Globalt Investments LLC / Ga Portfolio Holdings by Sector

Globalt Investments LLC / Ga

$2.61 Trillion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology AVGO NVDA ADI TXN MU MPWR QCOM 7 stocks	$76.8 Million 3.08% of portfolio	1	5	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PLTR HOOD PANW IOT ADBE SQ 8 stocks	$59 Million 2.36% of portfolio	1	7	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC C 4 stocks	$46.9 Million 1.88% of portfolio	-	4	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY AMGN GILD ABBV MRK AZN JNJ 7 stocks	$38.1 Million 1.53% of portfolio	2	5	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG SPOT TWLO 5 stocks	$33.9 Million 1.36% of portfolio	2	3	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$26.8 Million 1.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN EMR ROP GGG ROK 5 stocks	$21.7 Million 0.87% of portfolio	1	4	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CCOI 3 stocks	$20.8 Million 0.83% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA 2 stocks	$19.5 Million 0.78% of portfolio	1	1	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO DUK NEE 3 stocks	$18.4 Million 0.74% of portfolio	-	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V AXP COF PYPL 5 stocks	$17.5 Million 0.7% of portfolio	-	5	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK BSX 3 stocks	$16.3 Million 0.65% of portfolio	1	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS VIRT GS 3 stocks	$16.2 Million 0.65% of portfolio	-	3	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI MCD CMG YUM 4 stocks	$15 Million 0.6% of portfolio	-	4	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$11.8 Million 0.47% of portfolio	-	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$11.2 Million 0.45% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$10.9 Million 0.44% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER ADSK APP MSTR CRM CDNS 6 stocks	$10.6 Million 0.42% of portfolio	3	3	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$10.2 Million 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$9.92 Million 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$9.16 Million 0.37% of portfolio	-	2	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$9.11 Million 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL HPQ 2 stocks	$8.96 Million 0.36% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC ORLY CASY 3 stocks	$8.79 Million 0.35% of portfolio	1	2	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB WMB 2 stocks	$8.53 Million 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$7.62 Million 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$7.6 Million 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$6.98 Million 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$6.79 Million 0.27% of portfolio	-	2	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$6.64 Million 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV DIS 3 stocks	$6.49 Million 0.26% of portfolio	2	1	2	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$6 Million 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX AMT 2 stocks	$5.22 Million 0.21% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT TER 3 stocks	$4.98 Million 0.2% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$4.93 Million 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$4.67 Million 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$4.45 Million 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC 1 stocks	$4.44 Million 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$4.4 Million 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$4.25 Million 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$4.02 Million 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH 2 stocks	$3.95 Million 0.16% of portfolio	-	2	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$3.91 Million 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$3.73 Million 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$3.54 Million 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX UTHR 2 stocks	$3.49 Million 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS CARR 2 stocks	$3.26 Million 0.13% of portfolio	1	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$2.83 Million 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$2.69 Million 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$2.66 Million 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FLR PWR 2 stocks	$2.53 Million 0.1% of portfolio	-	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$1.89 Million 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV IBM 2 stocks	$1.84 Million 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$1.58 Million 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$1.46 Million 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$1.23 Million 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT MAR 2 stocks	$1.09 Million 0.04% of portfolio	1	1	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$862,647 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$853,783 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$805,086 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$732,322 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$699,326 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$505,494 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$444,054 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$436,669 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWF IWD SPTI SPTL SPTS GLD IBTH GDX 60 stocks	$0 73.05% of portfolio	5	46	3	-	0 Calls 0 Puts

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Globalt Investments LLC / Ga Portfolio Holdings by Sector

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