MondegarAI
GLOBALT Investments LLC / GA

Q4 2025 · 13F-HR

GLOBALT Investments LLC / GAholdings as filed

Filed 2026-02-06 · accession 0002085853-26-000207

$2.74B
Reported value
204
Positions
2025-12-31
Period end
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The Brief · GLOBALT Investments LLC / GA · Q4 2025

AI · grounded in 13F

GLOBALT Investments LLC / GA significantly increased its position in The Utilities Select Sector SP by 297.37%. The fund also accumulated shares in AMZN by 18.41% and LLY by 13.90%. On the sell side, the fund closed its position in KMB, reducing its exposure by $5.18M. Other notable reductions include trimming DRI by 92.59% and MSI by 51.12%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287614IWFISHARES TR$429.0M15.7%906,369CommonNONE
464287598IWDISHARES TR$354.8M13.0%1,686,679CommonNONE
78464a672SPDR Portfolio Intermediate Te$162.1M5.92%5,621,794CommonNONE
78464a664SPDR Portfolio Long Term Trea$134.4M4.90%5,076,403CommonNONE
78468r101SPDR Portfolio Short Term Trea$130.0M4.74%4,438,690CommonNONE
78463v107SPDR Gold Shares$83.5M3.05%210,630CommonNONE
81369y886The Utilities Select Sector SP$71.5M2.61%1,675,946CommonNONE
46436e841iShares iBonds Dec 2027 Term T$63.6M2.32%2,829,992CommonNONE
92189f106VanEck Gold Miners ETF$60.6M2.21%707,035CommonNONE
464287655IWMISHARES TR$60.3M2.20%245,055CommonNONE
46428q109iShares Silver Trust$57.2M2.09%887,771CommonNONE
46436e148iShares iBonds Dec 2033 Term T$55.6M2.03%2,264,703CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$52.9M1.93%240,847CommonNONE
464287481IWPISHARES TR$52.0M1.90%380,024CommonNONE
78463x848SPDR MSCI ACWI ex-US ETF$50.7M1.85%1,412,173CommonNONE
78468r457SPDR Portfolio Treasury ETF$47.5M1.73%1,560,315CommonNONE
594918104MSFTMICROSOFT CORP$34.1M1.25%70,546CommonNONE
464287473IWSISHARES TR$33.2M1.21%235,182CommonNONE
037833100AAPLAPPLE INC$33.1M1.21%121,708CommonNONE
92206c706Vanguard Intmdt-Term Trs ETF$32.1M1.17%535,142CommonNONE
11135f101Broadcom Inc$30.4M1.11%87,741CommonNONE
02079k305Alphabet Inc A$30.0M1.09%95,806CommonNONE
67066g104NVIDIA Corp$26.1M0.95%140,062CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$25.9M0.95%482,448CommonNONE
023135106AMZNAMAZON COM INC$23.3M0.85%100,849CommonNONE
46625h100JPMorgan Chase & Co$21.9M0.80%68,004CommonNONE
532457108LLYELI LILLY & CO$15.5M0.57%14,421CommonNONE
30303m102Meta Platforms Inc Cl A$13.1M0.48%19,866CommonNONE
060505104BACBANK AMERICA CORP$13.0M0.47%235,767CommonNONE
872540109TJXTJX COS INC NEW$13.0M0.47%84,389CommonNONE
464287465EFAISHARES TR$12.9M0.47%133,856CommonNONE
478160104JNJJOHNSON & JOHNSON$11.3M0.41%54,786CommonNONE
595112103MUMICRON TECHNOLOGY INC$11.3M0.41%39,663CommonNONE
931142103WMTWALMART INC$11.3M0.41%101,415CommonNONE
949746101WMT2WELLS FARGO CO NEW$11.2M0.41%120,566CommonNONE
617446448MSMORGAN STANLEY$10.9M0.40%61,139CommonNONE
464287234EEMISHARES TR$10.4M0.38%190,315CommonSOLE
00206r102AT&T Inc$9.2M0.34%369,743CommonNONE
30231g102Exxon Mobil Corp$9.0M0.33%74,555CommonNONE
g29183103Eaton Corp PLC$8.8M0.32%27,689CommonNONE
002824100ABTABBOTT LABS$8.7M0.32%69,696CommonNONE
