Battery Global Advisors, LLC

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Institutional

CIK 0001582272

$186.2M

Reported AUM

154

Positions

Q1 2026

Period

2026-05-14

Filed

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.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	VTI	Vanguard Total US Stock Market ETF	$366.27	1.62%	19.26%	65.80%	$56.4M	30.27%	—	HELD
2	VEA	Vanguard FTSE Developed Markets ETF	$71.09	3.10%	26.64%	53.50%	$17.8M	9.57%	—	HELD
3	INTU	Intuit Com	$315.50	-5.29%	-59.64%	-43.25%	$17.7M	9.51%	—	HELD
4	VOO	Vanguard S&P 500 ETF	$681.79	1.66%	20.72%	76.33%	$17.5M	9.39%	—	HELD
5	PAYO	Payoneer Global Inc	$7.16	0.56%	13.69%	-30.48%	$14.0M	7.50%	—	HELD
6	VWO	Vanguard FTSE Emerging Markets ETF	$58.19	2.23%	20.53%	30.20%	$9.0M	4.86%	—	HELD
7	IAU	iShares Gold Trust	$77.30	1.66%	20.15%	120.21%	$8.9M	4.77%	—	HELD
8	SPDW	SPDR Developed World Ex-US ETF	$50.42	3.05%	30.79%	57.65%	$7.0M	3.74%	—	HELD
9	VUG	Vanguard Growth Index Fund ETF	$84.27	2.68%	11.12%	64.94%	$5.3M	2.87%	—	HELD
10	RSP	Invesco Exchange (traded FD TR S&P500 Eql WGT)	$215.38	-0.16%	19.83%	48.78%	$3.8M	2.04%	—	HELD
11	TPYP	Tortoise North American Pipeline Fund	$42.79	0.02%	25.05%	147.29%	$2.9M	1.56%	—	HELD
12	AAPL	Apple	$333.43	-1.41%	65.41%	124.96%	$1.7M	0.91%	—	HELD
13	MSFT	Microsoft	$451.10	15.51%	-13.24%	55.41%	$1.5M	0.78%	—	HELD
14	VV	Vanguard Large-Cap (index Fund)	$341.27	1.73%	19.95%	72.52%	$1.5M	0.78%	—	HELD
15	GOOGL	Alphabet (Google) Class A	$333.66	-0.91%	76.18%	131.67%	$1.2M	0.65%	—	HELD
16	VTV	Vanguard Value Index Fund ETF	$220.54	0.34%	27.43%	74.17%	$1.2M	0.64%	—	HELD
17	GOOG	Alphabet (Google) Class C	$333.68	-0.62%	77.27%	132.86%	$1.2M	0.64%	—	HELD
18	KCCA	KraneShares California Carbon Allowance ETF	$16.68	0.18%	11.03%	-17.17%	$1.1M	0.61%	—	HELD
19	VBK	Vanguard Small-Cap Growth ETF	$341.38	2.17%	20.90%	17.88%	$1.1M	0.60%	—	HELD
20	SPEM	SPDR Emerging Markets ETF	$50.54	2.31%	18.47%	30.97%	$1.0M	0.56%	—	HELD
21	VBR	Vanguard Small-Cap Value ETF	$245.11	0.04%	27.15%	55.29%	$987K	0.53%	—	HELD
22	CRWD	Crowdstrike	$185.22	3.26%	65.87%	163.66%	$823K	0.44%	—	HELD
23	SPY	SPDR S&P 500 ETF	$741.69	1.68%	18.63%	72.84%	$793K	0.43%	—	HELD
24	ATMP	Barclays Select MLP ETN	$36.00	-0.11%	29.13%	207.96%	$643K	0.35%	—	HELD
25	VT	Vanguard Total World Stock Index ETF	$155.45	2.12%	20.62%	57.90%	$521K	0.28%	—	HELD
26	JPM	JPMorgan Chase & Co	$350.85	1.78%	21.40%	144.23%	$505K	0.27%	—	HELD
