CIK: 0001582272
Total reported value
$186.2M
Reporting period: 2026-03-31 · Number of holdings: 154
Battery Global Advisors, LLC disclosed 154 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $186.2M and a quarterly turnover rate of 152.3%.
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Battery Global Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.132 — mathematically equivalent to about 8 equally-sized positions, well below its 154 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.42), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 17% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add VTI
+47250.1% $56.1M
Trim VT
-98.0% -$62.7M
Trim VOOG
-99.7% -$22.3M
Add INTU
+2874.3% $17.7M
Add VEA
+7273.1% $17.3M
Add VOO
+499.8% $16.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 30.27% | +30.14% | +47250.13% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.57% | +9.32% | +7273.13% | |
| 3 | INTU | Intuit INC | Stock-Tech | 9.51% | +9.49% | +2874.29% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.39% | +8.68% | +499.80% | |
| 5 | PAYO | Payoneer Global INC | Stock-Other | 7.50% | -0.03% | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.86% | +4.41% | +3583.28% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 4.77% | +4.60% | +19137.40% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.74% | — | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.87% | -2.97% | -94.78% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.04% | +2.04% | +179390.91% | |
| 11 | TPYP | Tortoise North American Pipe | ETF-Other | 1.56% | +0.43% | — | |
| 12 | AAPL | Apple INC | Stock-Tech | 0.91% | — | -8.21% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.78% | +23082.35% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 0.78% | -1.99% | -60.13% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | — | -6.15% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | — | +66.11% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | — | -5.24% | |
| 18 | KCCA | Kraneshares California Carbo | ETF-Other | 0.61% | +0.61% | +962962.50% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.60% | -7.91% | -87.43% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.56% | — | — | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.53% | +0.29% | +292.49% | |
| 22 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.44% | +0.43% | +782.01% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.36% | +458.72% | |
| 24 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.35% | — | -24.45% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.28% | -28.99% | -98.00% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.27% | +2626.98% | |
| 27 | EQIX | Equinix INC | Stock-Real Estate | 0.25% | +0.25% | +1406.25% | |
| 28 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | -10.32% | -99.68% | |
| 29 | CI | THE Cigna Group | Stock-Healthcare | 0.24% | +0.24% | +5486.67% | |
| 30 | DLR | Digital Realty Trust INC | Stock-Real Estate | 0.22% | +0.22% | +3661.67% | |
| 31 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.20% | +0.18% | +258.53% | |
| 32 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.19% | +0.19% | +54000.00% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.17% | +98.48% | |
| 34 | SRAD | Sportradar Group AG | Stock-Other | 0.16% | — | — | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.15% | +0.15% | +10205.88% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | +0.14% | +15500.00% | |
| 37 | GLW | Corning INC | Stock-Tech | 0.14% | +0.14% | +47775.00% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.14% | -0.40% | -93.93% | |
| 39 | WPC | Wp Carey INC | Stock-Real Estate | 0.14% | — | — | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.13% | -3.96% | -98.40% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | +0.13% | +7875.00% | |
| 42 | VRSK | Verisk Analytics INC | Stock-Industrials | 0.13% | — | — | |
| 43 | ROK | Rockwell Automation INC | Stock-Industrials | 0.12% | — | +987.27% | |
| 44 | GS | Goldman Sachs Group INC | Stock-Financials | 0.10% | — | +110.09% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.09% | — | +6478.95% | |
| 46 | BX | Blackstone INC | Stock-Financials | 0.09% | — | -1.06% | |
