GLOBALT Investments LLC / GA
SEC Form 13F institutional filer · CIK 0002011891
13F-HR · 134 reported holdings · 2026-03-31
GLOBALT Investments LLC / GA is a registered investment advisor.
Reported long-US-equity value
$1.63B
Top-10 concentration
71.1%
GLOBALT Investments LLC / GA — $1.63B AUM allocation strategy
GLOBALT Investments LLC / GA files SEC Form 13F and reports $1.63B of long US equity value across 134 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 7.4%, followed by Communication Services 3.1% and Financials 2.5%.
The top 10 holdings account for 71% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
GLOBALT Investments LLC / GA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.63B
total across 134 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
71% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLU +57.2K sh · +$7.99M+$YUM +23.9K sh · +$3.73M+$AMZN +13.2K sh · +$467K
Biggest trims (shares)
−$IWM −218K sh · −$50.4M−$T −39.3K sh · +$394K−$PG −32.2K sh · −$4.61M
Exited to nil (held last quarter, gone now)
$LIN ($1.19M last qtr)$MAS ($259K last qtr)$QCOM ($239K last qtr)$DIS ($223K last qtr)$XYZ ($219K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors3.0%—
- Interactive Media & Services2.4%—
- Technology Hardware, Storage & Peripherals2.0%—
- Diversified Banks1.9%—
- Pharmaceuticals1.6%—
- Systems Software1.6%—
- Broadline Retail1.5%—
- Consumer Staples Merchandise Retail0.9%—
- Other holdings85.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 129K | $32.7M | +7.09K | 2.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 98.4K | $28.3M | +2.58K | 1.7% |
| $MSFT | Microsoft Corporation | 71.3K | $26.4M | +732 | 1.6% |
| $NVDA | NVIDIA Corporation | 142K | $24.7M | +1.61K | 1.5% |
| $AVGO | Broadcom Inc | 77.6K | $24M | -10.2K | 1.5% |
| $AMZN | Amazon.com Inc | 114K | $23.7M | +13.2K | 1.5% |
| $JPM | JP Morgan Chase & Co | 65.7K | $19.3M | -2.35K | 1.2% |
| $WMT | Walmart Inc | 112K | $13.9M | +10.2K | 0.9% |
…and 126 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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