Sponsored

The Analysis of GLOBALT Investments LLC / GA's Holdings & P&L

Currently, GLOBALT Investments LLC / GA holds 202 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in SPTS (+10.1M shares, valued at $295.8M), SPTI (+5.9M shares, valued at $169.8M), SPTL (+5.6M shares, valued at $146.3M); decreased their positions in IWP (-333.7K shares, valued at $42.8M), MU (-14.5K shares, valued at $4.9M), PG (-32.2K shares, valued at $4.7M); initiated new positions in SPTS (+10.1M shares, valued at $295.8M), SPTI (+5.9M shares, valued at $169.8M), SPTL (+5.6M shares, valued at $146.3M).

1M P&L

-1.3B-31.00%

3M P&L

-1.2B-29.45%

HY P&L

-1.2B-29.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.1B

78.6%

2Semiconductors49.8M

1.8%

3Drug Manufacturers - General49.6M

1.8%

Top Industries by Stock Count

1N/A59 stocks

31.6%

2Software - Application8 stocks

4.3%

3Software - Infrastructure7 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR940.6K shares3.77%2026-03-312026-05-15

IWD ISHARES TR1.7M shares3.70%2026-03-312026-05-15

SPTS SPDR SERIES TRUST10.1M sharesnew addition2026-03-312026-05-15

SPTI SPDR SERIES TRUST5.9M sharesnew addition2026-03-312026-05-15

SPTL SPDR SERIES TRUST5.6M sharesnew addition2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR1.7M sharesnew addition2026-03-312026-05-15

IBTH ISHARES TR3.0M sharesnew addition2026-03-312026-05-15

GLD SPDR GOLD TR147.9K sharesnew addition2026-03-312026-05-15

Sponsored

IWM ISHARES TR248.7K shares1.50%2026-03-312026-05-15

IBTO ISHARES TR2.4M sharesnew addition2026-03-312026-05-15

CWI SPDR INDEX SHS FDS1.5M sharesnew addition2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS243.2K shares1.00%2026-03-312026-05-15

SPTB SPDR SERIES TRUST1.7M sharesnew addition2026-03-312026-05-15

GDX VANECK ETF TRUST491.2K sharesnew addition2026-03-312026-05-15

IWS ISHARES TR252.9K shares7.54%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS568.7K sharesnew addition2026-03-312026-05-15

Sponsored

AAPL APPLE INC128.8K shares5.83%2026-03-312026-05-15

ALPHABET INC ALPHABET INC98.4K sharesnew addition2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F503.0K shares4.27%2026-03-312026-05-15

MSFT MICROSOFT CORP71.3K shares1.04%2026-03-312026-05-15

NVDA NVIDIA CORPORATION141.7K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC77.6K sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC114.0K shares13.05%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO65.7K sharesnew addition2026-03-312026-05-15

Sponsored

SLV ISHARES SILVER TR230.4K sharesnew addition2026-03-312026-05-15

WMT WALMART INC111.7K shares10.10%2026-03-312026-05-15

LLY ELI LILLY & CO14.8K shares2.73%2026-03-312026-05-15

EFA ISHARES TR137.7K shares2.91%2026-03-312026-05-15

TJX TJX COS INC NEW83.1K shares-1.54%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON53.6K shares-2.15%2026-03-312026-05-15

GLW CORNING INC94.5K shares11.71%2026-03-312026-05-15

XOM EXXON MOBIL CORP72.9K sharesnew addition2026-03-312026-05-15

Sponsored

META META PLATFORMS INC19.9K sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA CORP230.4K shares-2.30%2026-03-312026-05-15

EEM ISHARES TR190.3K shares0.00%2026-03-312026-05-15

AMGN AMGEN INC28.3K shares9.34%2026-03-312026-05-15

MS MORGAN STANLEY59.1K shares-3.41%2026-03-312026-05-15

T AT&T INC330.4K sharesnew addition2026-03-312026-05-15

ENB ENBRIDGE INC171.1K sharesnew addition2026-03-312026-05-15

WFC WELLS FARGO & CO115.2K shares-4.47%2026-03-312026-05-15

Sponsored

ADI ANALOG DEVICES INC28.0K shares-2.26%2026-03-312026-05-15

ACWX ISHARES TR125.1K shares0.00%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC25.1K shares-36.66%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW63.0K sharesnew addition2026-03-312026-05-15

KO COCA COLA CO107.8K shares-3.69%2026-03-312026-05-15

CVX CHEVRON CORPORATION39.4K shares-2.44%2026-03-312026-05-15

EMR EMERSON ELEC CO61.9K shares-3.07%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC69.7K shares3.29%2026-03-312026-05-15

