Battery Global Advisors as of June 30, 2025
Portfolio Holdings for Battery Global Advisors
Battery Global Advisors holds 142 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 27.6 | $56M | 184k | 304.84 | |
| Intuit (INTU) | 16.4 | $33M | 42k | 787.63 | |
| Payoneer Global (PAYO) | 9.8 | $20M | 2.9M | 6.85 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.9 | $18M | 317k | 57.01 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.0 | $16M | 29k | 569.77 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.2 | $11M | 215k | 49.46 | |
| Ishares Gold Tr Ishares New (IAU) | 3.3 | $6.7M | 108k | 62.36 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.0 | $6.2M | 153k | 40.49 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.6 | $5.4M | 12k | 438.89 | |
| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 1.2 | $2.4M | 68k | 35.73 | |
| Kraneshares Trust California Carb (KCCA) | 1.1 | $2.3M | 149k | 15.52 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $2.3M | 13k | 181.73 | |
| Microsoft Corporation (MSFT) | 1.0 | $2.0M | 3.9k | 497.40 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $1.4M | 4.9k | 286.18 | |
| Apple (AAPL) | 0.7 | $1.4M | 6.6k | 205.18 | |
| Barclays Bank Ipath Selct Mlp (ATMP) | 0.6 | $1.2M | 40k | 29.32 | |
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $1.1M | 6.1k | 177.70 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $1.1M | 2.1k | 509.31 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $1.0M | 3.7k | 277.36 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $956k | 22k | 42.74 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $891k | 4.5k | 195.92 | |
| Servicenow (NOW) | 0.4 | $829k | 806.00 | 1028.08 | |
| Mongodb Cl A (MDB) | 0.4 | $754k | 3.6k | 209.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $741k | 4.2k | 177.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $740k | 4.2k | 176.23 | |
| Hubspot (HUBS) | 0.3 | $580k | 1.0k | 556.63 | |
| Cigna Corp (CI) | 0.3 | $554k | 1.7k | 330.58 | |
| salesforce (CRM) | 0.3 | $523k | 1.9k | 273.11 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.2 | $500k | 18k | 28.08 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $498k | 1.7k | 289.99 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $459k | 1.2k | 396.54 | |
| Verisk Analytics (VRSK) | 0.2 | $322k | 1.0k | 311.50 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $284k | 3.1k | 91.11 | |
| Fair Isaac Corporation (FICO) | 0.1 | $271k | 148.00 | 1827.96 | |
| Wp Carey (WPC) | 0.1 | $231k | 3.7k | 63.28 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $226k | 1.1k | 208.95 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $223k | 1.7k | 128.61 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $210k | 1.4k | 149.62 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $201k | 323.00 | 621.73 | |
| Rockwell Automation (ROK) | 0.1 | $199k | 598.00 | 332.17 | |
| Home Depot (HD) | 0.1 | $175k | 478.00 | 366.64 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $168k | 1.6k | 107.81 | |
| Goldman Sachs (GS) | 0.1 | $162k | 229.00 | 707.75 | |
