Q1 2026 · 13F-HR
Battery Global Advisors, LLCholdings as filed
Filed 2026-05-14 · accession 0001582272-26-000003
$186.2M
Reported value
154
Positions
2026-03-31
Period end
The Brief · Battery Global Advisors, LLC · Q1 2026
AI · grounded in 13F
Battery Global Advisors, LLC closed its position in ISRG, reducing its exposure by $27.1M. The fund added 61 positions while reducing 130 others, with the largest accumulation being VTI by 47,250.13%. Other notable additions include IAU and INTU.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | Vanguard Total US Stock Market ETF | $56.4M | 30.3% | 175,669 | Common | SOLE |
| 921943858 | VEA | Vanguard FTSE Developed Markets ETF | $17.8M | 9.57% | 277,967 | Common | SOLE |
| 461202103 | INTU | Intuit Com | $17.7M | 9.51% | 40,956 | Common | SOLE |
| 922908363 | VOO | Vanguard S&P 500 ETF | $17.5M | 9.39% | 29,270 | Common | SOLE |
| 70451X104 | PAYO | Payoneer Global Inc | $14.0M | 7.50% | 2,890,975 | Common | SOLE |
| 922042858 | VWO | Vanguard FTSE Emerging Markets ETF | $9.0M | 4.86% | 167,405 | Common | SOLE |
| 464285204 | IAU | iShares Gold Trust | $8.9M | 4.77% | 100,804 | Common | SOLE |
| 78463X889 | SPDW | SPDR Developed World Ex-US ETF | $7.0M | 3.74% | 152,557 | Common | SOLE |
| 922908736 | VUG | Vanguard Growth Index Fund ETF | $5.3M | 2.87% | 12,241 | Common | SOLE |
| 46137V357 | RSP | Invesco Exchange (traded FD TR S&P500 Eql WGT) | $3.8M | 2.04% | 19,744 | Common | SOLE |
| 890930308 | TPYP | Tortoise North American Pipeline Fund | $2.9M | 1.56% | 68,388 | Common | SOLE |
| 037833100 | AAPL | Apple | $1.7M | 0.91% | 6,653 | Common | SOLE |
| 594918104 | MSFT | Microsoft | $1.5M | 0.78% | 3,941 | Common | SOLE |
| 922908637 | VV | Vanguard Large-Cap (index Fund) | $1.5M | 0.78% | 4,880 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet (Google) Class A | $1.2M | 0.65% | 4,200 | Common | SOLE |
| 922908744 | VTV | Vanguard Value Index Fund ETF | $1.2M | 0.64% | 6,113 | Common | SOLE |
| 02079K107 | GOOG | Alphabet (Google) Class C | $1.2M | 0.64% | 4,179 | Common | SOLE |
| 500767553 | KCCA | KraneShares California Carbon Allowance ETF | $1.1M | 0.61% | 77,045 | Common | SOLE |
| 922908595 | VBK | Vanguard Small-Cap Growth ETF | $1.1M | 0.60% | 3,680 | Common | SOLE |
| 78463X509 | SPEM | SPDR Emerging Markets ETF | $1.0M | 0.56% | 22,356 | Common | SOLE |
| 922908611 | VBR | Vanguard Small-Cap Value ETF | $987,401 | 0.53% | 4,545 | Common | SOLE |
| 22788C105 | CRWD | Crowdstrike | $822,984 | 0.44% | 2,108 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $792,506 | 0.43% | 1,218 | Common | SOLE |
| 06742C723 | ATMP | Barclays Select MLP ETN | $642,786 | 0.35% | 18,680 | Common | SOLE |
| 922042742 | VT | Vanguard Total World Stock Index ETF | $521,466 | 0.28% | 3,770 | Common | SOLE |
| 46625H100 | JPM | JPMorgan Chase & Co | $505,428 | 0.27% | 1,718 | Common | SOLE |
| 29444U700 | EQIX | Equinix Inc. | $472,252 | 0.25% | 482 | Common | SOLE |
| 921932505 | VOOG | Vanguard S&P 500 Growth ETF | $472,105 | 0.25% | 1,158 | Common | SOLE |
| 125523100 | CI | CIGNA | $447,073 | 0.24% | 1,676 | Common | SOLE |
| 253868103 | DLR | Digital Realty Trust | $406,762 | 0.22% | 2,257 | Common | SOLE |
| 064058100 | BK | Bank New York | $369,177 | 0.20% | 3,112 | Common | SOLE |
