Battery Global Advisors as of Dec. 31, 2025
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 | 188k | 335.27 | |
| Intuitive Surgical Com New (ISRG) | 12.6 | $27M | 41k | 662.42 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 10.6 | $23M | 365k | 62.47 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 8.5 | $18M | 29k | 627.13 | |
| Payoneer Global (PAYO) | 7.5 | $16M | 2.9M | 5.62 | |
| Vanguard Index Fds Growth Etf (VUG) | 5.8 | $13M | 234k | 53.76 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 4.1 | $8.8M | 109k | 81.17 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.1 | $6.8M | 153k | 44.41 | |
| Vanguard Index Fds Large Cap Etf (VV) | 2.8 | $6.0M | 12k | 487.84 | |
| Iqvia Holdings (IQV) | 1.1 | $2.4M | 13k | 191.56 | |
| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 1.1 | $2.4M | 68k | 35.63 | |
| Lincoln National Corporation (LNC) | 1.1 | $2.3M | 140k | 16.81 | |
| Micron Technology (MU) | 0.9 | $2.0M | 4.2k | 483.59 | |
| Apple (AAPL) | 0.9 | $2.0M | 7.2k | 271.87 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $1.5M | 4.9k | 314.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.4M | 4.5k | 313.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.4M | 4.4k | 313.77 | |
| Vanguard World Inf Tech Etf (VGT) | 0.5 | $1.2M | 6.1k | 190.99 | |
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $1.1M | 3.7k | 302.11 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $1.0M | 22k | 46.81 | |
| Cummins (CMI) | 0.5 | $993k | 2.1k | 468.76 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $963k | 4.5k | 211.79 | |
| Barclays Bank Ipath Selct Mlp (ATMP) | 0.3 | $711k | 25k | 28.77 | |
| Servicenow (NOW) | 0.3 | $617k | 4.0k | 153.19 | |
| Key (KEY) | 0.3 | $565k | 1.8k | 322.15 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $532k | 3.8k | 141.06 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $515k | 1.2k | 444.59 | |
| Cintas Corporation (CTAS) | 0.2 | $461k | 1.7k | 275.23 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.2 | $423k | 18k | 23.77 | |
| Chesapeake Energy Corp (EXE) | 0.2 | $369k | 482.00 | 765.80 | |
| Bank of America Corporation (BAC) | 0.2 | $362k | 3.1k | 116.09 | |
| Ishares Tr Ishares New (IAU) | 0.2 | $359k | 524.00 | 684.98 | |
| Dollar General (DG) | 0.2 | $352k | 2.3k | 155.94 | |
| Msci (MSCI) | 0.1 | $280k | 1.1k | 258.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $280k | 371.00 | 753.78 | |
| Verisk Analytics (VRSK) | 0.1 | $275k | 1.2k | 223.69 | |
| Ishares Tr Msci Israel Etf (EIS) | 0.1 | $255k | 3.5k | 72.68 | |
| Fifth Third Ban (FITB) | 0.1 | $250k | 148.00 | 1690.62 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $246k | 1.7k | 141.52 | |
| Wp Carey (WPC) | 0.1 | $239k | 3.7k | 65.28 | |
| Ross Stores (ROST) | 0.1 | $234k | 602.00 | 389.07 | |
| Hartford Financial Services (HIG) | 0.1 | $223k | 254.00 | 879.00 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $219k | 1.4k | 154.19 | |
| Amazon (AMZN) | 0.1 | $208k | 899.00 | 230.82 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $198k | 957.00 | 206.95 | |
