Battery Global Advisors
BOSTON, MAfiles as Battery Global Advisors, LLC
$200m in 157 US stocks at the end of 30 June 2026. The top 10 are 83.5% of the money. It changed about 5.8% of the portfolio this quarter.
Value
$200m
Stocks
157
Top 10 share
83.5%
Turnover
5.8%
What changed this quarter
New
Bought for the first time this quarter.
- DuPont de NemoursDD<0.1% of the fund
- Trulieve CannabisTRLV<0.1% of the fund
- VersigentVGNT<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco Exchange Traded FD TRSP2.4% of the fund+13%
- Kraneshares TrustKCCA0.7% of the fund+2%
- Barclays BankATMP0.3% of the fund+5%
Cut
Sold some of their stake.
- Vanguard Index FDSVTI31.6% of the fund-3%
- Payoneer GlobalPAYO8.5% of the fund-17%
- IntuitINTU5.1% of the fund-4%
- Madison Square Garden SportsMSGS0.1% of the fund-50%
Sold out
Sold their entire stake.
Holdings
- Vanguard Index FDSVTI
- Share
- 31.6%
- Value
- $63m
- Shares
- 170,698
-3%
- Vanguard Index FDSVOO
- Share
- 10.2%
- Value
- $20m
- Shares
- 29,717
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 9.7%
- Value
- $19m
- Shares
- 273,246
Held
- Vanguard Intl Equity Index FVWO
- Share
- 5.0%
- Value
- $10m
- Shares
- 168,815
Held
- Ishares Gold TRIAU
- Share
- 3.9%
- Value
- $8m
- Shares
- 102,542
Held
- Spdr Index SHS FDSSPDW
- Share
- 3.8%
- Value
- $8m
- Shares
- 152,557
Held
- Vanguard Index FDSVUG
- Share
- 3.2%
- Value
- $6m
- Shares
- 73,443
Held
- Invesco Exchange Traded FD TRSP
- Share
- 2.4%
- Value
- $5m
- Shares
- 22,256
+13%
- Tortoise Capital Series TrusTPYP
- Share
- 1.4%
- Value
- $3m
- Shares
- 68,388
Held
- Vanguard Index FDSVV
- Share
- 0.8%
- Value
- $2m
- Shares
- 4,880
Held
- Vanguard Index FDSVBK
- Share
- 0.7%
- Value
- $1m
- Shares
- 3,680
Held
- Kraneshares TrustKCCA
- Share
- 0.7%
- Value
- $1m
- Shares
- 78,856
+2%
- Vanguard Index FDSVTV
- Share
- 0.7%
- Value
- $1m
- Shares
- 6,113
Held
- Spdr Index SHS FDSSPEM
- Share
- 0.6%
- Value
- $1m
- Shares
- 22,356
Held
- Vanguard Index FDSVBR
- Share
- 0.6%
- Value
- $1m
- Shares
- 4,545
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $911,884
- Shares
- 1,218
Held
- Barclays BankATMP
- Share
- 0.3%
- Value
- $676,202
- Shares
- 19,587
+5%
- Vanguard Intl Equity Index FVT
- Share
- 0.3%
- Value
- $591,702
- Shares
- 3,770
Held
- Vanguard Admiral FDSVOOG
- Share
- 0.3%
- Value
- $574,044
- Shares
- 6,948
Held
- Ishares TRIVV
- Share
- 0.2%
- Value
- $392,805
- Shares
- 525
Held
- IsharesEMXC
- Share
- 0.2%
- Value
- $358,459
- Shares
- 3,504
Held
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $354,735
- Shares
- 2,968
Held
- Ishares TRACWI
- Share
- 0.1%
- Value
- $274,022
- Shares
- 1,746
Held
- Vaneck ETF TrustSMH
- Share
- <0.1%
- Value
- $179,058
- Shares
- 273
Held
- Spdr Series TrustSPHY
- Share
- <0.1%
- Value
- $107,730
- Shares
- 4,596
Held
- Columbia ETF TR IIXCEM
- Share
- <0.1%
- Value
- $65,307
- Shares