| Johnson & Johnson (JNJ) | 0.1 | $146k | 957.00 | 152.75 | |
| Quaker Chemical Corporation (KWR) | 0.1 | $134k | 1.2k | 111.94 | |
| Amazon (AMZN) | 0.1 | $132k | 600.00 | 219.39 | |
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $129k | 5.4k | 23.80 | |
| Edwards Lifesciences (EW) | 0.1 | $112k | 1.4k | 78.21 | |
| ConocoPhillips (COP) | 0.1 | $111k | 1.2k | 89.76 | |
| At&t (T) | 0.1 | $104k | 3.6k | 28.94 | |
| Corning Incorporated (GLW) | 0.0 | $101k | 1.9k | 52.59 | |
| Cisco Systems (CSCO) | 0.0 | $100k | 1.4k | 69.38 | |
| Dollar Tree (DLTR) | 0.0 | $95k | 957.00 | 99.04 | |
| Meta Platforms Cl A (META) | 0.0 | $93k | 126.00 | 735.37 | |
| Colgate-Palmolive Company (CL) | 0.0 | $87k | 957.00 | 90.90 | |
| Analog Devices (ADI) | 0.0 | $85k | 358.00 | 238.02 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $81k | 162.00 | 499.74 | |
| Wells Fargo & Company (WFC) | 0.0 | $80k | 1.0k | 80.12 | |
| Univest Corp. of PA (UVSP) | 0.0 | $79k | 2.6k | 30.04 | |
| AFLAC Incorporated (AFL) | 0.0 | $76k | 718.00 | 105.46 | |
| Pfizer (PFE) | 0.0 | $75k | 3.1k | 24.24 | |
| Amgen (AMGN) | 0.0 | $68k | 243.00 | 279.21 | |
| Travelers Companies (TRV) | 0.0 | $67k | 250.00 | 267.54 | |
| Bristol Myers Squibb (BMY) | 0.0 | $67k | 1.4k | 46.29 | |
| Ameriprise Financial (AMP) | 0.0 | $64k | 119.00 | 533.73 | |
| Visa Com Cl A (V) | 0.0 | $62k | 175.00 | 354.14 | |
| Merck & Co (MRK) | 0.0 | $57k | 718.00 | 79.97 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $55k | 267.00 | 207.62 | |
| Cintas Corporation (CTAS) | 0.0 | $52k | 234.00 | 223.09 | |
| Pepsi (PEP) | 0.0 | $49k | 370.00 | 132.04 | |
| Steel Dynamics (STLD) | 0.0 | $46k | 358.00 | 128.51 | |
| Church & Dwight (CHD) | 0.0 | $46k | 478.00 | 96.11 | |
| Crane Holdings (CXT) | 0.0 | $45k | 239.00 | 189.89 | |
| Crane Company Common Stock (CR) | 0.0 | $45k | 239.00 | 189.89 | |
| Ametek (AME) | 0.0 | $43k | 239.00 | 180.96 | |
| Phillips 66 (PSX) | 0.0 | $43k | 358.00 | 119.30 | |
| Eaton Corp SHS (ETN) | 0.0 | $42k | 117.00 | 358.45 | |
| Verizon Communications (VZ) | 0.0 | $41k | 957.00 | 43.27 | |
| Citigroup Com New (C) | 0.0 | $40k | 468.00 | 85.09 | |
| Amphenol Corp Cl A (APH) | 0.0 | $37k | 373.00 | 99.02 | |
| AGCO Corporation (AGCO) | 0.0 | $37k | 358.00 | 103.16 | |
| Bank of America Corporation (BAC) | 0.0 | $36k | 752.00 | 47.34 | |
| Acuity Brands (AYI) | 0.0 | $36k | 119.00 | 298.34 | |
| Wal-Mart Stores (WMT) | 0.0 | $35k | 357.00 | 97.78 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $34k | 957.00 | 35.69 | |
| Donaldson Company (DCI) | 0.0 | $33k | 478.00 | 69.35 | |
| CVS Caremark Corporation (CVS) | 0.0 | $33k | 478.00 | 68.98 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $33k | 122.00 | 266.34 | |
| Northern Trust Corporation (NTRS) | 0.0 | $31k | 239.00 | 127.54 | |
| Corteva (CTVA) | 0.0 | $30k | 408.00 | 74.53 | |
| Humana (HUM) | 0.0 | $29k | 119.00 | 245.36 | |
| Baxter International (BAX) | 0.0 | $29k | 957.00 | 30.45 | |
| Regions Financial Corporation (RF) | 0.0 | $29k | 1.2k | 23.77 | |