| Fair Isaac Corporation (FICO) | 0.1 | $188k | 1.6k | 120.36 | |
| Corteva (CTVA) | 0.1 | $174k | 2.0k | 87.56 | |
| Honeywell International (HON) | 0.1 | $165k | 478.00 | 344.10 | |
| Quaker Chemical Corporation (KWR) | 0.1 | $164k | 1.2k | 137.31 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $149k | 218.00 | 681.92 | |
| Citigroup Com New (C) | 0.1 | $131k | 1.7k | 77.03 | |
| Elanco Animal Health (ELAN) | 0.1 | $122k | 1.4k | 85.25 | |
| Donaldson Company (DCI) | 0.1 | $120k | 978.00 | 123.01 | |
| Constellation Energy (CEG) | 0.1 | $117k | 1.2k | 93.64 | |
| Analog Devices (ADI) | 0.1 | $110k | 405.00 | 271.20 | |
| Spdr Series Trust State Street Spd (SPHY) | 0.1 | $109k | 4.6k | 23.67 | |
| Wells Fargo & Company (WFC) | 0.0 | $107k | 1.1k | 93.20 | |
| Vaneck Etf Trust Semiconductor Etf (SMH) | 0.0 | $98k | 273.00 | 360.13 | |
| Fastenal Company (FAST) | 0.0 | $93k | 141.00 | 658.80 | |
| Nrg Energy Com New (NRG) | 0.0 | $93k | 162.00 | 571.15 | |
| At&t (T) | 0.0 | $89k | 3.6k | 24.84 | |
| AFLAC Incorporated (AFL) | 0.0 | $88k | 802.00 | 110.27 | |
| Us Bancorp Del Com New (USB) | 0.0 | $86k | 2.6k | 32.74 | |
| Amgen (AMGN) | 0.0 | $80k | 243.00 | 327.31 | |
| Pfizer (PFE) | 0.0 | $78k | 3.1k | 24.90 | |
| Bristol Myers Squibb (BMY) | 0.0 | $78k | 1.4k | 53.94 | |
| Oracle Corporation (ORCL) | 0.0 | $77k | 410.00 | 186.53 | |
| Merck & Co (MRK) | 0.0 | $76k | 718.00 | 106.11 | |
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $76k | 957.00 | 79.02 | |
| Travelers Companies (TRV) | 0.0 | $74k | 254.00 | 290.06 | |
| Visa Com Cl A (V) | 0.0 | $61k | 175.00 | 351.11 | |
| Steel Dynamics (STLD) | 0.0 | $61k | 358.00 | 169.95 | |
| Citizens Financial (CFG) | 0.0 | $61k | 520.00 | 116.59 | |
| Ameriprise Financial (AMP) | 0.0 | $59k | 121.00 | 490.34 | |
| Tesla Motors (TSLA) | 0.0 | $56k | 124.00 | 449.72 | |
| Wal-Mart Stores (WMT) | 0.0 | $55k | 489.00 | 111.58 | |
| Pepsi (PEP) | 0.0 | $54k | 373.00 | 144.77 | |
| Intuit (INTU) | 0.0 | $51k | 1.4k | 36.90 | |
| Amphenol Corp Cl A (APH) | 0.0 | $51k | 375.00 | 135.22 | |
| Ametek (AME) | 0.0 | $49k | 239.00 | 205.31 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $48k | 868.00 | 55.01 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $47k | 1.2k | 38.36 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $47k | 269.00 | 173.75 | |
| Phillips 66 (PSX) | 0.0 | $46k | 358.00 | 129.04 | |
| Cisco Systems (CSCO) | 0.0 | $44k | 235.00 | 188.31 | |
| Crane Holdings (CXT) | 0.0 | $44k | 239.00 | 184.43 | |
| Acuity Brands (AYI) | 0.0 | $43k | 119.00 | 360.04 | |
| Doordash Cl A (DASH) | 0.0 | $42k | 478.00 | 88.66 | |
| Church & Dwight (CHD) | 0.0 | $40k | 478.00 | 83.85 | |
| Verizon Communications (VZ) | 0.0 | $39k | 957.00 | 40.73 | |
| Danaher Corporation (DHR) | 0.0 | $38k | 478.00 | 79.36 | |
| Edwards Lifesciences (EW) | 0.0 | $38k | 118.00 | 319.05 | |
