Battery Global Advisors, LLC
13F Reported Value
ⓘ$186.2M
Holdings
154
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Battery Global Advisors, LLC disclosed 154 positions worth $186.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 3 new positions and exited 83 — including a new stake in $MIAX and a full exit from $ISRG. The portfolio is most concentrated in Other (67.8% of disclosed assets). All figures are sourced directly from Battery Global Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1582272.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
Vanguard Total US Stock Market ETF
—Quality
$56.4M175,669 shVanguard FTSE Developed Markets ETF
—Quality
$17.8M277,967 sh- 82.0#24
Quality
$17.7M40,956 sh Vanguard S&P 500 ETF
—Quality
$17.5M29,270 sh- 55.3
Quality
$14.0M2,890,975 sh Vanguard FTSE Emerging Markets ETF
—Quality
$9.0M167,405 sh- —
Quality
$8.9M100,804 sh SPDR Developed World Ex-US ETF
—Quality
$7.0M152,557 shVanguard Growth Index Fund ETF
—Quality
$5.3M12,241 sh- —
Quality
$3.8M19,744 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Vanguard Total US Stock Market ETF | — | $56.4M | 175,669 |
| Vanguard FTSE Developed Markets ETF | — | $17.8M | 277,967 |
 INTUIT INC.$INTU | 82.0#24 | $17.7M | 40,956 |
| Vanguard S&P 500 ETF | — | $17.5M | 29,270 |
 Payoneer Global Inc.$PAYO | 55.3 | $14.0M | 2,890,975 |
| Vanguard FTSE Emerging Markets ETF | — | $9.0M | 167,405 |
 ISHARES GOLD TRUST$IAU | — | $8.9M | 100,804 |
| SPDR Developed World Ex-US ETF | — | $7.0M | 152,557 |
| Vanguard Growth Index Fund ETF | — | $5.3M | 12,241 |
 Invesco Ltd.$IVZ | — | $3.8M | 19,744 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Battery Global Advisors, LLC's 154 positions.
Showing top 10 of 154 holdings.
Sector Allocation
Other
$126.2M
Technology
$25.7M
Industrials
$14.7M
Financials
$14.7M
Healthcare
$1.3M
Real Estate
$1.2M
Energy
$682,997
Communication Services
$554,993
Full Holdings — Battery Global Advisors, LLC (Q1 2026)
All 154 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | Vanguard Total US Stock Market ETF | $56.4M | 30.3% | NEW | — |
| 2 | — | Vanguard FTSE Developed Markets ETF | $17.8M | 9.6% | +7273% | — |
| 3 | $INTU | INTUIT INC. | $17.7M | 9.5% | +2874% | 82 |
| 4 | — | Vanguard S&P 500 ETF | $17.5M | 9.4% | +500% | — |
| 5 | $PAYO | Payoneer Global Inc. | $14.0M | 7.5% | +0% | 55.3 |
| 6 | — | Vanguard FTSE Emerging Markets ETF | $9.0M | 4.9% | +3583% | — |
| 7 | $IAU | ISHARES GOLD TRUST | $8.9M | 4.8% | NEW | — |
| 8 | — | SPDR Developed World Ex-US ETF | $7.0M | 3.7% | +0% | — |
