Institutional Fund
Globalt Investments LLC / Ga
Atlanta, GACIK 20118915 filings on record
Portfolio Value
$2.80B
Q1 2026
Holdings
202
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+2.4%
from $2.74B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.3%
- Ishares Tr13.3%
- Spdr Series Trust10.5%
- Spdr Series Trust6.1%
- Spdr Series Trust5.2%
- Select Sector Spdr Tr2.8%
- Other47.7%
Portfolio Holdings
202 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 940.6K | $401.06M | 14.3% | +34.2K | Added |
| 2 | Ishares Tr | 1.75M | $373.73M | 13.3% | +62.4K | Added |
| 3 | Spdr Series Trust | 10.14M | $295.78M | 10.5% | +5.70M | Added |
| 4 | Spdr Series Trust | 5.92M | $169.79M | 6.1% | +302.6K | Added |
| 5 | Spdr Series Trust | 5.56M | $146.33M | 5.2% | +487.6K | Added |
| 6 | Select Sector Spdr Tr | 1.73M | $79.53M | 2.8% | +57.2K | Added |
| 7 | Ishares Tr | 3.00M | $67.25M | 2.4% | +168.4K | Added |
| 8 | Spdr Gold Tr | 147.9K | $63.63M | 2.3% | −62.8K | Reduced |
| 9 | Ishares Tr | 248.7K | $61.69M | 2.2% | +3.7K | Added |
| 10 | Ishares Tr | 2.41M | $58.81M | 2.1% | +146.6K | Added |
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