Battery Global Advisors

Latest statistics and disclosures from Battery Global Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VT, ISRG, VOOG, VBK, PAYO, and represent 68.45% of Battery Global Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VT (+$62M), ISRG (+$27M), VOOG (+$23M), VBK (+$16M), VUG (+$12M), ACWI (+$8.7M), VV, IQV, LNC, MU.
  • Started 86 new stock positions in FTI, SPY, MKL, DG, MCK, GILD, LLY, MAR, GM, ALNY.
  • Reduced shares in these 10 stocks: KCCA (-$170M), VTI (-$143M), IAU (-$76M), VEA (-$51M), VWO (-$47M), VOO (-$7.7M), RSP (-$7.2M), MSFT, VBR, INTU.
  • Battery Global Advisors was a net seller of stock by $-347M.
  • Battery Global Advisors has $216M in assets under management (AUM), dropping by 1.46%.
  • Central Index Key (CIK): 0001582272

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Portfolio Holdings for Battery Global Advisors

Battery Global Advisors holds 234 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 29.3 $63M +4898% 188k 335.27
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Intuitive Surgical Com New (ISRG) 12.6 $27M NEW 41k 662.42
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 10.6 $23M +31430% 365k 62.47
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 8.5 $18M +695% 29k 627.13
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Payoneer Global (PAYO) 7.5 $16M 2.9M 5.62
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Vanguard Index Fds Growth Etf (VUG) 5.8 $13M +1815% 234k 53.76
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Ishares Tr Msci Acwi Etf (ACWI) 4.1 $8.8M +6169% 109k 81.17
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.1 $6.8M 153k 44.41
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Vanguard Index Fds Large Cap Etf (VV) 2.8 $6.0M +150% 12k 487.84
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Iqvia Holdings (IQV) 1.1 $2.4M +8949% 13k 191.56
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Tortoise Capital Series Trus North Amern Pipe (TPYP) 1.1 $2.4M 68k 35.63
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Lincoln National Corporation (LNC) 1.1 $2.3M NEW 140k 16.81
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Micron Technology (MU) 0.9 $2.0M NEW 4.2k 483.59
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Apple (AAPL) 0.9 $2.0M +9% 7.2k 271.87
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.5M -83% 4.9k 314.77
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.4M +6% 4.5k 313.00
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Alphabet Cap Stk Cl C (GOOG) 0.6 $1.4M +5% 4.4k 313.77
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Vanguard World Inf Tech Etf (VGT) 0.5 $1.2M +1547% 6.1k 190.99
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Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M -39% 3.7k 302.11
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.0M 22k 46.81
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Cummins (CMI) 0.5 $993k NEW 2.1k 468.76
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $963k -97% 4.5k 211.79
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Barclays Bank Ipath Selct Mlp (ATMP) 0.3 $711k -9% 25k 28.77
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Servicenow (NOW) 0.3 $617k +400% 4.0k 153.19
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Key (KEY) 0.3 $565k NEW 1.8k 322.15
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $532k -98% 3.8k 141.06
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $515k -74% 1.2k 444.59
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Cintas Corporation (CTAS) 0.2 $461k +613% 1.7k 275.23
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Sportradar Group Class A Ord Shs (SRAD) 0.2 $423k 18k 23.77
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Chesapeake Energy Corp (EXE) 0.2 $369k NEW 482.00 765.80
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Bank of America Corporation (BAC) 0.2 $362k +312% 3.1k 116.09
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Ishares Tr Ishares New (IAU) 0.2 $359k -99% 524.00 684.98
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Dollar General (DG) 0.2 $352k NEW 2.3k 155.94
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Msci (MSCI) 0.1 $280k +5052% 1.1k 258.65
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $280k -99% 371.00 753.78
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Verisk Analytics (VRSK) 0.1 $275k +18% 1.2k 223.69
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Ishares Tr Msci Israel Etf (EIS) 0.1 $255k +6157% 3.5k 72.68
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Fifth Third Ban (FITB) 0.1 $250k -38% 148.00 1690.62
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $246k +5172% 1.7k 141.52
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Wp Carey (WPC) 0.1 $239k 3.7k 65.28
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Ross Stores (ROST) 0.1 $234k NEW 602.00 389.07
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Hartford Financial Services (HIG) 0.1 $223k NEW 254.00 879.00
