Battery Global Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1582272
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

13F Reported Value

$199.8M

Holdings

157

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

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.

Sector Allocation

OtherTechnologyIndustrialsFinancialsHealthcareReal Estate

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored
  • Vanguard Total US Stock Market ETF - TOTAL STK MKT

    Quality

    $63.2M170,698 sh
  • Vanguard S&P 500 ETF - S&P 500 ETF SHS

    Quality

    $20.4M29,717 sh
  • Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT

    Quality

    $19.5M273,246 sh
  • $17.0M2,390,975 sh
  • $10.2M39,254 sh
  • Vanguard FTSE Emerging Markets ETF - FTSE EMR MKT ETF

    Quality

    $10.1M168,815 sh
  • $7.7M102,542 sh
  • SPDR Developed World Ex-US ETF - ST STR PO EX ETF

    Quality

    $7.7M152,557 sh
  • Vanguard Growth Index Fund ETF - GROWTH ETF

    Quality

    $6.3M73,443 sh
  • $4.7M22,256 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Battery Global Advisors, LLC's 157 positions.

Showing top 10 of 157 holdings.

Sector Allocation

Other

$141.9M

Technology

$20.2M

Industrials

$17.9M

Financials

$14.7M

Healthcare

$1.4M

Real Estate

$1.2M

Materials

$639,795

Energy

$637,846

Top HoldingsBattery Global Advisors, LLC (Q2 2026)