| AGCO Corporation (AGCO) | 0.0 | $37k | 358.00 | 104.32 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $37k | 374.00 | 99.83 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $36k | 1.3k | 27.34 | |
| Home Depot (HD) | 0.0 | $35k | 122.00 | 287.25 | |
| Southwest Airlines (LUV) | 0.0 | $35k | 837.00 | 41.51 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $33k | 239.00 | 137.39 | |
| iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) | 0.0 | $32k | 141.00 | 225.41 | |
| IDEXX Laboratories (IDXX) | 0.0 | $31k | 119.00 | 257.02 | |
| Commercial Metals Company (CMC) | 0.0 | $29k | 957.00 | 29.89 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $28k | 598.00 | 46.08 | |
| Crane Company Common Stock (CR) | 0.0 | $27k | 408.00 | 67.03 | |
| Vulcan Materials Company (VMC) | 0.0 | $27k | 93.00 | 285.67 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $25k | 868.00 | 28.82 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $24k | 264.00 | 89.46 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $20k | 35.00 | 582.71 | |
| Regions Financial Corporation (RF) | 0.0 | $20k | 111.00 | 183.40 | |
| Univest Corp. of PA (UVSP) | 0.0 | $20k | 59.00 | 330.81 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $19k | 84.00 | 228.32 | |
| S&p Global (SPGI) | 0.0 | $19k | 36.00 | 529.56 | |
| Baxter International (BAX) | 0.0 | $18k | 957.00 | 19.12 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $17k | 34.00 | 502.65 | |
| Qnity Electronics Common Stock (Q) | 0.0 | $17k | 204.00 | 81.65 | |
| Eastman Kodak Com New (KODK) | 0.0 | $16k | 408.00 | 40.20 | |
| Hldgs (UAL) | 0.0 | $16k | 70.00 | 230.50 | |
| Goldman Sachs (GS) | 0.0 | $13k | 109.00 | 122.74 | |
| American Tower Reit (AMT) | 0.0 | $13k | 75.00 | 176.11 | |
| Ameren Corporation (AEE) | 0.0 | $13k | 127.00 | 99.50 | |
| Morgan Stanley Com New (MS) | 0.0 | $12k | 21.00 | 586.05 | |
| Zoetis Cl A (ZTS) | 0.0 | $12k | 98.00 | 125.48 | |
| American Express Company (AXP) | 0.0 | $12k | 33.00 | 369.94 | |
| Meta Platforms Cl A (META) | 0.0 | $11k | 40.00 | 285.40 | |
| FirstEnergy (FE) | 0.0 | $11k | 239.00 | 47.21 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $11k | 239.00 | 47.07 | |
| Broadcom (AVGO) | 0.0 | $11k | 31.00 | 346.10 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $11k | 30.00 | 350.00 | |
| Air Products & Chemicals (APD) | 0.0 | $9.7k | 39.00 | 249.82 | |
| Kraneshares Trust California Carb (KCCA) | 0.0 | $9.7k | 8.00 | 1215.12 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $9.5k | 408.00 | 23.38 | |
| Netflix (NFLX) | 0.0 | $9.4k | 100.00 | 93.76 | |
| Microsoft Corporation (MSFT) | 0.0 | $8.7k | 17.00 | 510.82 | |
| Aptiv SHS (APTV) | 0.0 | $8.4k | 111.00 | 76.09 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $8.3k | 216.00 | 38.30 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $7.5k | 63.00 | 119.75 | |
| Harmony Biosciences Hldgs In (HRMY) | 0.0 | $7.4k | 53.00 | 139.87 | |
| American Water Works (AWK) | 0.0 | $7.1k | 54.00 | 130.83 | |
| Caterpillar (CAT) | 0.0 | $6.9k | 12.00 | 572.83 | |
| NET Lease Office Properties (NLOP) | 0.0 | $6.3k | 245.00 | 25.79 | |
