GLOBALT Investments LLC / GA

CIK 2011891 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $2.8B
every reported holding for this filer and quarter, including ones with no disclosed value: 202
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 10
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 12

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: RUS 1000 GRW ETF · position key `pos:11528` · issuer key `iss:1012`	ADD	−$27.9M	+34,213	$429M	$401M	906,369	940,582
—	share class as filed: RUS 1000 VAL ETF · position key `pos:17700` · issuer key `iss:1012`	ADD	+$19.0M	+62,425	$355M	$374M	1,686,679	1,749,104
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:8b57560043266bcb6e19f900348f25bb` · issuer key `iss:2452`	ADD	+$166M	+5,697,783	$130M	$296M	4,438,690	10,136,473
—	share class as filed: STATE STREET SPD · position key `pos:13453` · issuer key `iss:1602`	ADD	+$7.7M	+302,580	$162M	$170M	5,621,794	5,924,374
—	share class as filed: STATE STREET SPD · position key `pos:11486` · issuer key `iss:1602`	ADD	+$12.0M	+487,584	$134M	$146M	5,076,403	5,563,987
—	share class as filed: STATE STREET UTI · position key `pos:17300` · issuer key `iss:2454`	ADD	+$8.0M	+57,201	$71.5M	$79.5M	1,675,946	1,733,147
—	share class as filed: IBONDS 27 TRM TS · position key `sid:sec:prov:be332591a56bef4dbf18730507a4b1e6` · issuer key `iss:2406`	ADD	+$3.7M	+168,385	$63.6M	$67.3M	2,829,992	2,998,377
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: GOLD SHS · position key `pos:11237` · issuer key `iss:1601`	TRIM	−$19.8M	−62,753	$83.5M	$63.6M	210,630	147,877
—	share class as filed: RUSSELL 2000 ETF · position key `pos:15702` · issuer key `iss:1012`	ADD	+$1.4M	+3,675	$60.3M	$61.7M	245,055	248,730
—	share class as filed: IBONDS DEC 2033 · position key `sid:sec:prov:aa36156971019a93846bdc7558bbef47` · issuer key `iss:2406`	ADD	+$3.2M	+146,569	$55.6M	$58.8M	2,264,703	2,411,272
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:8a3b57c1d13025d1fc6662f161007e27` · issuer key `cusip6:78463X`	ADD	+$3.3M	+64,182	$50.7M	$54.0M	1,412,173	1,476,355
—	share class as filed: DIV APP ETF · position key `pos:16249` · issuer key `iss:2476`	ADD	−$621K	+2,399	$52.9M	$52.3M	240,847	243,246
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:9d2eaf5d7559daa040783c250d699d49` · issuer key `iss:2452`	ADD	+$2.8M	+99,144	$47.5M	$50.2M	1,560,315	1,659,459
—	share class as filed: GOLD MINERS ETF · position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `iss:2474`	TRIM	−$15.6M	−215,800	$60.6M	$45.1M	707,035	491,235
—	share class as filed: RUS MDCP VAL ETF · position key `pos:12325` · issuer key `iss:1012`	ADD	+$3.7M	+17,725	$33.2M	$36.9M	235,182	252,907
—	share class as filed: INTER TERM TREAS · position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `iss:2482`	ADD	+$1.8M	+33,541	$32.1M	$33.9M	535,142	568,683
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	−$399K	+7,093	$33.1M	$32.7M	121,708	128,801
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	ADD	−$1.7M	+2,582	$30.0M	$28.3M	95,806	98,388
—	share class as filed: FTSE EMR MKT ETF · position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `iss:2480`	ADD	+$1.3M	+20,592	$25.9M	$27.2M	482,448	503,040
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	ADD	−$7.7M	+732	$34.1M	$26.4M	70,546	71,278

