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Annette M. Marshall

Globalt Investments Llc Ga

Assets Managed
$2.804B
Holdings
202
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
2.36%(2Q avg: 1.21%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Globalt Investments Llc Ga's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Globalt Investments Llc Ga over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.804B in assets, with a quarterly growth rate of 2.36% and a 2-quarter average growth rate of 1.21%. The portfolio is managed by Annette M. Marshall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 3.78%
14.31%
$401.064M
940,582 shares@ $426.4 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 3.71%
13.33%
$373.731M
1.749M shares@ $213.68 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 128.37%
10.55%
$295.782M
10.136M shares@ $29.19 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 5.39%
6.06%
$169.793M
5.924M shares@ $28.66 avg price
SPTL
Spdr Port Lng Trm Trsry
Recent Activity
Increased 9.61%
5.22%
$146.333M
5.564M shares@ $26.31 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Increased 3.42%
2.84%
$79.534M
1.733M shares@ $45.89 avg price
IBTH
Ishares Ibonds Dec 2027 Term
Recent Activity
Increased 5.96%
2.4%
$67.254M
2.998M shares@ $22.43 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -29.79%
2.27%
$63.63M
147,877 shares@ $430.29 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 1.5%
2.2%
$61.685M
248,730 shares@ $248.01 avg price
IBTO
Ishares Ibonds Dec 2033 Tres
Recent Activity
Increased 6.48%
2.1%
$58.81M
2.411M shares@ $24.39 avg price

1-10 of 202