Globalt Investments LLC / Ga Portfolio Holdings by Sector

Globalt Investments LLC / Ga

$2.74 Trillion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology AVGO NVDA MU ADI TXN MPWR QCOM 7 stocks	$81.3 Million 3.1% of portfolio	-	6	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PLTR HOOD PANW IOT ADBE SQ 10 stocks	$58.8 Million 2.25% of portfolio	2	8	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC C 4 stocks	$50.7 Million 1.94% of portfolio	1	3	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY ABBV AMGN GILD MRK AZN 7 stocks	$47.1 Million 1.8% of portfolio	1	6	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG SPOT TWLO 5 stocks	$40.4 Million 1.54% of portfolio	1	4	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$32 Million 1.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN EMR ROK 3 stocks	$19.7 Million 0.75% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA 2 stocks	$19.5 Million 0.74% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO DUK NEE 3 stocks	$19 Million 0.73% of portfolio	-	3	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$17.8 Million 0.68% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP COF PYPL 5 stocks	$17.6 Million 0.67% of portfolio	1	4	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK BSX 3 stocks	$17.2 Million 0.66% of portfolio	1	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS VIRT GS 3 stocks	$16.3 Million 0.62% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER APP ADSK INTU MSTR CDNS CVLT 7 stocks	$13.9 Million 0.53% of portfolio	2	4	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$13.4 Million 0.51% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI MCD YUM 3 stocks	$12.2 Million 0.47% of portfolio	-	3	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$11.8 Million 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$11.4 Million 0.44% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$11.2 Million 0.43% of portfolio	-	2	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL HPQ STX 3 stocks	$10.3 Million 0.39% of portfolio	1	2	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$10.2 Million 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC ORLY CASY 3 stocks	$10.1 Million 0.39% of portfolio	1	2	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB WMB 2 stocks	$9.32 Million 0.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$8.94 Million 0.34% of portfolio	-	2	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$8.66 Million 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW BELFB 2 stocks	$7.63 Million 0.29% of portfolio	1	1	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$7.59 Million 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$7.28 Million 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$7.12 Million 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV DIS 3 stocks	$7.08 Million 0.27% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$6.72 Million 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT BWXT HWM 3 stocks	$6.54 Million 0.25% of portfolio	2	1	2	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$6.33 Million 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$5.56 Million 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$5.01 Million 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX AMT 2 stocks	$4.97 Million 0.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FISV 2 stocks	$4.7 Million 0.18% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$4.37 Million 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT TER 3 stocks	$4.36 Million 0.17% of portfolio	-	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$4.1 Million 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$4.07 Million 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$4.05 Million 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$4.04 Million 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$3.83 Million 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$3.47 Million 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX KKR 2 stocks	$2.42 Million 0.09% of portfolio	2	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$2.39 Million 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS 1 stocks	$2.26 Million 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX UTHR 2 stocks	$2.24 Million 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FLR PWR 2 stocks	$2.23 Million 0.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$1.94 Million 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.8 Million 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$1.63 Million 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$1.37 Million 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$1.24 Million 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT MAR 2 stocks	$1.06 Million 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$893,518 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$855,074 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$828,675 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$783,861 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials ZWS 1 stocks	$776,842 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$745,906 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$454,566 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services RF 1 stocks	$306,657 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs IWF IWD SPTI SPTL SPTS GLD GDX IBTH 61 stocks	$0 73.13% of portfolio	1	50	1	-	0 Calls 0 Puts

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Globalt Investments LLC / Ga Portfolio Holdings by Sector

Globalt Investments LLC / Ga

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