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CIK: 0001582272
Total reported value
$199.8M
$199.8M
234 檔
73.9%
The Q4 2025 SEC filing reveals that Battery Global Advisors, LLC held a total portfolio value of $199.8M, covering 234 public equity positions.
In Q4 2025, Battery Global Advisors, LLC displayed an active expansion posture, initiating 74 new positions and adding to 47 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 29.28% | +0.02% | +4898.33% | |
| 2 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 12.57% | — | — | |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.57% | +0.04% | +31430.40% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 8.51% | +0.07% | +695.38% | |
| 5 | PAYO | Payoneer Global Inc | Stock-Other | 7.53% | +1.02% | — | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 5.84% | +0.30% | +1815.27% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.09% | +0.01% | +6169.59% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.14% | +0.11% | — | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 2.77% | +0.06% | +150.84% | |
| 10 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.13% | — | +8949.65% | |
| 11 | TPYP | Tortoise North American Pipe | ETF-Other | 1.13% | -0.12% | — | |
| 12 | LNC | Lincoln National CORP | Stock-Financials | 1.09% | — | — | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 0.93% | — | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.91% | +0.05% | +9.03% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.83% | -83.33% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.10% | +6.55% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.10% | +5.55% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.54% | +0.04% | +1547.71% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.03% | -39.80% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.48% | +0.02% | — | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 0.46% | — | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | +0.18% | -98.00% | |
| 23 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.33% | -0.01% | -9.45% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.29% | -0.01% | +400.00% | |
| 25 | KEY | Keycorp | Stock-Financials | 0.26% | — | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | +0.17% | -98.97% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.24% | +0.02% | -74.52% | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 0.21% | — | +613.19% | |
| 29 | SRAD | Sportradar Group AG | Stock-Other | 0.20% | -0.03% | — | |
| 30 | EXE | Expand Energy CORP | Stock-Energy | 0.17% | — | — | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | — | +312.30% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.17% | -0.89% | -99.53% | |
| 33 | DG | Dollar General CORP | Stock-Consumer Staples | 0.16% | — | — | |
| 34 | MSCI | Msci Inc | Stock-Financials | 0.13% | — | +5052.38% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +1.34% | -99.81% | |
| 36 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.13% | -0.02% | +18.94% | |
| 37 | EIS | Ishares Msci Israel ETF | ETF-Other | 0.12% | — | +6157.14% | |
| 38 | FITB | Fifth Third Bancorp | Stock-Financials | 0.12% | — | -38.08% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.11% | — | +5172.73% | |
| 40 | WPC | Wp Carey Inc | Stock-Real Estate | 0.11% | -0.01% | — | |
| 41 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.11% | — | — | |
| 42 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.10% | — | — | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.10% | -0.01% | +1.36% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | — | +49.83% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | — | — | |
| 46 | FICO | Fair Isaac CORP | Stock-Tech | 0.09% | +0.01% | +953.38% | |
| 47 | CTVA | Corteva Inc | Stock-Materials | 0.08% | — | +386.52% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.08% | — | EXIT | |
| 49 | KWR | Quaker Chemical Corporation | Stock-Other | 0.08% | +0.02% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +29% | +4898.33% | Add |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | +10.3% | +31430.40% | Add |
| 3 | VBK | Vanguard Small-cap Grwth ETF | +8% | +695.38% | Add |
| 4 | ACWI | Ishares Msci Acwi ETF | +4% | +6169.59% | Add |
| 5 | VUG | Vanguard Growth ETF | +3.1% | +1815.27% | Add |
| 6 | VV | Vanguard Large-cap ETF | +2.1% | +150.84% | Add |
| 7 | IQV | Iqvia Holdings Inc | +1.1% | +8949.65% | Add |
| 8 | VGT | Vanguard Info Tech ETF | +0.4% | +1547.71% | Add |
| 9 | CTAS | Cintas CORP | +0.2% | +613.19% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.55% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +5.55% | Add |
| 12 | BAC | Bank Of America CORP | +0.2% | +312.30% | Add |
| 13 | MSCI | Msci Inc | +0.1% | +5052.38% | Add |
| 14 | EIS | Ishares Msci Israel ETF | +0.1% | +6157.14% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +9.03% | Add |
| 16 | EEM | Ishares Msci Emerging Market | +0.1% | +5172.73% | Add |
| 17 | FITB | Fifth Third Bancorp | +0.1% | -38.08% | Trim |
| 18 | HON | Honeywell International Inc | +0.1% | +11850.00% | Add |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | — | Unchanged |
| 20 | CTVA | Corteva Inc | +0.1% | +386.52% | Add |
| 21 | NRG | Nrg Energy Inc | 0% | +1146.15% | Add |
| 22 | C | Citigroup Inc | 0% | +261.41% | Add |
| 23 | DCI | Donaldson Co Inc | 0% | +104.60% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | +49.83% | Add |
| 25 | RIVN | Rivian Automotive Inc-a | 0% | +10069.23% | Add |
| 26 | XCEM | Columbia Em Core Ex-china | 0% | -22.51% | Trim |
| 27 | CXT | Crane Nxt Co | 0% | — | Unchanged |
| 28 | WFC | Wells Fargo & Co | 0% | +14.80% | Add |
| 29 | ADI | Analog Devices Inc | 0% | +13.13% | Add |
| 30 | DHR | Danaher CORP | 0% | +469.05% | Add |
| 31 | WMT | Walmart Inc | 0% | +36.97% | Add |
| 32 | CMCSA | Comcast Corp-class A | 0% | +29.05% | Add |
| 33 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 34 | VRSK | Verisk Analytics Inc | 0% | +18.94% | Add |
| 35 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 36 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 37 | STLD | Steel Dynamics Inc | 0% | — | Unchanged |
| 38 | FE | Firstenergy CORP | 0% | +856.00% | Add |
| 39 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 40 | SCHW | Schwab (charles) CORP | 0% | +24.25% | Add |
| 41 | LUV | Southwest Airlines Co | 0% | — | Unchanged |
| 42 | KWR | Quaker Chemical Corporation | 0% | — | Unchanged |
| 43 | IEFA | Ishares Core Msci Eafe ETF | — | -46.59% | Trim |
| 44 | AFL | Aflac Inc | — | +11.70% | Add |
| 45 | DOW | Dow Inc | — | -98.77% | Trim |
| 46 | WBD | Warner Bros Discovery Inc | — | — | Unchanged |
| 47 | RTX | Rtx CORP | — | -84.09% | Trim |
| 48 | CAT | Caterpillar Inc | — | +300.00% | Add |
| 49 | TLRYEUR | Tilray Brands Inc | — | -90.01% | Trim |
| 50 | APH | Amphenol Corp-cl A | — | +0.27% | Add |
According to official SEC Form 13F filings, Battery Global Advisors, LLC reported a total U.S. public equity portfolio value of $199.8M across 234 disclosed positions in Q4 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 VT, ISRG, VOOG) accounted for 73.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
ISRG
市值: $27.1M
Top Position Liquidated / Trimmed
VTI
前期市值: $62.7M
During Q4 2025, Battery Global Advisors, LLC's top holdings by market value included VT (29.3%)、ISRG (12.6%)、VOOG (10.6%). The largest single position, VT, represented 29.3% of total portfolio value.
In Q4 2025, Battery Global Advisors, LLC made 174 total portfolio adjustments, initiating 74 new buys, adding to 47 positions, trimming 53 holdings, and fully liquidating 0 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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