| 55825T103 | MSGS | MSG Networks | $347,755 | 0.19% | 1,082 | Common | SOLE |
| 464287200 | IVV | iShares Core S&P 500 ETF | $342,460 | 0.18% | 524 | Common | SOLE |
| H8088L103 | SRAD | Sportradar Group AG | $297,967 | 0.16% | 17,800 | Common | SOLE |
| 46434G764 | EMXC | iShares MSCI EM-ex China ETF | $275,625 | 0.15% | 3,504 | Common | SOLE |
| 30231G102 | XOM | Exxon Mobil | $264,691 | 0.14% | 1,560 | Common | SOLE |
| 219350105 | GLW | Corning Inc | $260,383 | 0.14% | 1,915 | Common | SOLE |
| 92204A702 | VGT | Vanguard Sector | $258,854 | 0.14% | 371 | Common | SOLE |
| 92936U109 | WPC | WP Carey Inc | $251,793 | 0.14% | 3,655 | Common | SOLE |
| 464288257 | ACWI | iShares MSCI ACWI ETF | $240,816 | 0.13% | 1,740 | Common | SOLE |
| 478160104 | JNJ | Johnson & Johnson | $233,929 | 0.13% | 957 | Common | SOLE |
| 92345Y106 | VRSK | Verisk Analytics Inc | $233,582 | 0.13% | 1,231 | Common | SOLE |
| 773903109 | ROK | Rockwell Automation | $214,610 | 0.12% | 598 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs | $193,732 | 0.10% | 229 | Common | SOLE |
| 20825C104 | COP | ConocoPhillips | $165,038 | 0.09% | 1,250 | Common | SOLE |
| 09260D107 | BX | Blackstone Group | $161,650 | 0.09% | 1,406 | Common | SOLE |
| 303250104 | FICO | Fair Isaac Corp Com | $157,996 | 0.08% | 148 | Common | SOLE |
| 437076102 | HD | Home Depot Inc | $157,209 | 0.08% | 478 | Common | SOLE |
| 747316107 | KWR | Quaker Chemical Corp | $148,703 | 0.08% | 1,197 | Common | SOLE |
| 023135106 | AMZN | Amazon.com | $124,962 | 0.07% | 600 | Common | SOLE |
| 59356Q108 | MIAX | Miami Intl HLDGS Inc | $121,625 | 0.07% | 3,125 | Common | SOLE |
| 28176E108 | EW | Edwards Lifesciences | $114,835 | 0.06% | 1,434 | Common | SOLE |
| 032654105 | ADI | Analog Devices | $113,894 | 0.06% | 358 | Common | SOLE |
| 17275R102 | CSCO | Cisco Systems | $111,419 | 0.06% | 1,436 | Common | SOLE |
| 666807102 | NOC | Northrop Grumman | $110,799 | 0.06% | 162 | Common | SOLE |
| 78468R606 | SPHY | SPDR Ser TR Portfli (high YLD) | $107,179 | 0.06% | 4,596 | Common | SOLE |
| 256746108 | DLTR | Dollar Tree Stores | $104,801 | 0.06% | 957 | Common | SOLE |
| 92189F676 | SMH | Vaneck Semiconductor | $104,668 | 0.06% | 273 | Common | SOLE |
| 00206R102 | T | AT&T | $104,103 | 0.06% | 3,591 | Common | SOLE |
| 915271100 | UVSP | Univest Financial | $89,864 | 0.05% | 2,623 | Common | SOLE |
| 717081103 | PFE | Pfizer Inc. | $87,385 | 0.05% | 3,112 | Common | SOLE |
| 110122108 | BMY | Bristol Myers Squibb | $87,093 | 0.05% | 1,436 | Common | SOLE |
| 58933Y105 | MRK | Merck & Co Inc. | $86,979 | 0.05% | 718 | Common | SOLE |
| 031162100 | AMGN | Amgen | $85,500 | 0.05% | 243 | Common | SOLE |
| 194162103 | CL | Colgate Palmolive | $81,565 | 0.04% | 957 | Common | SOLE |
| 949746101 | WMT2 | Wells Fargo & Co | $79,610 | 0.04% | 1,000 | Common | SOLE |
| 001055102 | AFL | Aflac Inc | $78,772 | 0.04% | 718 | Common | SOLE |
| 89417E109 | TRV | Travelers Companies | $72,920 | 0.04% | 250 | Common | SOLE |
| 30303M102 | META | $71,993 | 0.04% | 126 | Common | SOLE | |
| 718546104 | PSX | Phillips 66 Com | $65,220 | 0.04% | 358 | Common | SOLE |
| 858119100 | STLD | Steel Dynamics Inc | $64,630 | 0.03% | 358 | Common | SOLE |