- 1,235
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 31.6% | $63m | 170,698 | -3% |
| Vanguard Index FDSVOO | 10.2% | $20m | 29,717 | Held |
| Vanguard Tax-Managed FDSVEA | 9.7% | $19m | 273,246 | Held |
| Payoneer GlobalPAYO | 8.5% | $17m | 2,390,975 | -17% |
| IntuitINTU | 5.1% | $10m | 39,254 | -4% |
| Vanguard Intl Equity Index FVWO | 5.0% | $10m | 168,815 | Held |
| Ishares Gold TRIAU | 3.9% | $8m | 102,542 | Held |
| Spdr Index SHS FDSSPDW | 3.8% | $8m | 152,557 | Held |
| Vanguard Index FDSVUG | 3.2% | $6m | 73,443 | Held |
| Invesco Exchange Traded FD TRSP | 2.4% | $5m | 22,256 | +13% |
| Tortoise Capital Series TrusTPYP | 1.4% | $3m | 68,388 | Held |
| AppleAAPL | 1.0% | $2m | 6,656 | Held |
| Vanguard Index FDSVV | 0.8% | $2m | 4,880 | Held |
| CrowdStrike HoldingsCRWD | 0.8% | $2m | 2,108 | Held |
| AlphabetGOOGL | 0.8% | $2m | 4,200 | Held |
| AlphabetGOOG | 0.7% | $1m | 4,179 | Held |
| MicrosoftMSFT | 0.7% | $1m | 3,944 | Held |
| Vanguard Index FDSVBK | 0.7% | $1m | 3,680 | Held |
| Kraneshares TrustKCCA | 0.7% | $1m | 78,856 | +2% |
| Vanguard Index FDSVTV | 0.7% | $1m | 6,113 | Held |
| Spdr Index SHS FDSSPEM | 0.6% | $1m | 22,356 | Held |
| Vanguard Index FDSVBR | 0.6% | $1m | 4,545 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $911,884 | 1,218 | Held |
| Barclays BankATMP | 0.3% | $676,202 | 19,587 | +5% |
| Vanguard Intl Equity Index FVT | 0.3% | $591,702 | 3,770 | Held |
| Vanguard Admiral FDSVOOG | 0.3% | $574,044 | 6,948 | Held |
| JPMorgan ChaseJPM | 0.3% | $562,613 | 1,719 | Held |
| EquinixEQIX | 0.3% | $502,194 | 482 | Held |
| CorningGLW | 0.2% | $489,148 | 1,915 | Held |
| Cigna GroupCI | 0.2% | $462,040 | 1,676 | Held |
| Bank of New York MellonBNY | 0.2% | $450,026 | 3,112 | Held |
| Digital Realty TrustDLR | 0.2% | $405,340 | 2,257 | Held |
| Ishares TRIVV | 0.2% | $392,805 | 525 | Held |
| IsharesEMXC | 0.2% | $358,459 | 3,504 | Held |
| Vanguard World FDVGT | 0.2% | $354,735 | 2,968 | Held |
| Rockwell AutomationROK | 0.1% | $296,058 | 598 | Held |
| Ishares TRACWI | 0.1% | $274,022 | 1,746 | Held |
| Sportradar Group AGSRAD | 0.1% | $266,462 | 17,800 | Held |
| W. P. CareyWPC | 0.1% | $264,768 | 3,655 | Held |
| Johnson & JohnsonJNJ | 0.1% | $243,049 | 957 | Held |
| Goldman Sachs GroupGS | 0.1% | $231,604 | 229 | Held |
| Verisk AnalyticsVRSK | 0.1% | $221,001 | 1,231 | Held |
| Madison Square Garden SportsMSGS | 0.1% | $217,395 | 541 | -50% |
| ExxonMobil HoldingsXOM | 0.1% | $213,418 | 1,561 | Held |
| Quaker ChemicalKWR | <0.1% | $190,167 | 1,197 | Held |
| Vaneck ETF TrustSMH | <0.1% | $179,058 | 273 | Held |
| Fair IsaacFICO | <0.1% | $176,827 | 148 | Held |
| Cisco SystemsCSCO | <0.1% | $168,673 | 1,436 | Held |
| Home DepotHD | <0.1% | $168,581 | 478 | Held |
| IntelINTC | <0.1% | $167,137 | 1,197 | Held |
| BlackstoneBX | <0.1% | $165,649 | 1,408 | Held |
| Amazon.comAMZN | <0.1% | $143,004 | 600 | Held |