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Blackstone Group Inc Com Cl A (BX) 0.1 $219k 1.4k 154.19
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Amazon (AMZN) 0.1 $208k +49% 899.00 230.82
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Johnson Ctls Intl SHS (JCI) 0.1 $198k NEW 957.00 206.95
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Fair Isaac Corporation (FICO) 0.1 $188k +953% 1.6k 120.36
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Corteva (CTVA) 0.1 $174k +386% 2.0k 87.56
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Honeywell International (HON) 0.1 $165k +11850% 478.00 344.10
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Quaker Chemical Corporation (KWR) 0.1 $164k 1.2k 137.31
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $149k NEW 218.00 681.92
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Citigroup Com New (C) 0.1 $131k +261% 1.7k 77.03
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Elanco Animal Health (ELAN) 0.1 $122k NEW 1.4k 85.25
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Donaldson Company (DCI) 0.1 $120k +104% 978.00 123.01
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Constellation Energy (CEG) 0.1 $117k NEW 1.2k 93.64
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Analog Devices (ADI) 0.1 $110k +13% 405.00 271.20
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Spdr Series Trust State Street Spd (SPHY) 0.1 $109k -26% 4.6k 23.67
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Wells Fargo & Company (WFC) 0.0 $107k +14% 1.1k 93.20
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Vaneck Etf Trust Semiconductor Etf (SMH) 0.0 $98k 273.00 360.13
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Fastenal Company (FAST) 0.0 $93k NEW 141.00 658.80
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Nrg Energy Com New (NRG) 0.0 $93k +1146% 162.00 571.15
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At&t (T) 0.0 $89k 3.6k 24.84
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AFLAC Incorporated (AFL) 0.0 $88k +11% 802.00 110.27
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Us Bancorp Del Com New (USB) 0.0 $86k NEW 2.6k 32.74
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Amgen (AMGN) 0.0 $80k 243.00 327.31
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Pfizer (PFE) 0.0 $78k 3.1k 24.90
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Bristol Myers Squibb (BMY) 0.0 $78k 1.4k 53.94
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Oracle Corporation (ORCL) 0.0 $77k NEW 410.00 186.53
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Merck & Co (MRK) 0.0 $76k 718.00 106.11
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $76k -22% 957.00 79.02
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Travelers Companies (TRV) 0.0 $74k 254.00 290.06
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Visa Com Cl A (V) 0.0 $61k 175.00 351.11
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Steel Dynamics (STLD) 0.0 $61k 358.00 169.95
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Citizens Financial (CFG) 0.0 $61k NEW 520.00 116.59
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Ameriprise Financial (AMP) 0.0 $59k 121.00 490.34
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Tesla Motors (TSLA) 0.0 $56k NEW 124.00 449.72
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Wal-Mart Stores (WMT) 0.0 $55k +36% 489.00 111.58
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Pepsi (PEP) 0.0 $54k 373.00 144.77
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Intuit (INTU) 0.0 $51k -96% 1.4k 36.90
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Amphenol Corp Cl A (APH) 0.0 $51k 375.00 135.22
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Ametek (AME) 0.0 $49k 239.00 205.31
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Bank of New York Mellon Corporation (BK) 0.0 $48k -72% 868.00 55.01
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Comcast Corp Cl A (CMCSA) 0.0 $47k +29% 1.2k 38.36
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Texas Instruments Incorporated (TXN) 0.0 $47k 269.00 173.75
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Phillips 66 (PSX) 0.0 $46k 358.00 129.04
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Cisco Systems (CSCO) 0.0 $44k -83% 235.00 188.31
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Crane Holdings (CXT) 0.0 $44k 239.00 184.43
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Acuity Brands (AYI) 0.0 $43k 119.00 360.04
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Doordash Cl A (DASH) 0.0 $42k NEW 478.00 88.66
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Church & Dwight (CHD) 0.0 $40k 478.00 83.85
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Verizon Communications (VZ) 0.0 $39k 957.00 40.73
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Danaher Corporation (DHR) 0.0 $38k +469% 478.00 79.36
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Edwards Lifesciences (EW) 0.0 $38k -91% 118.00 319.05
