Investor
Battery Global Advisors, LLC
CIK 0001582272 · filed 2026-05-14 · SEC filing
13F book
$186.2M
Positions
154
4 new · 84 sold
Largest name
30.3%
Vanguard Index Fds
Est. mark
$514.1K
Price effect on 150 names still held. Flow −$30.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 175.7K | $56.4M | 30.3% | −$160.6K | Added$56.1M |
| Vanguard Tax-Managed Fds | — | 278K | $17.8M | 9.6% | −$290.2K | Added$17.3M |
| Intuit Inc. | INTU | 41K | $17.7M | 9.5% | $544.6K | Added$17.7M |
| Vanguard Index Fds | — | 29.3K | $17.5M | 9.4% | $1.38M | Added$16M |
| Payoneer Global Inc. | PAYO | 2.89M | $14M | 7.5% | −$2.28M | Held |
| Vanguard Intl Equity Index F | — | 167.4K | $9.05M | 4.9% | −$716.9K | Added$8.09M |
| Ishares Gold Tr | — | 100.8K | $8.89M | 4.8% | −$312.7K | Added$8.53M |
| Spdr Index Shs Fds | — | 152.6K | $6.96M | 3.7% | $189.2K | Held |
| Vanguard Growth Etf | — | 12.2K | $5.35M | 2.9% | $4.69M | Cut−$7.26M |
| Invesco Exchange Traded Fd T | — | 19.7K | $3.79M | 2.0% | −$4.12K | Added$3.78M |
| Tortoise Capital Series Trus | — | 68.4K | $2.9M | 1.6% | $460.3K | Held |
| Apple Inc. | AAPL | 6.65K | $1.69M | 0.9% | −$120.3K | Cut−$282.1K |
| Microsoft Corp | MSFT | 3.94K | $1.46M | 0.8% | −$2.39K | Added$1.45M |
| Vanguard Index Fds | — | 4.88K | $1.46M | 0.8% | −$922.4K | Cut−$4.51M |
| Alphabet Inc | — | 4.2K | $1.21M | 0.6% | −$106.8K | Cut−$192.9K |
| Vanguard Index Fds | — | 6.11K | $1.2M | 0.6% | −$389.7K | Added$87.6K |
| Alphabet Inc | — | 4.18K | $1.2M | 0.6% | −$112.5K | Cut−$185K |
| Kraneshares Trust | — | 77K | $1.14M | 0.6% | −$9.6K | Added$1.13M |
| Vanguard Index Fds | — | 3.68K | $1.11M | 0.6% | −$1.2M | Cut−$17.2M |
| Spdr Index Shs Fds | — | 22.4K | $1.05M | 0.6% | $2.23K | Held |
| Vanguard Index Fds | — | 4.54K | $987.4K | 0.5% | −$263.3K | Added$472.6K |
| Crowdstrike Hldgs Inc | — | 2.11K | $823K | 0.4% | $82.1K | Added$811.7K |
| Spdr S&P 500 Etf Tr | — | 1.22K | $792.5K | 0.4% | −$6.81K | Added$643.8K |
| Barclays Bank Plc | — | 18.7K | $642.8K | 0.3% | $105.4K | Cut−$68.5K |
| Vanguard Intl Equity Index F | — | 3.77K | $521.5K | 0.3% | −$742.5K | Cut−$62.7M |
| Jpmorgan Chase & Co. | — | 1.72K | $505.4K | 0.3% | $11K | Added$497.9K |
| Equinix Inc | EQIX | 482 | $472.3K | 0.3% | $29.6K | Added$470.5K |
| Vanguard Admiral Fds Inc | — | 1.16K | $472.1K | 0.3% | $399.8K | Cut−$22.3M |
| Cigna Group | CI | 1.68K | $447.1K | 0.2% | $3.87K | Added$442.9K |
| Digital Rlty Tr Inc | — | 2.26K | $406.8K | 0.2% | $6.65K | Added$402.6K |
| Bank New York Mellon Corp | — | 3.11K | $369.2K | 0.2% | $55.2K | Added$321.4K |
| Madison Square Grdn Sprt Cor | — | 1.08K | $347.8K | 0.2% | −$360 | Added$346.8K |
| Ishares Tr | — | 524 | $342.5K | 0.2% | $148.9K | Added$318.8K |
