# Battery Global Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1582272. Source: https://holderbook.com/funds/1582272-battery-global-advisors-llc/

- Reported value: $199.8M
- Positions: 157
- Weight of the ten largest: 83.5%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $63.2M | 170,698 | 31.6% | 11 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $20.4M | 29,717 | 10.2% | 10 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $19.5M | 273,246 | 9.7% | 11 |
| PAYONEER GLOBAL INC | [PAYO](https://holderbook.com/stocks/PAYO/) | $17.0M | 2,390,975 | 8.5% | 11 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $10.2M | 39,254 | 5.1% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $10.1M | 168,815 | 5.0% | 11 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $7.7M | 102,542 | 3.9% | 11 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $7.7M | 152,557 | 3.8% | 11 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $6.3M | 73,443 | 3.2% | 11 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $4.7M | 22,256 | 2.4% | 8 |
| TORTOISE CAPITAL SERIES TRUS | [TPYP](https://holderbook.com/stocks/TPYP/) | $2.9M | 68,388 | 1.4% | 5 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.9M | 6,656 | 1.0% | 8 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $1.7M | 4,880 | 0.8% | 11 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $1.6M | 2,108 | 0.8% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.5M | 4,200 | 0.8% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.5M | 4,179 | 0.7% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.5M | 3,944 | 0.7% | 11 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $1.3M | 3,680 | 0.7% | 11 |
| KRANESHARES TRUST | [KCCA](https://holderbook.com/stocks/KCCA/) | $1.3M | 78,856 | 0.7% | 9 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.3M | 6,113 | 0.7% | 11 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $1.2M | 22,356 | 0.6% | 11 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.1M | 4,545 | 0.6% | 11 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $911.9K | 1,218 | 0.5% | 3 |
| BARCLAYS BANK PLC | [ATMP](https://holderbook.com/stocks/ATMP/) | $676.2K | 19,587 | 0.3% | 9 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $591.7K | 3,770 | 0.3% | 4 |
| VANGUARD ADMIRAL FDS INC | [VOOG](https://holderbook.com/stocks/VOOG/) | $574.0K | 6,948 | 0.3% | 11 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $562.6K | 1,719 | 0.3% | 8 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $502.2K | 482 | 0.3% | 4 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $489.1K | 1,915 | 0.2% | 8 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $462.0K | 1,676 | 0.2% | 8 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $450.0K | 3,112 | 0.2% | 8 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $405.3K | 2,257 | 0.2% | 4 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $392.8K | 525 | 0.2% | 11 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $358.5K | 3,504 | 0.2% | 4 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $354.7K | 2,968 | 0.2% | 4 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $296.1K | 598 | 0.1% | 8 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $274.0K | 1,746 | 0.1% | 11 |
| SPORTRADAR GROUP AG | [SRAD](https://holderbook.com/stocks/SRAD/) | $266.5K | 17,800 | 0.1% | 9 |
| WP CAREY INC | [WPC](https://holderbook.com/stocks/WPC/) | $264.8K | 3,655 | 0.1% | 8 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $243.0K | 957 | 0.1% | 8 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $231.6K | 229 | 0.1% | 8 |
| VERISK ANALYTICS INC | [VRSK](https://holderbook.com/stocks/VRSK/) | $221.0K | 1,231 | 0.1% | 11 |
| MADISON SQUARE GRDN SPRT COR | [MSGS](https://holderbook.com/stocks/MSGS/) | $217.4K | 541 | 0.1% | 8 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $213.4K | 1,561 | 0.1% | 8 |
| QUAKER HOUGHTON | [KWR](https://holderbook.com/stocks/KWR/) | $190.2K | 1,197 | 0.1% | 8 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $179.1K | 273 | 0.1% | 4 |
| FAIR ISAAC CORP | [FICO](https://holderbook.com/stocks/FICO/) | $176.8K | 148 | 0.1% | 5 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $168.7K | 1,436 | 0.1% | 8 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $168.6K | 478 | 0.1% | 8 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $167.1K | 1,197 | 0.1% | 8 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $165.6K | 1,408 | 0.1% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $143.0K | 600 | 0.1% | 8 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $142.2K | 358 | 0.1% | 8 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $130.4K | 1,254 | 0.1% | 8 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $129.7K | 1,434 | 0.1% | 8 |