| Dupont De Nemours (DD) | 0.0 | $28k | 408.00 | 68.59 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $27k | 300.00 | 91.23 | |
| Southwest Airlines (LUV) | 0.0 | $27k | 837.00 | 32.62 | |
| Intel Corporation (INTC) | 0.0 | $27k | 1.2k | 22.40 | |
| Hf Sinclair Corp (DINO) | 0.0 | $25k | 598.00 | 41.08 | |
| NVIDIA Corporation (NVDA) | 0.0 | $24k | 150.00 | 158.05 | |
| Vulcan Materials Company (VMC) | 0.0 | $24k | 91.00 | 260.35 | |
| Iqvia Holdings (IQV) | 0.0 | $22k | 141.00 | 157.59 | |
| S&p Global (SPGI) | 0.0 | $19k | 36.00 | 532.33 | |
| UnitedHealth (UNH) | 0.0 | $18k | 58.00 | 313.93 | |
| Danaher Corporation (DHR) | 0.0 | $17k | 83.00 | 198.83 | |
| American Tower Reit (AMT) | 0.0 | $16k | 73.00 | 223.60 | |
| Union Pacific Corporation (UNP) | 0.0 | $16k | 69.00 | 229.88 | |
| Zoetis Cl A (ZTS) | 0.0 | $15k | 97.00 | 156.01 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $14k | 35.00 | 407.14 | |
| Msci (MSCI) | 0.0 | $12k | 21.00 | 585.43 | |
| Ameren Corporation (AEE) | 0.0 | $12k | 125.00 | 95.88 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $12k | 30.00 | 386.87 | |
| Air Products & Chemicals (APD) | 0.0 | $11k | 39.00 | 281.56 | |
| Dow (DOW) | 0.0 | $11k | 408.00 | 26.48 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $9.9k | 868.00 | 11.46 | |
| Fifth Third Ban (FITB) | 0.0 | $9.9k | 239.00 | 41.50 | |
| NET Lease Office Properties (NLOP) | 0.0 | $8.0k | 245.00 | 32.55 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $7.9k | 214.00 | 36.72 | |
| MercadoLibre (MELI) | 0.0 | $7.8k | 3.00 | 2613.67 | |
| Aptiv SHS (APTV) | 0.0 | $7.6k | 111.00 | 68.22 | |
| American Water Works (AWK) | 0.0 | $7.4k | 53.00 | 140.38 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $6.4k | 44.00 | 146.02 | |
| Sea Sponsord Ads (SE) | 0.0 | $5.8k | 36.00 | 159.94 | |
| Aon Shs Cl A (AON) | 0.0 | $5.4k | 15.00 | 359.47 | |
| Ishares Msci Israel Etf (EIS) | 0.0 | $5.3k | 56.00 | 94.88 | |
| Nike CL B (NKE) | 0.0 | $5.2k | 72.00 | 71.92 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $4.1k | 10.00 | 408.80 | |
| Viatris (VTRS) | 0.0 | $3.4k | 386.00 | 8.93 | |
| Carrier Global Corporation (CARR) | 0.0 | $3.2k | 44.00 | 73.18 | |
| Prologis (PLD) | 0.0 | $3.0k | 28.00 | 105.93 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.7k | 27.00 | 101.48 | |
| Tilray (TLRY) | 0.0 | $2.5k | 6.1k | 0.41 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $2.2k | 22.00 | 99.00 | |
| Nrg Energy Com New (NRG) | 0.0 | $2.1k | 13.00 | 160.62 | |
| EQT Corporation (EQT) | 0.0 | $1.9k | 32.00 | 58.31 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.6k | 33.00 | 48.67 | |
| Caterpillar (CAT) | 0.0 | $1.2k | 3.00 | 388.33 | |
| FirstEnergy (FE) | 0.0 | $1.0k | 25.00 | 40.28 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $960.000000 | 2.00 | 480.00 | |
| Honeywell International (HON) | 0.0 | $932.000000 | 4.00 | 233.00 | |
| Organon & Co Common Stock (OGN) | 0.0 | $687.003100 | 71.00 | 9.68 | |
| Paramount Global Class B Com (PARA) | 0.0 | $310.999200 | 24.00 | 12.96 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $178.999600 | 13.00 | 13.77 |