| Sportradar Group Ag | SRAD | 17.8K | $298K | 0.2% | −$125.1K | Held |
| Ishares Inc | — | 3.5K | $275.6K | 0.1% | $827 | Added$273.8K |
| Exxon Mobil Corp | — | 1.56K | $264.7K | 0.1% | −$1.14K | Added$261.9K |
| Corning Inc | — | 1.92K | $260.4K | 0.1% | −$869 | Added$259K |
| Vanguard World Fd | — | 371 | $258.9K | 0.1% | $188K | Cut−$908.7K |
| Wp Carey Inc | — | 3.65K | $251.8K | 0.1% | $13.2K | Held |
| Ishares Tr | — | 1.74K | $240.8K | 0.1% | $99.6K | Cut−$8.58M |
| Johnson & Johnson | JNJ | 957 | $233.9K | 0.1% | $197 | Added$231.2K |
| Verisk Analytics, Inc. | VRSK | 1.23K | $233.6K | 0.1% | −$41.8K | Held |
| Rockwell Automation, Inc | ROK | 598 | $214.6K | 0.1% | $13.5K | Added$208.4K |
| Goldman Sachs Group Inc | — | 229 | $193.7K | 0.1% | $78.8K | Added$180.4K |
| Conocophillips | COP | 1.25K | $165K | 0.1% | $1.19K | Added$163.7K |
| Blackstone Inc. | BX | 1.41K | $161.7K | 0.1% | −$55.1K | Cut−$57.4K |
| Fair Isaac Corp | FICO | 148 | $158K | 0.1% | $140.2K | Cut−$29.6K |
| Home Depot, Inc. | HD | 478 | $157.2K | 0.1% | $5.08K | Added$122.2K |
| Quaker Houghton | — | 1.2K | $148.7K | 0.1% | −$15.7K | Held |
| Amazon Com Inc | AMZN | 600 | $125K | 0.1% | −$13.5K | Cut−$82.5K |
| Miami Intl Hldgs Inc | — | 3.13K | $121.6K | 0.1% | — | New |
| Edwards Lifesciences Corp | EW | 1.43K | $114.8K | 0.1% | −$28.2K | Added$77.2K |
| Analog Devices Inc | ADI | 358 | $113.9K | 0.1% | $16.8K | Cut$4.06K |
| Cisco Sys Inc | — | 1.44K | $111.4K | 0.1% | −$26K | Added$67.2K |
| Northrop Grumman Corp | — | 162 | $110.8K | 0.1% | $88.5K | Cut$78K |
| State Srt Spdr Prtfl Hgh | — | 4.6K | $107.2K | 0.1% | −$1.61K | Held |
| Dollar Tree, Inc. | DLTR | 957 | $104.8K | 0.1% | −$442 | Added$102.3K |
| Vaneck Etf Trust | — | 273 | $104.7K | 0.1% | $6.35K | Held |
| At&T Inc | — | 3.59K | $104.1K | 0.1% | $14.9K | Held |
| Univest Financial Corporatio | — | 2.62K | $89.9K | 0.0% | −$17.5K | Added$70.3K |
| Pfizer Inc | PFE | 3.11K | $87.4K | 0.0% | $9.9K | Held |
| Bristol-Myers Squibb Co | — | 1.44K | $87.1K | 0.0% | $9.63K | Held |
| Merck & Co., Inc. | MRK | 718 | $87K | 0.0% | $10.8K | Held |
| Amgen Inc | AMGN | 243 | $85.5K | 0.0% | $5.96K | Held |
| Colgate Palmolive Co | CL | 957 | $81.6K | 0.0% | $1.94K | Added$80.1K |
| Wells Fargo Co New | — | 1K | $79.6K | 0.0% | −$13.6K | Cut−$27.4K |
| Aflac Inc | AFL | 718 | $78.8K | 0.0% | −$402 | Cut−$9.66K |
| Travelers Companies, Inc. | TRV | 250 | $72.9K | 0.0% | $405 | Cut−$755 |
| Meta Platforms, Inc. | META | 126 | $72K | 0.0% | $11.4K | Added$60.6K |
| Phillips 66 | PSX | 358 | $65.2K | 0.0% | $19K | Held |
| Steel Dynamics Inc | STLD | 358 | $64.6K | 0.0% | $3.79K | Held |
| Pepsico Inc | PEP | 377 | $58.6K | 0.0% | $3.99K | Added$4.61K |
