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Holders — by stockHoldings — by fund

Battery Global Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001582272

$199.8M

disclosed book value

157

positions

31.6%

largest position share

Positions, as of 2026-06-30

top 100 of 157 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VTIVanguard Total US Stock Market ETF170,698$63.2M31.6%
2VOOVanguard S&P 500 ETF29,717$20.4M10.2%
3VEAVanguard FTSE Developed Markets ETF273,246$19.5M9.7%
4PAYOPayoneer Global Inc2.4M$17.0M8.5%
5INTUIntuit Com39,254$10.2M5.1%
6VWOVanguard FTSE Emerging Markets ETF168,815$10.1M5%
7IAUiShares Gold Trust102,542$7.7M3.9%
8SPDWSPDR Developed World Ex-US ETF152,557$7.7M3.8%
9VUGVanguard Growth Index Fund ETF73,443$6.3M3.2%
10RSPInvesco S&P 500 Equal Weight ETF22,256$4.7M2.4%
11TPYPTortoise North American Pipeline Fund68,388$2.9M1.4%
12AAPLApple6,656$1.9M1%
13VVVanguard Large-Cap (index Fund)4,880$1.7M0.8%
14CRWDCrowdstrike2,108$1.6M0.8%
15GOOGLAlphabet (Google) Class A4,200$1.5M0.8%
16GOOGAlphabet (Google) Class C4,179$1.5M0.7%
17MSFTMicrosoft3,944$1.5M0.7%
18VBKVanguard Small-Cap Growth ETF3,680$1.3M0.7%
19KCCAKraneShares California Carbon Allowance ETF78,856$1.3M0.7%
20VTVVanguard Value Index Fund ETF6,113$1.3M0.7%
21SPEMSPDR Emerging Markets ETF22,356$1.2M0.6%
22VBRVanguard Small-Cap Value ETF4,545$1.1M0.6%
23SPYSPDR S&P 500 ETF1,218$911,8840.5%
24ATMPBarclays Select MLP ETN19,587$676,2020.3%
25VTVanguard Total World Stock Index ETF3,770$591,7020.3%
26VOOGVanguard S&P 500 Growth ETF6,948$574,0440.3%
27JPMJPMorgan Chase & Co1,719$562,6130.3%
28EQIXEquinix Inc.482$502,1940.3%
29GLWCorning Inc1,915$489,1480.2%
30CICIGNA1,676$462,0400.2%
31BNYBank New York3,112$450,0260.2%
32DLRDigital Realty Trust2,257$405,3400.2%
33IVViShares Core S&P 500 ETF525$392,8050.2%
34EMXCiShares MSCI EM-ex China ETF3,504$358,4590.2%
35VGTVanguard Sector2,968$354,7350.2%
36ROKRockwell Automation598$296,0580.1%
37ACWIiShares MSCI ACWI ETF1,746$274,0220.1%
38SRADSportradar Group AG17,800$266,4620.1%
39WPCWP Carey Inc3,655$264,7680.1%
40JNJJohnson & Johnson957$243,0490.1%
41GSGoldman Sachs229$231,6040.1%
42VRSKVerisk Analytics Inc1,231$221,0010.1%
43MSGSMSG Networks541$217,3950.1%
44XOMExxon Mobil1,561$213,4180.1%
45KWRQuaker Chemical Corp1,197$190,1670.1%
46SMHVaneck Semiconductor273$179,0580.1%
47FICOFair Isaac Corp Com148$176,8270.1%
48CSCOCisco Systems1,436$168,6730.1%
49HDHome Depot Inc478$168,5810.1%
50INTCIntel1,197$167,1370.1%
51BXBlackstone Group1,408$165,6490.1%
52AMZNAmazon.com600$143,0040.1%
53ADIAnalog Devices358$142,1870.1%
54COPConocoPhillips1,254$130,3890.1%
55EWEdwards Lifesciences1,434$129,7200.1%
56MIAXMiami Intl HLDGS Inc3,125$116,1250.1%
57DLTRDollar Tree Stores957$115,7490.1%
58UVSPUnivest Financial2,623$114,7560.1%
59SPHYSPDR Ser TR Portfli (high YLD)4,596$107,7300.1%
60MRKMerck & Co Inc.718$92,8730%
61AMGNAmgen243$87,9950%
62CLColgate Palmolive957$87,7380%
63AFLAflac Inc718$84,1860%
64NOCNorthrop Grumman163$82,8130%
65BMYBristol Myers Squibb1,436$82,7420%
66WFCWells Fargo & Co1,000$82,6400%
67TRVTravelers Companies250$82,5300%
68STLDSteel Dynamics Inc358$82,3360%
69TXNTexas Instruments271$80,8040%
70PFEPfizer Inc.3,112$74,9370%
71TAT&T3,591$74,3340%
72METAFacebook126$70,9480%
73APHAmphenol Corp CL-A (new) CMN Class A376$66,3670%
74CCitigroup Inc473$66,1690%
75XCEMColumbia ETF TR II Columbia Em Core Ex China ETF1,235$65,3070%
76PSXPhillips 66 Com358$60,5200%
77VVisa176$60,3580%
78AMEAmetek239$57,8240%
79AMPAmeriprise Financial119$54,5920%
80CRCrane Co New Com239$53,3140%
81CXTCrane HLDGS Co Com239$53,3140%
82PEPPepsiCo380$51,4790%
83ETNEaton Corp119$50,6650%
84CVSCVS Health478$49,4490%
85HUMHumana Inc119$47,3750%
86CHDChurch & Dwight Co Inc478$46,3090%
87AYIAcuity Brands119$44,8230%
88BACBank of America768$43,7710%
89LUVSouthwest Airlns Co837$43,1890%
90DCIDonaldson478$42,9100%
91AGCOAgco Corporation358$42,8530%
92NTRSNorthern Trust239$41,7390%
93DINOHF Sinclair Corp Com598$41,6510%
94VZVerizon Communications957$40,5190%
95WMTWalmart357$40,4340%
96HLTHilton Worldwide122$40,3160%
97CTASCintas Corp236$40,2140%
98RFRegions Financial1,197$36,4670%
99CTVACorteva Inc408$34,5540%
100QQnity Electronics Inc204$33,3150%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.