Battery Global Advisors
Latest statistics and disclosures from Battery Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VEA, INTU, VOO, PAYO, and represent 66.25% of Battery Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$56M), VEA (+$18M), INTU (+$17M), VOO (+$15M), IAU (+$8.8M), VWO (+$8.8M), RSP, MSFT, KCCA, VBR.
- Started 4 new stock positions in VSNT, TLRY, MIAX, IOT.
- Reduced shares in these 10 stocks: VOOG (-$148M), VUG (-$97M), , VT (-$26M), ACWI (-$15M), VBK (-$7.7M), VGT, LNC, VV, IQV.
- Sold out of its positions in ABBV, AMD, ALNY, AXP, COR, AM, ANET, BRK.B, AVGO, Brookfield Business-cl A.
- Battery Global Advisors was a net seller of stock by $-205M.
- Battery Global Advisors has $186M in assets under management (AUM), dropping by -13.73%.
- Central Index Key (CIK): 0001582272
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Portfolio Holdings for Battery Global Advisors
Battery Global Advisors holds 154 positions in its portfolio as reported in the March 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) | 30.3 | $56M | +47250% | 176k | 320.81 |
|
| Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA) | 9.6 | $18M | +7273% | 278k | 64.08 |
|
| Intuit (INTU) | 9.5 | $18M | +2874% | 41k | 432.38 |
|
| Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) | 9.4 | $18M | +499% | 29k | 597.55 |
|
| Payoneer Global (PAYO) | 7.5 | $14M | 2.9M | 4.83 |
|
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| Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) | 4.9 | $9.0M | +3583% | 167k | 54.05 |
|
| iShares Gold Trust Ishares New (IAU) | 4.8 | $8.9M | +19137% | 101k | 88.16 |
|
| SPDR Developed World Ex-US ETF State Street Spd (SPDW) | 3.7 | $7.0M | 153k | 45.65 |
|
|
| Vanguard Growth Index Fund ETF Growth Etf (VUG) | 2.9 | $5.3M | -94% | 12k | 436.77 |
|
| Invesco Exchange S&p500 Eql Wgt (RSP) | 2.0 | $3.8M | +179390% | 20k | 191.92 |
|
| Tortoise North American Pipeline Fund North Amrcn Pipe (TPYP) | 1.6 | $2.9M | 68k | 42.36 |
|
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| Apple (AAPL) | 0.9 | $1.7M | -8% | 6.7k | 253.79 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.5M | +23082% | 3.9k | 370.18 |
|
| Vanguard Large-Cap Large Cap Etf (VV) | 0.8 | $1.5M | -60% | 4.9k | 298.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.2M | -6% | 4.2k | 287.56 |
|
| Vanguard Value Index Fund ETF Value Etf (VTV) | 0.6 | $1.2M | +66% | 6.1k | 196.20 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.2M | -5% | 4.2k | 286.85 |
|
| KraneShares California Carbon Allowance ETF California Carb (KCCA) | 0.6 | $1.1M | +962962% | 77k | 14.82 |
|
| Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK) | 0.6 | $1.1M | -87% | 3.7k | 302.25 |
|
| SPDR Emerging Markets ETF State Street Spd (SPEM) | 0.6 | $1.0M | 22k | 46.91 |
|
|
| Vanguard Small-Cap Value ETF Sm Cp Val Etf (VBR) | 0.5 | $987k | +292% | 4.5k | 217.25 |
|
| Crowdstrike Cl A (CRWD) | 0.4 | $823k | +782% | 2.1k | 390.41 |
|
| Spdr S&p 500 Etf Tr Unit (SPY) | 0.4 | $793k | +458% | 1.2k | 650.66 |
|
| Barclays Select MLP ETN Ipath Selct Mlp (ATMP) | 0.3 | $643k | -24% | 19k | 34.41 |
|
| Vanguard Total World Stock Index ETF Tt Wrld St Etf (VT) | 0.3 | $522k | -97% | 3.8k | 138.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $505k | +2626% | 1.7k | 294.20 |
|
| Equinix (EQIX) | 0.3 | $472k | +1406% | 482.00 | 979.78 |
|
| Vanguard S&P 500 Growth ETF 500 Grth Idx F (VOOG) | 0.3 | $472k | -99% | 1.2k | 407.69 |
|
| Cigna Corp (CI) | 0.2 | $447k | +5486% | 1.7k | 266.75 |
|
| Digital Realty Trust (DLR) | 0.2 | $407k | +3661% | 2.3k | 180.22 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $369k | +258% | 3.1k | 118.63 |
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| MSG Networks Cl A (MSGS) | 0.2 | $348k | +54000% | 1.1k | 321.40 |
|
| iShares Core S&P 500 ETF Core S&p500 Etf (IVV) | 0.2 | $343k | +98% | 524.00 | 653.55 |
|
| Sportradar Group Class A Ord Shs (SRAD) | 0.2 | $298k | 18k | 16.74 |
|
|
| iShares MSCI EM-ex China ETF Msci Emrg Chn (EMXC) | 0.1 | $276k | +10205% | 3.5k | 78.66 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $265k | +15500% | 1.6k | 169.67 |
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| Corning Incorporated (GLW) | 0.1 | $260k | +47775% | 1.9k | 135.97 |
|
| Vanguard Sector Inf Tech Etf (VGT) | 0.1 | $259k | -93% | 371.00 | 697.72 |
