GLOBALT Investments LLC / GA
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$2.8B
Holdings
201
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWF
ISHARES TR
Q4 2025: Exited (was 913.6k shares)
14.3%
02
$IWD
ISHARES TR
Q4 2025: Exited (was 1.70M shares)
13.3%
03
$SPTS
SPDR SERIES TRUST
Q4 2025: Exited (was 4.46M shares)
10.5%
04
$SPTI
SPDR SERIES TRUST
Q4 2025: Exited (was 5.59M shares)
6.1%
05
$SPTL
SPDR SERIES TRUST
Q4 2025: Exited (was 5.24M shares)
5.2%
06
$XLU
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 421.8k shares)
2.8%
07
$IBTH
ISHARES TR
Q4 2025: Exited (was 2.83M shares)
2.4%
08
$GQ9
SPDR GOLD TR
Q4 2025: Exited (was 303.3k shares)
2.3%
09
$IWM
ISHARES TR
Q4 2025: Exited (was 245.5k shares)
2.2%
10
$IBTO
ISHARES TR
Q4 2025: Exited (was 2.27M shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.