| MIAMI INTL HLDGS INC | [MIAX](https://holderbook.com/stocks/MIAX/) | $116.1K | 3,125 | 0.1% | 2 |
| DOLLAR TREE INC | [DLTR](https://holderbook.com/stocks/DLTR/) | $115.7K | 957 | 0.1% | 8 |
| UNIVEST FINANCIAL CORPORATIO | [UVSP](https://holderbook.com/stocks/UVSP/) | $114.8K | 2,623 | 0.1% | 8 |
| SPDR SERIES TRUST | [SPHY](https://holderbook.com/stocks/SPHY/) | $107.7K | 4,596 | 0.1% | 10 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $92.9K | 718 | 0.0% | 8 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $88.0K | 243 | 0.0% | 8 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $87.7K | 957 | 0.0% | 8 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $84.2K | 718 | 0.0% | 8 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $82.8K | 163 | 0.0% | 8 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $82.7K | 1,436 | 0.0% | 8 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $82.6K | 1,000 | 0.0% | 8 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $82.5K | 250 | 0.0% | 8 |
| STEEL DYNAMICS INC | [STLD](https://holderbook.com/stocks/STLD/) | $82.3K | 358 | 0.0% | 8 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $80.8K | 271 | 0.0% | 8 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $74.9K | 3,112 | 0.0% | 8 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $74.3K | 3,591 | 0.0% | 8 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $70.9K | 126 | 0.0% | 8 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $66.4K | 376 | 0.0% | 8 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $66.2K | 473 | 0.0% | 8 |
| COLUMBIA ETF TR II | [XCEM](https://holderbook.com/stocks/XCEM/) | $65.3K | 1,235 | 0.0% | 4 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $60.5K | 358 | 0.0% | 8 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $60.4K | 176 | 0.0% | 8 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $57.8K | 239 | 0.0% | 8 |
| AMERIPRISE FINL INC | [AMP](https://holderbook.com/stocks/AMP/) | $54.6K | 119 | 0.0% | 8 |
| CRANE COMPANY | [CR](https://holderbook.com/stocks/CR/) | $53.3K | 239 | 0.0% | 8 |
| CRANE NXT CO | [CXT](https://holderbook.com/stocks/CXT/) | $53.3K | 239 | 0.0% | 6 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $51.5K | 380 | 0.0% | 8 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $50.7K | 119 | 0.0% | 8 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $49.4K | 478 | 0.0% | 8 |
| HUMANA INC | [HUM](https://holderbook.com/stocks/HUM/) | $47.4K | 119 | 0.0% | 8 |
| CHURCH & DWIGHT CO INC | [CHD](https://holderbook.com/stocks/CHD/) | $46.3K | 478 | 0.0% | 8 |
| ACUITY INC | [AYI](https://holderbook.com/stocks/AYI/) | $44.8K | 119 | 0.0% | 8 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $43.8K | 768 | 0.0% | 8 |
| SOUTHWEST AIRLS CO | [LUV](https://holderbook.com/stocks/LUV/) | $43.2K | 837 | 0.0% | 8 |
| DONALDSON INC | [DCI](https://holderbook.com/stocks/DCI/) | $42.9K | 478 | 0.0% | 8 |
| AGCO CORP | [AGCO](https://holderbook.com/stocks/AGCO/) | $42.9K | 358 | 0.0% | 8 |
| NORTHERN TR CORP | [NTRS](https://holderbook.com/stocks/NTRS/) | $41.7K | 239 | 0.0% | 8 |
| HF SINCLAIR CORP | [DINO](https://holderbook.com/stocks/DINO/) | $41.7K | 598 | 0.0% | 8 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $40.5K | 957 | 0.0% | 8 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $40.4K | 357 | 0.0% | 8 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $40.3K | 122 | 0.0% | 8 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $40.2K | 236 | 0.0% | 8 |
| REGIONS FINANCIAL CORP NEW | [RF](https://holderbook.com/stocks/RF/) | $36.5K | 1,197 | 0.0% | 8 |
| CORTEVA INC | [CTVA](https://holderbook.com/stocks/CTVA/) | $34.6K | 408 | 0.0% | 8 |
| QNITY ELECTRONICS INC | [Q](https://holderbook.com/stocks/Q/) | $33.3K | 204 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.1% | +14.8% | -4.7% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.2% | 100% |
| Q3 2025 | +2.5% | +7.8% | -5.3% | 100% |
| Q2 2025 | +10.8% | +10.5% | +0.4% | 100% |
| Q1 2025 | -6.2% | -4.6% | -1.6% | 100% |
| Q4 2024 | +5.2% | +2.1% | +3.1% | 100% |
| Q3 2024 | +4.9% | +5.4% | -0.5% | 105% |
| Q2 2024 | +3.2% | +4.0% | -0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $199.8M | 157 |
| Q1 2026 | $186.2M | 154 |
| Q4 2025 | $215.8M | 234 |
| Q3 2025 | $212.7M | 148 |
| Q2 2025 | $202.8M | 142 |
| Q1 2025 | $179.2M | 139 |
| Q4 2024 | $187.1M | 133 |
| Q3 2024 | $184.0M | 135 |
| Q2 2024 | $151.1M | 35 |
| Q1 2024 | $123.3M | 35 |
| Q4 2023 | $130.5M | 41 |