Battery Global Advisors
Latest statistics and disclosures from Battery Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VOO, VEA, PAYO, INTU, and represent 65.22% of Battery Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$5.3M), RSP, VOOG, VGT, VOO, IAU, VWO, ATMP, KCCA, DD.
- Started 5 new stock positions in DD, HONA, VGNT, Trulieve Cannabis Corporatio, HON.
- Reduced shares in these 7 stocks: PAYO, VTI, INTU, VEA, MSGS, Dupont De Nemours, Honeywell International.
- Sold out of its positions in Dupont De Nemours, Honeywell International.
- Battery Global Advisors was a net buyer of stock by $802k.
- Battery Global Advisors has $200M in assets under management (AUM), dropping by 7.32%.
- Central Index Key (CIK): 0001582272
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Portfolio Holdings for Battery Global Advisors
Battery Global Advisors holds 157 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total US Stock Market ETF Total Stk Mkt (VTI) | 31.6 | $63M | -2% | 171k | 370.04 |
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| Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) | 10.2 | $20M | 30k | 686.81 |
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| Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA) | 9.7 | $20M | 273k | 71.25 |
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| Payoneer Global (PAYO) | 8.5 | $17M | -17% | 2.4M | 7.12 |
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| Intuit (INTU) | 5.1 | $10M | -4% | 39k | 261.00 |
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| Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) | 5.0 | $10M | 169k | 59.69 |
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| iShares Gold Trust Ishares New (IAU) | 3.9 | $7.7M | 103k | 75.51 |
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| SPDR Developed World Ex-US ETF St Str Po Ex Etf (SPDW) | 3.8 | $7.7M | 153k | 50.39 |
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| Vanguard Growth Index Fund ETF Growth Etf (VUG) | 3.2 | $6.3M | +499% | 73k | 86.14 |
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| Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP) | 2.4 | $4.7M | +12% | 22k | 212.77 |
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| Tortoise North American Pipeline Fund North Amrcn Pipe (TPYP) | 1.4 | $2.9M | 68k | 41.93 |
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| Apple (AAPL) | 1.0 | $1.9M | 6.7k | 289.34 |
|
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| Vanguard Large-Cap Large Cap Etf (VV) | 0.8 | $1.7M | 4.9k | 343.88 |
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| Crowdstrike Cl A (CRWD) | 0.8 | $1.6M | 2.1k | 763.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.5M | 4.2k | 357.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.5M | 4.2k | 353.34 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.5M | 3.9k | 372.98 |
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| Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK) | 0.7 | $1.3M | 3.7k | 365.70 |
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| KraneShares California Carbon Allowance ETF California Carb (KCCA) | 0.7 | $1.3M | +2% | 79k | 17.00 |
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| Vanguard Value Index Fund ETF Value Etf (VTV) | 0.7 | $1.3M | 6.1k | 217.93 |
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| SPDR Emerging Markets ETF St Port Mark Etf (SPEM) | 0.6 | $1.2M | 22k | 51.78 |
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| Vanguard Small-Cap Value ETF Sm Cp Val Etf (VBR) | 0.6 | $1.1M | 4.5k | 242.99 |
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| Spdr S&p 500 Etf Tr Unit (SPY) | 0.5 | $912k | 1.2k | 748.67 |
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| Barclays Select MLP ETN Ipath Selct Mlp (ATMP) | 0.3 | $676k | +4% | 20k | 34.52 |
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| Vanguard Total World Stock Index ETF Tt Wrld St Etf (VT) | 0.3 | $592k | 3.8k | 156.95 |
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| Vanguard S&P 500 Growth ETF 500 Grth Idx F (VOOG) | 0.3 | $574k | +500% | 6.9k | 82.62 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $563k | 1.7k | 327.29 |
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| Equinix (EQIX) | 0.3 | $502k | 482.00 | 1041.90 |
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| Corning Incorporated (GLW) | 0.2 | $489k | 1.9k | 255.43 |
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| Cigna Corp (CI) | 0.2 | $462k | 1.7k | 275.68 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $450k | 3.1k | 144.61 |
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| Digital Realty Trust (DLR) | 0.2 | $405k | 2.3k | 179.59 |
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| iShares Core S&P 500 ETF Core S&p500 Etf (IVV) | 0.2 | $393k | 525.00 | 748.20 |