031162100AMGNAMGEN INC$8.5M0.31%25,923CommonNONE
291011104EMREMERSON ELEC CO$8.5M0.31%63,902CommonNONE
29250n105Enbridge Inc$8.4M0.31%175,797CommonNONE
464288240ACWXISHARES TR$8.4M0.31%125,055CommonSOLE
94106l109Waste Management Inc$8.4M0.31%38,162CommonNONE
172967424CCITIGROUP INC$7.9M0.29%67,438CommonNONE
191216100KOCOCA COLA CO$7.8M0.29%111,928CommonNONE
032654105ADIANALOG DEVICES INC$7.8M0.28%28,632CommonNONE
26441c204Duke Energy Corp$7.7M0.28%65,495CommonNONE
219350105GLWCORNING INC$7.4M0.27%84,587CommonNONE
464287432TLTISHARES TR$7.4M0.27%84,419CommonSOLE
57636q104Mastercard Inc A$7.1M0.26%12,523CommonNONE
375558103GILDGILEAD SCIENCES INC$6.8M0.25%55,496CommonNONE
907818108UNPUNION PAC CORP$6.4M0.23%27,784CommonNONE
92826c839Visa Inc Class A$6.4M0.23%18,228CommonNONE
842587107SOSOUTHERN CO$6.3M0.23%72,003CommonNONE
58933y105Merck & Co Inc$6.3M0.23%59,417CommonNONE
92343v104Verizon Communications Inc$6.2M0.23%152,465CommonNONE
166764100CVXCHEVRON CORP NEW$6.2M0.22%40,366CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.1M0.22%23,743CommonNONE
464289420IWXISHARES TR$6.0M0.22%65,160CommonNONE
046353108AZNNASTRAZENECA PLC$5.7M0.21%62,411CommonNONE
65339f101NextEra Energy Inc$5.7M0.21%71,137CommonNONE
00287y109AbbVie Inc$5.7M0.21%24,946CommonNONE
172908105CTASCINTAS CORP$5.7M0.21%30,163CommonNONE
882508104TXNTEXAS INSTRS INC$5.5M0.20%31,570CommonNONE
040413205ANETARISTA NETWORKS INC$5.5M0.20%41,620CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.4M0.20%18,288CommonNONE
742718109PGPROCTER AND GAMBLE CO$5.3M0.19%37,188CommonNONE
88160r101Tesla Inc$5.0M0.18%11,104CommonNONE
501044101KRKROGER CO$4.9M0.18%78,853CommonNONE
539830109LMTLOCKHEED MARTIN CORP$4.9M0.18%10,178CommonNONE
247361702DALDELTA AIR LINES INC DEL$4.8M0.18%69,660CommonNONE
69608a108Palantir Technologies Inc Cl A$4.8M0.18%27,196CommonNONE
24703l202Dell Technologies Inc Cl C$4.8M0.17%37,824CommonNONE
372460105GPCGENUINE PARTS CO$4.6M0.17%37,091CommonNONE
928254101VIRTVIRTU FINL INC$4.5M0.16%133,850CommonNONE
64110l106Netflix Inc$4.4M0.16%47,330CommonNONE
89417e109Travelers Companies Inc$4.4M0.16%15,162CommonNONE
651639106NEMNEWMONT CORP$4.4M0.16%43,873CommonNONE
87256c101TKO Group Holdings Inc Cl A$4.4M0.16%20,933CommonNONE
718172109PMPHILIP MORRIS INTL INC$4.4M0.16%27,153CommonNONE
46120e602Intuitive Surgical Inc$4.2M0.15%7,489CommonNONE
482480100KLACKLA CORP$4.2M0.15%3,487CommonNONE
90353t100Uber Technologies Inc$3.9M0.14%48,323CommonNONE
278865100ECLECOLAB INC$3.7M0.13%14,022CommonNONE
02209s103Altria Group Inc$3.7M0.13%63,700CommonNONE
40434l105HP Inc$3.6M0.13%161,343CommonNONE
437076102HDHOME DEPOT INC$3.4M0.13%9,957CommonNONE
609207105MDLZMONDELEZ INTL INC$3.4M0.12%63,144CommonNONE
68389x105Oracle Corp$3.4M0.12%17,387CommonNONE
464287572IOOISHARES TR$3.3M0.12%26,355CommonNONE
863667101SYKSTRYKER CORPORATION$3.3M0.12%9,397CommonNONE
03831w108Applovin Corp Cl A$3.3M0.12%4,857CommonNONE
580135101MCDMCDONALDS CORP$3.0M0.11%9,757CommonNONE
418056107HASHASBRO INC$2.9M0.11%35,567CommonNONE
231021106CMICUMMINS INC$2.9M0.11%5,701CommonNONE