Sponsored

VZ VERIZON COMMUNICATIONS INC150.4K sharesnew addition2026-03-312026-05-15

GILD GILEAD SCIENCES INC54.0K shares-2.61%2026-03-312026-05-15

WM WASTE MGMT INC DEL32.3K sharesnew addition2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC58.2K sharesnew addition2026-03-312026-05-15

SO SOUTHERN CO69.7K shares-3.23%2026-03-312026-05-15

NEE NEXTERA ENERGY INC70.1K sharesnew addition2026-03-312026-05-15

UNP UNION PAC CORP26.7K shares-3.92%2026-03-312026-05-15

ABT ABBOTT LABORATORIES62.3K shares-10.57%2026-03-312026-05-15

Sponsored

EATON CORP PLC EATON CORP PLC16.8K sharesnew addition2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP9.9K shares-2.67%2026-03-312026-05-15

MA MASTERCARD INCORPORATED12.0K sharesnew addition2026-03-312026-05-15

IWP ISHARES TR46.3K shares-87.82%2026-03-312026-05-15

TXN TEXAS INSTRS INC30.4K shares-3.73%2026-03-312026-05-15

IWX ISHARES TR63.6K shares-2.36%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC29.8K sharesnew addition2026-03-312026-05-15

VIRT VIRTU FINL INC131.3K shares-1.89%2026-03-312026-05-15

Sponsored

V VISA INC18.1K sharesnew addition2026-03-312026-05-15

ABBV ABBVIE INC24.5K sharesnew addition2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC41.7K shares0.16%2026-03-312026-05-15

TLT ISHARES TR57.0K shares-32.47%2026-03-312026-05-15

CTAS CINTAS CORP29.0K shares-3.89%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN22.8K shares-3.77%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC31.6K sharesnew addition2026-03-312026-05-15

YUM YUM BRANDS INC29.2K shares445.36%2026-03-312026-05-15

Sponsored

DAL DELTA AIR LINES INC68.2K shares-2.10%2026-03-312026-05-15

KR KROGER CO61.5K shares-21.98%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC26.5K shares-2.46%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC5.2K sharesnew addition2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS17.8K shares-2.54%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC14.4K sharesnew addition2026-03-312026-05-15

TSLA TESLA INC11.2K sharesnew addition2026-03-312026-05-15

TKO TKO GROUP HOLDINGS INC20.6K sharesnew addition2026-03-312026-05-15

Sponsored

MO ALTRIA GROUP INC62.0K sharesnew addition2026-03-312026-05-15

APA CORPORATION APA CORPORATION93.6K sharesnew addition2026-03-312026-05-15

ORCL ORACLE CORP25.7K sharesnew addition2026-03-312026-05-15

GPC GENUINE PARTS CO35.6K shares-3.91%2026-03-312026-05-15

ECL ECOLAB INC14.1K shares0.29%2026-03-312026-05-15

KLAC KLA CORP2.4K shares-30.74%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC60.6K shares-4.03%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC48.3K sharesnew addition2026-03-312026-05-15

Sponsored

ISRG INTUITIVE SURGICAL INC7.5K sharesnew addition2026-03-312026-05-15

DVN DEVON ENERGY CORP NEW65.6K sharesnew addition2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR136.0K shares48.26%2026-03-312026-05-15

HD HOME DEPOT INC10.0K shares0.44%2026-03-312026-05-15

EQIX EQUINIX INC3.3K sharesnew addition2026-03-312026-05-15

HAS HASBRO INC34.8K shares-2.23%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC7.3K shares-2.35%2026-03-312026-05-15

CMI CUMMINS INC5.6K shares-0.98%2026-03-312026-05-15

Sponsored

NFLX NETFLIX INC.31.4K sharesnew addition2026-03-312026-05-15

HP INC HP INC156.1K sharesnew addition2026-03-312026-05-15

GAP GAP INC123.2K sharesnew addition2026-03-312026-05-15

SYK STRYKER CORPORATION8.9K shares-5.45%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC31.6K sharesnew addition2026-03-312026-05-15

MCD MCDONALDS CORP9.3K shares-4.55%2026-03-312026-05-15

ALPHABET INC ALPHABET INC9.7K sharesnew addition2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.0K sharesnew addition2026-03-312026-05-15

