GLOBALT Investments LLC / GA
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,965,152
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 213 | 2,965,152 | 13F-HR | GLOBALT Investments LLC / GA |
| Q1 2026 | 5/15/2026 | 202 | 2,804,166 | 13F-HR | GLOBALT Investments LLC / GA |
| Q4 2025 | 2/6/2026 | 204 | 2,739,539 | 13F-HR | GLOBALT Investments LLC / GA |
| Q3 2025 | 10/14/2025 | 207 | 2,738,413 | 13F-HR | GLOBALT Investments LLC / GA |
| Q2 2025 | 7/31/2025 | 205 | 2,609,401 | 13F-HR | GLOBALT Investments LLC / GA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 757.1 K | 25.5% | 66.21 K | 0 | 66.21 K |
| ETFs | 2.085 M | 70.3% | 97.92 K | 0 | 97.92 K |
| Debt | 122.9 K | 4.1% | 0 | 3.14 K | -3.14 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
2,965,152
Holdings
213
QoQ value change ($000)
160,986
(5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.