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| iShares MSCI EM-ex China ETF Msci Emrg Chn (EMXC) | 0.2 | $359k | 3.5k | 102.30 |
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| Vanguard Sector Inf Tech Etf (VGT) | 0.2 | $355k | +700% | 3.0k | 119.52 |
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| Rockwell Automation (ROK) | 0.1 | $296k | 598.00 | 495.08 |
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| iShares MSCI ACWI ETF Msci Acwi Etf (ACWI) | 0.1 | $274k | 1.7k | 156.94 |
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| Sportradar Group Class A Ord Shs (SRAD) | 0.1 | $267k | 18k | 14.97 |
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| Wp Carey (WPC) | 0.1 | $265k | 3.7k | 72.44 |
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| Johnson & Johnson (JNJ) | 0.1 | $243k | 957.00 | 253.97 |
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| Goldman Sachs (GS) | 0.1 | $232k | 229.00 | 1011.37 |
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| Verisk Analytics (VRSK) | 0.1 | $221k | 1.2k | 179.53 |
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| MSG Networks Cl A (MSGS) | 0.1 | $217k | -50% | 541.00 | 401.84 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $213k | 1.6k | 136.72 |
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| Quaker Chemical Corporation (KWR) | 0.1 | $190k | 1.2k | 158.87 |
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| Vaneck Semiconductor Semiconductr Etf (SMH) | 0.1 | $179k | 273.00 | 655.89 |
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| Fair Isaac Corporation (FICO) | 0.1 | $177k | 148.00 | 1194.78 |
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| Cisco Systems (CSCO) | 0.1 | $169k | 1.4k | 117.46 |
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| Home Depot (HD) | 0.1 | $169k | 478.00 | 352.68 |
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| Intel Corporation (INTC) | 0.1 | $167k | 1.2k | 139.63 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $166k | 1.4k | 117.65 |
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| Amazon (AMZN) | 0.1 | $143k | 600.00 | 238.34 |
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| Analog Devices (ADI) | 0.1 | $142k | 358.00 | 397.17 |
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| ConocoPhillips (COP) | 0.1 | $130k | 1.3k | 103.98 |
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| Edwards Lifesciences (EW) | 0.1 | $130k | 1.4k | 90.46 |
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| Miami Intl Hldgs (MIAX) | 0.1 | $116k | 3.1k | 37.16 |
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| Dollar Tree (DLTR) | 0.1 | $116k | 957.00 | 120.95 |
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| Univest Corp. of PA (UVSP) | 0.1 | $115k | 2.6k | 43.75 |
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| SPDR Ser TR Portfli St Port High Etf (SPHY) | 0.1 | $108k | 4.6k | 23.44 |
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| Merck & Co (MRK) | 0.0 | $93k | 718.00 | 129.35 |
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| Amgen (AMGN) | 0.0 | $88k | 243.00 | 362.12 |
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| Colgate-Palmolive Company (CL) | 0.0 | $88k | 957.00 | 91.68 |
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| AFLAC Incorporated (AFL) | 0.0 | $84k | 718.00 | 117.25 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $83k | 163.00 | 508.06 |
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| Bristol Myers Squibb (BMY) | 0.0 | $83k | 1.4k | 57.62 |
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| Wells Fargo & Company (WFC) | 0.0 | $83k | 1.0k | 82.64 |
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| Travelers Companies (TRV) | 0.0 | $83k | 250.00 | 330.12 |
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| Steel Dynamics (STLD) | 0.0 | $82k | 358.00 | 229.99 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $81k | 271.00 | 298.17 |
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| Pfizer (PFE) | 0.0 | $75k | 3.1k | 24.08 |
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| At&t (T) | 0.0 | $74k | 3.6k | 20.70 |
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| Facebook Cl A (META) | 0.0 | $71k | 126.00 | 563.08 |
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| Amphenol Corp CL-A Cl A (APH) | 0.0 | $66k | 376.00 | 176.51 |
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| Citigroup Com New (C) | 0.0 | $66k | 473.00 | 139.89 |
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| Columbia ETF TR II Columbia Em Core Ex China ETF Em Core Ex Etf (XCEM) | 0.0 | $65k | 1.2k | 52.88 |
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| Phillips 66 (PSX) | 0.0 | $61k | 358.00 | 169.05 |
