Battery Global Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$186.2M
Q ending 2026-03-31
Prior quarter
$215.8M
Q ending 2025-12-31
Change
-13.7% QoQ · +3.9% YoY
Positions
154
reported holdings
Largest positions
Top 100 of 154 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Total Us Stock Market Etf | VTI | Shares | $56.4M | 176K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $17.8M | 278K |
| Intuit Com | INTU | Shares | $17.7M | 41K |
| Vanguard S&P 500 Etf | VOO | Shares | $17.5M | 29K |
| Payoneer Global Inc | PAYO | Shares | $14.0M | 2.9M |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $9.0M | 167K |
| Ishares Gold Trust | IAU | Shares | $8.9M | 101K |
| Spdr Developed World Ex-Us Etf | SPDW | Shares | $7.0M | 153K |
| Vanguard Growth Index Fund Etf | VUG | Shares | $5.3M | 12K |
| Invesco Exchange (Traded Fd Tr S&P | RSP | Shares | $3.8M | 20K |
| Tortoise North American Pipeline F | TPYP | Shares | $2.9M | 68K |
| Apple | AAPL | Shares | $1.7M | 7K |
| Microsoft | MSFT | Shares | $1.5M | 4K |
| Vanguard Large-Cap (Index Fund) | VV | Shares | $1.5M | 5K |
| Alphabet (Google) Class A | GOOGL | Shares | $1.2M | 4K |
| Vanguard Value Index Fund Etf | VTV | Shares | $1.2M | 6K |
| Alphabet (Google) Class C | GOOG | Shares | $1.2M | 4K |
| Kraneshares California Carbon Allo | KCCA | Shares | $1.1M | 77K |
| Vanguard Small-Cap Growth Etf | VBK | Shares | $1.1M | 4K |
| Spdr Emerging Markets Etf | SPEM | Shares | $1.0M | 22K |
| Vanguard Small-Cap Value Etf | VBR | Shares | $987K | 5K |
| Crowdstrike | CRWD | Shares | $823K | 2K |
| Spdr S&P 500 Etf | SPY | Shares | $793K | 1K |
| Barclays Select Mlp Etn | ATMP | Shares | $643K | 19K |
| Vanguard Total World Stock Index E | VT | Shares | $521K | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $505K | 2K |
| Equinix Inc. | EQIX | Shares | $472K | 482 |
| Vanguard S&P 500 Growth Etf | VOOG | Shares | $472K | 1K |
| Cigna | CI | Shares | $447K | 2K |
| Digital Realty Trust | DLR | Shares | $407K | 2K |
| Bank New York | BNY | Shares | $369K | 3K |
| Msg Networks | MSGS | Shares | $348K | 1K |
| Ishares Core S&P 500 Etf | IVV | Shares | $342K | 524 |
| Sportradar Group Ag | Shares | $298K | 18K | |
| Ishares Msci Em-Ex China Etf | EMXC | Shares | $276K | 4K |
| Exxon Mobil | XOM | Shares | $265K | 2K |
| Corning Inc | GLW | Shares | $260K | 2K |
| Vanguard Sector | VGT | Shares | $259K | 371 |
| Wp Carey Inc | WPC | Shares | $252K | 4K |
| Ishares Msci Acwi Etf | ACWI | Shares | $241K | 2K |
| Johnson & Johnson | JNJ | Shares | $234K | 957 |
| Verisk Analytics Inc | VRSK | Shares | $234K | 1K |
| Rockwell Automation | ROK | Shares | $215K | 598 |
| Goldman Sachs | GS | Shares | $194K | 229 |
| Conocophillips | COP | Shares | $165K | 1K |
| Blackstone Group | BX | Shares | $162K | 1K |
| Fair Isaac Corp Com | FICO | Shares | $158K | 148 |
| Home Depot Inc | HD | Shares | $157K | 478 |
| Quaker Chemical Corp | KWR | Shares | $149K | 1K |
| Amazon.Com | AMZN | Shares | $125K | 600 |
| Miami Intl Hldgs Inc | MIAX | Shares | $122K | 3K |
| Edwards Lifesciences | EW | Shares | $115K | 1K |
| Analog Devices | ADI | Shares | $114K | 358 |
| Cisco Systems | CSCO | Shares | $111K | 1K |
| Northrop Grumman | NOC | Shares | $111K | 162 |
| Spdr Ser Tr Portfli (High Yld) | SPHY | Shares | $107K | 5K |
| Dollar Tree Stores | DLTR | Shares | $105K | 957 |
| Vaneck Semiconductor | SMH | Shares | $105K | 273 |
| At&T | T | Shares | $104K | 4K |
| Univest Financial | UVSP | Shares | $90K | 3K |
| Pfizer Inc. | PFE | Shares | $87K | 3K |
| Bristol Myers Squibb | BMY | Shares | $87K | 1K |
| Merck & Co Inc. | MRK | Shares | $87K | 718 |
| Amgen | AMGN | Shares | $86K | 243 |
| Colgate Palmolive | CL | Shares | $82K | 957 |
| Wells Fargo & Co | WFC | Shares | $80K | 1K |
| Aflac Inc | AFL | Shares | $79K | 718 |
| Travelers Companies | TRV | Shares | $73K | 250 |
| META | Shares | $72K | 126 | |
| Phillips 66 Com | PSX | Shares | $65K | 358 |
| Steel Dynamics Inc | STLD | Shares | $65K | 358 |
| Pepsico | PEP | Shares | $59K | 377 |
| Citigroup Inc | C | Shares | $53K | 472 |
| Visa | V | Shares | $53K | 176 |
| Ameriprise Financial | AMP | Shares | $53K | 119 |
| Intel | INTC | Shares | $53K | 1K |
| Texas Instruments | TXN | Shares | $52K | 270 |
| Ametek | AME | Shares | $51K | 239 |
| Columbia Etf Tr Ii Columbia Em Cor | XCEM | Shares | $50K | 1K |
| Verizon Communications | VZ | Shares | $48K | 957 |
| Amphenol Corp Cl-A (New) Cmn Class | APH | Shares | $48K | 375 |
| Church & Dwight Co Inc | CHD | Shares | $45K | 478 |
| Walmart | WMT | Shares | $44K | 357 |
| Eaton Corp | Shares | $42K | 119 | |
| Agco Corporation | AGCO | Shares | $41K | 358 |
| Crane Co New Com | CR | Shares | $41K | 239 |
| Donaldson | DCI | Shares | $41K | 478 |
| Cintas Corp | CTAS | Shares | $40K | 236 |
| Hf Sinclair Corp Com | DINO | Shares | $37K | 598 |
| Bank Of America | BAC | Shares | $37K | 765 |
| Hilton Worldwide | HLT | Shares | $37K | 122 |
| Cvs Health | CVS | Shares | $34K | 478 |
| Corteva Inc | CTVA | Shares | $34K | 408 |
| Northern Trust | NTRS | Shares | $34K | 239 |
| Acuity Brands | AYI | Shares | $33K | 119 |
| Southwest Airlns Co | LUV | Shares | $32K | 837 |
| Regions Financial | RF | Shares | $32K | 1K |
| Schwab Charles Corp | SCHW | Shares | $28K | 303 |
| Comcast | CMCSA | Shares | $27K | 957 |
| Nvidia | NVDA | Shares | $26K | 150 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.