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CIK: 0001582272
Total reported value
$199.8M
$199.8M
148 檔
74.1%
As reported in its official Q3 2025 Form 13F filing, Battery Global Advisors, LLC's tracked investment portfolio stood at $199.8M with 148 total positions.
In Q3 2025, Battery Global Advisors, LLC displayed an active expansion posture, initiating 14 new positions and adding to 33 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 | 29.47% | +1.34% | +3.55% | |
| 2 | INTU | Intuit Inc | Stock-Tech | 13.15% | -4.38% | -2.94% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.35% | +0.17% | +16.01% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.45% | +0.83% | +2.75% | |
| 5 | PAYO | Payoneer Global Inc | Stock-Other | 8.22% | +1.02% | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.78% | +0.18% | +5.48% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.81% | -0.89% | +2.96% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.07% | +0.11% | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.76% | +0.30% | — | |
| 10 | TPYP | Tortoise North American Pipe | ETF-Other | 1.17% | -0.12% | — | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.13% | +0.33% | +0.43% | |
| 12 | KCCA | Kraneshares California Carbo | ETF-Other | 1.12% | +0.06% | -5.92% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.04% | +0.05% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.05% | +0.06% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 0.71% | +0.06% | +0.02% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | +0.03% | — | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.52% | +0.07% | — | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.49% | +0.02% | — | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.49% | +0.37% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.10% | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.10% | — | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.45% | +0.02% | — | |
| 23 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.37% | -0.01% | -31.33% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.35% | -0.01% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | +0.01% | +0.06% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.24% | +0.02% | — | |
| 27 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | +0.04% | — | |
| 28 | CI | THE Cigna Group | Stock-Healthcare | 0.23% | -0.01% | — | |
| 29 | SRAD | Sportradar Group AG | Stock-Other | 0.23% | -0.03% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.02% | +62.23% | |
| 31 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.16% | +0.03% | — | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.13% | +0.04% | — | |
| 33 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.12% | -0.02% | — | |
| 34 | WPC | Wp Carey Inc | Stock-Real Estate | 0.12% | -0.01% | — | |
| 35 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.12% | -0.08% | — | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.11% | +0.01% | — | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.11% | -0.01% | +0.14% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.11% | +0.03% | — | |
| 39 | FICO | Fair Isaac CORP | Stock-Tech | 0.10% | +0.01% | — | |
| 40 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.10% | +0.03% | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 42 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.09% | -0.02% | — | |
| 43 | EQIX | Equinix Inc | Stock-Real Estate | 0.09% | — | — | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.09% | +0.02% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | -0.01% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.03% | +0.06% | |
| 47 | KWR | Quaker Chemical Corporation | Stock-Other | 0.07% | +0.02% | — | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.07% | +0.10% | — | |
| 49 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.07% | -0.01% | +15.64% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +3.6% | +3.55% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +2.4% | +16.01% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +2.75% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.2% | — | Unchanged |
| 5 | SRAD | Sportradar Group AG | +0.2% | — | Add |
| 6 | MSFT | Microsoft CORP | +0.1% | +0.05% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | — | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 10 | IAU | Ishares Gold Trust | +0.1% | +2.96% | Trim |
| 11 | IVV | Ishares Core S&p 500 ETF | 0% | +62.23% | Add |
| 12 | JPM | Jpmorgan Chase & Co | 0% | +0.06% | Add |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | Unchanged |
| 14 | GLW | Corning Inc | 0% | — | Unchanged |
| 15 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 16 | VV | Vanguard Large-cap ETF | 0% | +0.02% | Add |
| 17 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 18 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 19 | APH | Amphenol Corp-cl A | 0% | +0.27% | Add |
| 20 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 21 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 22 | VBK | Vanguard Small-cap Grwth ETF | — | — | Unchanged |
| 23 | SPEM | State Street Sp Ptf Em ETF | — | — | Unchanged |
| 24 | BX | Blackstone Inc | — | +0.14% | Add |
| 25 | MSGS | Madison Square Garden Sports | — | — | Unchanged |
| 26 | META | Meta Platforms Inc-class A | — | — | Add |
| 27 | DLTR | Dollar Tree Inc | — | — | Unchanged |
| 28 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 29 | NOC | Northrop Grumman CORP | — | — | Unchanged |
| 30 | ADI | Analog Devices Inc | — | — | Unchanged |
| 31 | C | Citigroup Inc | — | +0.21% | Add |
| 32 | INTC | Intel CORP | — | — | Unchanged |
| 33 | ETN | Eaton Corporation plc | — | +0.85% | Add |
| 34 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 35 | NVDA | Nvidia CORP | — | — | Unchanged |
| 36 | DINO | Hf Sinclair CORP | — | — | Unchanged |
| 37 | AYI | Acuity Inc | — | — | Unchanged |
| 38 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 39 | BAC | Bank Of America CORP | — | +0.53% | Add |
| 40 | WBD | Warner Bros Discovery Inc | — | — | Unchanged |
| 41 | CR | Crane Co | — | — | Unchanged |
| 42 | DCI | Donaldson Co Inc | — | — | Unchanged |
| 43 | VMC | Vulcan Materials Co | — | — | Unchanged |
| 44 | TLRYEUR | Tilray Brands Inc | — | — | Unchanged |
| 45 | WMT | Walmart Inc | — | — | Unchanged |
| 46 | SCHW | Schwab (charles) CORP | — | +0.33% | Add |
| 47 | AGCO | Agco CORP | — | — | Unchanged |
| 48 | PSX | Phillips 66 | — | — | Unchanged |
| 49 | UVSP | Univest Financial CORP | — | — | Unchanged |
| 50 | AME | Ametek Inc | — | — | 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 148 disclosed positions in Q3 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, VEA) accounted for 74.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
TPYP
市值: $2.5M
Top Position Liquidated / Trimmed
TPYP
前期市值: $2.5M
During Q3 2025, Battery Global Advisors, LLC's top holdings by market value included VTI (29.5%)、INTU (13.2%)、VEA (10.3%). The largest single position, VTI, represented 29.5% of total portfolio value.
In Q3 2025, Battery Global Advisors, LLC made 59 total portfolio adjustments, initiating 14 new buys, adding to 33 positions, trimming 7 holdings, and fully liquidating 5 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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