GLOBALT Investments LLC / GA holds a focused book of 202 stocks worth $2.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed SPDR Gold Shares. Their largest long position is Ishares Russell 1000 Growth at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011891/holdings"
Use Arkolith to show GLOBALT Investments LLC / GA's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 GRW ETF | $401.1M | 940.6K | 14.3% | ▲+3.8% Added · +34K sh | |
| 2 | Ishares TR RUS 1000 VAL ETF | $373.7M | 1.75M | 13.3% | ▲+3.7% Added · +62K sh | |
| 3 | SPDR Series Trust STATE STREET SPD | $295.8M | 10.14M | 10.5% | ▲+128% Added · +5.7M sh | |
| 4 | SPDR Series Trust STATE STREET SPD | $169.8M | 5.92M | 6.1% | ▲+5.4% Added · +303K sh | |
| 5 | SPDR Series Trust STATE STREET SPD | $146.3M | 5.56M | 5.2% | ▲+9.6% Added · +488K sh | |
| 6 | Select Sector SPDR TR STATE STREET UTI | $79.5M | 1.73M | 2.8% | ▲+3.4% Added · +57K sh | |
| 7 | Ishares TR IBONDS 27 TRM TS | $67.3M | 3.00M | 2.4% | ▲+6.0% Added · +168K sh | |
| 8 | SPDR Gold TR GOLD SHS | $63.6M | 147.9K | 2.3% | ▼−30% Reduced · −63K sh | |
| 9 | Ishares TR RUSSELL 2000 ETF | $61.7M | 248.7K | 2.2% | ▲+1.5% Added · +4K sh | |
| 10 | Ishares TR IBONDS DEC 2033 | $58.8M | 2.41M | 2.1% | ▲+6.5% Added · +147K sh | |
| 11 | SPDR Index SHS FDS STATE STREET SPD | $54.0M | 1.48M | 1.9% | ▲+4.5% Added · +64K sh | |
| 12 | Vanguard Specialized Funds DIV APP ETF | $52.3M | 243.2K | 1.9% | ▲+1.0% Added · +2K sh | |
| 13 | SPDR Series Trust STATE STREET SPD | $50.2M | 1.66M | 1.8% | ▲+6.3% Added · +99K sh | |
| 14 | Vaneck ETF Trust GOLD MINERS ETF | $45.1M | 491.2K | 1.6% | ▼−31% Reduced · −216K sh | |
| 15 | Ishares TR RUS MDCP VAL ETF | $36.9M | 252.9K | 1.3% | ▲+7.5% Added · +18K sh | |
| 16 | Vanguard Scottsdale FDS INTER TERM TREAS | $33.9M | 568.7K | 1.2% | ▲+6.3% Added · +34K sh | |
| 17 | Apple Inc COM | $32.7M | 128.8K | 1.2% | ▲+5.8% Added · +7K sh | |
| 18 | Alphabet Inc CAP STK CL A | $28.3M | 98.4K | 1.0% | ▲+2.7% Added · +3K sh | |
| 19 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $27.2M | 503.0K | 1.0% | ▲+4.3% Added · +21K sh | |
| 20 | Microsoft Corp COM | $26.4M | 71.3K | 0.9% | ▲+1.0% Added · +732 sh | |
| 21 | Nvidia Corporation COM | $24.7M | 141.7K | 0.9% | ▲+1.1% Added · +2K sh | |
| 22 | Broadcom Inc COM | $24.0M | 77.6K | 0.9% | ▼−12% Reduced · −10K sh | |
| 23 | Amazon Com Inc COM | $23.7M | 114.0K | 0.8% | ▲+13% Added · +13K sh | |
| 24 | JPMorgan Chase & Co COM | $19.3M | 65.7K | 0.7% | ▼−3.5% Reduced · −2K sh | |
| 25 | Ishares Silver TR ISHARES | $15.7M | 230.4K | 0.6% | ▼−74% Reduced · −657K sh | |
| 26 | Walmart Inc COM | $13.9M | 111.7K | 0.5% | ▲+10% Added · +10K sh | |
| 27 | Eli Lilly & Co COM | $13.6M | 14.8K | 0.5% | ▲+2.7% Added · +394 sh | |
| 28 | Ishares TR MSCI EAFE ETF | $13.4M | 137.7K | 0.5% | ▲+2.9% Added · +4K sh | |
| 29 | TJX Cos Inc New COM | $13.3M | 83.1K | 0.5% | ▼−1.5% Reduced · −1K sh | |
| 30 | Johnson & Johnson COM | $13.1M | 53.6K | 0.5% | ▼−2.1% Reduced · −1K sh | |
| 31 | Corning Inc COM | $12.8M | 94.5K | 0.5% | ▲+12% Added · +10K sh | |
| 32 | Exxon Mobil Corp COM | $12.4M | 72.9K | 0.4% | ▼−2.2% Reduced · −2K sh | |
| 33 | Meta Platforms Inc CL A | $11.4M | 19.9K | 0.4% | ▲+0.3% Added · +70 sh | |
| 34 | Bank America Corp COM | $11.2M | 230.4K | 0.4% | ▼−2.3% Reduced · −5K sh | |
| 35 | Ishares TR MSCI EMG MKT ETF | $10.8M | 190.3K | 0.4% | —Held | |
| 36 | Amgen Inc COM | $10.0M | 28.3K | 0.4% | ▲+9.3% Added · +2K sh | |
| 37 | Morgan Stanley COM NEW | $9.7M | 59.1K | 0.3% | ▼−3.4% Reduced · −2K sh | |
| 38 | AT&T Inc COM | $9.6M | 330.4K | 0.3% | ▼−11% Reduced · −39K sh | |
| 39 | Enbridge Inc COM | $9.3M | 171.1K | 0.3% | ▼−2.6% Reduced · −5K sh | |
| 40 | Wells Fargo & Co COM | $9.2M | 115.2K | 0.3% | ▼−4.5% Reduced · −5K sh | |
| 41 | Analog Devices Inc COM | $8.9M | 28.0K | 0.3% | ▼−2.3% Reduced · −646 sh | |
| 42 | Ishares TR MSCI ACWI EX US | $8.6M | 125.1K | 0.3% | —Held | |
| 43 | Micron Technology Inc COM | $8.5M | 25.1K | 0.3% | ▼−37% Reduced · −15K sh | |
| 44 | Duke Energy Corp New COM NEW | $8.3M | 63.0K | 0.3% | ▼−3.8% Reduced · −2K sh | |
| 45 | Coca Cola Co COM | $8.2M | 107.8K | 0.3% | ▼−3.7% Reduced · −4K sh | |
| 46 | Chevron Corporation COM | $8.1M | 39.4K | 0.3% | ▼−2.4% Reduced · −983 sh | |
| 47 | Emerson Elec Co COM | $8.1M | 61.9K | 0.3% | ▼−3.1% Reduced · −2K sh | |
| 48 | Citigroup Inc COM NEW | $7.9M | 69.7K | 0.3% | ▲+3.3% Added · +2K sh | |
| 49 | Verizon Communications Inc COM | $7.5M | 150.4K | 0.3% | ▼−1.4% Reduced · −2K sh | |
| 50 | Gilead Sciences Inc COM | $7.5M | 54.0K | 0.3% | ▼−2.6% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 202 | $2.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 204 | $2.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 207 | $2.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 205 | $2.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 202 | $2.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 202 | $2.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 201 | $2.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 204 | $2.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 204 | $2.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 20, 2024 | 206 | $2.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.