| 713448108 | PEP | PepsiCo | $58,614 | 0.03% | 377 | Common | SOLE |
| 172967424 | C | Citigroup Inc | $53,496 | 0.03% | 472 | Common | SOLE |
| 92826C839 | V | Visa | $53,064 | 0.03% | 176 | Common | SOLE |
| 03076C106 | AMP | Ameriprise Financial | $52,884 | 0.03% | 119 | Common | SOLE |
| 458140100 | INTC | Intel | $52,824 | 0.03% | 1,197 | Common | SOLE |
| 882508104 | TXN | Texas Instruments | $52,491 | 0.03% | 270 | Common | SOLE |
| 031100100 | AME | Ametek | $51,232 | 0.03% | 239 | Common | SOLE |
| 19762B202 | XCEM | Columbia ETF TR II Columbia Em Core Ex China ETF | $50,400 | 0.03% | 1,235 | Common | SOLE |
| 92343V104 | VZ | Verizon Communications | $48,041 | 0.03% | 957 | Common | SOLE |
| 032095101 | APH | Amphenol Corp CL-A (new) CMN Class A | $47,502 | 0.03% | 375 | Common | SOLE |
| 171340102 | CHD | Church & Dwight Co Inc | $44,607 | 0.02% | 478 | Common | SOLE |
| 931142103 | WMT | Walmart | $44,456 | 0.02% | 357 | Common | SOLE |
| G29183103 | ETN | Eaton Corp | $42,410 | 0.02% | 119 | Common | SOLE |
| 001084102 | AGCO | Agco Corporation | $41,481 | 0.02% | 358 | Common | SOLE |
| 224408104 | CR | Crane Co New Com | $40,869 | 0.02% | 239 | Common | SOLE |
| 257651109 | DCI | Donaldson | $40,568 | 0.02% | 478 | Common | SOLE |
| 172908105 | CTAS | Cintas Corp | $39,890 | 0.02% | 236 | Common | SOLE |
| 403949100 | DINO | HF Sinclair Corp Com | $37,309 | 0.02% | 598 | Common | SOLE |
| 060505104 | BAC | Bank of America | $37,270 | 0.02% | 765 | Common | SOLE |
| 43300A203 | HLT | Hilton Worldwide | $37,098 | 0.02% | 122 | Common | SOLE |
| 126650100 | CVS | CVS Health | $34,330 | 0.02% | 478 | Common | SOLE |
| 22052L104 | CTVA | Corteva Inc | $34,154 | 0.02% | 408 | Common | SOLE |
| 665859104 | NTRS | Northern Trust | $33,548 | 0.02% | 239 | Common | SOLE |
| 00508Y102 | AYI | Acuity Brands | $33,346 | 0.02% | 119 | Common | SOLE |
| 844741108 | LUV | Southwest Airlns Co | $31,597 | 0.02% | 837 | Common | SOLE |
| 7591EP100 | RF | Regions Financial | $31,583 | 0.02% | 1,197 | Common | SOLE |
| 808513105 | SCHW | Schwab Charles Corp | $28,447 | 0.02% | 303 | Common | SOLE |
| 20030N101 | CMCSA | Comcast | $27,475 | 0.01% | 957 | Common | SOLE |
| 67066G104 | NVDA | Nvidia | $26,175 | 0.01% | 150 | Common | SOLE |
| 929160109 | VMC | Vulcan Materials Co CMN | $24,869 | 0.01% | 91 | Common | SOLE |
| 46266C105 | IQV | Iqvia Holdings Inc CMN | $24,046 | 0.01% | 141 | Common | SOLE |
| 46432F842 | IEFA | iShares Core MSCI EAFE ETF | $23,900 | 0.01% | 264 | Common | SOLE |
| 934423104 | WBD | Warner Bros Discovery Inc | $23,835 | 0.01% | 868 | Common | SOLE |
| 74743L100 | Q | Qnity Electronics Inc | $23,538 | 0.01% | 204 | Common | SOLE |
| 444859102 | HUM | Humana Inc | $20,739 | 0.01% | 119 | Common | SOLE |
| 26614N102 | DD | DuPont De Nemours Inc | $18,686 | 0.01% | 408 | Common | SOLE |
| 883556102 | TMO | Thermo Fisher | $17,316 | 0.01% | 35 | Common | SOLE |
| 907818108 | UNP | Union Pacific | $17,020 | 0.01% | 70 | Common | SOLE |
| 260557103 | DOW | Dow | $16,993 | 0.01% | 408 | Common | SOLE |
| 91324P102 | UNH | Unitedhealth Group | $16,122 | 0.01% | 60 | Common | SOLE |
| 071813109 | BAX | Baxter Intl Inc | $16,087 | 0.01% | 957 | Common | SOLE |
| 235851102 | DHR | Danaher | $15,919 | 0.01% | 84 | Common | SOLE |
