Globalt Investments LLC / Ga Portfolio Holdings by Sector

Globalt Investments LLC / Ga

$2.45 Trillion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology AVGO NVDA TXN ADI MU MPWR QCOM 7 stocks	$54.8 Million 2.35% of portfolio	1	6	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PLTR ADBE IOT PANW HOOD SQ 8 stocks	$45 Million 1.93% of portfolio	3	5	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY AMGN MRK GILD AZN ABBV JNJ 7 stocks	$43.2 Million 1.85% of portfolio	1	6	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC C 4 stocks	$42.6 Million 1.82% of portfolio	1	3	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$30.2 Million 1.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG SPOT 4 stocks	$29.5 Million 1.27% of portfolio	1	3	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CCOI 3 stocks	$22.3 Million 0.96% of portfolio	3	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO NEE 3 stocks	$19.6 Million 0.84% of portfolio	3	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN EMR ROP GGG ROK 5 stocks	$18.5 Million 0.79% of portfolio	1	4	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP COF PYPL 5 stocks	$17.3 Million 0.74% of portfolio	2	3	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$16.9 Million 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI MCD CMG YUM SG 5 stocks	$16.9 Million 0.72% of portfolio	2	3	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK BSX 3 stocks	$16.3 Million 0.7% of portfolio	1	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS VIRT GS 3 stocks	$14.3 Million 0.61% of portfolio	3	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$13.6 Million 0.58% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$13 Million 0.56% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$12.5 Million 0.54% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$10.3 Million 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$9.78 Million 0.42% of portfolio	-	2	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$9.64 Million 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC ORLY CASY 3 stocks	$9.19 Million 0.39% of portfolio	1	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$9.06 Million 0.39% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER ADSK APP DDOG MSTR CRM CDNS 7 stocks	$9 Million 0.39% of portfolio	-	6	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB WMB 2 stocks	$8.93 Million 0.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX ROST 2 stocks	$8.88 Million 0.38% of portfolio	-	2	-	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ DELL 2 stocks	$8.75 Million 0.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$8.04 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$7.97 Million 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$7.43 Million 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$7.21 Million 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$6.76 Million 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC FRPT 2 stocks	$6.02 Million 0.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$5.92 Million 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX AMT 2 stocks	$5.66 Million 0.24% of portfolio	-	2	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$5.46 Million 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$5 Million 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$4.71 Million 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$4.42 Million 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$4.3 Million 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$4.18 Million 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX UTHR 2 stocks	$4 Million 0.17% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$3.97 Million 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT TER 3 stocks	$3.97 Million 0.17% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$3.88 Million 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$3.81 Million 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS CARR 2 stocks	$3.37 Million 0.14% of portfolio	-	2	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$3.27 Million 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$3.11 Million 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$2.58 Million 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$2.28 Million 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV IBM 2 stocks	$2.24 Million 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FLR PWR 2 stocks	$1.91 Million 0.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$1.65 Million 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$1.3 Million 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$1.26 Million 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$961,904 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$832,280 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$809,168 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$798,523 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$709,103 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$487,236 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$474,150 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$463,977 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$441,515 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$411,901 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWF IWD SPTL GLD SPTS SPTI GDX IBTH 59 stocks	$0 72.48% of portfolio	5	47	1	-	0 Calls 0 Puts

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Globalt Investments LLC / Ga Portfolio Holdings by Sector

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