67103h107O'Reilly Automotive Inc$2.9M0.10%31,514CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$2.8M0.10%7,431CommonNONE
770700102HOODROBINHOOD MKTS INC$2.8M0.10%24,907CommonNONE
02079k107Alphabet Inc Class C$2.8M0.10%8,844CommonNONE
46429b267iShares US Treasury Bond ETF$2.7M0.10%118,125CommonSOLE
g7997r103Seagate Technology Hldngs PLC$2.7M0.10%9,760CommonNONE
464288620USIGISHARES TR$2.6M0.09%50,138CommonNONE
97717x669WisdomTree US Quality Dividend$2.6M0.09%28,573CommonNONE
29444u700Equinix Inc$2.5M0.09%3,322CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.4M0.09%6,539CommonNONE
052769106ADSKAUTODESK INC$2.3M0.08%7,723CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$2.2M0.08%91,697CommonNONE
92532f100Vertex Pharmaceuticals Inc$2.2M0.08%4,743CommonNONE
438516106HONHONEYWELL INTL INC$2.1M0.08%11,015CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.1M0.08%11,562CommonNONE
22160k105Costco Wholesale Corp$1.9M0.07%2,230CommonNONE
91324p102UnitedHealth Group Inc$1.7M0.06%5,200CommonNONE
79589l106Samsara Inc Cl A$1.7M0.06%47,903CommonNONE
461202103INTUINTUIT$1.7M0.06%2,493CommonNONE
v7780t103Royal Caribbean Group$1.5M0.06%5,492CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.5M0.06%20,610CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$1.5M0.06%1,665CommonNONE
922908553VNQVANGUARD INDEX FDS$1.5M0.05%16,750CommonSOLE
343412102FLRFLUOR CORP NEW$1.5M0.05%37,115CommonNONE
78464a763SPDR S&P Dividend ETF$1.4M0.05%10,103CommonNONE
464287457SHYISHARES TR$1.4M0.05%16,750CommonSOLE
14040h105Capital One Financial Corp$1.3M0.05%5,562CommonNONE
69374h881Pacer US Cash Cows 100 ETF$1.3M0.05%22,220CommonNONE
38141g104Goldman Sachs Group Inc$1.3M0.05%1,444CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.2M0.04%8,575CommonNONE
922475108VEEVVEEVA SYS INC$1.2M0.04%5,414CommonNONE
g54950103Linde PLC$1.2M0.04%2,795CommonNONE
147528103CASYCASEYS GEN STORES INC$1.2M0.04%2,105CommonNONE
03027x100American Tower Corp$1.1M0.04%6,410CommonNONE
98978v103Zoetis Inc Class A$1.1M0.04%8,602CommonNONE
09260d107Blackstone Inc$1.1M0.04%6,912CommonNONE
464287861IEVISHARES TR$1.1M0.04%15,345CommonNONE
78464a474SPDR Portfolio Short Term Cor$1.0M0.04%34,418CommonNONE
464287200IVVISHARES TR$1.0M0.04%1,509CommonNONE
l8681t102Spotify Technology SA$1.0M0.04%1,765CommonNONE
09290d101BlackRock Inc$959,0250.04%896CommonNONE
97717w505WisdomTree US MidCap Dividend$938,3460.03%18,185CommonNONE
92840m102Vistra Corp$903,6090.03%5,601CommonNONE
43300a203Hilton Worldwide Holdings Inc$881,8570.03%3,070CommonNONE
12572q105CME Group Inc Class A$816,7820.03%2,991CommonNONE
988498101YUMYUM BRANDS INC$810,4070.03%5,357CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$796,4590.03%8,353CommonNONE
46434g822iShares MSCI Japan ETF$789,8790.03%9,783CommonNONE
146869102CVNACARVANA CO$787,4890.03%1,866CommonNONE
464287739IYRISHARES TR$785,1080.03%8,362CommonNONE
g8068l108Sharkninja Inc$782,9640.03%6,997CommonNONE
12504l109CBRE Group Inc$707,9580.03%4,403CommonNONE
92206c102Vanguard Short-Term Treasury E$706,6390.03%12,032CommonNONE
98983l108Zurn Elkay Water Solutions Cor$704,1840.03%15,147CommonNONE
