Battery Global Advisors, LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$179.2B

Holdings

139

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (139 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
168,537$46.3B25.84%
2
INTUINTUIT
45,350$27.8B15.53%
3
PAYOPAYONEER GLOBAL INC
2,890,975$21.1B11.79%
4
VOOVANGUARD INDEX FDS
28,486$14.6B8.17%
5
VEAVANGUARD TAX-MANAGED FDS
279,439$14.2B7.92%
6
VWOVANGUARD INTL EQUITY INDEX F
231,245$10.5B5.84%
7
IAU*ISHARES GOLD TR
113,816$6.7B3.74%
8
SPDWSPDR INDEX SHS FDS
151,635$5.5B3.08%
9
VUGVANGUARD INDEX FDS
12,241$4.5B2.53%
10
KAMOMANAGED PORTFOLIO SERIES
68,388$2.5B1.39%
11
RSPINVESCO EXCHANGE TRADED FD T
12,604$2.2B1.22%
12
KCCAKRANESHARES TRUST
128,545$2.1B1.19%
13
MSFTMICROSOFT CORP
3,933$1.5B0.82%
14
AAPLAPPLE INC
6,641$1.5B0.82%
15
ATMPBARCLAYS BANK PLC
44,227$1.4B0.76%
16
VVVANGUARD INDEX FDS
4,879$1.3B0.70%
17
VTVVANGUARD INDEX FDS
6,113$1.1B0.59%
18
VBKVANGUARD INDEX FDS
3,680$926.5M0.52%
19
SPEMSPDR INDEX SHS FDS
22,356$880.2M0.49%
20
VBRVANGUARD INDEX FDS
4,545$846.7M0.47%
21
CRWDCROWDSTRIKE HLDGS INC
2,108$743.2M0.41%
22
GOOGALPHABET INC
4,177$652.6M0.36%
23
GOOGLALPHABET INC
4,200$649.5M0.36%
24
NOWSERVICENOW INC
806$641.7M0.36%
25
MDBMONGODB INC
3,590$629.7M0.35%
26
HUBSHUBSPOT INC
1,041$594.7M0.33%
27
CITHE CIGNA GROUP
1,676$551.4M0.31%
28
CRMSALESFORCE INC
1,914$513.6M0.29%
29
JPMJPMORGAN CHASE & CO.
1,716$420.9M0.23%
30
VOOGVANGUARD ADMIRAL FDS INC
1,158$387.3M0.22%
31
VRSKVERISK ANALYTICS INC
1,035$308.0M0.17%
32
BKBANK NEW YORK MELLON CORP
3,112$261.0M0.15%
33
ACWIISHARES TR
2,116$246.3M0.14%
34
WPCWP CAREY INC
3,655$233.9M0.13%
35
IVVISHARES TR
402$226.0M0.13%
36
MSGSMADISON SQUARE GRDN SPRT COR
1,082$210.7M0.12%
37
BXBLACKSTONE INC
1,399$195.6M0.11%
38
XOMEXXON MOBIL CORP
1,556$185.1M0.10%
39
HDHOME DEPOT INC
478$175.2M0.10%
40
SPHYSPDR SER TR
7,254$169.9M0.09%
41
JNJJOHNSON & JOHNSON
957$158.7M0.09%
42
ROKROCKWELL AUTOMATION INC
598$154.5M0.09%
43
KWRQUAKER HOUGHTON
1,197$148.0M0.08%
44
COPCONOCOPHILLIPS
1,233$129.4M0.07%
45
GSGOLDMAN SACHS GROUP INC
229$125.1M0.07%
46
AMZNAMAZON COM INC
600$114.2M0.06%
47
EWEDWARDS LIFESCIENCES CORP
1,434$103.9M0.06%
48
TAT&T INC
3,591$101.6M0.06%
49
CLCOLGATE PALMOLIVE CO
957$89.7M0.05%
50
CSCOCISCO SYS INC
1,436$88.6M0.05%
51
GLWCORNING INC
1,915$87.7M0.05%
52
BMYBRISTOL-MYERS SQUIBB CO
1,436$87.6M0.05%
53
NOCNORTHROP GRUMMAN CORP
162$82.8M0.05%
54
AFLAFLAC INC
718$79.8M0.04%
55
PFEPFIZER INC
3,112$78.9M0.04%
56
AMGNAMGEN INC
243$75.7M0.04%
57
UVSPUNIVEST FINANCIAL CORPORATIO
2,623$74.4M0.04%
58
METAMETA PLATFORMS INC
125$72.3M0.04%
59
ADIANALOG DEVICES INC
358$72.2M0.04%
60
DLTRDOLLAR TREE INC
957$71.8M0.04%
61
WFCWELLS FARGO CO NEW
1,000$71.8M0.04%
62
TRVTRAVELERS COMPANIES INC
250$66.1M0.04%
63
MRKMERCK & CO INC
718$65.0M0.04%
64
VVISA INC
174$61.1M0.03%
65
SRADSPORTRADAR GROUP AG
2,755$59.6M0.03%
66
A4SAMERIPRISE FINL INC
119$57.6M0.03%
67
PEPPEPSICO INC
367$55.1M0.03%
68
CHDCHURCH & DWIGHT CO INC
478$52.6M0.03%
69
CITCINTAS CORP
234$48.1M0.03%
70
TXNTEXAS INSTRS INC
266$47.8M0.03%
71
STLDSTEEL DYNAMICS INC
358$45.0M0.03%
72
PSXPHILLIPS 66
358$44.2M0.02%
73
BACVERIZON COMMUNICATIONS INC
957$43.4M0.02%
74
AMEAMETEK INC
239$41.1M0.02%
75
CRCRANE COMPANY
239$36.6M0.02%
76
CMCSACOMCAST CORP NEW
957$35.3M0.02%
77
AGCOAGCO CORP
358$33.1M0.02%
78
TRVCCITIGROUP INC
466$33.1M0.02%
79
BAXBAXTER INTL INC
957$32.9M0.02%
80
CVSCVS HEALTH CORP
478$32.4M0.02%
81
DCIDONALDSON INC
478$32.1M0.02%
82
ETNEATON CORP PLC
117$31.8M0.02%
83
HUMHUMANA INC
119$31.6M0.02%
84
WMTWALMART INC
357$31.4M0.02%
85
AYIACUITY BRANDS INC
119$31.3M0.02%
86
BACBANK AMERICA CORP
748$31.2M0.02%
87
DDDUPONT DE NEMOURS INC
408$30.5M0.02%
88
UNHUNITEDHEALTH GROUP INC
58$30.3M0.02%
89
LUVSOUTHWEST AIRLS CO
837$28.3M0.02%
90
HLTHILTON WORLDWIDE HLDGS INC
122$27.8M0.02%
91
INTCINTEL CORP
1,197$27.2M0.02%
92
RFREGIONS FINANCIAL CORP NEW
1,197$26.3M0.01%
93
CTVACORTEVA INC
408$25.7M0.01%
94
IQVIQVIA HLDGS INC
141$24.9M0.01%
95
APHAMPHENOL CORP NEW
372$24.5M0.01%
96
NTRSNORTHERN TR CORP
239$23.8M0.01%
97
SCHWSCHWAB CHARLES CORP
299$23.4M0.01%
98
VMCVULCAN MATLS CO
91$21.2M0.01%
99
DINOHF SINCLAIR CORP
598$19.7M0.01%
100
SPGIS&P GLOBAL INC
36$18.4M0.01%
Page 1 of 2Next