Battery Global Advisors as of March 31, 2026
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 | 176k | 320.81 | |
| Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA) | 9.6 | $18M | 278k | 64.08 | |
| Intuit (INTU) | 9.5 | $18M | 41k | 432.38 | |
| Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) | 9.4 | $18M | 29k | 597.55 | |
| Payoneer Global (PAYO) | 7.5 | $14M | 2.9M | 4.83 | |
| Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) | 4.9 | $9.0M | 167k | 54.05 | |
| iShares Gold Trust Ishares New (IAU) | 4.8 | $8.9M | 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 | 12k | 436.77 | |
| Invesco Exchange S&p500 Eql Wgt (RSP) | 2.0 | $3.8M | 20k | 191.92 | |
| Tortoise North American Pipeline Fund North Amrcn Pipe (TPYP) | 1.6 | $2.9M | 68k | 42.36 | |
| Apple (AAPL) | 0.9 | $1.7M | 6.7k | 253.79 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.5M | 3.9k | 370.18 | |
| Vanguard Large-Cap Large Cap Etf (VV) | 0.8 | $1.5M | 4.9k | 298.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.2M | 4.2k | 287.56 | |
| Vanguard Value Index Fund ETF Value Etf (VTV) | 0.6 | $1.2M | 6.1k | 196.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.2M | 4.2k | 286.85 | |
| KraneShares California Carbon Allowance ETF California Carb (KCCA) | 0.6 | $1.1M | 77k | 14.82 | |
| Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK) | 0.6 | $1.1M | 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 | 4.5k | 217.25 | |
| Crowdstrike Cl A (CRWD) | 0.4 | $823k | 2.1k | 390.41 | |
| Spdr S&p 500 Etf Tr Unit (SPY) | 0.4 | $793k | 1.2k | 650.66 | |
| Barclays Select MLP ETN Ipath Selct Mlp (ATMP) | 0.3 | $643k | 19k | 34.41 | |
| Vanguard Total World Stock Index ETF Tt Wrld St Etf (VT) | 0.3 | $522k | 3.8k | 138.32 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $505k | 1.7k | 294.20 | |
| Equinix (EQIX) | 0.3 | $472k | 482.00 | 979.78 | |
| Vanguard S&P 500 Growth ETF 500 Grth Idx F (VOOG) | 0.3 | $472k | 1.2k | 407.69 | |
| Cigna Corp (CI) | 0.2 | $447k | 1.7k | 266.75 | |
| Digital Realty Trust (DLR) | 0.2 | $407k | 2.3k | 180.22 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $369k | 3.1k | 118.63 | |
| MSG Networks Cl A (MSGS) | 0.2 | $348k | 1.1k | 321.40 | |
| iShares Core S&P 500 ETF Core S&p500 Etf (IVV) | 0.2 | $343k | 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 | 3.5k | 78.66 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $265k | 1.6k | 169.67 | |
| Corning Incorporated (GLW) | 0.1 | $260k | 1.9k | 135.97 | |
| Vanguard Sector Inf Tech Etf (VGT) | 0.1 | $259k | 371.00 | 697.72 | |
| Wp Carey (WPC) | 0.1 | $252k | 3.7k | 68.89 | |
| iShares MSCI ACWI ETF Msci Acwi Etf (ACWI) | 0.1 | $241k | 1.7k | 138.40 | |
| Johnson & Johnson (JNJ) | 0.1 | $234k | 957.00 | 244.44 | |
| Verisk Analytics (VRSK) | 0.1 | $234k | 1.2k | 189.75 | |
| Rockwell Automation (ROK) | 0.1 | $215k | 598.00 | 358.88 | |
| Goldman Sachs (GS) | 0.1 | $194k | 229.00 | 845.99 | |
| ConocoPhillips (COP) | 0.1 | $165k | 1.3k | 132.03 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $162k | 1.4k | 114.97 | |
| Fair Isaac Corporation (FICO) | 0.1 | $158k | 148.00 | 1067.54 | |
| Home Depot (HD) | 0.1 | $157k | 478.00 | 328.89 | |
| Quaker Chemical Corporation (KWR) | 0.1 | $149k | 1.2k | 124.23 | |
| Amazon (AMZN) | 0.1 | $125k | 600.00 | 208.27 | |
