Battery Global Advisors, LLC
Sector Allocation
- Other71.0%$141.9M
- Technology9.9%$19.8M
- Industrials9.2%$18.3M
- Financials7.4%$14.7M
- Healthcare0.7%$1.4M
- Real Estate0.6%$1.2M
- Materials0.3%$639,795
- Energy0.3%$637,846
- Consumer Discretionary0.2%$400,516
- Communication Services0.2%$381,911
AUM History
13fpro.ai/research/fund/battery-global-advisors-llc-1582272
Conviction and streaks
Stable · top 10 = 83.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- Vanguard$63.2M
- Vanguard$20.4M
- Vanguard$19.5M
PAYO
$17.0MINTU
$10.2M- Vanguard$10.1M
IAU
$7.7M- SPDR$7.7M
- Vanguard$6.3M
IVZ
$4.7M- Tortoise$2.9M
AAPL
$1.9M- Vanguard$1.7M
CRWD
$1.6MGOOGL
$1.5MGOOG
$1.5MMSFT
$1.5M- Vanguard$1.3M
- KraneShares$1.3M
- Vanguard$1.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/battery-global-advisors-llc-1582272
Battery Global Advisors, LLC 13F holdings — Q2 2026
$199.8M portfolio (+7.3% QoQ) · 157 holdings · Q2 2026 13F · top 10 are 84% of the stock portfolio
- 1
Vanguard Total US Stock Market ETF - TOTAL STK MKT
$63.2M
31.6% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
Vanguard S&P 500 ETF - S&P 500 ETF SHS
$20.4M
10.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT
$19.5M
9.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $17.0M
8.5% of stocks
-17%This quarter+0.1%Since filed10+ qtrsHeld$10.2M
5.1% of stocks
-4%This quarter-1.9%Since filed10+ qtrsHeld- 6
Vanguard FTSE Emerging Markets ETF - FTSE EMR MKT ETF
$10.1M
5.0% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $7.7M
3.9% of stocks
+2%This quarter-8.0%Since filed10+ qtrsHeld- 8
SPDR Developed World Ex-US ETF - ST STR PO EX ETF
$7.7M
3.9% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 9
Vanguard Growth Index Fund ETF - GROWTH ETF
$6.3M
3.2% of stocks
+500%This quarter—Since filed—HeldAIQuality—Est. buy— $4.7M
2.4% of stocks
+13%This quarter-9.9%Since filed8 qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total US Stock Market ETF - TOTAL STK MKT | $63.2M | 31.6% | -3% | — | — | — | — | |
| 2 | Vanguard S&P 500 ETF - S&P 500 ETF SHS | $20.4M | 10.2% | +2% | — | — | — | — | |
| 3 | Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT | $19.5M | 9.7% | -2% | — | — | — | — | |
| 4 | $17.0M | 8.5% | -17% | +0.1% | 10+ qtrs | 52.9#1,440 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $10.2M | 5.1% | -4% | -1.9% | 10+ qtrs | 79.7#36 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | Vanguard FTSE Emerging Markets ETF - FTSE EMR MKT ETF | $10.1M | 5.0% | +0.8% | — | — | — | — | |
| 7 | $7.7M | 3.9% | +2% | -8.0% | 10+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | SPDR Developed World Ex-US ETF - ST STR PO EX ETF | $7.7M | 3.9% | No change | — | — | — | — | |
| 9 | Vanguard Growth Index Fund ETF - GROWTH ETF | $6.3M | 3.2% | +500% | — | — | — | — | |
| 10 | $4.7M | 2.4% | +13% | -9.9% | 8 qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Battery Global Advisors, LLC (Q2 2026)
157 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | Tortoise North American Pipeline Fund - NORTH AMRCN PIPE | — | $2.9M | 1.4% | 68K | — | — | — | 13F |
| 12 | Apple Inc. | Technology | $1.9M | 1.0% | 6,656 | +0.0% | 8 qtrs | 75.7 | 13F | |
| 13 | — | Vanguard Large-Cap (index Fund) - LARGE CAP ETFetf/fund | — | $1.7M | 0.8% | 4,880 | — | — | — | 13F |