92537n108Vertiv Holdings Co Cl A$693,7270.03%4,282CommonNONE
46138e628Invesco KBW Bank ETF$680,0520.02%8,068CommonNONE
46138j791Invesco BulletShares 2026 Corp$672,9300.02%34,377CommonNONE
46137v548Invesco International Div Achi$653,8840.02%29,722CommonNONE
90138f102Twilio Inc A$644,9160.02%4,534CommonNONE
46137v563Invesco High Yield Eq Div Achi$627,8360.02%30,798CommonNONE
773903109ROKROCKWELL AUTOMATION INC$627,1810.02%1,612CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$624,7200.02%4,384CommonNONE
443201108HWMHOWMET AEROSPACE INC$623,6710.02%3,042CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$608,4220.02%1,050CommonNONE
880770102TERTERADYNE INC$607,0040.02%3,136CommonNONE
74762e102Quanta Services Inc$598,9030.02%1,419CommonNONE
237194105DRIDARDEN RESTAURANTS INC$594,3850.02%3,230CommonNONE
05605h100BWX Technologies Inc$573,3100.02%3,317CommonNONE
464288653TLHISHARES TR$571,6900.02%5,623CommonNONE
038222105AMATAPPLIED MATLS INC$565,3780.02%2,200CommonNONE
464287242LQDISHARES TR$533,3200.02%4,840CommonNONE
81369y506Energy Select Sector SPDR ETF$518,0550.02%11,587CommonNONE
464287309IVWISHARES TR$512,0220.02%4,154CommonNONE
077347300BELFBBEL FUSE INC$494,3020.02%2,914CommonNONE
369604301GEGE AEROSPACE$474,3660.02%1,540CommonNONE
244199105DEDEERE & CO$462,8270.02%994CommonNONE
46434v407iShares 0-5 Year High Yield Co$461,7960.02%10,772CommonNONE
464288711JXIISHARES TR$452,4720.02%5,753CommonNONE
92204a884Vanguard Communication Service$446,3170.02%2,305CommonNONE
69374h741Pacer Benchmark Data&Infras RE$431,4330.02%15,064CommonNONE
91307c102United Therapeutics Corp$426,3440.02%875CommonNONE
78464a292SPDR Wells Fargo Preferred St$414,6000.02%13,083CommonNONE
46432f842iShares Core MSCI EAFE ETF$410,8000.01%4,592CommonNONE
78462f103SPDR S&P 500 ETF Trust$392,1040.01%575CommonNONE
17275r102Cisco Systems Inc$390,5420.01%5,070CommonNONE
00724f101Adobe Inc$383,9390.01%1,097CommonNONE
912008109USFDUS FOODS HLDG CORP$370,6500.01%4,921CommonSOLE
60937p106MongoDB Inc Cl A$368,4880.01%878CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$347,3100.01%3,859CommonNONE
235851102DHRDANAHER CORPORATION$317,0540.01%1,385CommonNONE
70450y103PayPal Holdings Inc$313,7920.01%5,375CommonNONE
464288687PFFISHARES TR$309,7860.01%10,006CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$298,2010.01%954CommonNONE
032108664HACKAMPLIFY ETF TR$281,2950.01%3,500CommonNONE
33733e302First Trust Dow Jones Internet$269,1800.01%1,000CommonNONE
629377508NRGNRG ENERGY INC$259,0830.01%1,627CommonNONE
574599106MASMASCO CORP$259,0440.01%4,082CommonNONE
571903202MARMARRIOTT INTL INC NEW$254,3970.01%820CommonNONE
37950e416Global X Social Media ETF$248,4580.01%4,500CommonNONE
747525103QCOMQUALCOMM INC$238,7860.01%1,396CommonNONE
464287689IWVISHARES TR$236,7520.01%612CommonNONE
969457100WMBWILLIAMS COS INC$232,7460.01%3,872CommonSOLE
78468r739SPDR Nuveen Bloomberg ST MunB$224,8330.01%4,685CommonNONE
254687106DISDISNEY WALT CO$222,9890.01%1,960CommonNONE
852234103XYZBLOCK INC$218,7020.01%3,360CommonNONE
464288802SUSAISHARES TR$206,3700.01%1,481CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.