27	EQIX	Equinix Inc.	$1047.53	3.92%	39.13%	36.86%	$472K	0.25%	—	HELD
28	VOOG	Vanguard S&P 500 Growth ETF	$80.16	3.26%	19.64%	75.66%	$472K	0.25%	—	HELD
29	CI	CIGNA	$287.66	-2.97%	12.13%	49.02%	$447K	0.24%	—	HELD
30	DLR	Digital Realty Trust	$193.19	2.66%	12.43%	36.18%	$407K	0.22%	—	HELD
31	BK	Bank New York	—	—	—	—	$369K	0.20%	—	HELD
32	MSGS	MSG Networks	$405.05	1.64%	—	—	$348K	0.19%	—	HELD
33	IVV	iShares Core S&P 500 ETF	$745.20	1.65%	—	—	$342K	0.18%	—	HELD
34	SRAD	Sportradar Group AG	$14.70	-1.67%	—	—	$298K	0.16%	—	HELD
35	EMXC	iShares MSCI EM-ex China ETF	$91.18	4.97%	—	—	$276K	0.15%	—	HELD
36	XOM	Exxon Mobil	$156.97	0.14%	—	—	$265K	0.14%	—	HELD
37	GLW	Corning Inc	$135.22	9.00%	—	—	$260K	0.14%	—	HELD
38	VGT	Vanguard Sector	$113.58	4.97%	—	—	$259K	0.14%	—	HELD
39	WPC	WP Carey Inc	$74.08	-0.84%	—	—	$252K	0.14%	—	HELD
40	ACWI	iShares MSCI ACWI ETF	$155.66	2.09%	—	—	$241K	0.13%	—	HELD
41	JNJ	Johnson & Johnson	$255.82	-3.66%	—	—	$234K	0.13%	—	HELD
42	VRSK	Verisk Analytics Inc	$200.35	-6.01%	—	—	$234K	0.13%	—	HELD
43	ROK	Rockwell Automation	$471.01	2.53%	—	—	$215K	0.12%	—	HELD
44	GS	Goldman Sachs	$1024.86	4.50%	—	—	$194K	0.10%	—	HELD
45	COP	ConocoPhillips	$119.03	0.82%	—	—	$165K	0.09%	—	HELD
46	BX	Blackstone Group	$128.07	-1.03%	—	—	$162K	0.09%	—	HELD
47	FICO	Fair Isaac Corp Com	—	—	—	—	$158K	0.08%	—	HELD
48	HD	Home Depot Inc	$333.35	-1.45%	—	—	$157K	0.08%	—	HELD
49	KWR	Quaker Chemical Corp	$154.92	4.12%	—	—	$149K	0.08%	—	HELD
50	AMZN	Amazon.com	$235.50	3.90%	—	—	$125K	0.07%	—	HELD
51	MIAX	Miami Intl HLDGS Inc	$46.00	-0.86%	—	—	$122K	0.07%	—	HELD
52	EW	Edwards Lifesciences	$86.92	1.35%	—	—	$115K	0.06%	—	HELD
53	ADI	Analog Devices	$366.67	3.76%	—	—	$114K	0.06%	—	HELD
54	CSCO	Cisco Systems	$113.56	0.96%	—	—	$111K	0.06%	—	HELD
55	NOC	Northrop Grumman	$534.85	-0.04%	—	—	$111K	0.06%	—	HELD
56	SPHY	SPDR Ser TR Portfli (high YLD)	$23.26	0.30%	—	—	$107K	0.06%	—	HELD
57	DLTR	Dollar Tree Stores	$128.57	-0.29%	—	—	$105K	0.06%	—	HELD
58	SMH	Vaneck Semiconductor	$538.90	6.88%	—	—	$105K	0.06%	—	HELD
59	T	AT&T	$23.21	-3.05%	—	—	$104K	0.06%	—	HELD
60	UVSP	Univest Financial	$44.40	-0.47%	—	—	$90K	0.05%	—	HELD
61	PFE	Pfizer Inc.	$24.91	-0.95%	—	—	$87K	0.05%	—	HELD
62	BMY	Bristol Myers Squibb	$64.86	2.79%	—	—	$87K	0.05%	—	HELD
63	MRK	Merck & Co Inc.	$129.79	-0.44%	—	—	$87K	0.05%	—	HELD
64	AMGN	Amgen	$387.64	0.00%	—	—	$86K	0.05%	—	HELD
65	CL	Colgate Palmolive	$91.60	-2.02%	—	—	$82K	0.04%	—	HELD
66	WMT2	Wells Fargo & Co	—	—	—	—	$80K	0.04%	—	HELD