| 14 | CrowdStrike Holdings, Inc. | Technology | $1.6M | 0.8% | 2,108 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $1.5M | 0.8% | 4,200 | — | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $1.5M | 0.7% | 4,179 | — | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MICROSOFT CORP | Technology | $1.5M | 0.7% | 3,944 | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | Vanguard Small-Cap Growth ETF - SML CP GRW ETFetf/fund | — | $1.3M | 0.7% | 3,680 | — | — | — | 13F |
| 19 | — | KraneShares California Carbon Allowance ETF - CALIFORNIA CARBetf/fund | — | $1.3M | 0.7% | 79K | +2% | — | — | 13F |
| 20 | — | Vanguard Value Index Fund ETF - VALUE ETFetf/fund | — | $1.3M | 0.7% | 6,113 | — | — | — | 13F |
| 21 | — | SPDR Emerging Markets ETF - ST PORT MARK ETFetf/fund | — | $1.2M | 0.6% | 22K | — | — | — | 13F |
| 22 | — | Vanguard Small-Cap Value ETF - SM CP VAL ETFetf/fund | — | $1.1M | 0.6% | 4,545 | — | — | — | 13F |
| 23 | SPDR S&P 500 ETF TRUSTetf/fund | — | $912K | 0.5% | 1,218 | — | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | Barclays Select MLP ETN - IPATH SELCT MLP | — | $676K | 0.3% | 20K | +5% | — | — | 13F |
| 25 | DOVER Corpetf/fund | Industrials | $592K | 0.3% | 3,770 | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | Vanguard S&P 500 Growth ETF - 500 GRTH IDX F | — | $574K | 0.3% | 6,948 | +500% | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $563K | 0.3% | 1,719 | +0.1% | |||
| 28 | $EQIX | EQUINIX INC | Real Estate | $502K | 0.3% | 482 | — | |||
| 29 | $GLW | CORNING INC /NY | Materials | $489K | 0.2% | 1,915 | — | |||
| 30 | $CI | Cigna Group | Healthcare | $462K | 0.2% | 1,676 | — | |||
| 31 | $BNY | Bank of New York Mellon Corp | Financials | $450K | 0.2% | 3,112 | — | |||
| 32 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $405K | 0.2% | 2,257 | — | |||
| 33 | — | iShares Core S&P 500 ETF - CORE S&P500 ETF | — | $393K | 0.2% | 525 | +0.2% | |||
| 34 | — | iShares MSCI EM-ex China ETF - MSCI EMRG CHN | — | $358K | 0.2% | 3,504 | — | |||
| 35 | — | Vanguard Sector - INF TECH ETF | — | $355K | 0.2% | 2,968 | +700% | |||
| 36 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $296K | 0.1% | 598 | — | |||
| 37 | — | iShares MSCI ACWI ETF - MSCI ACWI ETF | — | $274K | 0.1% | 1,746 | +0.3% | |||
| 38 | $SRAD | Sportradar Group AG | Technology | $266K | 0.1% | 18K | — | |||
| 39 | $WPC | W. P. Carey Inc. | Real Estate | $265K | 0.1% | 3,655 | — | |||
| 40 | $JNJ | JOHNSON & JOHNSON | Healthcare | $243K | 0.1% | 957 | — | |||
| 41 | $GS | GOLDMAN SACHS GROUP INC | Financials | $232K | 0.1% | 229 | — | |||
| 42 | $VRSK | Verisk Analytics, Inc. | Technology | $221K | 0.1% | 1,231 | — | |||
| 43 | $MSGS | Madison Square Garden Sports Corp. | Communication Services | $217K | 0.1% | 541 | -50% | |||
| 44 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $213K | 0.1% | 1,561 | +0.1% | |||
| 45 | $KWR | QUAKER CHEMICAL CORP | Energy | $190K | 0.1% | 1,197 | — | |||
| 46 | — | Vaneck Semiconductor - SEMICONDUCTR ETF | — | $179K | 0.1% | 273 | — | |||
| 47 | $FICO | FAIR ISAAC CORP | Technology | $177K | 0.1% | 148 | — | |||
| 48 | $CSCO | CISCO SYSTEMS, INC. | Technology | $169K | 0.1% | 1,436 | — | |||
| 49 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $169K | 0.1% | 478 | — | |||
| 50 | $INTC | INTEL CORP | Technology | $167K | 0.1% | 1,197 | — | |||
| 51 | $BX | Blackstone Inc. | Financials | $166K | 0.1% | 1,408 | +0.1% | |||