| Citigroup Inc | — | 472 | $53.5K | 0.0% | $17.1K | Cut−$77.1K |
| Visa Inc. | V | 176 | $53.1K | 0.0% | −$8.68K | Added−$8.38K |
| Ameriprise Finl Inc | — | 119 | $52.9K | 0.0% | −$5.47K | Cut−$6.45K |
| Intel Corp | INTC | 1.2K | $52.8K | 0.0% | −$2.53K | Added$50.1K |
| Texas Instrs Inc | — | 270 | $52.5K | 0.0% | $5.56K | Added$5.75K |
| Ametek Inc/ | AME | 239 | $51.2K | 0.0% | $2.16K | Held |
| Columbia Etf Tr Ii | — | 1.24K | $50.4K | 0.0% | −$36.6K | Added−$25.2K |
| Verizon Communications Inc | VZ | 957 | $48K | 0.0% | $9.06K | Held |
| Amphenol Corp New | — | 375 | $47.5K | 0.0% | −$3.21K | Held |
| Church & Dwight Co Inc | — | 478 | $44.6K | 0.0% | $4.53K | Held |
| Walmart Inc. | WMT | 357 | $44.5K | 0.0% | $4.62K | Cut−$10.1K |
| Eaton Corp Plc | ETN | 119 | $42.4K | 0.0% | $41.4K | Cut$40K |
| Agco Corp | — | 358 | $41.5K | 0.0% | $4.13K | Held |
| Crane Company | — | 239 | $40.9K | 0.0% | $24.8K | Cut$13.5K |
| DONALDSON Co INC | DCI | 478 | $40.6K | 0.0% | −$18.2K | Cut−$79.7K |
| Cintas Corp | CTAS | 236 | $39.9K | 0.0% | −$25.1K | Cut−$421.4K |
| Hf Sinclair Corp | DINO | 598 | $37.3K | 0.0% | −$412 | Added$35.6K |
| Bank America Corp | — | 765 | $37.3K | 0.0% | −$51.5K | Cut−$324.6K |
| Hilton Worldwide Hldgs Inc | — | 122 | $37.1K | 0.0% | $31.5K | Cut$9.54K |
| Cvs Health Corp | CVS | 478 | $34.3K | 0.0% | −$4.82K | Added$28.7K |
| Corteva, Inc. | CTVA | 408 | $34.2K | 0.0% | −$1.57K | Cut−$139.7K |
| Northern Tr Corp | — | 239 | $33.5K | 0.0% | $5.55K | Added$28.8K |
| Acuity Inc | — | 119 | $33.3K | 0.0% | −$9.5K | Held |
| Southwest Airls Co | — | 837 | $31.6K | 0.0% | −$3.15K | Held |
| Regions Financial Corp New | — | 1.2K | $31.6K | 0.0% | −$17.4K | Added$11.2K |
| Schwab Charles Corp | — | 303 | $28.4K | 0.0% | −$1.8K | Cut−$8.89K |
| Comcast Corp New | — | 957 | $27.5K | 0.0% | −$9.24K | Cut−$19.9K |
| Nvidia Corp | NVDA | 150 | $26.2K | 0.0% | $458 | Added$21.4K |
| Vulcan Matls Co | — | 91 | $24.9K | 0.0% | −$1.13K | Cut−$1.7K |
| Iqvia Hldgs Inc | — | 141 | $24K | 0.0% | −$2.96K | Cut−$2.42M |
| Ishares Tr | — | 264 | $23.9K | 0.0% | −$19K | Added−$7.88K |
| Warner Bros. Discovery, Inc. | WBD | 868 | $23.8K | 0.0% | −$1.18K | Held |
| Qnity Electronics, Inc. | Q | 204 | $23.5K | 0.0% | $6.88K | Held |
| Humana Inc | HUM | 119 | $20.7K | 0.0% | −$83 | Added$20K |
| DuPont de Nemours, Inc. | DD | 408 | $18.7K | 0.0% | −$1.33K | Added$16.5K |
| Thermo Fisher Scientific Inc. | TMO | 35 | $17.3K | 0.0% | −$3.08K | Held |
| Union Pac Corp | — | 70 | $17K | 0.0% | $3.39K | Added$15.3K |
| Dow Inc. | DOW | 408 | $17K | 0.0% | −$924 | Added$15.9K |
| Unitedhealth Group Inc | UNH | 60 | $16.1K | 0.0% | −$1.31K | Added$13.2K |
| Baxter Intl Inc | — | 957 | $16.1K | 0.0% | −$2.21K | Held |
