |
| IWD iShares Russell 1000 Value ETF | 373.7M | 13.3% | 1.7M | 257.29 | +29.2% |
| SPTS State Street SPDR Portfolio Short Term Treasur | 295.8M | 10.5% | 10.1M | 28.96 | -1.0% |
| SPTI State Street SPDR Portfolio Intermediate Term | 169.8M | 6.1% | 5.9M | 28.07 | -2.3% |
| SPTL State Street SPDR Portfolio Long Term Treasury | 146.3M | 5.2% | 5.6M | 25.09 | -4.4% |
| XLU State Street Utilities Select Sector SPDR ETF | 79.5M | 2.8% | 1.7M | 42.77 | -0.7% |
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | 67.3M | 2.4% | 3.0M | 22.38 | -0.3% |
| GLD SPDR GOLD TRUST | 63.6M | 2.3% | 147.9K | 423.36 | +37.3% |
| IWM iShares Russell 2000 ETF | 61.7M | 2.2% | 248.7K | 299.96 | +33.1% |
| IBTO iShares iBonds Dec 2033 Term Treasury ETF | 58.8M | 2.1% | 2.4M | 23.77 | -2.8% |
| CWI State Street SPDR MSCI ACWI ex-US ETF | 54.0M | 1.9% | 1.5M | 41.52 | +23.2% |
| VIG Vanguard Div Appreciation ETF | 52.3M | 1.9% | 243.2K | 243.91 | +16.2% |
| SPTB State Street SPDR Portfolio Treasury ETF | 50.2M | 1.8% | 1.7M | 29.61 | -2.5% |
| GDX VanEck Gold Miners ETF | 45.1M | 1.6% | 491.2K | 102.83 | +76.3% |
| IWS iShares Russell Mid-Cap Value ETF | 36.9M | 1.3% | 252.9K | 171.98 | +26.3% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 33.9M | 1.2% | 568.7K | 58.31 | -2.3% |
| AAPL Apple Inc. | 32.7M | 1.2% | 128.8K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 28.3M | 1.0% | 98.4K | 344.82 | +73.0% |
| VWO Vanguard FTSE Emerging Markets ETF | 27.2M | 1.0% | 503.0K | 60.45 | +17.7% |
| MSFT MICROSOFT CORP | 26.4M | 0.9% | 71.3K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 24.7M | 0.9% | 141.7K | 214.72 | +22.4% |
| AVGO Broadcom Inc. | 24.0M | 0.9% | 77.6K | 368.45 | +26.5% |
| AMZN AMAZON COM INC | 23.7M | 0.8% | 114.0K | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 19.3M | 0.7% | 65.7K | 351.58 | +20.3% |
| SLV iShares Silver Trust | 15.7M | 0.6% | 230.4K | 62.72 | +82.2% |
| WMT Walmart Inc. | 13.9M | 0.5% | 111.7K | 103.70 | +1.1% |
| LLY ELI LILLY & Co | 13.6M | 0.5% | 14.8K | 1,255.40 | +78.0% |
| EFA iShares MSCI EAFE ETF | 13.4M | 0.5% | 137.7K | 108.24 | +17.1% |
| TJX TJX COMPANIES INC /DE/ | 13.3M | 0.5% | 83.1K | 140.53 | +1.6% |
| JNJ JOHNSON & JOHNSON | 13.1M | 0.5% | 53.6K | 270.24 | +51.1% |
| GLW CORNING INC /NY | 12.8M | 0.5% | 94.5K | 149.84 | +132.0% |
| XOM ExxonMobil Holdings Corp | 12.4M | 0.4% | 72.9K | 165.11 | +52.1% |
| META Meta Platforms, Inc. | 11.4M | 0.4% | 19.9K | 549.90 | -26.5% |
| BAC BANK OF AMERICA CORP /DE/ | 11.2M | 0.4% | 230.4K | 61.69 | +27.6% |
| EEM iShares MSCI Emerging Markets ETF | 10.8M | 0.4% | 190.3K | 67.12 | +34.9% |
| AMGN AMGEN INC | 10.0M | 0.4% | 28.3K | 439.33 | +48.2% |
| MS MORGAN STANLEY | 9.7M | 0.3% | 59.1K | 214.20 | +48.6% |
| T AT&T INC. | 9.6M | 0.3% | 330.4K | 25.29 | -13.6% |
| ENB ENBRIDGE INC | 9.3M | 0.3% | 171.1K | 50.46 | +5.1% |
| WFC WELLS FARGO & COMPANY/MN | 9.2M | 0.3% | 115.2K | 83.84 | +7.3% |
| ADI ANALOG DEVICES INC | 8.9M | 0.3% | 28.0K | 373.09 | +52.4% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 8.6M | 0.3% | 125.1K | 77.94 | +23.9% |
| MU MICRON TECHNOLOGY INC | 8.5M | 0.3% | 25.1K | 966.78 | +724.8% |
| DUK Duke Energy CORP | 8.3M | 0.3% | 63.0K | 119.85 | -3.7% |
| KO COCA COLA CO | 8.2M | 0.3% | 107.8K | 91.10 | +28.9% |
| CVX CHEVRON CORP | 8.1M | 0.3% | 39.4K | 205.27 | +34.0% |
| EMR EMERSON ELECTRIC CO | 8.1M | 0.3% | 61.9K | 157.26 | +20.1% |
| C CITIGROUP INC | 7.9M | 0.3% | 69.7K | 131.65 | +41.3% |
| VZ VERIZON COMMUNICATIONS INC | 7.5M | 0.3% | 150.4K | 49.45 | +9.7% |
| GILD GILEAD SCIENCES, INC. | 7.5M | 0.3% | 54.0K | 146.12 | +23.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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