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AGCO Corporation (AGCO) 0.0 $37k 358.00 104.32
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Charles Schwab Corporation (SCHW) 0.0 $37k +24% 374.00 99.83
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Rivian Automotive Com Cl A (RIVN) 0.0 $36k +10069% 1.3k 27.34
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Home Depot (HD) 0.0 $35k -74% 122.00 287.25
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Southwest Airlines (LUV) 0.0 $35k 837.00 41.51
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Northrop Grumman Corporation (NOC) 0.0 $33k +47% 239.00 137.39
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iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) 0.0 $32k -46% 141.00 225.41
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IDEXX Laboratories (IDXX) 0.0 $31k NEW 119.00 257.02
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Commercial Metals Company (CMC) 0.0 $29k NEW 957.00 29.89
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Hilton Worldwide Holdings (HLT) 0.0 $28k +390% 598.00 46.08
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Crane Company Common Stock (CR) 0.0 $27k +70% 408.00 67.03
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Vulcan Materials Company (VMC) 0.0 $27k +2% 93.00 285.67
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Warner Bros Discovery Com Ser A (WBD) 0.0 $25k 868.00 28.82
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $24k -49% 264.00 89.46
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Thermo Fisher Scientific (TMO) 0.0 $20k 35.00 582.71
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Regions Financial Corporation (RF) 0.0 $20k -90% 111.00 183.40
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Univest Corp. of PA (UVSP) 0.0 $20k -97% 59.00 330.81
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Delta Air Lines Inc Del Com New (DAL) 0.0 $19k NEW 84.00 228.32
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S&p Global (SPGI) 0.0 $19k 36.00 529.56
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Baxter International (BAX) 0.0 $18k 957.00 19.12
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $17k NEW 34.00 502.65
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Qnity Electronics Common Stock (Q) 0.0 $17k NEW 204.00 81.65
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Eastman Kodak Com New (KODK) 0.0 $16k NEW 408.00 40.20
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Hldgs (UAL) 0.0 $16k NEW 70.00 230.50
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Goldman Sachs (GS) 0.0 $13k -52% 109.00 122.74
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American Tower Reit (AMT) 0.0 $13k 75.00 176.11
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Ameren Corporation (AEE) 0.0 $13k 127.00 99.50
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Morgan Stanley Com New (MS) 0.0 $12k NEW 21.00 586.05
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Zoetis Cl A (ZTS) 0.0 $12k 98.00 125.48
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American Express Company (AXP) 0.0 $12k NEW 33.00 369.94
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Meta Platforms Cl A (META) 0.0 $11k -68% 40.00 285.40
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FirstEnergy (FE) 0.0 $11k +856% 239.00 47.21
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $11k -88% 239.00 47.07
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Broadcom (AVGO) 0.0 $11k NEW 31.00 346.10
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Adobe Systems Incorporated (ADBE) 0.0 $11k 30.00 350.00
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Air Products & Chemicals (APD) 0.0 $9.7k 39.00 249.82
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Kraneshares Trust California Carb (KCCA) 0.0 $9.7k -99% 8.00 1215.12
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Dt Midstream Common Stock (DTM) 0.0 $9.5k NEW 408.00 23.38
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Netflix (NFLX) 0.0 $9.4k NEW 100.00 93.76
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Microsoft Corporation (MSFT) 0.0 $8.7k -99% 17.00 510.82
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Aptiv SHS (APTV) 0.0 $8.4k 111.00 76.09
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Ishares Tr China Lg-cap Etf (FXI) 0.0 $8.3k 216.00 38.30
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JPMorgan Chase & Co. (JPM) 0.0 $7.5k -96% 63.00 119.75
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Harmony Biosciences Hldgs In (HRMY) 0.0 $7.4k NEW 53.00 139.87
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American Water Works (AWK) 0.0 $7.1k 54.00 130.83
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Caterpillar (CAT) 0.0 $6.9k +300% 12.00 572.83
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NET Lease Office Properties (NLOP) 0.0 $6.3k 245.00 25.79
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Arista Networks (ANET) 0.0 $6.3k NEW 48.00 131.02
