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CIK: 0001582272
Total reported value
$199.8M
$199.8M
154 檔
61.7%
In Q1 2026, Battery Global Advisors, LLC's U.S. equity holdings reached a combined market value of $199.8M, distributed across 154 disclosed stock positions.
In Q1 2026, Battery Global Advisors, LLC adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 72 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 30.27% | +1.34% | +47250.13% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.57% | +0.17% | +7273.13% | |
| 3 | INTU | Intuit Inc | Stock-Tech | 9.51% | -4.38% | +2874.29% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.39% | +0.83% | +499.80% | |
| 5 | PAYO | Payoneer Global Inc | Stock-Other | 7.50% | +1.02% | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.86% | +0.18% | +3583.28% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 4.77% | -0.89% | +19137.40% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.74% | +0.11% | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.87% | +0.30% | -94.78% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.04% | +0.33% | +179390.91% | |
| 11 | TPYP | Tortoise North American Pipe | ETF-Other | 1.56% | -0.12% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.91% | +0.05% | -8.21% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.04% | +23082.35% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 0.78% | +0.06% | -60.13% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.10% | -6.15% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | +0.03% | +66.11% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.10% | -5.24% | |
| 18 | KCCA | Kraneshares California Carbo | ETF-Other | 0.61% | +0.06% | +962962.50% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.60% | +0.07% | -87.43% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.56% | +0.02% | — | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.53% | +0.02% | +292.49% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.44% | +0.37% | +782.01% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.03% | +458.72% | |
| 24 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.35% | -0.01% | -24.45% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.28% | +0.02% | -98.00% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.01% | +2626.98% | |
| 27 | EQIX | Equinix Inc | Stock-Real Estate | 0.25% | — | +1406.25% | |
| 28 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +0.04% | -99.68% | |
| 29 | CI | THE Cigna Group | Stock-Healthcare | 0.24% | -0.01% | +5486.67% | |
| 30 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.22% | -0.02% | +3661.67% | |
| 31 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.20% | +0.03% | +258.53% | |
| 32 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.19% | -0.08% | +54000.00% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.02% | +98.48% | |
| 34 | SRAD | Sportradar Group AG | Stock-Other | 0.16% | -0.03% | — | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.15% | +0.03% | +10205.88% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.03% | +15500.00% | |
| 37 | GLW | Corning Inc | Stock-Tech | 0.14% | +0.10% | +47775.00% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.14% | +0.04% | -93.93% | |
| 39 | WPC | Wp Carey Inc | Stock-Real Estate | 0.14% | -0.01% | — | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.13% | +0.01% | -98.40% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.01% | +7875.00% | |
| 42 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.13% | -0.02% | — | |
| 43 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.12% | +0.03% | +987.27% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.10% | +0.02% | +110.09% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.09% | -0.02% | +6478.95% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.09% | -0.01% | -1.06% | |
| 47 | FICO | Fair Isaac CORP | Stock-Tech | 0.08% | +0.01% | -90.51% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | — | +291.80% | |
| 49 | KWR | Quaker Chemical Corporation | Stock-Other | 0.08% | +0.02% | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | -33.26% |
| # | 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 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.6% | — | Unchanged |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +782.01% | Add |
| 12 | TPYP | Tortoise North American Pipe | +0.4% | — | Unchanged |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +458.72% | Add |
| 14 | VBR | Vanguard Small-cap Value ETF | +0.3% | +292.49% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.3% | +2626.98% | Add |
| 16 | EQIX | Equinix Inc | +0.3% | +1406.25% | Add |
| 17 | CI | THE Cigna Group | +0.2% | +5486.67% | Add |
| 18 | DLR | Digital Realty Trust Inc | +0.2% | +3661.67% | Add |
| 19 | MSGS | Madison Square Garden Sports | +0.2% | +54000.00% | Add |
| 20 | BNY | Bank Of New York Mellon CORP | +0.2% | +258.53% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.2% | +98.48% | Add |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +10205.88% | Add |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +15500.00% | Add |
| 24 | GLW | Corning Inc | +0.1% | +47775.00% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | +7875.00% | Add |
| 26 | ROK | Rockwell Automation Inc | +0.1% | +987.27% | Add |
| 27 | VTV | Vanguard Value ETF | +0.1% | +66.11% | Add |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +110.09% | Add |
| 29 | COP | Conocophillips | +0.1% | +6478.95% | Add |
| 30 | SPEM | State Street Sp Ptf Em ETF | +0.1% | — | Unchanged |
| 31 | MIAX | Miami International Holdings | +0.1% | NEW | New buy |
| 32 | HD | Home Depot Inc | +0.1% | +291.80% | Add |
| 33 | DLTR | Dollar Tree Inc | +0.1% | +4936.84% | Add |
| 34 | UVSP | Univest Financial CORP | +0.1% | +4345.76% | Add |
| 35 | CL | Colgate-palmolive Co | 0% | +2292.50% | Add |
| 36 | NOC | Northrop Grumman CORP | 0% | -32.22% | Trim |
| 37 | EW | Edwards Lifesciences CORP | 0% | +1115.25% | Add |
| 38 | CSCO | Cisco Systems Inc | 0% | +511.06% | Add |
| 39 | META | Meta Platforms Inc-class A | 0% | +215.00% | Add |
| 40 | INTC | Intel CORP | 0% | +29825.00% | Add |
| 41 | WPC | Wp Carey Inc | 0% | — | Unchanged |
| 42 | ATMP | Ipath Select Mlp Etn | 0% | -24.45% | Trim |
| 43 | ETN | Eaton Corporation plc | 0% | -58.54% | Trim |
| 44 | DINO | Hf Sinclair CORP | 0% | +2747.62% | Add |
| 45 | NTRS | Northern Trust CORP | 0% | +227.40% | Add |
| 46 | CVS | Cvs Health CORP | 0% | +4245.45% | Add |
| 47 | PSX | Phillips 66 | 0% | — | Unchanged |
| 48 | T | At&t Inc | 0% | — | Unchanged |
| 49 | NVDA | Nvidia CORP | 0% | +400.00% | Add |
| 50 | HUM | Humana Inc | 0% | +2875.00% | 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 154 disclosed positions in Q1 2026.
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, VEA, INTU) accounted for 61.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
MIAX
市值: $121.6K
Top Position Liquidated / Trimmed
ISRG
前期市值: $27.1M
During Q1 2026, Battery Global Advisors, LLC's top holdings by market value included VTI (30.3%)、VEA (9.6%)、INTU (9.5%). The largest single position, VTI, represented 30.3% of total portfolio value.
In Q1 2026, Battery Global Advisors, LLC made 171 total portfolio adjustments, initiating 2 new buys, adding to 55 positions, trimming 42 holdings, and fully liquidating 72 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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