GLOBALT Investments LLC / GA
GLOBALT Investments LLC / GA reported 212 stocks worth $2.9B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are IWF (15.4%), IWD (14.3%) and SPTS (9.7%). Compared with Q2 2026, the fund opened new positions in XOM and F, added to GLD, GDX and AAPL, trimmed IWF, IWD and SPTS and sold out of XOM, GAP and PG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWF Ishares TR | $447M | 15.4% | 3.6M | −92K (−3%) | 8 of 8 | |
| 2 |  IWD Ishares TR | $415M | 14.3% | 1.7M | −44K (−3%) | 8 of 8 | |
| 3 |  SPTS Spdr Series Trust | $283M | 9.7% | 9.9M | −160K (−2%) | 8 of 8 | |
| 4 |  SPTI Spdr Series Trust | $156M | 5.4% | 5.7M | −121K (−2%) | 8 of 8 | |
| 5 |  SPTL Spdr Series Trust | $131M | 4.5% | 5.5M | −131K (−2%) | 8 of 8 | |
| 6 |  GLD Spdr Gold TR | $78.3M | 2.7% | 206K | +59K (+40%) | 8 of 8 | |
| 7 |  XLU Select Sector Spdr TR | $67M | 2.3% | 1.7M | −48K (−3%) | 6 of 8 | |
| 8 |  IWM Ishares TR | $65.5M | 2.3% | 236K | −7,926 (−3%) | 8 of 8 | |
| 9 |  IBTH Ishares TR | $64.3M | 2.2% | 2.9M | −61K (−2%) | 8 of 8 | |
| 10 |  GDX Vaneck ETF Trust | $61.1M | 2.1% | 696K | +212K (+44%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $9.8M | 72K |
 GAP Gap Inc | $2.3M | 126K |
 PG Procter & Gamble Co | $607K | 4,137 |
 CDNS Cadence Design System Inc | $316K | 843 |
 NRG Nrg Energy Inc | $226K | 1,546 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →GLOBALT Investments LLC / GA 13F FAQ
What does GLOBALT Investments LLC / GA own?
GLOBALT Investments LLC / GA reported 212 stocks worth $2.9B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are IWF (15.4%), IWD (14.3%) and SPTS (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did GLOBALT Investments LLC / GA buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 15 added to, 177 trimmed and 8 sold out. New positions include XOM and F. It sold all of XOM, GAP and PG.
When will GLOBALT Investments LLC / GA file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is GLOBALT Investments LLC / GA's portfolio worth?
The Q3 2026 filing reports $2.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.