Sponsored

IOO ISHARES TR22.5K shares-14.77%2026-03-312026-05-15

GOVT ISHARES TR118.1K sharesnew addition2026-03-312026-05-15

WELL WELLTOWER INC13.1K sharesnew addition2026-03-312026-05-15

USIG ISHARES TR49.8K shares-0.69%2026-03-312026-05-15

NEM NEWMONT CORP23.5K shares-46.52%2026-03-312026-05-15

HON HONEYWELL INTL INC11.1K shares0.56%2026-03-312026-05-15

DGRW WISDOMTREE TR28.3K sharesnew addition2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION2.2K sharesnew addition2026-03-312026-05-15

Sponsored

VRTX VERTEX PHARMACEUTICALS INC4.8K sharesnew addition2026-03-312026-05-15

AXP AMERICAN EXPRESS CO6.6K shares0.63%2026-03-312026-05-15

ADSK AUTODESK INC7.8K shares1.33%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC11.4K shares-1.12%2026-03-312026-05-15

MPWR MONOLITHIC PWR SYS INC1.6K shares-0.90%2026-03-312026-05-15

FLR FLUOR CORP37.3K shares0.60%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F20.6K shares0.00%2026-03-312026-05-15

CASY CASEYS GEN STORES INC2.1K shares-0.33%2026-03-312026-05-15

Sponsored

IOT SAMSARA INC48.0K sharesnew addition2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP5.5K sharesnew addition2026-03-312026-05-15

VNQ VANGUARD INDEX FDS16.8K shares0.00%2026-03-312026-05-15

SDY SPDR SERIES TRUST10.0K sharesnew addition2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC8.5K sharesnew addition2026-03-312026-05-15

SHY ISHARES TR16.8K shares0.00%2026-03-312026-05-15

COWZ PACER FDS TR22.1K sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC5.0K sharesnew addition2026-03-312026-05-15

Sponsored

FCX FREEPORT MCMORAN INC21.5K sharesnew addition2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS8.5K shares-0.73%2026-03-312026-05-15

APP APPLOVIN CORP3.2K sharesnew addition2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC18.0K shares-27.93%2026-03-312026-05-15

AMT AMERICAN TOWER CORP6.4K sharesnew addition2026-03-312026-05-15

INTU INTUIT2.5K shares1.44%2026-03-312026-05-15

ZTS ZOETIS INC9.2K sharesnew addition2026-03-312026-05-15

VRT VERTIV HOLDINGS CO4.2K sharesnew addition2026-03-312026-05-15

Sponsored

SPSB SPDR SERIES TRUST34.8K sharesnew addition2026-03-312026-05-15

IEV ISHARES TR15.3K shares0.00%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP5.6K sharesnew addition2026-03-312026-05-15

IVV ISHARES TR1.5K shares-3.18%2026-03-312026-05-15

DON WISDOMTREE TR18.1K sharesnew addition2026-03-312026-05-15

TER TERADYNE INC3.1K shares0.00%2026-03-312026-05-15

SPHR SPHERE ENTERTAINMENT CO7.9K sharesnew addition2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC3.1K sharesnew addition2026-03-312026-05-15

Sponsored

VEEV VEEVA SYS INC5.2K shares-4.32%2026-03-312026-05-15

CAT CATERPILLAR INC1.3K sharesnew addition2026-03-312026-05-15

CME CME GROUP INC3.0K sharesnew addition2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC901 sharesnew addition2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A1.8K sharesnew addition2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC7.3K sharesnew addition2026-03-312026-05-15

VST VISTRA CORP5.5K sharesnew addition2026-03-312026-05-15

EWJ ISHARES INC9.8K sharesnew addition2026-03-312026-05-15

Sponsored

ZM ZOOM COMMUNICATIONS INC10.2K sharesnew addition2026-03-312026-05-15

PWR QUANTA SVCS INC1.4K sharesnew addition2026-03-312026-05-15

IYR ISHARES TR8.2K shares-1.40%2026-03-312026-05-15

AMAT APPLIED MATLS INC2.2K shares0.00%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR11.9K sharesnew addition2026-03-312026-05-15