| 9 | — | Vanguard Growth Index Fund ETF | $5.3M | 2.9% | -95% | — |
| 10 | $IVZ | Invesco Ltd. | $3.8M | 2.0% | NEW | — |
| 11 | — | Tortoise North American Pipeline Fund | $2.9M | 1.6% | +0% | — |
| 12 |  $AAPL | Apple Inc. | $1.7M | 0.9% | -8% | 76.1 |
| 13 |  $MSFT | MICROSOFT CORP | $1.5M | 0.8% | NEW | 83.7 |
| 14 | — | Vanguard Large-Cap (index Fund) | $1.5M | 0.8% | -60% | — |
| 15 |  $GOOG | Alphabet Inc. | $1.2M | 0.7% | -6% | 80.2 |
| 16 | — | Vanguard Value Index Fund ETF | $1.2M | 0.6% | +66% | — |
| 17 |  $GOOGL | Alphabet Inc. | $1.2M | 0.6% | -5% | 80.2 |
| 18 | — | KraneShares California Carbon Allowance ETF | $1.1M | 0.6% | NEW | — |
| 19 | — | Vanguard Small-Cap Growth ETF | $1.1M | 0.6% | -87% | — |
| 20 | — | SPDR Emerging Markets ETF | $1.0M | 0.6% | +0% | — |
| 21 | — | Vanguard Small-Cap Value ETF | $987,401 | 0.5% | +292% | — |
| 22 |  $CRWD | CrowdStrike Holdings, Inc. | $822,984 | 0.4% | +782% | 55 |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $792,506 | 0.4% | +459% | — |
| 24 | — | Barclays Select MLP ETN | $642,786 | 0.3% | -24% | — |
| 25 |  $DOV | DOVER Corp | $521,466 | 0.3% | -98% | 63.1 |
| 26 |  $JPM | JPMORGAN CHASE & CO | $505,428 | 0.3% | +2627% | 35.6 |
| 27 |  $EQIX | EQUINIX INC | $472,252 | 0.3% | +1406% | 61.4 |
| 28 | — | Vanguard S&P 500 Growth ETF | $472,105 | 0.3% | -100% | — |
| 29 |  $CI | Cigna Group | $447,073 | 0.2% | +5487% | 66.8 |
| 30 |  $DLR | DIGITAL REALTY TRUST, INC. | $406,762 | 0.2% | +3662% | 70.2 |
| 31 |  $__PARK_1390777 | Bank of New York Mellon Corp | $369,177 | 0.2% | +259% | 36.7 |
| 32 |  $MSGS | Madison Square Garden Sports Corp. | $347,755 | 0.2% | NEW | 46.5 |
| 33 | — | iShares Core S&P 500 ETF | $342,460 | 0.2% | +98% | — |
| 34 |  $SRAD | Sportradar Group AG | $297,967 | 0.2% | +0% | — |
| 35 | — | iShares MSCI EM-ex China ETF | $275,625 | 0.1% | NEW | — |
| 36 |  $XOM | EXXON MOBIL CORP | $264,691 | 0.1% | NEW | 61.8 |
| 37 |  $GLW | CORNING INC /NY | $260,383 | 0.1% | NEW | 72.7 |
| 38 | — | Vanguard Sector | $258,854 | 0.1% | -94% | — |
| 39 |  $WPC | W. P. Carey Inc. | $251,793 | 0.1% | +0% | 62.1 |
| 40 | — | iShares MSCI ACWI ETF | $240,816 | 0.1% | -98% | — |
| 41 |  $JNJ | JOHNSON & JOHNSON | $233,929 | 0.1% | +7875% | 72.8 |
| 42 |  $VRSK | Verisk Analytics, Inc. | $233,582 | 0.1% | +0% | 77.3 |
| 43 |  $ROK | ROCKWELL AUTOMATION, INC | $214,610 | 0.1% | +987% | 68.2 |
| 44 |  $GS | GOLDMAN SACHS GROUP INC | $193,732 | 0.1% | +110% | — |
| 45 |  $COP | CONOCOPHILLIPS | $165,038 | 0.1% | +6479% | 74.8 |
| 46 |  $BX | Blackstone Inc. | $161,650 | 0.1% | -1% | 68 |
