StockDriftsStockDriftsTop 50 GLOBALT Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 15.33% | 3.66M | $454.4M | -2.73%(-102.67K) | $71.52(+75.17%) | 2026-06-30 | |
| IWD | ISHARES TR | 14.03% | 1.72M | $415.9M | -1.91%(-33.41K) | $160.47(+61.05%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 9.81% | 10.03M | $290.9M | -1.07%(-108.62K) | $29.15(-0.75%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 5.6% | 5.85M | $166.0M | -1.32%(-78.03K) | $28.40(-1.09%) | 2026-06-30 | |
| SPTL | SPDR SERIES TRUST | 4.97% | 5.62M | $147.3M | +0.96%(+53.55K) | $27.51(-8.52%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 2.67% | 1.75M | $79.2M | +0.77%(+13.30K) | $41.55(+4.40%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.47% | 243.5K | $73.2M | -2.09%(-5.20K) | $190.74(+58.01%) | 2026-06-30 | |
| IBTH | ISHARES TR | 2.22% | 2.94M | $65.8M | -1.84%(-55.27K) | $22.14(+0.91%) | 2026-06-30 | |
| CWI | SPDR INDEX SHS FDS | 1.99% | 1.45M | $59.0M | -1.79%(-26.49K) | $26.41(+56.63%) | 2026-06-30 | |
| IBTO | ISHARES TR | 1.93% | 2.37M | $57.1M | -1.89%(-45.64K) | $24.38(-2.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +50.92% |
GLOBALT Investments LLC reports $2.97B in US-listed equity holdings across 213 positions in its most recent 13F filing. Its largest disclosed positions are IWF (15.3%), IWD (14.0%) and SPTS (9.8%). The top 20 holdings account for 74.47% of reported assets. Its disclosed equity book has returned +44.02% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from GLOBALT Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011891). View GLOBALT Investments LLC’s 13F filings on SEC