| Arista Networks (ANET) | 0.0 | $6.3k | 48.00 | 131.02 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $6.2k | 11.00 | 566.36 | |
| Rockwell Automation (ROK) | 0.0 | $6.2k | 55.00 | 113.11 | |
| Jabil Circuit (JBL) | 0.0 | $6.2k | 56.00 | 110.04 | |
| MercadoLibre (MELI) | 0.0 | $6.0k | 3.00 | 2014.33 | |
| Idt Corp Cl B New (IDT) | 0.0 | $5.9k | 20.00 | 296.20 | |
| CVS Caremark Corporation (CVS) | 0.0 | $5.6k | 11.00 | 510.45 | |
| Advanced Micro Devices (AMD) | 0.0 | $5.6k | 26.00 | 214.15 | |
| State Street Corporation (STT) | 0.0 | $5.5k | 43.00 | 129.00 | |
| EQT Corporation (EQT) | 0.0 | $5.5k | 60.00 | 92.43 | |
| Tilray | 0.0 | $5.5k | 614.00 | 9.03 | |
| Aon Shs Cl A (AON) | 0.0 | $5.4k | 15.00 | 357.07 | |
| McKesson Corporation (MCK) | 0.0 | $4.9k | 6.00 | 820.33 | |
| Viatris (VTRS) | 0.0 | $4.8k | 386.00 | 12.45 | |
| NVIDIA Corporation (NVDA) | 0.0 | $4.8k | 30.00 | 159.23 | |
| Northern Trust Corporation (NTRS) | 0.0 | $4.7k | 73.00 | 64.38 | |
| Sea Sponsord Ads (SE) | 0.0 | $4.6k | 36.00 | 127.58 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $4.3k | 53.00 | 81.32 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $4.2k | 38.00 | 111.82 | |
| PNC Financial Services (PNC) | 0.0 | $4.2k | 20.00 | 208.75 | |
| Digital Realty Trust (DLR) | 0.0 | $4.2k | 60.00 | 69.40 | |
| Cigna Corp (CI) | 0.0 | $4.1k | 30.00 | 137.80 | |
| Philip Morris International (PM) | 0.0 | $4.0k | 25.00 | 160.40 | |
| Gilead Sciences (GILD) | 0.0 | $4.0k | 13.00 | 308.00 | |
| Uber Technologies (UBER) | 0.0 | $4.0k | 74.00 | 53.88 | |
| Carlyle Group (CG) | 0.0 | $3.8k | 65.00 | 59.11 | |
| Carvana Cl A (CVNA) | 0.0 | $3.8k | 9.00 | 422.00 | |
| Kla Corp Com New (KLAC) | 0.0 | $3.8k | 184.00 | 20.64 | |
| AmerisourceBergen (COR) | 0.0 | $3.7k | 11.00 | 337.73 | |
| 3M Company (MMM) | 0.0 | $3.7k | 23.00 | 160.09 | |
| Prologis (PLD) | 0.0 | $3.7k | 29.00 | 126.28 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $3.5k | 6.00 | 580.67 | |
| Marriott Intl Cl A (MAR) | 0.0 | $3.4k | 11.00 | 310.27 | |
| Technipfmc (FTI) | 0.0 | $3.3k | 75.00 | 44.56 | |
| O'reilly Automotive (ORLY) | 0.0 | $3.3k | 17.00 | 194.88 | |
| Valmont Industries (VMI) | 0.0 | $3.2k | 8.00 | 402.38 | |
| Cnx Resources Corporation (CNX) | 0.0 | $3.2k | 16.00 | 197.12 | |
| Rambus (RMBS) | 0.0 | $2.9k | 32.00 | 91.88 | |
| UnitedHealth (UNH) | 0.0 | $2.9k | 6.00 | 487.33 | |
| Truist Financial Corp equities (TFC) | 0.0 | $2.9k | 58.00 | 49.21 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $2.8k | 10.00 | 283.30 | |
| Johnson & Johnson (JNJ) | 0.0 | $2.7k | 12.00 | 228.00 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.7k | 27.00 | 100.52 | |
| Intel Corporation (INTC) | 0.0 | $2.7k | 4.00 | 676.50 | |
| Cloudflare Cl A Com (NET) | 0.0 | $2.7k | 46.00 | 58.41 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.7k | 60.00 | 44.53 | |
| Dollar Tree (DLTR) | 0.0 | $2.5k | 19.00 | 132.79 | |
| Transunion (TRU) | 0.0 | $2.5k | 29.00 | 85.76 | |
| Supernus Pharmaceuticals (SUPN) | 0.0 | $2.5k | 50.00 | 49.70 | |