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $6.2k -99% 11.00 566.36
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Rockwell Automation (ROK) 0.0 $6.2k -90% 55.00 113.11
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Jabil Circuit (JBL) 0.0 $6.2k NEW 56.00 110.04
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MercadoLibre (MELI) 0.0 $6.0k 3.00 2014.33
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Idt Corp Cl B New (IDT) 0.0 $5.9k NEW 20.00 296.20
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CVS Caremark Corporation (CVS) 0.0 $5.6k -97% 11.00 510.45
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Advanced Micro Devices (AMD) 0.0 $5.6k NEW 26.00 214.15
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State Street Corporation (STT) 0.0 $5.5k NEW 43.00 129.00
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EQT Corporation (EQT) 0.0 $5.5k +87% 60.00 92.43
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Tilray 0.0 $5.5k -90% 614.00 9.03
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Aon Shs Cl A (AON) 0.0 $5.4k 15.00 357.07
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McKesson Corporation (MCK) 0.0 $4.9k NEW 6.00 820.33
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Viatris (VTRS) 0.0 $4.8k 386.00 12.45
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NVIDIA Corporation (NVDA) 0.0 $4.8k -80% 30.00 159.23
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Northern Trust Corporation (NTRS) 0.0 $4.7k -69% 73.00 64.38
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Sea Sponsord Ads (SE) 0.0 $4.6k 36.00 127.58
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Gildan Activewear Inc Com Cad (GIL) 0.0 $4.3k NEW 53.00 81.32
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United Therapeutics Corporation (UTHR) 0.0 $4.2k NEW 38.00 111.82
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PNC Financial Services (PNC) 0.0 $4.2k NEW 20.00 208.75
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Digital Realty Trust (DLR) 0.0 $4.2k -94% 60.00 69.40
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Cigna Corp (CI) 0.0 $4.1k -98% 30.00 137.80
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Philip Morris International (PM) 0.0 $4.0k NEW 25.00 160.40
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Gilead Sciences (GILD) 0.0 $4.0k NEW 13.00 308.00
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Uber Technologies (UBER) 0.0 $4.0k NEW 74.00 53.88
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Carlyle Group (CG) 0.0 $3.8k NEW 65.00 59.11
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Carvana Cl A (CVNA) 0.0 $3.8k NEW 9.00 422.00
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Kla Corp Com New (KLAC) 0.0 $3.8k NEW 184.00 20.64
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AmerisourceBergen (COR) 0.0 $3.7k NEW 11.00 337.73
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3M Company (MMM) 0.0 $3.7k NEW 23.00 160.09
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Prologis (PLD) 0.0 $3.7k +3% 29.00 126.28
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Spotify Technology S A SHS (SPOT) 0.0 $3.5k NEW 6.00 580.67
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Marriott Intl Cl A (MAR) 0.0 $3.4k NEW 11.00 310.27
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Technipfmc (FTI) 0.0 $3.3k NEW 75.00 44.56
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O'reilly Automotive (ORLY) 0.0 $3.3k NEW 17.00 194.88
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Valmont Industries (VMI) 0.0 $3.2k NEW 8.00 402.38
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Cnx Resources Corporation (CNX) 0.0 $3.2k NEW 16.00 197.12
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Rambus (RMBS) 0.0 $2.9k NEW 32.00 91.88
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UnitedHealth (UNH) 0.0 $2.9k -89% 6.00 487.33
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Truist Financial Corp equities (TFC) 0.0 $2.9k NEW 58.00 49.21
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Exxon Mobil Corporation (XOM) 0.0 $2.8k -99% 10.00 283.30
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Johnson & Johnson (JNJ) 0.0 $2.7k -98% 12.00 228.00
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Veralto Corp Com Shs (VLTO) 0.0 $2.7k 27.00 100.52
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Intel Corporation (INTC) 0.0 $2.7k -99% 4.00 676.50
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Cloudflare Cl A Com (NET) 0.0 $2.7k NEW 46.00 58.41
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Lockheed Martin Corporation (LMT) 0.0 $2.7k +2900% 60.00 44.53
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Dollar Tree (DLTR) 0.0 $2.5k -98% 19.00 132.79
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Transunion (TRU) 0.0 $2.5k NEW 29.00 85.76
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Supernus Pharmaceuticals (SUPN) 0.0 $2.5k NEW 50.00 49.70
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Eaton Corp SHS (ETN) 0.0 $2.4k +143% 287.00 8.46