| Miami Intl Hldgs (MIAX) | 0.1 | $122k | 3.1k | 38.92 | |
| Edwards Lifesciences (EW) | 0.1 | $115k | 1.4k | 80.08 | |
| Analog Devices (ADI) | 0.1 | $114k | 358.00 | 318.14 | |
| Cisco Systems (CSCO) | 0.1 | $111k | 1.4k | 77.59 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $111k | 162.00 | 683.94 | |
| SPDR Ser TR Portfli State Street Spd (SPHY) | 0.1 | $107k | 4.6k | 23.32 | |
| Dollar Tree (DLTR) | 0.1 | $105k | 957.00 | 109.51 | |
| Vaneck Semiconductor Semiconductr Etf (SMH) | 0.1 | $105k | 273.00 | 383.40 | |
| At&t (T) | 0.1 | $104k | 3.6k | 28.99 | |
| Univest Corp. of PA (UVSP) | 0.0 | $90k | 2.6k | 34.26 | |
| Pfizer (PFE) | 0.0 | $87k | 3.1k | 28.08 | |
| Bristol Myers Squibb (BMY) | 0.0 | $87k | 1.4k | 60.65 | |
| Merck & Co (MRK) | 0.0 | $87k | 718.00 | 121.14 | |
| Amgen (AMGN) | 0.0 | $86k | 243.00 | 351.85 | |
| Colgate-Palmolive Company (CL) | 0.0 | $82k | 957.00 | 85.23 | |
| Wells Fargo & Company (WFC) | 0.0 | $80k | 1.0k | 79.61 | |
| AFLAC Incorporated (AFL) | 0.0 | $79k | 718.00 | 109.71 | |
| Travelers Companies (TRV) | 0.0 | $73k | 250.00 | 291.68 | |
| Facebook Cl A (META) | 0.0 | $72k | 126.00 | 571.37 | |
| Phillips 66 (PSX) | 0.0 | $65k | 358.00 | 182.18 | |
| Steel Dynamics (STLD) | 0.0 | $65k | 358.00 | 180.53 | |
| Pepsi (PEP) | 0.0 | $59k | 377.00 | 155.47 | |
| Citigroup Com New (C) | 0.0 | $54k | 472.00 | 113.34 | |
| Visa Com Cl A (V) | 0.0 | $53k | 176.00 | 301.50 | |
| Ameriprise Financial (AMP) | 0.0 | $53k | 119.00 | 444.40 | |
| Intel Corporation (INTC) | 0.0 | $53k | 1.2k | 44.13 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $53k | 270.00 | 194.41 | |
| Ametek (AME) | 0.0 | $51k | 239.00 | 214.36 | |
| Columbia ETF TR II Columbia Em Core Ex China ETF Em Core Ex Etf (XCEM) | 0.0 | $50k | 1.2k | 40.81 | |
| Verizon Communications (VZ) | 0.0 | $48k | 957.00 | 50.20 | |
| Amphenol Corp CL-A Cl A (APH) | 0.0 | $48k | 375.00 | 126.67 | |
| Church & Dwight (CHD) | 0.0 | $45k | 478.00 | 93.32 | |
| Wal-Mart Stores (WMT) | 0.0 | $45k | 357.00 | 124.53 | |
| Eaton Corp SHS (ETN) | 0.0 | $42k | 119.00 | 356.39 | |
| AGCO Corporation (AGCO) | 0.0 | $42k | 358.00 | 115.87 | |
| Crane Common Stock (CR) | 0.0 | $41k | 239.00 | 171.00 | |
| Donaldson Company (DCI) | 0.0 | $41k | 478.00 | 84.87 | |
| Cintas Corporation (CTAS) | 0.0 | $40k | 236.00 | 169.03 | |
| Hf Sinclair Corp (DINO) | 0.0 | $37k | 598.00 | 62.39 | |
| Bank of America Corporation (BAC) | 0.0 | $37k | 765.00 | 48.72 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $37k | 122.00 | 304.08 | |
| CVS Caremark Corporation (CVS) | 0.0 | $34k | 478.00 | 71.82 | |
| Corteva (CTVA) | 0.0 | $34k | 408.00 | 83.71 | |
| Northern Trust Corporation (NTRS) | 0.0 | $34k | 239.00 | 140.37 | |
| Acuity Brands (AYI) | 0.0 | $33k | 119.00 | 280.22 | |
| Southwest Airlines (LUV) | 0.0 | $32k | 837.00 | 37.75 | |
| Regions Financial Corporation (RF) | 0.0 | $32k | 1.2k | 26.39 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $28k | 303.00 | 93.88 | |
| Comcast Cl A (CMCSA) | 0.0 | $28k | 957.00 | 28.71 | |
| NVIDIA Corporation (NVDA) | 0.0 | $26k | 150.00 | 174.50 | |
| Vulcan Materials Company (VMC) | 0.0 | $25k | 91.00 | 273.29 | |
| Iqvia Holdings (IQV) | 0.0 | $24k | 141.00 | 170.54 | |
| iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) | 0.0 | $24k | 264.00 | 90.53 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $24k | 868.00 | 27.46 | |
