GLOBALT Investments LLC has filed its Form 13F-HR, disclosing the equity securities held in its portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Annette M. Marshall, reports holdings in 212 distinct equity securities.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. The top holdings include Apple Inc., with 141,409 shares; Microsoft Corporation, with 66,576 shares; NVIDIA Corporation, with 133,830 shares; Amazon.com Inc., with 136,350 shares; and Johnson & Johnson, with 51,515 shares. Other notable positions include Visa Inc., with 16,931 shares; Eli Lilly & Co., with 14,134 shares; and UnitedHealth Group Inc., with 4,890 shares.
The filing also lists significant positions in exchange-traded funds (ETFs), including the iShares Core S&P 500 ETF, the iShares Core MSCI EAFE ETF, and the iShares Core MSCI Emerging Markets ETF. These ETF positions account for a substantial portion of the total portfolio value.
