Battery Global Advisors, LLC — 13F Holdings & Portfolio
CIK 1582272 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$186.2M
Long-equity book
Holdings
154
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+4 / −84 / ↑73 / ↓66
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Vanguard Total US Stock Market ETF$56.1M +20052.3%
- Intuit Com$17.7M +34751.6%
- Vanguard FTSE Developed Markets ETF$17.3M +3249.4%
- Vanguard S&P 500 ETF$16.0M +1038.6%
- iShares Gold Trust$8.5M +2376.0%
Top Trims
- Vanguard Total World Stock Index ETF-$62.7M -99.2%
- Vanguard S&P 500 Growth ETF-$22.3M -97.9%
- Vanguard Small-Cap Growth ETF-$17.2M -93.9%
- iShares MSCI ACWI ETF-$8.6M -97.3%
- Vanguard Growth Index Fund ETF-$7.3M -57.6%
New Positions
- Miami Intl HLDGS Inc$121.6K
- Tilray Brands Inc$4.0K
- Versant Media Group Inc$1.4K
- Samsara Inc CL A$951
Exited Positions
- INTUITIVE SURGICAL INC$27.1M
- LINCOLN NATL CORP IND$2.3M
- MICRON TECHNOLOGY INC$2.0M
- CUMMINS INC$992.8K
- KEYCORP$565.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total US Stock Market ETF | VTI | 922908769 | $56.4M | 30.27% | 175,669 | SH |
| 2 | Vanguard FTSE Developed Markets ETF | VEA | 921943858 | $17.8M | 9.57% | 277,967 | SH |
| 3 | Intuit Com | INTU | 461202103 | $17.7M | 9.51% | 40,956 | SH |
| 4 | Vanguard S&P 500 ETF | VOO | 922908363 | $17.5M | 9.39% | 29,270 | SH |
| 5 | Payoneer Global Inc | PAYO | 70451X104 | $14.0M | 7.50% | 2,890,975 | SH |
| 6 | Vanguard FTSE Emerging Markets ETF | VWO | 922042858 | $9.0M | 4.86% | 167,405 | SH |
| 7 | iShares Gold Trust | IAU | 464285204 | $8.9M | 4.77% | 100,804 | SH |
| 8 | SPDR Developed World Ex-US ETF | SPDW | 78463X889 | $7.0M | 3.74% | 152,557 | SH |
| 9 | Vanguard Growth Index Fund ETF | VUG | 922908736 | $5.3M | 2.87% | 12,241 | SH |
| 10 | Invesco Exchange (traded FD TR S&P500 Eql WGT) | RSP | 46137V357 | $3.8M | 2.04% | 19,744 | SH |
| 11 | Tortoise North American Pipeline Fund | TPYP | 890930308 | $2.9M | 1.56% | 68,388 | SH |
| 12 | Apple | AAPL | 037833100 | $1.7M | 0.91% | 6,653 | SH |
| 13 | Microsoft | MSFT | 594918104 | $1.5M | 0.78% | 3,941 | SH |
| 14 | Vanguard Large-Cap (index Fund) | VV | 922908637 | $1.5M | 0.78% | 4,880 | SH |
| 15 | Alphabet (Google) Class A | GOOGL | 02079K305 | $1.2M | 0.65% | 4,200 | SH |
| 16 | Vanguard Value Index Fund ETF | VTV | 922908744 | $1.2M | 0.64% | 6,113 | SH |
| 17 | Alphabet (Google) Class C | GOOG | 02079K107 | $1.2M | 0.64% | 4,179 | SH |
| 18 | KraneShares California Carbon Allowance ETF | KCCA | 500767553 | $1.1M | 0.61% | 77,045 | SH |
| 19 | Vanguard Small-Cap Growth ETF | VBK | 922908595 | $1.1M | 0.60% | 3,680 | SH |