| 47 | FICO | Fair Isaac CORP | Stock-Tech | 0.08% | — | -90.51% | |
| 48 | HD | Home Depot INC | Stock-Consumer Disc | 0.08% | — | +291.80% | |
| 49 | KWR | Quaker Chemical Corporation | Stock-Other | 0.08% | — | — | |
| 50 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.07% | — | -33.26% |
Performance for Q3 2026
+6.6%
Performance Last 4 Quarters
+6%
Based on 60% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 154 | $186.2M | 100 | |
| 2025-12-31 | 234 | $215.8M | 100 | |
| 2025-09-30 | 148 | $212.7M | 24 | |
| 2025-06-30 | 142 | $202.8M | 0 | |
| 2025-03-31 | 139 | $179.2M | 0 | |
| 2024-12-31 | 133 | $187.1M | 0 | |
| 2024-09-30 | 135 | $184.0M | 0 | |
| 2024-06-30 | 35 | $151.1M | 0 | |
| 2024-03-31 | 35 | $123.3M | 0 | |
| 2023-12-31 | 42 | $130.5M | 0 |
Battery Global Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Intuitive Surgical INC (ISRG); Sold out: Lincoln National CORP (LNC); Sold out: Micron Technology INC (MU); Sold out: Cummins INC (CMI); Sold out: Keycorp (KEY).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +30.1% | +47250.13% | Add |
| 2 | INTU | Intuit INC | +9.5% | +2874.29% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +9.3% | +7273.13% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +8.7% | +499.80% | Add |
| 5 | IAU | Ishares Gold Trust | +4.6% | +19137.40% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +4.4% | +3583.28% | Add |
| 7 | RSP | Invesco S&p 500 Equal Weight | +2% | +179390.91% | Add |
| 8 | MSFT | Microsoft CORP | +0.8% | +23082.35% | Add |
| 9 | KCCA | Kraneshares California Carbo | +0.6% | +962962.50% | Add |
| 10 | CRWD | Crowdstrike Holdings INC - A | +0.4% | +782.01% | Add |
| 11 | TPYP | Tortoise North American Pipe | +0.4% | — | Unchanged |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +458.72% | Add |
| 13 | VBR | Vanguard Small-cap Value ETF | +0.3% | +292.49% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | +2626.98% | Add |
| 15 | EQIX | Equinix INC | +0.3% | +1406.25% | Add |
| 16 | CI | THE Cigna Group | +0.2% | +5486.67% | Add |
| 17 | DLR | Digital Realty Trust INC | +0.2% | +3661.67% | Add |
| 18 | MSGS | Madison Square Garden Sports | +0.2% | +54000.00% | Add |
| 19 | BNY | Bank Of New York Mellon CORP | +0.2% | +258.53% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.2% | +98.48% | Add |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +10205.88% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +15500.00% | Add |
| 23 | GLW | Corning INC | +0.1% | +47775.00% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +7875.00% | Add |
| 25 | AAPL | Apple INC | — | -8.21% | Trim |
| 26 | PAYO | Payoneer Global INC | 0% | — | Unchanged |
| 27 | EEM | Ishares Msci Emerging Market | -0.1% | -98.05% | Trim |
| 28 | FITB | Fifth Third Bancorp | -0.1% | +61.49% | Add |
| 29 | MSCI | Msci INC | -0.1% | -97.97% | Trim |
| 30 | EIS | Ishares Msci Israel ETF | -0.1% | -98.40% | Trim |
| 31 | BAC | Bank Of America CORP | -0.2% | -75.46% | Trim |
| 32 | CTAS | Cintas CORP | -0.2% | -85.92% | Trim |
| 33 | NOW | Servicenow INC | -0.3% | -97.77% | Trim |
| 34 | VGT | Vanguard Info Tech ETF | -0.4% | -93.93% | Trim |
| 35 | IQV | Iqvia Holdings INC | -1.1% | -98.89% | Trim |
| 36 | VV | Vanguard Large-cap ETF | -2% | -60.13% | Trim |
| 37 | VUG | Vanguard Growth ETF | -3% | -94.78% | Trim |
| 38 | ACWI | Ishares Msci Acwi ETF | -4% | -98.40% | Trim |
| 39 | VBK | Vanguard Small-cap Grwth ETF | -7.9% | -87.43% | Trim |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | -10.3% | -99.68% | Trim |
| 41 | VT | Vanguard Tot World Stk ETF | -29% | -98.00% | Trim |
| 42 | ISRG | Intuitive Surgical INC | — | EXIT | Sold out |
| 43 | LNC | Lincoln National CORP | — | EXIT | Sold out |
| 44 | MU | Micron Technology INC | — | EXIT | Sold out |
| 45 | CMI | Cummins INC | — | EXIT | Sold out |
| 46 | KEY | Keycorp | — | EXIT | Sold out |
| 47 | EXE | Expand Energy CORP | — | EXIT | Sold out |
| 48 | DG | Dollar General CORP | — | EXIT | Sold out |
| 49 | ROST | Ross Stores INC | — | EXIT | Sold out |
| 50 | HIG | Hartford Insurance Group INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-11 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
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