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Capital One Financial (COF) 0.0 $2.4k NEW 10.00 242.40
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Pegasystems (PEGA) 0.0 $2.4k NEW 40.00 59.73
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Electronic Arts (EA) 0.0 $2.4k NEW 105.00 22.63
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Brookfield Business Corp Cl A Exc Sub Vtg (BBUC) 0.0 $2.3k NEW 65.00 35.88
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Carrier Global Corporation (CARR) 0.0 $2.3k 44.00 52.84
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Take-Two Interactive Software (TTWO) 0.0 $2.3k NEW 9.00 256.00
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Carnival Corp Unit 99/99/9999 (CCL) 0.0 $2.3k NEW 75.00 30.55
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International Business Machines (IBM) 0.0 $2.3k NEW 44.00 51.20
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Paramount Skydance Corp Com Cl B (PSKY) 0.0 $2.2k -50% 12.00 184.17
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Dupont De Nemours (DD) 0.0 $2.2k -95% 18.00 119.67
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Markel Corporation (MKL) 0.0 $2.2k NEW 1.00 2150.00
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Entergy Corporation (ETR) 0.0 $2.1k NEW 2.00 1074.50
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Nike CL B (NKE) 0.0 $2.1k 72.00 29.62
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Charter Communications Inc N Cl A (CHTR) 0.0 $2.1k 10.00 208.80
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General Motors Company (GM) 0.0 $2.0k NEW 3.00 653.67
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Palo Alto Networks (PANW) 0.0 $1.9k NEW 22.00 87.36
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Expedia Group Com New (EXPE) 0.0 $1.9k NEW 17.00 111.47
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Ishares Tr Msci Emg Chn (EMXC) 0.0 $1.8k -99% 34.00 54.32
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Hasbro (HAS) 0.0 $1.8k NEW 48.00 37.42
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Hf Sinclair Corp (DINO) 0.0 $1.7k -96% 21.00 82.00
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Union Pacific Corporation (UNP) 0.0 $1.7k -69% 21.00 81.71
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Equinix (EQIX) 0.0 $1.7k -86% 32.00 53.59
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Globe Life (GL) 0.0 $1.7k NEW 27.00 62.44
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Colgate-Palmolive Company (CL) 0.0 $1.5k -95% 40.00 36.77
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General Electric (GE) 0.0 $1.4k NEW 85.00 16.86
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Corning Incorporated (GLW) 0.0 $1.4k -99% 4.00 353.25
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Organon & Co Common Stock (OGN) 0.0 $1.4k -78% 15.00 91.20
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ConocoPhillips (COP) 0.0 $1.3k -98% 19.00 69.21
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First Commonwealth Financial (FCF) 0.0 $1.3k NEW 32.00 40.12
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Antero Midstream Corp antero midstream (AM) 0.0 $1.3k NEW 71.00 17.79
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Raytheon Technologies Corp (RTX) 0.0 $1.3k -84% 7.00 180.14
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Abbvie (ABBV) 0.0 $1.1k NEW 5.00 228.40
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Dow (DOW) 0.0 $1.1k -98% 5.00 226.40
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Ge Vernova (GEV) 0.0 $1.1k NEW 25.00 44.76
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Madison Square Grdn Sprt Cor Cl A (MSGS) 0.0 $1.0k -99% 2.00 501.50
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T. Rowe Price (TROW) 0.0 $855.000000 8.00 106.88
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Alnylam Pharmaceuticals (ALNY) 0.0 $795.000000 NEW 2.00 397.50
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Humana (HUM) 0.0 $780.000000 -96% 4.00 195.00
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Eli Lilly & Co. (LLY) 0.0 $612.999900 NEW 3.00 204.33
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Moody's Corporation (MCO) 0.0 $533.000100 NEW 3.00 177.67
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Otis Worldwide Corp (OTIS) 0.0 $508.999000 +222% 71.00 7.17
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Phinia Common Stock (PHIN) 0.0 $376.000200 NEW 6.00 62.67
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News Corp CL B (NWS) 0.0 $322.999200 NEW 24.00 13.46
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Robinhood Mkts Com Cl A (HOOD) 0.0 $255.999900 NEW 13.00 19.69
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Solstice Advanced Matls Com Shs (SOLS) 0.0 $49.000000 NEW 1.00 49.00
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Past Filings by Battery Global Advisors

SEC 13F filings are viewable for Battery Global Advisors going back to 2023