| 52 | $AMZN | AMAZON COM INC | Consumer Discretionary | $143K | 0.1% | 600 | — | |||
| 53 | $ADI | ANALOG DEVICES INC | Technology | $142K | 0.1% | 358 | — | |||
| 54 | $COP | CONOCOPHILLIPS | Energy | $130K | 0.1% | 1,254 | +0.3% | |||
| 55 | $EW | Edwards Lifesciences Corp | Healthcare | $130K | 0.1% | 1,434 | — | |||
| 56 | $MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | Financials | $116K | 0.1% | 3,125 | — | |||
| 57 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $116K | 0.1% | 957 | — | |||
| 58 | $UVSP | UNIVEST FINANCIAL Corp | Financials | $115K | 0.1% | 2,623 | — | |||
| 59 | — | SPDR Ser TR Portfli (high YLD) - ST PORT HIGH ETF | — | $108K | 0.1% | 4,596 | — | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $93K | 0.1% | 718 | — | |||
| 61 | $AMGN | AMGEN INC | Healthcare | $88K | 0.0% | 243 | — | |||
| 62 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $88K | 0.0% | 957 | — | |||
| 63 | $AFL | AFLAC INC | Financials | $84K | 0.0% | 718 | — | |||
| 64 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $83K | 0.0% | 163 | +0.6% | |||
| 65 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $83K | 0.0% | 1,436 | — | |||
| 66 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $83K | 0.0% | 1,000 | — | |||
| 67 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $83K | 0.0% | 250 | — | |||
| 68 | $STLD | STEEL DYNAMICS INC | Materials | $82K | 0.0% | 358 | — | |||
| 69 | $TXN | TEXAS INSTRUMENTS INC | Technology | $81K | 0.0% | 271 | +0.4% | |||
| 70 | $PFE | PFIZER INC | Healthcare | $75K | 0.0% | 3,112 | — | |||
| 71 | $T | AT&T INC. | Communication Services | $74K | 0.0% | 3,591 | — | |||
| 72 | $META | Meta Platforms, Inc. | Technology | $71K | 0.0% | 126 | — | |||
| 73 | $APH | AMPHENOL CORP /DE/ | Technology | $66K | 0.0% | 376 | +0.3% | |||
| 74 | $C | CITIGROUP INC | Financials | $66K | 0.0% | 473 | +0.2% | |||
| 75 | — | Columbia ETF TR II Columbia Em Core Ex China ETF - EM CORE EX ETF | — | $65K | 0.0% | 1,235 | — | |||
| 76 | $PSX | Phillips 66 | Energy | $61K | 0.0% | 358 | — | |||
| 77 | $V | VISA INC. | Financials | $60K | 0.0% | 176 | — | |||
| 78 | $AME | AMETEK INC/ | Industrials | $58K | 0.0% | 239 | — | |||
| 79 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $55K | 0.0% | 119 | — | |||
| 80 | $CXT | Crane NXT, Co. | Industrials | $53K | 0.0% | 239 | — | |||
| 81 | $CR | Crane Co | Industrials | $53K | 0.0% | 239 | — | |||
| 82 | $PEP | PEPSICO INC | Consumer Staples | $51K | 0.0% | 380 | +0.8% | |||
| 83 | $ETN | Eaton Corp plc | Industrials | $51K | 0.0% | 119 | — | |||
| 84 | $CVS | CVS HEALTH Corp | Healthcare | $49K | 0.0% | 478 | — | |||
| 85 | $HUM | HUMANA INC | Healthcare | $47K | 0.0% | 119 | — | |||
| 86 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $46K | 0.0% | 478 | — | |||
| 87 | $AYI | ACUITY INC. (DE) | Technology | $45K | 0.0% | 119 | — | |||
| 88 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $44K | 0.0% | 768 | +0.4% | |||
| 89 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $43K | 0.0% | 837 | — | |||
| 90 | $DCI | DONALDSON Co INC | Industrials | $43K | 0.0% | 478 | — | |||
| 91 | $AGCO | AGCO CORP /DE | Industrials | $43K | 0.0% | 358 | — | |||
| 92 | $NTRS | NORTHERN TRUST CORP | Financials | $42K | 0.0% | 239 | — | |||
| 93 | $DINO | HF Sinclair Corp | Energy | $42K | 0.0% | 598 | — | |||
