Globalt Investments LLC / Ga
GLOBALT Investments LLC is a registered investment adviser based in Atlanta, Georgia, founded in 1991. The firm specializes in globally focused equity and ETF portfolio management, offering disciplined, data-driven investment solutions to both institutional and retail clients. As a fully employee-owned firm, GLOBALT emphasizes independence and innovation, catering to a broad spectrum of client needs. The company has fewer than 25 employees, led by a team with over 500 collective years of industry experience, and is recognized for its global macro approach and commitment to risk-managed, cost-effective investment strategies.
Investment Strategy
GLOBALT Investments employs a global macro approach, constructing diversified equity and ETF portfolios designed for long-term financial objectives and risk control. The firm leverages careful analysis of economic and geopolitical factors to drive investment decisions, combining industry expertise with data-driven, strategic execution. Their strategies focus on balancing risk with growth, offering both global ETF solutions and domestic equity portfolios. The investment process is disciplined and avoids market timing or shortcuts, instead prioritizing downside protection and long-term value creation for clients.
Latest 13F Filing Activity
Globalt Investments LLC / Ga filed their most recent 13F report on Sep 30, 2025 disclosing 207 equity positions with a total 13F market value of $3B. The fund increased holdings in Ishares TR, Vaneck Gold Miners Etf, SPDR Gold Shares among other positions. Globalt Investments LLC / Ga reduced exposure to Kraft Heinz Co., Dow Inc., United Parcel Service Inc. among others.
Top Holdings
Equity Positions (207)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 15.63% | $427.9M | 913,582 | $303.66 | $468.41 | +$29.7M |
I IWD | ISHARES TR | 12.66% | $346.8M | 1,703,294 | $165.26 | $203.59 | +$10.3M |
S SPTI | SPDR Portfolio Intermediate Te | 5.90% | $161.5M | 5,588,581 | $28.49 | $28.90 | -$2.1M |
S SPTL | SPDR Portfolio Long Term Trea | 5.16% | $141.2M | 5,239,246 | $26.25 | $26.95 | +$748.0K |
S SPTS | SPDR Portfolio Short Term Trea | 4.77% | $130.6M | 4,455,248 | $29.19 | $29.32 | -$2.3M |