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 19

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: MSCI EMG MKT ETF · position key `pos:13160` · issuer key `iss:1012`	NO CHANGE	+$396K	$10.4M	$10.8M	190,315	190,315
—	share class as filed: MSCI ACWI EX US · position key `pos:14924` · issuer key `iss:1013`	NO CHANGE	+$168K	$8.4M	$8.6M	125,055	125,055
—	share class as filed: US TREAS BD ETF · position key `sid:sec:prov:b01efafd9c52181221003a3f82558332` · issuer key `cusip6:46429B`	NO CHANGE	−$13.6K	$2.7M	$2.7M	118,125	118,125
—	share class as filed: ALLWRLD EX US · position key `pos:13994` · issuer key `iss:2480`	NO CHANGE	+$31.7K	$1.5M	$1.5M	20,610	20,610
—	share class as filed: REAL ESTATE ETF · position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `iss:2483`	NO CHANGE	+$3.5K	$1.5M	$1.5M	16,750	16,750
—	share class as filed: 1 3 YR TREAS BD · position key `pos:13422` · issuer key `iss:1012`	NO CHANGE	−$4.2K	$1.4M	$1.4M	16,750	16,750
—	share class as filed: EUROPE ETF · position key `pos:16608` · issuer key `iss:1012`	NO CHANGE	−$10.1K	$1.1M	$1.0M	15,345	15,345
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15327` · issuer key `iss:1780`	NO CHANGE	+$323K	$607K	$930K	3,136	3,136
—	share class as filed: MSCI JAPAN ETF · position key `pos:12799` · issuer key `iss:1016`	NO CHANGE	+$36.2K	$790K	$826K	9,783	9,783
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14157` · issuer key `iss:149`	NO CHANGE	+$187K	$565K	$752K	2,200	2,200
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15125` · issuer key `iss:1798`	NO CHANGE	−$92.3K	$608K	$516K	1,050	1,050
—	share class as filed: S&P 500 GRWT ETF · position key `pos:13746` · issuer key `iss:1012`	NO CHANGE	−$42.2K	$512K	$470K	4,154	4,154
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	NO CHANGE	+$4.9K	$411K	$416K	4,592	4,592
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	NO CHANGE	−$18.2K	$392K	$374K	575	575
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:13801` · issuer key `iss:1188`	NO CHANGE	+$13.8K	$254K	$268K	820	820
—	share class as filed: AMPLIFY CYBERSEC · position key `sid:sec:prov:8ecf65dacacc11c10d104b59c104c1ae` · issuer key `iss:2339`	NO CHANGE	−$18.5K	$281K	$263K	3,500	3,500
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15144` · issuer key `iss:556`	NO CHANGE	−$54.5K	$317K	$263K	1,385	1,385
—	share class as filed: DJ INTERNT IDX · position key `sid:sec:prov:52224165749a7cd51f969efbfcab8cf8` · issuer key `iss:2380`	NO CHANGE	−$35.2K	$269K	$234K	1,000	1,000
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:f5c263e782979fbc9c5b401d4d1d072b` · issuer key `iss:2452`	NO CHANGE	−$749	$225K	$224K	4,685	4,685

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

172 issuers · 202 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

15 positions · 15 reported rows

Rows GLOBALT Investments LLC / GA reported for ISHARES TR, as it reported them
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$401M	940,582
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$374M	1,749,104
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$61.7M	248,730
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$36.9M	252,907
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$13.4M	137,745
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$10.8M	190,315
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$5.9M	46,275
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$4.9M	57,005
ISHARES TR · GLOBAL 100 ETF CUSIP — src ↗	$2.7M	22,463
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$1.4M	16,750
ISHARES TR · EUROPE ETF CUSIP — src ↗	$1.0M	15,345
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$954K	1,461
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$780K	8,245
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$530K	4,866
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$470K	4,154

ticker not yet mapped

$916M

3,695,947

32.7%

—

SPDR SERIES TRUST

3 positions · 3 reported rows

Rows GLOBALT Investments LLC / GA reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R101 src ↗	$296M	10,136,473
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R457 src ↗	$50.2M	1,659,459
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R739 src ↗	$224K	4,685

ticker not yet mapped

$346M

11,800,617

12.3%

—

SPDR SERIES TRUST

4 positions · 4 reported rows

Rows GLOBALT Investments LLC / GA reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$170M	5,924,374
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$146M	5,563,987
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.5M	10,035
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.0M	34,768

ticker not yet mapped

$319M

11,533,164

11.4%

—

ISHARES TR

2 positions · 2 reported rows

Rows GLOBALT Investments LLC / GA reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$67.3M	2,998,377
ISHARES TR · IBONDS DEC 2033 CUSIP 46436E148 src ↗	$58.8M	2,411,272

ticker not yet mapped

$126M

5,409,649

4.5%

—

SELECT SECTOR SPDR TR

2 positions · 2 reported rows

Rows GLOBALT Investments LLC / GA reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$79.5M	1,733,147
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$729K	11,901

ticker not yet mapped

$80.3M

1,745,048

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$63.6M

147,877

2.3%

—

SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X848
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$54.0M