|
| Wp Carey (WPC) | 0.1 | $252k | 3.7k | 68.89 |
|
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| iShares MSCI ACWI ETF Msci Acwi Etf (ACWI) | 0.1 | $241k | -98% | 1.7k | 138.40 |
|
| Johnson & Johnson (JNJ) | 0.1 | $234k | +7875% | 957.00 | 244.44 |
|
| Verisk Analytics (VRSK) | 0.1 | $234k | 1.2k | 189.75 |
|
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| Rockwell Automation (ROK) | 0.1 | $215k | +987% | 598.00 | 358.88 |
|
| Goldman Sachs (GS) | 0.1 | $194k | +110% | 229.00 | 845.99 |
|
| ConocoPhillips (COP) | 0.1 | $165k | +6478% | 1.3k | 132.03 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $162k | 1.4k | 114.97 |
|
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| Fair Isaac Corporation (FICO) | 0.1 | $158k | -90% | 148.00 | 1067.54 |
|
| Home Depot (HD) | 0.1 | $157k | +291% | 478.00 | 328.89 |
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| Quaker Chemical Corporation (KWR) | 0.1 | $149k | 1.2k | 124.23 |
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| Amazon (AMZN) | 0.1 | $125k | -33% | 600.00 | 208.27 |
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| Miami Intl Hldgs (MIAX) | 0.1 | $122k | NEW | 3.1k | 38.92 |
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| Edwards Lifesciences (EW) | 0.1 | $115k | +1115% | 1.4k | 80.08 |
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| Analog Devices (ADI) | 0.1 | $114k | -11% | 358.00 | 318.14 |
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| Cisco Systems (CSCO) | 0.1 | $111k | +511% | 1.4k | 77.59 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $111k | -32% | 162.00 | 683.94 |
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| SPDR Ser TR Portfli State Street Spd (SPHY) | 0.1 | $107k | 4.6k | 23.32 |
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| Dollar Tree (DLTR) | 0.1 | $105k | +4936% | 957.00 | 109.51 |
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| Vaneck Semiconductor Semiconductr Etf (SMH) | 0.1 | $105k | 273.00 | 383.40 |
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| At&t (T) | 0.1 | $104k | 3.6k | 28.99 |
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| Univest Corp. of PA (UVSP) | 0.0 | $90k | +4345% | 2.6k | 34.26 |
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| Pfizer (PFE) | 0.0 | $87k | 3.1k | 28.08 |
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|
| Bristol Myers Squibb (BMY) | 0.0 | $87k | 1.4k | 60.65 |
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| Merck & Co (MRK) | 0.0 | $87k | 718.00 | 121.14 |
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| Amgen (AMGN) | 0.0 | $86k | 243.00 | 351.85 |
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| Colgate-Palmolive Company (CL) | 0.0 | $82k | +2292% | 957.00 | 85.23 |
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| Wells Fargo & Company (WFC) | 0.0 | $80k | -12% | 1.0k | 79.61 |
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| AFLAC Incorporated (AFL) | 0.0 | $79k | -10% | 718.00 | 109.71 |
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| Travelers Companies (TRV) | 0.0 | $73k | 250.00 | 291.68 |
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| Facebook Cl A (META) | 0.0 | $72k | +215% | 126.00 | 571.37 |
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| Phillips 66 (PSX) | 0.0 | $65k | 358.00 | 182.18 |
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| Steel Dynamics (STLD) | 0.0 | $65k | 358.00 | 180.53 |
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| Pepsi (PEP) | 0.0 | $59k | 377.00 | 155.47 |
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| Citigroup Com New (C) | 0.0 | $54k | -72% | 472.00 | 113.34 |
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| Visa Com Cl A (V) | 0.0 | $53k | 176.00 | 301.50 |
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| Ameriprise Financial (AMP) | 0.0 | $53k | 119.00 | 444.40 |
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| Intel Corporation (INTC) | 0.0 | $53k | +29825% | 1.2k | 44.13 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $53k | 270.00 | 194.41 |
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| Ametek (AME) | 0.0 | $51k | 239.00 | 214.36 |
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| Columbia ETF TR II Columbia Em Core Ex China ETF Em Core Ex Etf (XCEM) | 0.0 | $50k | +29% | 1.2k | 40.81 |