Top 150 of 157 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
Vanguard Total US Stock Market ETF - TOTAL STK MKT$63.2M
Vanguard S&P 500 ETF - S&P 500 ETF SHS$20.4M
Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT$19.5M
PAYO$PAYOPayoneer Global Inc.$17.0M
INTU$INTUINTUIT INC.$10.2M
Vanguard FTSE Emerging Markets ETF - FTSE EMR MKT ETF$10.1M
IAU$IAUISHARES GOLD TRUST$7.7M
SPDR Developed World Ex-US ETF - ST STR PO EX ETF$7.7M
Vanguard Growth Index Fund ETF - GROWTH ETF$6.3M
IVZ$IVZInvesco Ltd.$4.7M
Tortoise North American Pipeline Fund - NORTH AMRCN PIPE$2.9M
AAPL$AAPLApple Inc.$1.9M
Vanguard Large-Cap (index Fund) - LARGE CAP ETF$1.7M
CRWD$CRWDCrowdStrike Holdings, Inc.$1.6M
GOOG$GOOGAlphabet Inc.$1.5M
GOOGL$GOOGLAlphabet Inc.$1.5M
MSFT$MSFTMICROSOFT CORP$1.5M
Vanguard Small-Cap Growth ETF - SML CP GRW ETF$1.3M
KraneShares California Carbon Allowance ETF - CALIFORNIA CARB$1.3M
Vanguard Value Index Fund ETF - VALUE ETF$1.3M
SPDR Emerging Markets ETF - ST PORT MARK ETF$1.2M
Vanguard Small-Cap Value ETF - SM CP VAL ETF$1.1M
SPY$SPYSPDR S&P 500 ETF TRUST$911,884
Barclays Select MLP ETN - IPATH SELCT MLP$676,202
DOV$DOVDOVER Corp$591,702
Vanguard S&P 500 Growth ETF - 500 GRTH IDX F$574,044
JPM$JPMJPMORGAN CHASE & CO$562,613
EQIX$EQIXEQUINIX INC$502,194
GLW$GLWCORNING INC /NY$489,148
CI$CICigna Group$462,040
BNY$BNYBank of New York Mellon Corp$450,026
DLR$DLRDIGITAL REALTY TRUST, INC.$405,340
iShares Core S&P 500 ETF - CORE S&P500 ETF$392,805
iShares MSCI EM-ex China ETF - MSCI EMRG CHN$358,459
Vanguard Sector - INF TECH ETF$354,735
ROK$ROKROCKWELL AUTOMATION, INC$296,058
iShares MSCI ACWI ETF - MSCI ACWI ETF$274,022
SRAD$SRADSportradar Group AG$266,462
WPC$WPCW. P. Carey Inc.$264,768
JNJ$JNJJOHNSON & JOHNSON$243,049
GS$GSGOLDMAN SACHS GROUP INC$231,604
VRSK$VRSKVerisk Analytics, Inc.$221,001
MSGS$MSGSMadison Square Garden Sports Corp.$217,395
XOM.R34088$XOM.R34088EXXON MOBIL CORP$213,418
KWR$KWRQUAKER CHEMICAL CORP$190,167
Vaneck Semiconductor - SEMICONDUCTR ETF$179,058
FICO$FICOFAIR ISAAC CORP$176,827
CSCO$CSCOCISCO SYSTEMS, INC.$168,673
HD$HDHOME DEPOT, INC.$168,581
INTC$INTCINTEL CORP$167,137
BX$BXBlackstone Inc.$165,649
AMZN$AMZNAMAZON COM INC$143,004
ADI$ADIANALOG DEVICES INC$142,187
COP$COPCONOCOPHILLIPS$130,389
EW$EWEdwards Lifesciences Corp$129,720
MIAX$MIAXMIAMI INTERNATIONAL HOLDINGS, INC.$116,125
DLTR$DLTRDOLLAR TREE, INC.$115,749
UVSP$UVSPUNIVEST FINANCIAL Corp$114,756
SPDR Ser TR Portfli (high YLD) - ST PORT HIGH ETF$107,730
MRK$MRKMerck & Co., Inc.$92,873
AMGN$AMGNAMGEN INC$87,995
CL$CLCOLGATE PALMOLIVE CO$87,738
AFL$AFLAFLAC INC$84,186
NOC$NOCNORTHROP GRUMMAN CORP /DE/$82,813
BMY$BMYBRISTOL MYERS SQUIBB CO$82,742
WFC$WFCWELLS FARGO & COMPANY/MN$82,640
TRV$TRVTRAVELERS COMPANIES, INC.$82,530
STLD$STLDSTEEL DYNAMICS INC$82,336
TXN$TXNTEXAS INSTRUMENTS INC$80,804
PFE$PFEPFIZER INC$74,937
T$TAT&T INC.$74,334
META$METAMeta Platforms, Inc.$70,948
APH$APHAMPHENOL CORP /DE/$66,367
C$CCITIGROUP INC$66,169
Columbia ETF TR II Columbia Em Core Ex China ETF - EM CORE EX ETF$65,307
PSX$PSXPhillips 66$60,520
V$VVISA INC.$60,358
AME$AMEAMETEK INC/$57,824
AMP$AMPAMERIPRISE FINANCIAL INC$54,592
CXT$CXTCrane NXT, Co.$53,314
CR$CRCrane Co$53,314
PEP$PEPPEPSICO INC$51,479
ETN$ETNEaton Corp plc$50,665
CVS$CVSCVS HEALTH Corp$49,449
HUM$HUMHUMANA INC$47,375
CHD$CHDCHURCH & DWIGHT CO INC /DE/$46,309
AYI$AYIACUITY INC. (DE)$44,823
BAC$BACBANK OF AMERICA CORP /DE/$43,771
LUV$LUVSOUTHWEST AIRLINES CO$43,189
DCI$DCIDONALDSON Co INC$42,910
AGCO$AGCOAGCO CORP /DE$42,853
NTRS$NTRSNORTHERN TRUST CORP$41,739
DINO$DINOHF Sinclair Corp$41,651
VZ$VZVERIZON COMMUNICATIONS INC$40,519
WMT$WMTWalmart Inc.$40,434
HLT$HLTHilton Worldwide Holdings Inc.$40,316
CTAS$CTASCINTAS CORP$40,214
RF$RFREGIONS FINANCIAL CORP$36,467
CTVA$CTVACorteva, Inc.$34,554
Q$QQnity Electronics, Inc.$33,315
NVDA$NVDANVIDIA CORP$30,069
SCHW$SCHWSCHWAB CHARLES CORP$28,028
IQV$IQVIQVIA HOLDINGS INC.$27,244
VMC$VMCVulcan Materials CO$26,993
iShares Core MSCI EAFE ETF - CORE MSCI EAFE$25,497
UNH$UNHUNITEDHEALTH GROUP INC$24,905
CCZ$CCZCOMCAST CORP$23,494
WBD$WBDWarner Bros. Discovery, Inc.$23,141
BAX$BAXBAXTER INTERNATIONAL INC$20,413
UNP$UNPUNION PACIFIC CORP$19,178
DD$DDDuPont de Nemours, Inc.$18,447
TMO$TMOTHERMO FISHER SCIENTIFIC INC.$17,677
DHR$DHRDANAHER CORP /DE/$16,028
SPGI$SPGIS&P Global Inc.$14,924
AEE$AEEAMEREN CORP$14,495
FITB$FITBFIFTH THIRD BANCORP$13,568
AMT$AMTAMERICAN TOWER CORP /MA/$12,565
MSCI$MSCIMSCI Inc.$12,097
APD$APDAir Products & Chemicals, Inc.$11,708
DOW$DOWDOW INC.$11,163
Trulieve Cannabis - SUB VTG SHS$10,931
NOW$NOWServiceNow, Inc.$8,935
RTX$RTXRTX Corp$8,348
AWK$AWKAmerican Water Works Company, Inc.$7,219
ZTS$ZTSZoetis Inc.$7,100
iShares China Largecap - CHINA LG-CAP ETF$6,878
APTV$APTVAptiv PLC$6,813
iShares MSCI Israel ETF - MSCI ISRAEL ETF$6,760
ADBE$ADBEADOBE INC.$6,151
VTRS$VTRSViatris Inc$6,130
MELI$MELIMERCADOLIBRE INC$5,092
AON$AONAon plc$5,058
PLD$PLDPrologis, Inc.$3,949
SE$SESea Ltd$3,450
CARR$CARRCARRIER GLOBAL Corp$3,227
CAT$CATCATERPILLAR INC$3,195
NKE$NKENIKE, Inc.$3,083
TLRY$TLRYTilray Brands, Inc.$2,757
NLOP$NLOPNet Lease Office Properties$2,727
VLTO$VLTOVeralto Corp$2,419
iShares MSCI Emerging Markets ETF - MSCI EMG MKT ETF$2,321
NRG$NRGNRG ENERGY, INC.$1,899
EQT$EQTEQT Corp$1,701
OTIS$OTISOtis Worldwide Corp$1,575
Versigent LTD - ORDINARY SHARES$1,554
CHTR$CHTRCHARTER COMMUNICATIONS, INC. /MO/$1,422
VSNT$VSNTVersant Media Group, Inc.$1,368
FE$FEFIRSTENERGY CORP$1,189
LMT$LMTLOCKHEED MARTIN CORP$1,056
IOT$IOTSamsara Inc.$973

New Positions (3)

Trulieve Cannabis - SUB VTG SHS$10,931
Versigent LTD - ORDINARY SHARES$1,554
HONA$HONA Honeywell Aerospace Inc.$442

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Battery Global Advisors, LLC including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track Battery Global Advisors, LLC's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Battery Global Advisors, LLC and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

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 a 32-signal AI quality ranking (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.