Globalt Investments Llc / Ga
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.80B
Q ending 2026-03-31
Prior quarter
$2.74B
Q ending 2025-12-31
Change
+2.4% QoQ · +14.6% YoY
Positions
202
reported holdings
Largest positions
Top 100 of 202 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IWF | Shares | $401.1M | 941K |
| Ishares Tr | IWD | Shares | $373.7M | 1.7M |
| Spdr Series Trust | SPTS | Shares | $295.8M | 10.1M |
| Spdr Series Trust | SPTI | Shares | $169.8M | 5.9M |
| Spdr Series Trust | SPTL | Shares | $146.3M | 5.6M |
| Select Sector Spdr Tr | XLU | Shares | $79.5M | 1.7M |
| Ishares Tr | IBTH | Shares | $67.3M | 3.0M |
| Spdr Gold Tr | GLD | Shares | $63.6M | 148K |
| Ishares Tr | IWM | Shares | $61.7M | 249K |
| Ishares Tr | IBTO | Shares | $58.8M | 2.4M |
| Spdr Index Shs Fds | CWI | Shares | $54.0M | 1.5M |
| Vanguard Specialized Funds | VIG | Shares | $52.3M | 243K |
| Spdr Series Trust | SPTB | Shares | $50.2M | 1.7M |
| Vaneck Etf Trust | GDX | Shares | $45.1M | 491K |
| Ishares Tr | IWS | Shares | $36.9M | 253K |
| Vanguard Scottsdale Fds | VGIT | Shares | $33.9M | 569K |
| Apple Inc | AAPL | Shares | $32.7M | 129K |
| Alphabet Inc | GOOGL | Shares | $28.3M | 98K |
| Vanguard Intl Equity Index F | VWO | Shares | $27.2M | 503K |
| Microsoft Corp | MSFT | Shares | $26.4M | 71K |
| Nvidia Corporation | NVDA | Shares | $24.7M | 142K |
| Broadcom Inc | AVGO | Shares | $24.0M | 78K |
| Amazon Com Inc | AMZN | Shares | $23.7M | 114K |
| Jpmorgan Chase & Co | JPM | Shares | $19.3M | 66K |
| Ishares Silver Tr | SLV | Shares | $15.7M | 230K |
| Walmart Inc | WMT | Shares | $13.9M | 112K |
| Eli Lilly & Co | LLY | Shares | $13.6M | 15K |
| Ishares Tr | EFA | Shares | $13.4M | 138K |
| Tjx Cos Inc New | TJX | Shares | $13.3M | 83K |
| Johnson & Johnson | JNJ | Shares | $13.1M | 54K |
| Corning Inc | GLW | Shares | $12.8M | 94K |
| Exxon Mobil Corp | XOM | Shares | $12.4M | 73K |
| Meta Platforms Inc | META | Shares | $11.4M | 20K |
| Bank America Corp | BAC | Shares | $11.2M | 230K |
| Ishares Tr | EEM | Shares | $10.8M | 190K |
| Amgen Inc | AMGN | Shares | $10.0M | 28K |
| Morgan Stanley | MS | Shares | $9.7M | 59K |
| At&T Inc | T | Shares | $9.6M | 330K |
| Enbridge Inc | ENB | Shares | $9.3M | 171K |
| Wells Fargo & Co | WFC | Shares | $9.2M | 115K |
| Analog Devices Inc | ADI | Shares | $8.9M | 28K |
| Ishares Tr | ACWX | Shares | $8.6M | 125K |
| Micron Technology Inc | MU | Shares | $8.5M | 25K |
| Duke Energy Corp New | DUK | Shares | $8.3M | 63K |
| Coca Cola Co | KO | Shares | $8.2M | 108K |
| Chevron Corporation | CVX | Shares | $8.1M | 39K |
| Emerson Elec Co | EMR | Shares | $8.1M | 62K |