| Qnity Electronics Common Stock (Q) | 0.0 | $24k | 204.00 | 115.38 | |
| Humana (HUM) | 0.0 | $21k | 119.00 | 174.28 | |
| Dupont De Nemours (DD) | 0.0 | $19k | 408.00 | 45.80 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $17k | 35.00 | 494.74 | |
| Union Pacific Corporation (UNP) | 0.0 | $17k | 70.00 | 243.14 | |
| Dow (DOW) | 0.0 | $17k | 408.00 | 41.65 | |
| UnitedHealth (UNH) | 0.0 | $16k | 60.00 | 268.70 | |
| Baxter International (BAX) | 0.0 | $16k | 957.00 | 16.81 | |
| Danaher Corporation (DHR) | 0.0 | $16k | 84.00 | 189.51 | |
| S&p Global (SPGI) | 0.0 | $16k | 37.00 | 420.27 | |
| Ameren Corporation (AEE) | 0.0 | $14k | 127.00 | 110.27 | |
| American Tower Reit (AMT) | 0.0 | $13k | 75.00 | 173.09 | |
| Msci (MSCI) | 0.0 | $12k | 22.00 | 527.45 | |
| Zoetis Cl A (ZTS) | 0.0 | $12k | 98.00 | 118.38 | |
| Air Products & Chemicals (APD) | 0.0 | $12k | 40.00 | 288.25 | |
| Fifth Third Ban (FITB) | 0.0 | $11k | 239.00 | 46.86 | |
| Crane Holdings (CXT) | 0.0 | $9.7k | 239.00 | 40.59 | |
| Servicenow (NOW) | 0.0 | $9.4k | 90.00 | 104.56 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $8.5k | 44.00 | 192.91 | |
| iShares China Largecap China Lg-cap Etf (FXI) | 0.0 | $7.8k | 216.00 | 35.91 | |
| Aptiv Com Shs (APTV) | 0.0 | $7.7k | 111.00 | 69.44 | |
| American Water Works (AWK) | 0.0 | $7.4k | 54.00 | 137.26 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $7.3k | 30.00 | 243.07 | |
| iShares MSCI Israel ETF Msci Israel Etf (EIS) | 0.0 | $6.5k | 56.00 | 116.04 | |
| Viatris (VTRS) | 0.0 | $5.2k | 386.00 | 13.51 | |
| MercadoLibre (MELI) | 0.0 | $5.2k | 3.00 | 1729.00 | |
| Aon PLC CMN Shs Cl A (AON) | 0.0 | $4.9k | 15.00 | 327.33 | |
| Tilray Brands (TLRY) | 0.0 | $4.0k | 614.00 | 6.47 | |
| Nike CL B (NKE) | 0.0 | $3.9k | 74.00 | 53.07 | |
| Prologis (PLD) | 0.0 | $3.8k | 29.00 | 131.83 | |
| NET Lease Office Properties (NLOP) | 0.0 | $3.6k | 245.00 | 14.82 | |
| Sea Limited Ads Each Sponsord Ads (SE) | 0.0 | $3.0k | 36.00 | 82.81 | |
| Carrier Global Corporation (CARR) | 0.0 | $2.5k | 44.00 | 56.32 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $2.4k | 27.00 | 89.22 | |
| Charter Cl A (CHTR) | 0.0 | $2.2k | 10.00 | 215.90 | |
| Caterpillar (CAT) | 0.0 | $2.1k | 3.00 | 708.33 | |
| EQT Corporation (EQT) | 0.0 | $2.0k | 32.00 | 63.62 | |
| iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) | 0.0 | $1.9k | 34.00 | 56.38 | |
| NRG Energy Com New (NRG) | 0.0 | $1.9k | 13.00 | 146.15 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $1.7k | 22.00 | 77.09 | |
| Versant Media Group Com Cl A (VSNT) | 0.0 | $1.4k | 38.00 | 37.03 | |
| FirstEnergy (FE) | 0.0 | $1.3k | 25.00 | 50.68 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $1.3k | 2.00 | 626.50 | |
| Samsara Inc CL A Com Cl A (IOT) | 0.0 | $951.000000 | 30.00 | 31.70 | |
| Honeywell International (HON) | 0.0 | $904.000000 | 4.00 | 226.00 | |
| T. Rowe Price (TROW) | 0.0 | $752.000000 | 8.00 | 94.00 | |
| Organon & Co Common Stock (OGN) | 0.0 | $424.998900 | 71.00 | 5.99 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $217.999200 | 24.00 | 9.08 | |
| Rivian Automotive Inc CL A Com Cl A (RIVN) | 0.0 | $195.999700 | 13.00 | 15.08 | |
| Solstice Advanced Materials Com Shs (SOLS) | 0.0 | $76.000000 | 1.00 | 76.00 |