67	AFL	Aflac Inc	$127.36	-1.02%	—	—	$79K	0.04%	—	HELD
68	TRV	Travelers Companies	$375.99	-3.35%	—	—	$73K	0.04%	—	HELD
69	META	Facebook	$539.03	-7.95%	—	—	$72K	0.04%	—	HELD
70	PSX	Phillips 66 Com	$210.60	1.83%	—	—	$65K	0.04%	—	HELD
71	STLD	Steel Dynamics Inc	$252.50	0.06%	—	—	$65K	0.03%	—	HELD
72	PEP	PepsiCo	$140.20	-2.30%	—	—	$59K	0.03%	—	HELD
73	C	Citigroup Inc	$132.32	4.08%	—	—	$53K	0.03%	—	HELD
74	V	Visa	$366.27	-0.67%	—	—	$53K	0.03%	—	HELD
75	AMP	Ameriprise Financial	$544.46	0.77%	—	—	$53K	0.03%	—	HELD
76	INTC	Intel	$91.13	11.30%	—	—	$53K	0.03%	—	HELD
77	TXN	Texas Instruments	$278.76	2.75%	—	—	$52K	0.03%	—	HELD
78	AME	Ametek	$240.01	2.02%	—	—	$51K	0.03%	—	HELD
79	XCEM	Columbia ETF TR II Columbia Em Core Ex China ETF	$46.99	4.52%	—	—	$50K	0.03%	—	HELD
80	VZ	Verizon Communications	$46.11	-2.35%	—	—	$48K	0.03%	—	HELD
81	APH	Amphenol Corp CL-A (new) CMN Class A	$159.82	6.33%	—	—	$48K	0.03%	—	HELD
82	CHD	Church & Dwight Co Inc	$97.68	-2.18%	—	—	$45K	0.02%	—	HELD
83	WMT	Walmart	$111.10	-2.73%	—	—	$44K	0.02%	—	HELD
84	ETN	Eaton Corp	$386.89	6.91%	—	—	$42K	0.02%	—	HELD
85	AGCO	Agco Corporation	$107.13	-7.78%	—	—	$41K	0.02%	—	HELD
86	CR	Crane Co New Com	$214.18	3.60%	—	—	$41K	0.02%	—	HELD
87	DCI	Donaldson	$92.66	0.17%	—	—	$41K	0.02%	—	HELD
88	CTAS	Cintas Corp	$206.79	-4.50%	—	—	$40K	0.02%	—	HELD
89	DINO	HF Sinclair Corp Com	$92.44	2.71%	—	—	$37K	0.02%	—	HELD
90	BAC	Bank of America	$61.73	1.08%	—	—	$37K	0.02%	—	HELD
91	HLT	Hilton Worldwide	$322.02	0.09%	—	—	$37K	0.02%	—	HELD
92	CVS	CVS Health	$105.22	-0.66%	—	—	$34K	0.02%	—	HELD
93	CTVA	Corteva Inc	$89.34	-1.29%	—	—	$34K	0.02%	—	HELD
94	NTRS	Northern Trust	$182.51	2.74%	—	—	$34K	0.02%	—	HELD
95	AYI	Acuity Brands	$337.85	1.23%	—	—	$33K	0.02%	—	HELD
96	LUV	Southwest Airlns Co	$45.60	2.75%	—	—	$32K	0.02%	—	HELD
97	RF	Regions Financial	$30.85	-0.29%	—	—	$32K	0.02%	—	HELD
98	SCHW	Schwab Charles Corp	$104.33	-0.13%	—	—	$28K	0.02%	—	HELD
99	CMCSA	Comcast	$23.67	-3.82%	—	—	$27K	0.01%	—	HELD
100	NVDA	Nvidia	$195.04	2.65%	—	—	$26K	0.01%	—	HELD
101	VMC	Vulcan Materials Co CMN	—	—	—	—	$25K	0.01%	—	HELD
102	IQV	Iqvia Holdings Inc CMN	—	—	—	—	$24K	0.01%	—	HELD
103	IEFA	iShares Core MSCI EAFE ETF	—	—	—	—	$24K	0.01%	—	HELD
104	WBD	Warner Bros Discovery Inc	—	—	—	—	$24K	0.01%	—	HELD
105	Q	Qnity Electronics Inc	—	—	—	—	$24K	0.01%	—	HELD
106	HUM	Humana Inc	—	—	—	—	$21K	0.01%	—	HELD
107	DD	DuPont De Nemours Inc	—	—	—	—	$19K	0.01%	—	HELD
108	TMO	Thermo Fisher	—	—	—	—	$17K	0.01%	—	HELD