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| Visa Com Cl A (V) | 0.0 | $60k | 176.00 | 342.94 |
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| Ametek (AME) | 0.0 | $58k | 239.00 | 241.94 |
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| Ameriprise Financial (AMP) | 0.0 | $55k | 119.00 | 458.76 |
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| Crane Holdings (CXT) | 0.0 | $53k | 239.00 | 223.07 |
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| Crane Common Stock (CR) | 0.0 | $53k | 239.00 | 223.07 |
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| Pepsi (PEP) | 0.0 | $52k | 380.00 | 135.47 |
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| Eaton Corp SHS (ETN) | 0.0 | $51k | 119.00 | 425.76 |
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| CVS Caremark Corporation (CVS) | 0.0 | $49k | 478.00 | 103.45 |
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| Humana (HUM) | 0.0 | $47k | 119.00 | 398.11 |
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| Church & Dwight (CHD) | 0.0 | $46k | 478.00 | 96.88 |
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| Acuity Brands (AYI) | 0.0 | $45k | 119.00 | 376.66 |
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| Bank of America Corporation (BAC) | 0.0 | $44k | 768.00 | 56.99 |
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| Southwest Airlines (LUV) | 0.0 | $43k | 837.00 | 51.60 |
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| Donaldson Company (DCI) | 0.0 | $43k | 478.00 | 89.77 |
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| AGCO Corporation (AGCO) | 0.0 | $43k | 358.00 | 119.70 |
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| Northern Trust Corporation (NTRS) | 0.0 | $42k | 239.00 | 174.64 |
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| Hf Sinclair Corp (DINO) | 0.0 | $42k | 598.00 | 69.65 |
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| Verizon Communications (VZ) | 0.0 | $41k | 957.00 | 42.34 |
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| Wal-Mart Stores (WMT) | 0.0 | $40k | 357.00 | 113.26 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $40k | 122.00 | 330.46 |
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| Cintas Corporation (CTAS) | 0.0 | $40k | 236.00 | 170.40 |
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| Regions Financial Corporation (RF) | 0.0 | $37k | 1.2k | 30.47 |
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| Corteva (CTVA) | 0.0 | $35k | 408.00 | 84.69 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $33k | 204.00 | 163.31 |
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| NVIDIA Corporation (NVDA) | 0.0 | $30k | 150.00 | 200.46 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $28k | 304.00 | 92.20 |
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| Iqvia Holdings (IQV) | 0.0 | $27k | 141.00 | 193.22 |
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| Vulcan Materials Company (VMC) | 0.0 | $27k | 91.00 | 296.63 |
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| iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) | 0.0 | $26k | 264.00 | 96.58 |
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| UnitedHealth (UNH) | 0.0 | $25k | 60.00 | 415.08 |
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| Comcast Cl A (CMCSA) | 0.0 | $24k | 957.00 | 24.55 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $23k | 868.00 | 26.66 |
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| Baxter International (BAX) | 0.0 | $20k | 957.00 | 21.33 |
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| Union Pacific Corporation (UNP) | 0.0 | $19k | 71.00 | 270.11 |
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| DuPont De Nemours Common Stock (DD) | 0.0 | $18k | NEW | 136.00 | 135.64 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $18k | 35.00 | 505.06 |
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| Danaher Corporation (DHR) | 0.0 | $16k | 84.00 | 190.81 |
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| S&p Global (SPGI) | 0.0 | $15k | 37.00 | 403.35 |
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| Ameren Corporation (AEE) | 0.0 | $15k | 128.00 | 113.24 |
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| Fifth Third Ban (FITB) | 0.0 | $14k | 239.00 | 56.77 |
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| American Tower Reit (AMT) | 0.0 | $13k | 76.00 | 165.33 |
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| Msci (MSCI) | 0.0 | $12k | 22.00 | 549.86 |
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| Air Products & Chemicals (APD) | 0.0 | $12k | 40.00 | 292.70 |
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| Dow (DOW) | 0.0 | $11k | 408.00 | 27.36 |