| 47 |  $FICO | FAIR ISAAC CORP | $157,996 | 0.1% | -91% | 75.6 |
| 48 |  $HD | HOME DEPOT, INC. | $157,209 | 0.1% | +292% | 69.2 |
| 49 |  $KWR | QUAKER CHEMICAL CORP | $148,703 | 0.1% | +0% | 38.1 |
| 50 |  $AMZN | AMAZON COM INC | $124,962 | 0.1% | -33% | 74.6 |
| 51 |  $MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | $121,625 | 0.1% | NEW | — |
| 52 |  $EW | Edwards Lifesciences Corp | $114,835 | 0.1% | +1115% | 67.6 |
| 53 |  $ADI | ANALOG DEVICES INC | $113,894 | 0.1% | -12% | 76.2 |
| 54 |  $CSCO | CISCO SYSTEMS, INC. | $111,419 | 0.1% | +511% | 72.3 |
| 55 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $110,799 | 0.1% | -32% | 60.5 |
| 56 | — | SPDR Ser TR Portfli (high YLD) | $107,179 | 0.1% | +0% | — |
| 57 |  $DLTR | DOLLAR TREE, INC. | $104,801 | 0.1% | +4937% | 53.2 |
| 58 | — | Vaneck Semiconductor | $104,668 | 0.1% | +0% | — |
| 59 |  $T | AT&T INC. | $104,103 | 0.1% | +0% | 71.9 |
| 60 |  $UVSP | UNIVEST FINANCIAL Corp | $89,864 | 0.1% | +4346% | 66.2 |
| 61 |  $PFE | PFIZER INC | $87,385 | 0.1% | +0% | 69 |
| 62 |  $BMY | BRISTOL MYERS SQUIBB CO | $87,093 | 0.1% | +0% | 70.1 |
| 63 |  $MRK | Merck & Co., Inc. | $86,979 | 0.1% | +0% | 70.9 |
| 64 |  $AMGN | AMGEN INC | $85,500 | 0.1% | +0% | 79.5 |
| 65 |  $CL | COLGATE PALMOLIVE CO | $81,565 | 0.0% | +2293% | 72.4 |
| 66 |  $WFC | WELLS FARGO & COMPANY/MN | $79,610 | 0.0% | -13% | — |
| 67 |  $AFL | AFLAC INC | $78,772 | 0.0% | -10% | 60.3 |
| 68 |  $TRV | TRAVELERS COMPANIES, INC. | $72,920 | 0.0% | -2% | 71.5 |
| 69 |  $META | Meta Platforms, Inc. | $71,993 | 0.0% | +215% | 80.9 |
| 70 |  $PSX | Phillips 66 | $65,220 | 0.0% | +0% | 47.6 |
| 71 |  $STLD | STEEL DYNAMICS INC | $64,630 | 0.0% | +0% | 56 |
| 72 |  $PEP | PEPSICO INC | $58,614 | 0.0% | +1% | 62.7 |
| 73 |  $C | CITIGROUP INC | $53,496 | 0.0% | -72% | 54.8 |
| 74 |  $V | VISA INC. | $53,064 | 0.0% | +1% | 83.5 |
| 75 |  $AMP | AMERIPRISE FINANCIAL INC | $52,884 | 0.0% | -2% | 70.2 |
| 76 |  $INTC | INTEL CORP | $52,824 | 0.0% | NEW | 41.5 |
| 77 |  $TXN | TEXAS INSTRUMENTS INC | $52,491 | 0.0% | +0% | 70.4 |
| 78 |  $AME | AMETEK INC/ | $51,232 | 0.0% | +0% | 74.2 |
| 79 | — | Columbia ETF TR II Columbia Em Core Ex China ETF | $50,400 | 0.0% | +29% | — |
| 80 |  $VZ | VERIZON COMMUNICATIONS INC | $48,041 | 0.0% | +0% | 71.6 |
| 81 |  $APH | AMPHENOL CORP /DE/ | $47,502 | 0.0% | +0% | 80.5 |
| 82 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $44,607 | 0.0% | +0% | 65.3 |
| 83 |  $WMT | Walmart Inc. | $44,456 | 0.0% | -27% | 63.2 |
| 84 |  $ETN | Eaton Corp plc | $42,410 | 0.0% | -59% | — |