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| Verizon Communications (VZ) | 0.0 | $48k | 957.00 | 50.20 |
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| Amphenol Corp CL-A Cl A (APH) | 0.0 | $48k | 375.00 | 126.67 |
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| Church & Dwight (CHD) | 0.0 | $45k | 478.00 | 93.32 |
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| Wal-Mart Stores (WMT) | 0.0 | $45k | -26% | 357.00 | 124.53 |
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| Eaton Corp SHS (ETN) | 0.0 | $42k | -58% | 119.00 | 356.39 |
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| AGCO Corporation (AGCO) | 0.0 | $42k | 358.00 | 115.87 |
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| Crane Common Stock (CR) | 0.0 | $41k | -41% | 239.00 | 171.00 |
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| Donaldson Company (DCI) | 0.0 | $41k | -51% | 478.00 | 84.87 |
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| Cintas Corporation (CTAS) | 0.0 | $40k | -85% | 236.00 | 169.03 |
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| Hf Sinclair Corp (DINO) | 0.0 | $37k | +2747% | 598.00 | 62.39 |
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| Bank of America Corporation (BAC) | 0.0 | $37k | -75% | 765.00 | 48.72 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $37k | -79% | 122.00 | 304.08 |
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| CVS Caremark Corporation (CVS) | 0.0 | $34k | +4245% | 478.00 | 71.82 |
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| Corteva (CTVA) | 0.0 | $34k | -79% | 408.00 | 83.71 |
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| Northern Trust Corporation (NTRS) | 0.0 | $34k | +227% | 239.00 | 140.37 |
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| Acuity Brands (AYI) | 0.0 | $33k | 119.00 | 280.22 |
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| Southwest Airlines (LUV) | 0.0 | $32k | 837.00 | 37.75 |
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| Regions Financial Corporation (RF) | 0.0 | $32k | +978% | 1.2k | 26.39 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $28k | -18% | 303.00 | 93.88 |
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| Comcast Cl A (CMCSA) | 0.0 | $28k | -22% | 957.00 | 28.71 |
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| NVIDIA Corporation (NVDA) | 0.0 | $26k | +400% | 150.00 | 174.50 |
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| Vulcan Materials Company (VMC) | 0.0 | $25k | -2% | 91.00 | 273.29 |
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| Iqvia Holdings (IQV) | 0.0 | $24k | -98% | 141.00 | 170.54 |
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| iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) | 0.0 | $24k | +87% | 264.00 | 90.53 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $24k | 868.00 | 27.46 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $24k | 204.00 | 115.38 |
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| Humana (HUM) | 0.0 | $21k | +2875% | 119.00 | 174.28 |
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| Dupont De Nemours (DD) | 0.0 | $19k | +2166% | 408.00 | 45.80 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $17k | 35.00 | 494.74 |
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| Union Pacific Corporation (UNP) | 0.0 | $17k | +233% | 70.00 | 243.14 |
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| Dow (DOW) | 0.0 | $17k | +8060% | 408.00 | 41.65 |
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| UnitedHealth (UNH) | 0.0 | $16k | +900% | 60.00 | 268.70 |
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| Baxter International (BAX) | 0.0 | $16k | 957.00 | 16.81 |
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| Danaher Corporation (DHR) | 0.0 | $16k | -82% | 84.00 | 189.51 |
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| S&p Global (SPGI) | 0.0 | $16k | +2% | 37.00 | 420.27 |
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| Ameren Corporation (AEE) | 0.0 | $14k | 127.00 | 110.27 |
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| American Tower Reit (AMT) | 0.0 | $13k | 75.00 | 173.09 |
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| Msci (MSCI) | 0.0 | $12k | -97% | 22.00 | 527.45 |