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| Trulieve Cannabis Sub Vtg Shs | 0.0 | $11k | NEW | 1.1k | 9.83 |
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| Servicenow (NOW) | 0.0 | $8.9k | 90.00 | 99.28 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $8.3k | 44.00 | 189.73 |
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| American Water Works (AWK) | 0.0 | $7.2k | 55.00 | 131.25 |
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| Zoetis Cl A (ZTS) | 0.0 | $7.1k | 99.00 | 71.72 |
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| iShares China Largecap China Lg-cap Etf (FXI) | 0.0 | $6.9k | 218.00 | 31.55 |
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| Aptiv Com Shs (APTV) | 0.0 | $6.8k | 111.00 | 61.38 |
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| iShares MSCI Israel ETF Msci Israel Etf (EIS) | 0.0 | $6.8k | 56.00 | 120.71 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $6.2k | 30.00 | 205.03 |
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| Viatris (VTRS) | 0.0 | $6.1k | 386.00 | 15.88 |
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| MercadoLibre (MELI) | 0.0 | $5.1k | 3.00 | 1697.33 |
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| Aon PLC CMN Shs Cl A (AON) | 0.0 | $5.1k | 15.00 | 337.20 |
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| Prologis (PLD) | 0.0 | $3.9k | 29.00 | 136.17 |
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| Sea Limited Ads Each Sponsord Ads (SE) | 0.0 | $3.4k | 36.00 | 95.83 |
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| Carrier Global Corporation (CARR) | 0.0 | $3.2k | 44.00 | 73.34 |
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| Caterpillar (CAT) | 0.0 | $3.2k | 3.00 | 1065.00 |
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| Nike CL B (NKE) | 0.0 | $3.1k | 74.00 | 41.66 |
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| Tilray Brands (TLRY) | 0.0 | $2.8k | 614.00 | 4.49 |
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| NET Lease Office Properties (NLOP) | 0.0 | $2.7k | 245.00 | 11.13 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $2.4k | 27.00 | 89.59 |
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| iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) | 0.0 | $2.3k | 34.00 | 68.26 |
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| NRG Energy Com New (NRG) | 0.0 | $1.9k | 13.00 | 146.08 |
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| EQT Corporation (EQT) | 0.0 | $1.7k | 32.00 | 53.16 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $1.6k | 22.00 | 71.59 |
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| Versigent Ordinary Shares (VGNT) | 0.0 | $1.6k | NEW | 37.00 | 42.00 |
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| Charter Cl A (CHTR) | 0.0 | $1.4k | 10.00 | 142.20 |
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| Versant Media Group Com Cl A (VSNT) | 0.0 | $1.4k | 38.00 | 36.00 |
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| FirstEnergy (FE) | 0.0 | $1.2k | 25.00 | 47.56 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $1.1k | 2.00 | 528.00 |
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| Samsara Inc CL A Com Cl A (IOT) | 0.0 | $972.999000 | 30.00 | 32.43 |
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| Organon & Co Common Stock (OGN) | 0.0 | $960.999200 | 71.00 | 13.54 |
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| T. Rowe Price (TROW) | 0.0 | $949.000000 | 8.00 | 118.62 |
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| Honeywell International (HON) | 0.0 | $448.000000 | NEW | 2.00 | 224.00 |
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| Honeywell Aerospace (HONA) | 0.0 | $442.000000 | NEW | 2.00 | 221.00 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $238.000800 | 24.00 | 9.92 |
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| Rivian Automotive Inc CL A Com Cl A (RIVN) | 0.0 | $225.999800 | 13.00 | 17.38 |
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| Solstice Advanced Materials Com Shs (SOLS) | 0.0 | $89.000000 | 1.00 | 89.00 |
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Past Filings by Battery Global Advisors
SEC 13F filings are viewable for Battery Global Advisors going back to 2023
- Battery Global Advisors 2026 Q2 filed Aug. 12, 2026
- Battery Global Advisors 2026 Q1 filed May 14, 2026
- Battery Global Advisors 2025 Q4 filed Feb. 13, 2026
- Battery Global Advisors 2025 Q3 filed Nov. 12, 2025
- Battery Global Advisors 2025 Q2 filed Aug. 11, 2025
- Battery Global Advisors 2025 Q1 filed May 9, 2025
- Battery Global Advisors 2024 Q4 filed Feb. 14, 2025
- Battery Global Advisors 2024 Q3 filed Nov. 14, 2024
- Battery Global Advisors 2024 Q2 filed Aug. 14, 2024
- Battery Global Advisors 2024 Q1 filed May 15, 2024
- Battery Global Advisors 2023 Q4 filed Feb. 14, 2024