| Citigroup Inc | C | Shares | $7.9M | 70K |
| Verizon Communications Inc | VZ | Shares | $7.5M | 150K |
| Gilead Sciences Inc | GILD | Shares | $7.5M | 54K |
| Waste Mgmt Inc Del | WM | Shares | $7.4M | 32K |
| Merck & Co Inc | MRK | Shares | $7.0M | 58K |
| Southern Co | SO | Shares | $6.7M | 70K |
| Nextera Energy Inc | NEE | Shares | $6.5M | 70K |
| Union Pac Corp | UNP | Shares | $6.5M | 27K |
| Abbott Laboratories | ABT | Shares | $6.4M | 62K |
| Eaton Corp Plc | Shares | $6.0M | 17K | |
| Lockheed Martin Corp | LMT | Shares | $6.0M | 10K |
| Mastercard Incorporated | MA | Shares | $6.0M | 12K |
| Ishares Tr | IWP | Shares | $5.9M | 46K |
| Texas Instrs Inc | TXN | Shares | $5.9M | 30K |
| Ishares Tr | IWX | Shares | $5.9M | 64K |
| Astrazeneca Plc | Shares | $5.9M | 30K | |
| Virtu Finl Inc | VIRT | Shares | $5.8M | 131K |
| Visa Inc | V | Shares | $5.5M | 18K |
| Abbvie Inc | ABBV | Shares | $5.3M | 24K |
| Arista Networks Inc | ANET | Shares | $5.1M | 42K |
| Ishares Tr | TLT | Shares | $4.9M | 57K |
| Cintas Corp | CTAS | Shares | $4.9M | 29K |
| Automatic Data Processing In | ADP | Shares | $4.6M | 23K |
| Palantir Technologies Inc | PLTR | Shares | $4.6M | 32K |
| Yum Brands Inc | YUM | Shares | $4.5M | 29K |
| Delta Air Lines Inc | DAL | Shares | $4.5M | 68K |
| Kroger Co | KR | Shares | $4.5M | 62K |
| Philip Morris Intl Inc | PM | Shares | $4.4M | 26K |
| Goldman Sachs Group Inc | GS | Shares | $4.4M | 5K |
| International Business Machs | IBM | Shares | $4.3M | 18K |
| Travelers Companies Inc | TRV | Shares | $4.2M | 14K |
| Tesla Inc | TSLA | Shares | $4.2M | 11K |
| Tko Group Holdings Inc | TKO | Shares | $4.2M | 21K |
| Altria Group Inc | MO | Shares | $4.1M | 62K |
| Apa Corporation | APA | Shares | $4.0M | 94K |
| Oracle Corp | ORCL | Shares | $3.8M | 26K |
| Genuine Parts Co | GPC | Shares | $3.8M | 36K |
| Ecolab Inc | ECL | Shares | $3.7M | 14K |
| Kla Corp | KLAC | Shares | $3.6M | 2K |
| Mondelez Intl Inc | MDLZ | Shares | $3.5M | 61K |
| Uber Technologies Inc | UBER | Shares | $3.5M | 48K |
| Intuitive Surgical Inc | ISRG | Shares | $3.5M | 7K |
| Devon Energy Corp New | DVN | Shares | $3.3M | 66K |
| Schwab Strategic Tr | SCHO | Shares | $3.3M | 136K |
| Home Depot Inc | HD | Shares | $3.3M | 10K |
| Equinix Inc | EQIX | Shares | $3.3M | 3K |
| Hasbro Inc | HAS | Shares | $3.3M | 35K |
| Motorola Solutions Inc | MSI | Shares | $3.1M | 7K |
| Cummins Inc | CMI | Shares | $3.0M | 6K |
| Netflix Inc. | NFLX | Shares | $3.0M | 31K |
| Hp Inc | HPQ | Shares | $3.0M | 156K |
| Gap Inc | GAP | Shares | $3.0M | 123K |
| Stryker Corporation | SYK | Shares | $2.9M | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.