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