| 20 | SPDR Emerging Markets ETF | SPEM | 78463X509 | $1.0M | 0.56% | 22,356 | SH |
| 21 | Vanguard Small-Cap Value ETF | VBR | 922908611 | $987.4K | 0.53% | 4,545 | SH |
| 22 | Crowdstrike | CRWD | 22788C105 | $823.0K | 0.44% | 2,108 | SH |
| 23 | SPDR S&P 500 ETF | SPY | 78462F103 | $792.5K | 0.43% | 1,218 | SH |
| 24 | Barclays Select MLP ETN | ATMP | 06742C723 | $642.8K | 0.35% | 18,680 | SH |
| 25 | Vanguard Total World Stock Index ETF | VT | 922042742 | $521.5K | 0.28% | 3,770 | SH |
| 26 | JPMorgan Chase & Co | JPM | 46625H100 | $505.4K | 0.27% | 1,718 | SH |
| 27 | Equinix Inc. | EQIX | 29444U700 | $472.3K | 0.25% | 482 | SH |
| 28 | Vanguard S&P 500 Growth ETF | VOOG | 921932505 | $472.1K | 0.25% | 1,158 | SH |
| 29 | CIGNA | CI | 125523100 | $447.1K | 0.24% | 1,676 | SH |
| 30 | Digital Realty Trust | DLR | 253868103 | $406.8K | 0.22% | 2,257 | SH |
| 31 | Bank New York | BK | 064058100 | $369.2K | 0.20% | 3,112 | SH |
| 32 | MSG Networks | MSGS | 55825T103 | $347.8K | 0.19% | 1,082 | SH |
| 33 | iShares Core S&P 500 ETF | IVV | 464287200 | $342.5K | 0.18% | 524 | SH |
| 34 | Sportradar Group AG | SRAD | H8088L103 | $298.0K | 0.16% | 17,800 | SH |
| 35 | iShares MSCI EM-ex China ETF | EMXC | 46434G764 | $275.6K | 0.15% | 3,504 | SH |
| 36 | Exxon Mobil | XOM | 30231G102 | $264.7K | 0.14% | 1,560 | SH |
| 37 | Corning Inc | GLW | 219350105 | $260.4K | 0.14% | 1,915 | SH |
| 38 | Vanguard Sector | VGT | 92204A702 | $258.9K | 0.14% | 371 | SH |
| 39 | WP Carey Inc | WPC | 92936U109 | $251.8K | 0.14% | 3,655 | SH |
| 40 | iShares MSCI ACWI ETF | ACWI | 464288257 | $240.8K | 0.13% | 1,740 | SH |
| 41 | Johnson & Johnson | JNJ | 478160104 | $233.9K | 0.13% | 957 | SH |
| 42 | Verisk Analytics Inc | VRSK | 92345Y106 | $233.6K | 0.13% | 1,231 | SH |
| 43 | Rockwell Automation | ROK | 773903109 | $214.6K | 0.12% | 598 | SH |
| 44 | Goldman Sachs | GS | 38141G104 | $193.7K | 0.10% | 229 | SH |
| 45 | ConocoPhillips | COP | 20825C104 | $165.0K | 0.09% | 1,250 | SH |
| 46 | Blackstone Group | BX | 09260D107 | $161.7K | 0.09% | 1,406 | SH |
| 47 | Fair Isaac Corp Com | FICO | 303250104 | $158.0K | 0.08% | 148 | SH |
| 48 | Home Depot Inc | HD | 437076102 | $157.2K | 0.08% | 478 | SH |
| 49 | Quaker Chemical Corp | KWR | 747316107 | $148.7K | 0.08% | 1,197 | SH |
| 50 | Amazon.com | AMZN | 023135106 | $125.0K | 0.07% | 600 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $186.2M | 154 | 0001582272-26-000003 |
| 2025-12-31 | 2026-02-13 | $215.8M | 234 | 0001582272-26-000002 |
| 2025-09-30 | 2025-11-12 | $212.7M | 148 | 0001582272-25-000006 |