1,476,355

1.9%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$52.3M

243,246

1.9%

—

VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$45.1M

491,235

1.6%

—

VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$33.9M

568,683

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$32.7M

128,801

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows GLOBALT Investments LLC / GA reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$28.3M	98,388
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$2.8M	9,749

$31.1M

108,137

1.1%

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows GLOBALT Investments LLC / GA reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$27.2M	503,040
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$1.5M	20,610

ticker not yet mapped

$28.7M

523,650

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$26.4M

71,278

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.7M

141,671

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.0M

77,554

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$23.7M

114,011

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.3M

65,655

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES SILVER TR · ISHARES CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$15.7M

230,378

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.9M

111,657

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.6M

14,815

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.3M

83,086

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.1M

53,610

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.8M

94,494

0.5%

—

ISHARES TR

5 positions · 5 reported rows

Rows GLOBALT Investments LLC / GA reported for ISHARES TR, as it reported them
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$8.6M	125,055
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$2.6M	49,793
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$570K	5,663
ISHARES TR · GLOB UTILITS ETF CUSIP — src ↗	$494K	5,721
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$306K	10,076

ticker not yet mapped

$12.5M

196,308

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.4M

72,918

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.4M

19,936

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.2M

230,352

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.0M

28,345

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.7M

59,057

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.6M

330,398

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENBRIDGE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.3M

171,131

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.2M

115,180

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.9M

27,986

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.5M

25,122

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUKE ENERGY CORP NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.3M

63,024

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.2M

107,793

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.1M

39,383

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.1M

61,940

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.9M

69,660

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.5M

150,386

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.5M

54,046

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.4M

32,308

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.0M

58,226

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.7M

69,675

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.5M

70,123

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.5M

26,696

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.4M

62,329

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.0M

16,782

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.0M

9,906

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$6.0M

11,977

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.9M

30,391

0.2%

—

ISHARES TR · RUS TP200 VL ETF CUSIP 464289420
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$5.9M

63,624

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.9M

29,788

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VIRTU FINL INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.8M

131,326

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.5M

18,147

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.3M

24,461

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.1M

41,685

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINTAS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.9M

28,991

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.6M

22,847

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.6M

31,649

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

YUM BRANDS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

29,215

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELTA AIR LINES INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

68,195

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.5M

61,522

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.4M

26,486

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.4M

5,165

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.3M

17,824

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRAVELERS COMPANIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

14,394

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

11,191

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TKO GROUP HOLDINGS INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

20,586

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.1M

61,979

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.0M

93,581

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.8M

25,730

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENUINE PARTS CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.8M

35,640

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.7M

14,063

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.6M

2,415

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.5M

60,598

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.5M

48,265

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.5M

7,499

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEVON ENERGY CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

65,603

0.1%

—

SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$3.3M

135,954

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

10,001

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQUINIX INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

3,337

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HASBRO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

34,774

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOTOROLA SOLUTIONS INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.1M

7,256

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

5,645

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

31,360

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

156,083

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GAP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.0M

123,166

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.9M

8,885

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OREILLY AUTOMOTIVE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.9M

31,620

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.9M

9,313

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.8M

7,044

0.1%

—

ISHARES TR · US TREAS BD ETF CUSIP 46429B267
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$2.7M

118,125

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.6M

13,126

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.5M

23,465

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.5M

11,077

0.1%

—

WISDOMTREE TR · US QTLY DIV GRT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$2.5M

28,262

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.2M

2,214

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$2.1M

4,773

0.1%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 78.9%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 614 bpsabove median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 202 / 202median book 97.5 positions

214 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open GLOBALT Investments LLC / GA's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.