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CIK: 0001582272
Total reported value
$199.8M
$199.8M
142 檔
71.8%
At the close of Q2 2025, Battery Global Advisors, LLC disclosed equity holdings valued at approximately $199.8M, spread across 142 reported holdings.
In Q2 2025, Battery Global Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.64% | +1.34% | +9.14% | |
| 2 | INTU | Intuit Inc | Stock-Tech | 16.39% | -4.38% | -6.95% | |
| 3 | PAYO | Payoneer Global Inc | Stock-Other | 9.76% | +1.02% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.90% | +0.17% | +13.29% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.00% | +0.83% | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.25% | +0.18% | -6.95% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.32% | -0.89% | -5.01% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.05% | +0.11% | +0.61% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.65% | +0.30% | — | |
| 10 | TPYP | Tortoise North American Pipe | ETF-Other | 1.20% | -0.12% | — | |
| 11 | KCCA | Kraneshares California Carbo | ETF-Other | 1.14% | +0.06% | +15.56% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.13% | +0.33% | +0.40% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.04% | +0.05% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 0.69% | +0.06% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.05% | +0.05% | |
| 16 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.57% | -0.01% | -10.10% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | +0.03% | — | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.53% | +0.37% | — | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.50% | +0.07% | — | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.47% | +0.02% | — | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.44% | +0.02% | — | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.01% | — | |
| 23 | MDB | Mongodb Inc | Stock-Tech | 0.37% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.10% | +0.02% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.10% | — | |
| 26 | HUBS | Hubspot Inc | Stock-Tech | 0.29% | — | — | |
| 27 | CI | THE Cigna Group | Stock-Healthcare | 0.27% | -0.01% | — | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.26% | — | — | |
| 29 | SRAD | Sportradar Group AG | Stock-Other | 0.25% | -0.03% | +546.10% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | +0.01% | — | |
| 31 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | +0.04% | — | |
| 32 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.16% | -0.02% | — | |
| 33 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.14% | +0.03% | — | |
| 34 | FICO | Fair Isaac CORP | Stock-Tech | 0.13% | +0.01% | — | |
| 35 | WPC | Wp Carey Inc | Stock-Real Estate | 0.11% | -0.01% | — | |
| 36 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.11% | -0.08% | — | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.11% | +0.01% | -18.10% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.10% | -0.01% | +0.07% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.02% | -19.65% | |
| 40 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.10% | +0.03% | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.03% | +0.06% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.08% | +0.02% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | -0.01% | — | |
| 45 | KWR | Quaker Chemical Corporation | Stock-Other | 0.07% | +0.02% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 47 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.06% | -0.01% | -25.42% | |
| 48 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.06% | — | — | |
| 49 | COP | Conocophillips | Stock-Energy | 0.05% | -0.02% | +0.32% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.05% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.8% | +9.14% | Add |
| 2 | TPYP | Tortoise North American Pipe | +1.2% | NEW | New buy |
| 3 | VEA | Vanguard Ftse Developed ETF | +1% | +13.29% | Add |
| 4 | INTU | Intuit Inc | +0.9% | -6.95% | Trim |
| 5 | SRAD | Sportradar Group AG | +0.2% | +546.10% | Add |
| 6 | MSFT | Microsoft CORP | +0.1% | +0.05% | Add |
| 7 | FICO | Fair Isaac CORP | +0.1% | NEW | New buy |
| 8 | VUG | Vanguard Growth ETF | +0.1% | — | Unchanged |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 10 | NOW | Servicenow Inc | +0.1% | — | Unchanged |
| 11 | MDB | Mongodb Inc | 0% | — | Unchanged |
| 12 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 13 | GOOG | Alphabet Inc-cl C | 0% | +0.02% | Add |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | Unchanged |
| 15 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 16 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 17 | CXT | Crane Nxt Co | 0% | — | Unchanged |
| 18 | DLTR | Dollar Tree Inc | 0% | — | Unchanged |
| 19 | META | Meta Platforms Inc-class A | 0% | +0.80% | Add |
| 20 | APH | Amphenol Corp-cl A | 0% | +0.27% | Add |
| 21 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 22 | CTVA | Corteva Inc | 0% | — | Unchanged |
| 23 | GOOGL | Alphabet Inc-cl A | — | — | Unchanged |
| 24 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 25 | GLW | Corning Inc | — | — | Unchanged |
| 26 | ADI | Analog Devices Inc | — | — | Unchanged |
| 27 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 28 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 29 | CR | Crane Co | — | — | Unchanged |
| 30 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 31 | EW | Edwards Lifesciences CORP | — | — | Unchanged |
| 32 | TXN | Texas Instruments Inc | — | +0.38% | Add |
| 33 | NVDA | Nvidia CORP | — | — | Unchanged |
| 34 | C | Citigroup Inc | — | +0.43% | Add |
| 35 | AMP | Ameriprise Financial Inc | — | — | Unchanged |
| 36 | DINO | Hf Sinclair CORP | — | — | Unchanged |
| 37 | HLT | Hilton Worldwide Holdings In | — | — | Unchanged |
| 38 | UVSP | Univest Financial CORP | — | — | Unchanged |
| 39 | BAC | Bank Of America CORP | — | +0.53% | Add |
| 40 | AYI | Acuity Inc | — | — | Unchanged |
| 41 | CTAS | Cintas CORP | — | — | Unchanged |
| 42 | AFL | Aflac Inc | — | — | Unchanged |
| 43 | SCHW | Schwab (charles) CORP | — | +0.33% | Add |
| 44 | AGCO | Agco CORP | — | — | Unchanged |
| 45 | WMT | Walmart Inc | — | — | Unchanged |
| 46 | DOW | Dow Inc | — | — | Unchanged |
| 47 | PFE | Pfizer Inc | — | — | Unchanged |
| 48 | TMO | Thermo Fisher Scientific Inc | — | — | Unchanged |
| 49 | IQV | Iqvia Holdings Inc | — | — | Unchanged |
| 50 | VMC | Vulcan Materials Co | — | — | Unchanged |
According to official SEC Form 13F filings, Battery Global Advisors, LLC reported a total U.S. public equity portfolio value of $199.8M across 142 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, INTU, PAYO) accounted for 71.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
TPYP
市值: $2.4M
Top Position Liquidated / Trimmed
TPYP
前期市值: $2.5M
During Q2 2025, Battery Global Advisors, LLC's top holdings by market value included VTI (27.6%)、INTU (16.4%)、PAYO (9.8%). The largest single position, VTI, represented 27.6% of total portfolio value.
In Q2 2025, Battery Global Advisors, LLC made 37 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 8 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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