| 85 |  $AGCO | AGCO CORP /DE | $41,481 | 0.0% | +0% | 50.7 |
| 86 |  $CR | Crane Co | $40,869 | 0.0% | -41% | 64.8 |
| 87 |  $DCI | DONALDSON Co INC | $40,568 | 0.0% | -51% | 64.7 |
| 88 |  $CTAS | CINTAS CORP | $39,890 | 0.0% | -86% | 76.3 |
| 89 |  $DINO | HF Sinclair Corp | $37,309 | 0.0% | +2748% | 54 |
| 90 |  $BAC | BANK OF AMERICA CORP /DE/ | $37,270 | 0.0% | -75% | 68.4 |
| 91 |  $HLT | Hilton Worldwide Holdings Inc. | $37,098 | 0.0% | -80% | 73.1 |
| 92 |  $CVS | CVS HEALTH Corp | $34,330 | 0.0% | +4245% | 51.3 |
| 93 |  $CTVA | Corteva, Inc. | $34,154 | 0.0% | -79% | 48.4 |
| 94 |  $NTRS | NORTHERN TRUST CORP | $33,548 | 0.0% | +227% | 71.8 |
| 95 |  $AYI | ACUITY INC. (DE) | $33,346 | 0.0% | +0% | 68.9 |
| 96 |  $LUV | SOUTHWEST AIRLINES CO | $31,597 | 0.0% | +0% | 51.1 |
| 97 |  $RF | REGIONS FINANCIAL CORP | $31,583 | 0.0% | +978% | — |
| 98 |  $SCHW | SCHWAB CHARLES CORP | $28,447 | 0.0% | -19% | 77.2 |
| 99 |  $CCZ | COMCAST CORP | $27,475 | 0.0% | -23% | 70.4 |
| 100 |  $NVDA | NVIDIA CORP | $26,175 | 0.0% | +400% | 90.2 |
| 101 |  $VMC | Vulcan Materials CO | $24,869 | 0.0% | -2% | 66.6 |
| 102 |  $IQV | IQVIA HOLDINGS INC. | $24,046 | 0.0% | -99% | 59.7 |
| 103 | — | iShares Core MSCI EAFE ETF | $23,900 | 0.0% | +87% | — |
| 104 |  $WBD | Warner Bros. Discovery, Inc. | $23,835 | 0.0% | +0% | 42.1 |
| 105 |  $Q | Qnity Electronics, Inc. | $23,538 | 0.0% | +0% | — |
| 106 |  $HUM | HUMANA INC | $20,739 | 0.0% | +2875% | 82 |
| 107 |  $DD | DuPont de Nemours, Inc. | $18,686 | 0.0% | +2167% | 31.1 |
| 108 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $17,316 | 0.0% | +0% | 63.7 |
| 109 |  $UNP | UNION PACIFIC CORP | $17,020 | 0.0% | +233% | 74 |
| 110 |  $DOW | DOW INC. | $16,993 | 0.0% | +8060% | 38 |
| 111 |  $UNH | UNITEDHEALTH GROUP INC | $16,122 | 0.0% | +900% | 66.8 |
| 112 |  $BAX | BAXTER INTERNATIONAL INC | $16,087 | 0.0% | +0% | 45.7 |
| 113 |  $DHR | DANAHER CORP /DE/ | $15,919 | 0.0% | -82% | 63.9 |
| 114 |  $SPGI | S&P Global Inc. | $15,550 | 0.0% | +3% | 79.4 |
| 115 |  $AEE | AMEREN CORP | $14,004 | 0.0% | +0% | 63.5 |
| 116 |  $AMT | AMERICAN TOWER CORP /MA/ | $12,982 | 0.0% | +0% | 69.8 |
| 117 |  $MSCI | MSCI Inc. | $11,604 | 0.0% | -98% | 77.6 |
| 118 |  $ZTS | Zoetis Inc. | $11,601 | 0.0% | +0% | 72.6 |
| 119 |  $APD | Air Products & Chemicals, Inc. | $11,530 | 0.0% | +3% | 41.2 |
| 120 |  $FITB | FIFTH THIRD BANCORP | $11,200 | 0.0% | +61% | — |
| 121 |  $CXT | Crane NXT, Co. | $9,701 | 0.0% | +0% | 43.3 |
| 122 |  $NOW | ServiceNow, Inc. | $9,410 | 0.0% | -98% | 76 |
| 123 |  $RTX | RTX Corp | $8,488 | 0.0% | +529% | 70 |