| Analog DevicesADI | <0.1% | $142,187 | 358 | Held |
| ConocoPhillipsCOP | <0.1% | $130,389 | 1,254 | Held |
| Edwards LifesciencesEW | <0.1% | $129,720 | 1,434 | Held |
| Miami International HoldingsMIAX | <0.1% | $116,125 | 3,125 | Held |
| Dollar TreeDLTR | <0.1% | $115,749 | 957 | Held |
| Univest FinancialUVSP | <0.1% | $114,756 | 2,623 | Held |
| Spdr Series TrustSPHY | <0.1% | $107,730 | 4,596 | Held |
| MerckMRK | <0.1% | $92,873 | 718 | Held |
| AmgenAMGN | <0.1% | $87,995 | 243 | Held |
| Colgate-PalmoliveCL | <0.1% | $87,738 | 957 | Held |
| AflacAFL | <0.1% | $84,186 | 718 | Held |
| Northrop GrummanNOC | <0.1% | $82,813 | 163 | Held |
| Bristol-Myers SquibbBMY | <0.1% | $82,742 | 1,436 | Held |
| Wells Fargo & CompanyWFC | <0.1% | $82,640 | 1,000 | Held |
| Travelers CompaniesTRV | <0.1% | $82,530 | 250 | Held |
| Steel DynamicsSTLD | <0.1% | $82,336 | 358 | Held |
| Texas InstrumentsTXN | <0.1% | $80,804 | 271 | Held |
| PfizerPFE | <0.1% | $74,937 | 3,112 | Held |
| AT&TT | <0.1% | $74,334 | 3,591 | Held |
| Meta PlatformsMETA | <0.1% | $70,948 | 126 | Held |
| AmphenolAPH | <0.1% | $66,367 | 376 | Held |
| CitigroupC | <0.1% | $66,169 | 473 | Held |
| Columbia ETF TR IIXCEM | <0.1% | $65,307 | 1,235 | Held |
| Phillips 66PSX | <0.1% | $60,520 | 358 | Held |
| VisaV | <0.1% | $60,358 | 176 | Held |
| AmetekAME | <0.1% | $57,824 | 239 | Held |
| Ameriprise FinancialAMP | <0.1% | $54,592 | 119 | Held |
| CraneCR | <0.1% | $53,314 | 239 | Held |
| Crane NXTCXT | <0.1% | $53,314 | 239 | Held |
| PepsiCoPEP | <0.1% | $51,479 | 380 | Held |
| EatonETN | <0.1% | $50,665 | 119 | Held |
| CVS HealthCVS | <0.1% | $49,449 | 478 | Held |
| HumanaHUM | <0.1% | $47,375 | 119 | Held |
| Church & DwightCHD | <0.1% | $46,309 | 478 | Held |
| Acuity Inc. (de)AYI | <0.1% | $44,823 | 119 | Held |
| Bank of AmericaBAC | <0.1% | $43,771 | 768 | Held |
| Southwest AirlinesLUV | <0.1% | $43,189 | 837 | Held |
| DonaldsonDCI | <0.1% | $42,910 | 478 | Held |
| AgcoAGCO | <0.1% | $42,853 | 358 | Held |
| Northern TrustNTRS | <0.1% | $41,739 | 239 | Held |
| HF SinclairDINO | <0.1% | $41,651 | 598 | Held |
| Verizon CommunicationsVZ | <0.1% | $40,519 | 957 | Held |
| WalmartWMT | <0.1% | $40,434 | 357 | Held |
| Hilton Worldwide HoldingsHLT | <0.1% | $40,316 | 122 | Held |
| CintasCTAS | <0.1% | $40,214 | 236 | Held |
| Regions FinancialRF | <0.1% | $36,467 | 1,197 | Held |
| CortevaCTVA | <0.1% | $34,554 | 408 | Held |
| Qnity ElectronicsQ | <0.1% | $33,315 | 204 | Held |
Showing the largest 100 of 157.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 1.5% since 30 June 2025.
Where the money is
Technology17.0%
Media & telecom1.6%
Financial services1.1%
Health care0.7%
Real estate0.6%
Industrials0.5%
Energy0.3%
Retail & consumer0.3%
Everyday goods0.2%
Materials0.1%
Utilities0.0%
Other77.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.