| 94 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $41K | 0.0% | 957 | — | |||
| 95 | $WMT | Walmart Inc. | Consumer Staples | $40K | 0.0% | 357 | — | |||
| 96 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $40K | 0.0% | 122 | — | |||
| 97 | $CTAS | CINTAS CORP | Consumer Discretionary | $40K | 0.0% | 236 | — | |||
| 98 | $RF | REGIONS FINANCIAL CORP | Financials | $36K | 0.0% | 1,197 | — | |||
| 99 | $CTVA | Corteva, Inc. | Consumer Staples | $35K | 0.0% | 408 | — | |||
| 100 | $Q | Qnity Electronics, Inc. | Technology | $33K | 0.0% | 204 | — | |||
| 101 | $NVDA | NVIDIA CORP | Technology | $30K | 0.0% | 150 | — | |||
| 102 | $SCHW | SCHWAB CHARLES CORP | Financials | $28K | 0.0% | 304 | +0.3% | |||
| 103 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $27K | 0.0% | 141 | — | |||
| 104 | $VMC | Vulcan Materials CO | Materials | $27K | 0.0% | 91 | — | |||
| 105 | — | iShares Core MSCI EAFE ETF - CORE MSCI EAFE | — | $25K | 0.0% | 264 | — | |||
| 106 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $25K | 0.0% | 60 | — | |||
| 107 | $CCZ | COMCAST CORP | Communication Services | $23K | 0.0% | 957 | — | |||
| 108 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $23K | 0.0% | 868 | — | |||
| 109 | $BAX | BAXTER INTERNATIONAL INC | Healthcare | $20K | 0.0% | 957 | — | |||
| 110 | $UNP | UNION PACIFIC CORP | Industrials | $19K | 0.0% | 71 | +1% | |||
| 111 | $DD | DuPont de Nemours, Inc. | Materials | $18K | 0.0% | 136 | -67% | |||
| 112 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $18K | 0.0% | 35 | — | |||
| 113 | $DHR | DANAHER CORP /DE/ | Healthcare | $16K | 0.0% | 84 | — | |||
| 114 | $SPGI | S&P Global Inc. | Financials | $15K | 0.0% | 37 | — | |||
| 115 | $AEE | AMEREN CORP | Utilities | $14K | 0.0% | 128 | +0.8% | |||
| 116 | $FITB | FIFTH THIRD BANCORP | Financials | $14K | 0.0% | 239 | — | |||
| 117 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $13K | 0.0% | 76 | +1% | |||
| 118 | $MSCI | MSCI Inc. | Financials | $12K | 0.0% | 22 | — | |||
| 119 | $APD | Air Products & Chemicals, Inc. | Materials | $12K | 0.0% | 40 | — | |||
| 120 | $DOW | DOW INC. | Materials | $11K | 0.0% | 408 | — | |||
| 121 | — | Trulieve Cannabis - SUB VTG SHS | — | $11K | 0.0% | 1,112 | New | |||
| 122 | $NOW | ServiceNow, Inc. | Technology | $9K | 0.0% | 90 | — | |||
| 123 | $RTX | RTX Corp | Industrials | $8K | 0.0% | 44 | — | |||
| 124 | $AWK | American Water Works Company, Inc. | Utilities | $7K | 0.0% | 55 | +2% | |||
| 125 | $ZTS | Zoetis Inc. | Healthcare | $7K | 0.0% | 99 | +1% | |||
| 126 | — | iShares China Largecap - CHINA LG-CAP ETF | — | $7K | 0.0% | 218 | +0.9% | |||
| 127 | $APTV | Aptiv PLC | Industrials | $7K | 0.0% | 111 | — | |||
| 128 | — | iShares MSCI Israel ETF - MSCI ISRAEL ETF | — | $7K | 0.0% | 56 | — | |||
| 129 | $ADBE | ADOBE INC. | Technology | $6K | 0.0% | 30 | — | |||
| 130 | $VTRS | Viatris Inc | Healthcare | $6K | 0.0% | 386 | — | |||
| 131 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $5K | 0.0% | 3 | — | |||
| 132 | $AON | Aon plc | Financials | $5K | 0.0% | 15 | — | |||
| 133 | $PLD | Prologis, Inc. | Real Estate | $4K | 0.0% | 29 | — | |||
| 134 | $SE | Sea Ltd | Industrials | $3K | 0.0% | 36 | — | |||
| 135 | $CARR | CARRIER GLOBAL Corp | Industrials | $3K | 0.0% | 44 | — | |||