| Eaton Corp SHS (ETN) | 0.0 | $2.4k | 287.00 | 8.46 | |
| Capital One Financial (COF) | 0.0 | $2.4k | 10.00 | 242.40 | |
| Pegasystems (PEGA) | 0.0 | $2.4k | 40.00 | 59.73 | |
| Electronic Arts (EA) | 0.0 | $2.4k | 105.00 | 22.63 | |
| Brookfield Business Corp Cl A Exc Sub Vtg (BBUC) | 0.0 | $2.3k | 65.00 | 35.88 | |
| Carrier Global Corporation (CARR) | 0.0 | $2.3k | 44.00 | 52.84 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $2.3k | 9.00 | 256.00 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $2.3k | 75.00 | 30.55 | |
| International Business Machines (IBM) | 0.0 | $2.3k | 44.00 | 51.20 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $2.2k | 12.00 | 184.17 | |
| Dupont De Nemours (DD) | 0.0 | $2.2k | 18.00 | 119.67 | |
| Markel Corporation (MKL) | 0.0 | $2.2k | 1.00 | 2150.00 | |
| Entergy Corporation (ETR) | 0.0 | $2.1k | 2.00 | 1074.50 | |
| Nike CL B (NKE) | 0.0 | $2.1k | 72.00 | 29.62 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $2.1k | 10.00 | 208.80 | |
| General Motors Company (GM) | 0.0 | $2.0k | 3.00 | 653.67 | |
| Palo Alto Networks (PANW) | 0.0 | $1.9k | 22.00 | 87.36 | |
| Expedia Group Com New (EXPE) | 0.0 | $1.9k | 17.00 | 111.47 | |
| Ishares Tr Msci Emg Chn (EMXC) | 0.0 | $1.8k | 34.00 | 54.32 | |
| Hasbro (HAS) | 0.0 | $1.8k | 48.00 | 37.42 | |
| Hf Sinclair Corp (DINO) | 0.0 | $1.7k | 21.00 | 82.00 | |
| Union Pacific Corporation (UNP) | 0.0 | $1.7k | 21.00 | 81.71 | |
| Equinix (EQIX) | 0.0 | $1.7k | 32.00 | 53.59 | |
| Globe Life (GL) | 0.0 | $1.7k | 27.00 | 62.44 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.5k | 40.00 | 36.77 | |
| General Electric (GE) | 0.0 | $1.4k | 85.00 | 16.86 | |
| Corning Incorporated (GLW) | 0.0 | $1.4k | 4.00 | 353.25 | |
| Organon & Co Common Stock (OGN) | 0.0 | $1.4k | 15.00 | 91.20 | |
| ConocoPhillips (COP) | 0.0 | $1.3k | 19.00 | 69.21 | |
| First Commonwealth Financial (FCF) | 0.0 | $1.3k | 32.00 | 40.12 | |
| Antero Midstream Corp antero midstream (AM) | 0.0 | $1.3k | 71.00 | 17.79 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $1.3k | 7.00 | 180.14 | |
| Abbvie (ABBV) | 0.0 | $1.1k | 5.00 | 228.40 | |
| Dow (DOW) | 0.0 | $1.1k | 5.00 | 226.40 | |
| Ge Vernova (GEV) | 0.0 | $1.1k | 25.00 | 44.76 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $1.0k | 2.00 | 501.50 | |
| T. Rowe Price (TROW) | 0.0 | $855.000000 | 8.00 | 106.88 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $795.000000 | 2.00 | 397.50 | |
| Humana (HUM) | 0.0 | $780.000000 | 4.00 | 195.00 | |
| Eli Lilly & Co. (LLY) | 0.0 | $612.999900 | 3.00 | 204.33 | |
| Moody's Corporation (MCO) | 0.0 | $533.000100 | 3.00 | 177.67 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $508.999000 | 71.00 | 7.17 | |
| Phinia Common Stock (PHIN) | 0.0 | $376.000200 | 6.00 | 62.67 | |
| News Corp CL B (NWS) | 0.0 | $322.999200 | 24.00 | 13.46 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $255.999900 | 13.00 | 19.69 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $49.000000 | 1.00 | 49.00 |