| 78409V104 | SPGI | S&P Global Inc Com | $15,550 | 0.01% | 37 | Common | SOLE |
| 023608102 | AEE | Ameren Corp | $14,004 | 0.01% | 127 | Common | SOLE |
| 03027X100 | AMT | American Tower | $12,982 | 0.01% | 75 | Common | SOLE |
| 55354G100 | MSCI | MSCI Inc. CMN | $11,604 | 0.01% | 22 | Common | SOLE |
| 98978V103 | ZTS | Zoetis Inc Com | $11,601 | 0.01% | 98 | Common | SOLE |
| 009158106 | APD | Air Products & Chemicals | $11,530 | 0.01% | 40 | Common | SOLE |
| 316773100 | FITB | Fifth Third Bancorp | $11,200 | 0.01% | 239 | Common | SOLE |
| 224441105 | CXT | Crane HLDGS Co Com | $9,701 | 0.01% | 239 | Common | SOLE |
| 81762P102 | NOW | ServiceNow | $9,410 | 0.01% | 90 | Common | SOLE |
| 75513E101 | RTX | Raytheon Technologies | $8,488 | 0.00% | 44 | Common | SOLE |
| 464287184 | FXI | iShares China Largecap | $7,757 | 0.00% | 216 | Common | SOLE |
| G3265R107 | APTV | Aptiv PLC New | $7,708 | 0.00% | 111 | Common | SOLE |
| 030420103 | AWK | American Water Works | $7,412 | 0.00% | 54 | Common | SOLE |
| 00724F101 | ADBE | Adobe | $7,292 | 0.00% | 30 | Common | SOLE |
| 464286632 | EIS | iShares MSCI Israel ETF | $6,498 | 0.00% | 56 | Common | SOLE |
| 92556V106 | VTRS | Viatris Inc | $5,215 | 0.00% | 386 | Common | SOLE |
| 58733R102 | MELI | Mercadolibre | $5,187 | 0.00% | 3 | Common | SOLE |
| G0403H108 | AON | Aon PLC CMN | $4,910 | 0.00% | 15 | Common | SOLE |
| 88688T209 | TLRY | Tilray Brands Inc | $3,973 | 0.00% | 614 | Common | SOLE |
| 654106103 | NKE | Nike | $3,927 | 0.00% | 74 | Common | SOLE |
| 74340W103 | PLD | Prologis Inc Com | $3,823 | 0.00% | 29 | Common | SOLE |
| 64110Y108 | NLOP | Net Lease Office | $3,631 | 0.00% | 245 | Common | SOLE |
| 81141R100 | SE | Sea Limited Ads Each | $2,981 | 0.00% | 36 | Common | SOLE |
| 14448C104 | CARR | Carrier Global Corporation | $2,478 | 0.00% | 44 | Common | SOLE |
| 92338C103 | VLTO | Veralto Corp | $2,409 | 0.00% | 27 | Common | SOLE |
| 16119P108 | CHTR | Charter | $2,159 | 0.00% | 10 | Common | SOLE |
| 149123101 | CAT | Caterpillar Inc | $2,125 | 0.00% | 3 | Common | SOLE |
| 26884L109 | EQT | EQT Corp Com | $2,036 | 0.00% | 32 | Common | SOLE |
| 464287234 | EEM | iShares MSCI Emerging Markets ETF | $1,917 | 0.00% | 34 | Common | SOLE |
| 629377508 | NRG | NRG Energy Inc | $1,900 | 0.00% | 13 | Common | SOLE |
| 68902V107 | OTIS | Otis Worldwide | $1,696 | 0.00% | 22 | Common | SOLE |
| 925283103 | VSNT | Versant Media Group Inc | $1,407 | 0.00% | 38 | Common | SOLE |
| 337932107 | FE | Firstenergy Corp | $1,267 | 0.00% | 25 | Common | SOLE |
| 539830109 | LMT | Lockheed Martin | $1,253 | 0.00% | 2 | Common | SOLE |
| 79589L106 | IOT | Samsara Inc CL A | $951 | 0.00% | 30 | Common | SOLE |
| 438516106 | HON | Honeywell International | $904 | 0.00% | 4 | Common | SOLE |
| 74144T108 | TROW | Price T Rowe Group Inc Com | $752 | 0.00% | 8 | Common | SOLE |
| 68622V106 | OGN | Organon & Co | $425 | 0.00% | 71 | Common | SOLE |
| 69932A204 | PSKY | PARAMOUNT SKYDANCE CORP | $218 | 0.00% | 24 | Common | SOLE |
| 76954A103 | RIVN | Rivian Automotive Inc CL A | $196 | 0.00% | 13 | Common | SOLE |
| 83443Q103 | SOLS | Solstice Advanced Materials Inc | $76 | 0.00% | 1 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.