| 136 | $CAT | CATERPILLAR INC | Industrials | $3K | 0.0% | 3 | — | |||
| 137 | $NKE | NIKE, Inc. | Consumer Discretionary | $3K | 0.0% | 74 | — | |||
| 138 | $TLRY | Tilray Brands, Inc. | Healthcare | $3K | 0.0% | 614 | — | |||
| 139 | $NLOP | Net Lease Office Properties | Real Estate | $3K | 0.0% | 245 | — | |||
| 140 | $VLTO | Veralto Corp | Technology | $2K | 0.0% | 27 | — | |||
| 141 | — | iShares MSCI Emerging Markets ETF - MSCI EMG MKT ETF | — | $2K | 0.0% | 34 | — | |||
| 142 | $NRG | NRG ENERGY, INC. | Utilities | $2K | 0.0% | 13 | — | |||
| 143 | $EQT | EQT Corp | Energy | $2K | 0.0% | 32 | — | |||
| 144 | $OTIS | Otis Worldwide Corp | Industrials | $2K | 0.0% | 22 | — | |||
| 145 | — | Versigent LTD - ORDINARY SHARES | — | $2K | 0.0% | 37 | New | |||
| 146 | $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Communication Services | $1K | 0.0% | 10 | — | |||
| 147 | $VSNT | Versant Media Group, Inc. | Communication Services | $1K | 0.0% | 38 | — | |||
| 148 | $FE | FIRSTENERGY CORP | Utilities | $1K | 0.0% | 25 | — | |||
| 149 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1K | 0.0% | 2 | — | |||
| 150 | $IOT | Samsara Inc. | Technology | $973 | 0.0% | 30 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 30 added to, 7 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
- Trulieve Cannabis - SUB VTG SHS$11K
first bought this quarter
- Versigent LTD - ORDINARY SHARES$2K
first bought this quarter
$HONAHoneywell Aerospace Inc.$442
first bought this quarter
Added to (30)
- Vanguard Growth Index Fund ETF - GROWTH ETF+500%
now $6.3M
$IVZInvesco Ltd.+13%
now $4.7M · held 8 qtrs, 2 adds in a row
- Vanguard S&P 500 Growth ETF - 500 GRTH IDX F+500%
now $574K
- Vanguard Sector - INF TECH ETF+700%
now $355K
- Vanguard S&P 500 ETF - S&P 500 ETF SHS+2%
now $20.4M
$IAUISHARES GOLD TRUST+2%
now $7.7M · held 10+ qtrs, 2 adds in a row
+24 more in the Excel export
Trimmed (7)
$PAYOPayoneer Global Inc.-17%
now $17.0M · held 10+ qtrs
- Vanguard Total US Stock Market ETF - TOTAL STK MKT-3%
now $63.2M
$INTUINTUIT INC.-4%
now $10.2M · held 10+ qtrs
- Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT-2%
now $19.5M
$MSGSMadison Square Garden Sports Corp.-50%
now $217K · held 8 qtrs
$DDDuPont de Nemours, Inc.-67%
now $18K · held 8 qtrs
+1 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Battery Global Advisors, LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow Battery Global Advisors?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Battery Global Advisors's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.5%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 151% over the last 4
Top 10 weight
84%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Battery Global Advisors, LLC disclosed 157 positions worth $199.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 3 new positions and exited 0. The portfolio is most concentrated in Other (71.0% of disclosed assets). All figures are sourced directly from Battery Global Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1582272.
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AI-Powered Hedge Fund Analysis: Battery Global Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Battery Global Advisors, LLC (SEC CIK: 1582272), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Battery Global Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.