109	UNP	Union Pacific	—	—	—	—	$17K	0.01%	—	HELD
110	DOW	Dow	—	—	—	—	$17K	0.01%	—	HELD
111	UNH	Unitedhealth Group	—	—	—	—	$16K	0.01%	—	HELD
112	BAX	Baxter Intl Inc	—	—	—	—	$16K	0.01%	—	HELD
113	DHR	Danaher	—	—	—	—	$16K	0.01%	—	HELD
114	SPGI	S&P Global Inc Com	—	—	—	—	$16K	0.01%	—	HELD
115	AEE	Ameren Corp	—	—	—	—	$14K	0.01%	—	HELD
116	AMT	American Tower	—	—	—	—	$13K	0.01%	—	HELD
117	MSCI	MSCI Inc. CMN	—	—	—	—	$12K	0.01%	—	HELD
118	ZTS	Zoetis Inc Com	—	—	—	—	$12K	0.01%	—	HELD
119	APD	Air Products & Chemicals	—	—	—	—	$12K	0.01%	—	HELD
120	FITB	Fifth Third Bancorp	—	—	—	—	$11K	0.01%	—	HELD
121	CXT	Crane HLDGS Co Com	—	—	—	—	$10K	0.01%	—	HELD
122	NOW	ServiceNow	—	—	—	—	$9K	0.01%	—	HELD
123	RTX	Raytheon Technologies	—	—	—	—	$8K	0.00%	—	HELD
124	FXI	iShares China Largecap	—	—	—	—	$8K	0.00%	—	HELD
125	APTV	Aptiv PLC New	—	—	—	—	$8K	0.00%	—	HELD
126	AWK	American Water Works	—	—	—	—	$7K	0.00%	—	HELD
127	ADBE	Adobe	—	—	—	—	$7K	0.00%	—	HELD
128	EIS	iShares MSCI Israel ETF	—	—	—	—	$6K	0.00%	—	HELD
129	VTRS	Viatris Inc	—	—	—	—	$5K	0.00%	—	HELD
130	MELI	Mercadolibre	—	—	—	—	$5K	0.00%	—	HELD
131	AON	Aon PLC CMN	—	—	—	—	$5K	0.00%	—	HELD
132	TLRY	Tilray Brands Inc	—	—	—	—	$4K	0.00%	—	HELD
133	NKE	Nike	—	—	—	—	$4K	0.00%	—	HELD
134	PLD	Prologis Inc Com	—	—	—	—	$4K	0.00%	—	HELD
135	NLOP	Net Lease Office	—	—	—	—	$4K	0.00%	—	HELD
136	SE	Sea Limited Ads Each	—	—	—	—	$3K	0.00%	—	HELD
137	CARR	Carrier Global Corporation	—	—	—	—	$2K	0.00%	—	HELD
138	VLTO	Veralto Corp	—	—	—	—	$2K	0.00%	—	HELD
139	CHTR	Charter	—	—	—	—	$2K	0.00%	—	HELD
140	CAT	Caterpillar Inc	—	—	—	—	$2K	0.00%	—	HELD
141	EQT	EQT Corp Com	—	—	—	—	$2K	0.00%	—	HELD
142	EEM	iShares MSCI Emerging Markets ETF	—	—	—	—	$2K	0.00%	—	HELD
143	NRG	NRG Energy Inc	—	—	—	—	$2K	0.00%	—	HELD
144	OTIS	Otis Worldwide	—	—	—	—	$2K	0.00%	—	HELD
145	VSNT	Versant Media Group Inc	—	—	—	—	$1K	0.00%	—	HELD
146	FE	Firstenergy Corp	—	—	—	—	$1K	0.00%	—	HELD
147	LMT	Lockheed Martin	—	—	—	—	$1K	0.00%	—	HELD
148	IOT	Samsara Inc CL A	—	—	—	—	$951	0.00%	—	HELD
149	HON	Honeywell International	—	—	—	—	$904	0.00%	—	HELD
150	TROW	Price T Rowe Group Inc Com	—	—	—	—	$752	0.00%	—	HELD
151	OGN	Organon & Co	—	—	—	—	$425	0.00%	—	HELD
152	PSKY	PARAMOUNT SKYDANCE CORP	—	—	—	—	$218	0.00%	—	HELD
153	RIVN	Rivian Automotive Inc CL A	—	—	—	—	$196	0.00%	—	HELD
154	SOLS	Solstice Advanced Materials Inc	—	—	—	—	$76	0.00%	—	HELD

Source: SEC EDGAR · accession 0001582272-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.