HWM HOWMET AEROSPACE INC3.1K shares3.06%2026-03-312026-05-15

PG PROCTER & GAMBLE CO5.0K shares-86.61%2026-03-312026-05-15

CAH CARDINAL HEALTH INC3.4K sharesnew addition2026-03-312026-05-15

Sponsored

SN SHARKNINJA INC6.7K sharesnew addition2026-03-312026-05-15

BWXT BWX TECHNOLOGIES INC3.4K sharesnew addition2026-03-312026-05-15

ZWS ZURN ELKAY WATER SOLNS CORP15.5K sharesnew addition2026-03-312026-05-15

LYV LIVE NATION ENTERTAINMENT IN4.5K shares2.24%2026-03-312026-05-15

CBRE CBRE GROUP INC5.0K sharesnew addition2026-03-312026-05-15

BSCQ INVESCO EXCH TRD SLF IDX FD34.1K sharesnew addition2026-03-312026-05-15

PEY INVESCO EXCHANGE TRADED FD T30.6K sharesnew addition2026-03-312026-05-15

PID INVESCO EXCHANGE TRADED FD T29.3K sharesnew addition2026-03-312026-05-15

Sponsored

KBWB INVESCO EXCH TRADED FD TR II8.0K sharesnew addition2026-03-312026-05-15

DE DEERE & CO1.1K shares8.95%2026-03-312026-05-15

BELFB BEL FUSE INC3.0K shares3.57%2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC1.7K shares3.10%2026-03-312026-05-15

TLH ISHARES TR5.7K shares0.71%2026-03-312026-05-15

CVNA CARVANA CO1.8K shares-4.50%2026-03-312026-05-15

TWLO TWILIO INC4.4K sharesnew addition2026-03-312026-05-15

LQD ISHARES TR4.9K shares0.54%2026-03-312026-05-15

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.1K shares0.00%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP8.0K shares-4.47%2026-03-312026-05-15

JXI ISHARES TR5.7K shares-0.56%2026-03-312026-05-15

IVW ISHARES TR4.2K shares0.00%2026-03-312026-05-15

SRVR PACER FDS TR15.0K sharesnew addition2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1.6K shares4.03%2026-03-312026-05-15

USFD US FOODS HLDG CORP4.9K shares0.16%2026-03-312026-05-15

SHYG ISHARES TR10.7K sharesnew addition2026-03-312026-05-15

Sponsored

DRI DARDEN RESTAURANTS INC2.2K shares-30.50%2026-03-312026-05-15

IEFA ISHARES TR4.6K sharesnew addition2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL700 sharesnew addition2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T575 sharesnew addition2026-03-312026-05-15

CSCO CISCO SYS INC4.7K sharesnew addition2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS3.8K shares-1.40%2026-03-312026-05-15

PFF ISHARES TR10.1K shares0.70%2026-03-312026-05-15

WMB WILLIAMS COS INC3.9K shares0.18%2026-03-312026-05-15

Sponsored

MAR MARRIOTT INTL INC NEW820 shares0.00%2026-03-312026-05-15

HACK AMPLIFY ETF TR3.5K shares0.00%2026-03-312026-05-15

DHR DANAHER CORP DEL1.4K shares0.00%2026-03-312026-05-15

ADBE ADOBE INC1.0K sharesnew addition2026-03-312026-05-15

PYPL PAYPAL HLDGS INC5.4K sharesnew addition2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC843 shares-11.64%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD1.0K sharesnew addition2026-03-312026-05-15

NRG NRG ENERGY INC1.5K shares-5.22%2026-03-312026-05-15

Sponsored

SHM SPDR SERIES TRUST4.7K sharesnew addition2026-03-312026-05-15

MDB MONGODB INC818 sharesnew addition2026-03-312026-05-15

IWF

ISHARES TR

3.77%

Shares940.6K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

3.70%

Shares1.7M

Event2026-03-31

Filed2026-05-15

SPTS

SPDR SERIES TRUST

New

Shares10.1M

Event2026-03-31

Filed2026-05-15

SPTI

SPDR SERIES TRUST

New

Shares5.9M

Event2026-03-31

Filed2026-05-15

SPTL

SPDR SERIES TRUST

New

Shares5.6M

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

IBTH

ISHARES TR

New

Shares3.0M

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

New

Shares147.9K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

1.50%

Shares248.7K

Event2026-03-31

Filed2026-05-15

IBTO

ISHARES TR

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

CWI

SPDR INDEX SHS FDS

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

1.00%

Shares243.2K

Event2026-03-31

Filed2026-05-15

SPTB

SPDR SERIES TRUST

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

New

Shares491.2K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

7.54%

Shares252.9K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares568.7K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

5.83%

Shares128.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares98.4K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

4.27%

Shares503.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

1.04%

Shares71.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

New

Shares141.7K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

New

Shares77.6K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

13.05%

Shares114.0K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

New

Shares65.7K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

New

Shares230.4K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

10.10%

Shares111.7K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

2.73%

Shares14.8K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

2.91%

Shares137.7K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-1.54%

Shares83.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-2.15%

Shares53.6K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

11.71%

Shares94.5K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

New

Shares72.9K

Event2026-03-31

Filed2026-05-15