| Danaher Corporation | — | 84 | $15.9K | 0.0% | $9.25K | Cut−$22K |
| S&P Global Inc. | SPGI | 37 | $15.6K | 0.0% | −$3.93K | Added−$3.51K |
| Ameren Corp | AEE | 127 | $14K | 0.0% | $1.37K | Held |
| American Tower Corp New | — | 75 | $13K | 0.0% | −$226 | Held |
| MSCI Inc. | MSCI | 22 | $11.6K | 0.0% | $5.91K | Cut−$268.3K |
| Zoetis Inc. | ZTS | 98 | $11.6K | 0.0% | −$696 | Held |
| Air Prods & Chems Inc | — | 40 | $11.5K | 0.0% | $1.5K | Added$1.79K |
| Fifth Third Bancorp | — | 239 | $11.2K | 0.0% | −$243.3K | Added−$239K |
| Crane NXT, Co. | CXT | 239 | $9.7K | 0.0% | −$34.4K | Held |
| ServiceNow, Inc. | NOW | 90 | $9.41K | 0.0% | −$4.38K | Cut−$607.9K |
| RTX Corp | RTX | 44 | $8.49K | 0.0% | $89 | Added$7.23K |
| Ishares Tr | — | 216 | $7.76K | 0.0% | −$516 | Held |
| Aptiv Plc | APTV | 111 | $7.71K | 0.0% | −$738 | Held |
| American Wtr Wks Co Inc New | — | 54 | $7.41K | 0.0% | $347 | Held |
| Adobe Inc. | ADBE | 30 | $7.29K | 0.0% | −$3.21K | Held |
| Ishares Inc | — | 56 | $6.5K | 0.0% | $2.43K | Cut−$248.2K |
| Viatris Inc | VTRS | 386 | $5.21K | 0.0% | $409 | Held |
| Mercadolibre Inc | MELI | 3 | $5.19K | 0.0% | −$856 | Held |
| Aon plc | AON | 15 | $4.91K | 0.0% | −$446 | Held |
| Tilray Brands, Inc. | TLRY | 614 | $3.97K | 0.0% | — | New |
| NIKE, Inc. | NKE | 74 | $3.93K | 0.0% | $1.69K | Added$1.79K |
| Prologis Inc. | — | 29 | $3.82K | 0.0% | $161 | Held |
| Net Lease Office Properties | NLOP | 245 | $3.63K | 0.0% | −$2.69K | Held |
| Sea Ltd | SE | 36 | $2.98K | 0.0% | −$1.61K | Held |
| CARRIER GLOBAL Corp | CARR | 44 | $2.48K | 0.0% | $153 | Held |
| Veralto Corp | VLTO | 27 | $2.41K | 0.0% | −$305 | Held |
| Charter Communications Inc N | — | 10 | $2.16K | 0.0% | $71 | Held |
| Caterpillar Inc | CAT | 3 | $2.13K | 0.0% | $407 | Cut−$4.75K |
| Eqt Corp | EQT | 32 | $2.04K | 0.0% | −$922 | Cut−$3.51K |
| Ishares Tr | — | 34 | $1.92K | 0.0% | −$2.89K | Cut−$244.3K |
| Nrg Energy, Inc. | NRG | 13 | $1.9K | 0.0% | −$5.53K | Cut−$90.6K |
| Otis Worldwide Corp | OTIS | 22 | $1.7K | 0.0% | $1.54K | Cut$1.19K |
| Versant Media Group, Inc. | VSNT | 38 | $1.41K | 0.0% | — | New |
| Firstenergy Corp | FE | 25 | $1.27K | 0.0% | $87 | Cut−$10K |
| Lockheed Martin Corp | LMT | 2 | $1.25K | 0.0% | $1.16K | Cut−$1.42K |
| Samsara Inc. | IOT | 30 | $951 | 0.0% | — | New |
| Honeywell Intl Inc | — | 4 | $904 | 0.0% | −$472 | Cut−$163.6K |
| Price T Rowe Group Inc | TROW | 8 | $752 | 0.0% | −$103 | Held |
| Organon & Co. | OGN | 71 | $425 | 0.0% | −$1.28K | Added−$943 |
| Paramount Skydance Corp | PSKY | 24 | $218 | 0.0% | −$2.1K | Added−$1.99K |
| Rivian Automotive Inc | — | 13 | $196 | 0.0% | −$159 | Cut−$35.9K |
| Solstice Advanced Matls Inc | — | 1 | $76 | 0.0% | $27 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.