| 124 | — | iShares China Largecap | $7,757 | 0.0% | +0% | — |
| 125 |  $APTV | Aptiv PLC | $7,708 | 0.0% | +0% | — |
| 126 |  $AWK | American Water Works Company, Inc. | $7,412 | 0.0% | +0% | 61.7 |
| 127 |  $ADBE | ADOBE INC. | $7,292 | 0.0% | +0% | 80.4 |
| 128 | — | iShares MSCI Israel ETF | $6,498 | 0.0% | -98% | — |
| 129 |  $VTRS | Viatris Inc | $5,215 | 0.0% | +0% | 47.1 |
| 130 |  $MELI | MERCADOLIBRE INC | $5,187 | 0.0% | +0% | 77.5 |
| 131 |  $AON | Aon plc | $4,910 | 0.0% | +0% | — |
| 132 |  $TLRY | Tilray Brands, Inc. | $3,973 | 0.0% | +0% | 24.3 |
| 133 |  $NKE | NIKE, Inc. | $3,927 | 0.0% | +3% | 53.4 |
| 134 |  $PLD | Prologis, Inc. | $3,823 | 0.0% | +0% | 67.5 |
| 135 |  $NLOP | Net Lease Office Properties | $3,631 | 0.0% | +0% | 26.7 |
| 136 |  $SE | Sea Ltd | $2,981 | 0.0% | +0% | — |
| 137 |  $CARR | CARRIER GLOBAL Corp | $2,478 | 0.0% | +0% | 61.5 |
| 138 |  $VLTO | Veralto Corp | $2,409 | 0.0% | +0% | 74.4 |
| 139 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $2,159 | 0.0% | +0% | 57.7 |
| 140 |  $CAT | CATERPILLAR INC | $2,125 | 0.0% | -75% | 67.8 |
| 141 |  $EQT | EQT Corp | $2,036 | 0.0% | -47% | 83.3 |
| 142 | — | iShares MSCI Emerging Markets ETF | $1,917 | 0.0% | -98% | — |
| 143 |  $NRG | NRG ENERGY, INC. | $1,900 | 0.0% | -92% | 59.5 |
| 144 |  $OTIS | Otis Worldwide Corp | $1,696 | 0.0% | -69% | 60.3 |
| 145 |  $VSNT | Versant Media Group, Inc. | $1,407 | 0.0% | NEW | — |
| 146 |  $FE | FIRSTENERGY CORP | $1,267 | 0.0% | -90% | 61.6 |
| 147 |  $LMT | LOCKHEED MARTIN CORP | $1,253 | 0.0% | -97% | 65 |
| 148 |  $IOT | Samsara Inc. | $951 | 0.0% | NEW | 61.3 |
| 149 |  $HON | HONEYWELL INTERNATIONAL INC | $904 | 0.0% | -99% | 65.7 |
| 150 |  $TROW | PRICE T ROWE GROUP INC | $752 | 0.0% | +0% | 75.8 |
| 151 |  $OGN | Organon & Co. | $425 | 0.0% | +373% | 55.1 |
| 152 |  $PSKY | Paramount Skydance Corp | $218 | 0.0% | +100% | 62.5 |
| 153 |  $RIVN | Rivian Automotive, Inc. / DE | $196 | 0.0% | -99% | 36 |
| 154 |  $SOLS | Solstice Advanced Materials Inc. | $76 | 0.0% | +0% | — |
New Positions (3)
Exited Positions (83)
$ISRG INTUITIVE SURGICAL INC
$LNC LINCOLN NATIONAL CORP
$MU MICRON TECHNOLOGY INC
$CMI CUMMINS INC
$KEY KEYCORP /NEW/
$EXE EXPAND ENERGY Corp
$DG DOLLAR GENERAL CORP
$ROST ROSS STORES, INC.
$HIG HARTFORD INSURANCE GROUP, INC.
$JCI Johnson Controls International plc
$ELAN Elanco Animal Health Inc
$CEG Constellation Energy Corp
$FAST FASTENAL CO
$USB US BANCORP DE
$ORCL ORACLE CORPBrowse Top Institutional Investors
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