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| Zoetis Cl A (ZTS) | 0.0 | $12k | 98.00 | 118.38 |
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| Air Products & Chemicals (APD) | 0.0 | $12k | +2% | 40.00 | 288.25 |
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| Fifth Third Ban (FITB) | 0.0 | $11k | +61% | 239.00 | 46.86 |
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| Crane Holdings (CXT) | 0.0 | $9.7k | 239.00 | 40.59 |
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| Servicenow (NOW) | 0.0 | $9.4k | -97% | 90.00 | 104.56 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $8.5k | +528% | 44.00 | 192.91 |
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| iShares China Largecap China Lg-cap Etf (FXI) | 0.0 | $7.8k | 216.00 | 35.91 |
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| Aptiv Com Shs (APTV) | 0.0 | $7.7k | 111.00 | 69.44 |
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| American Water Works (AWK) | 0.0 | $7.4k | 54.00 | 137.26 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $7.3k | 30.00 | 243.07 |
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| iShares MSCI Israel ETF Msci Israel Etf (EIS) | 0.0 | $6.5k | -98% | 56.00 | 116.04 |
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| Viatris (VTRS) | 0.0 | $5.2k | 386.00 | 13.51 |
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| MercadoLibre (MELI) | 0.0 | $5.2k | 3.00 | 1729.00 |
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| Aon PLC CMN Shs Cl A (AON) | 0.0 | $4.9k | 15.00 | 327.33 |
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| Tilray Brands (TLRY) | 0.0 | $4.0k | NEW | 614.00 | 6.47 |
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| Nike CL B (NKE) | 0.0 | $3.9k | +2% | 74.00 | 53.07 |
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| Prologis (PLD) | 0.0 | $3.8k | 29.00 | 131.83 |
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| NET Lease Office Properties (NLOP) | 0.0 | $3.6k | 245.00 | 14.82 |
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| Sea Limited Ads Each Sponsord Ads (SE) | 0.0 | $3.0k | 36.00 | 82.81 |
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| Carrier Global Corporation (CARR) | 0.0 | $2.5k | 44.00 | 56.32 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $2.4k | 27.00 | 89.22 |
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| Charter Cl A (CHTR) | 0.0 | $2.2k | 10.00 | 215.90 |
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| Caterpillar (CAT) | 0.0 | $2.1k | -75% | 3.00 | 708.33 |
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| EQT Corporation (EQT) | 0.0 | $2.0k | -46% | 32.00 | 63.62 |
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| iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) | 0.0 | $1.9k | -98% | 34.00 | 56.38 |
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| NRG Energy Com New (NRG) | 0.0 | $1.9k | -91% | 13.00 | 146.15 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $1.7k | -69% | 22.00 | 77.09 |
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| Versant Media Group Com Cl A (VSNT) | 0.0 | $1.4k | NEW | 38.00 | 37.03 |
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| FirstEnergy (FE) | 0.0 | $1.3k | -89% | 25.00 | 50.68 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $1.3k | -96% | 2.00 | 626.50 |
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| Samsara Inc CL A Com Cl A (IOT) | 0.0 | $951.000000 | NEW | 30.00 | 31.70 |
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| Honeywell International (HON) | 0.0 | $904.000000 | -99% | 4.00 | 226.00 |
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| T. Rowe Price (TROW) | 0.0 | $752.000000 | 8.00 | 94.00 |
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| Organon & Co Common Stock (OGN) | 0.0 | $424.998900 | +373% | 71.00 | 5.99 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $217.999200 | +100% | 24.00 | 9.08 |
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| Rivian Automotive Inc CL A Com Cl A (RIVN) | 0.0 | $195.999700 | -99% | 13.00 | 15.08 |
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| Solstice Advanced Materials Com Shs (SOLS) | 0.0 | $76.000000 | 1.00 | 76.00 |
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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 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