Battery Global Advisors, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$212.7M

Holdings

148

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (148 positions)

StockValue
VTIVANGUARD INDEX FDS
$62.7M
INTUINTUIT
$28.0M
VEAVANGUARD TAX-MANAGED FDS
$22.0M
VOOVANGUARD INDEX FDS
$18.0M
PAYOPAYONEER GLOBAL INC
$17.5M
VWOVANGUARD INTL EQUITY INDEX F
$12.3M
IAU*ISHARES GOLD TR
$8.1M
SPDWSPDR INDEX SHS FDS
$6.5M
VUGVANGUARD INDEX FDS
$5.9M
TPYPTORTOISE CAPITAL SERIES TRUS
$2.5M
RSPINVESCO EXCHANGE TRADED FD T
$2.4M
KCCAKRANESHARES TRUST
$2.4M
MSFTMICROSOFT CORP
$2.0M
AAPLAPPLE INC
$1.7M
VVVANGUARD INDEX FDS
$1.5M
VTVVANGUARD INDEX FDS
$1.1M
VBKVANGUARD INDEX FDS
$1.1M
SPEMSPDR INDEX SHS FDS
$1.0M
CRWDCROWDSTRIKE HLDGS INC
$1.0M
GOOGLALPHABET INC
$1.0M
GOOGALPHABET INC
$1.0M
VBRVANGUARD INDEX FDS
$953K
ATMPBARCLAYS BANK PLC
$786K
NOWSERVICENOW INC
$742K
JPMJPMORGAN CHASE & CO.
$542K
VTVANGUARD INTL EQUITY INDEX F
$520K
VOOGVANGUARD ADMIRAL FDS INC
$504K
CITHE CIGNA GROUP
$483K
SRADSPORTRADAR GROUP AG
$479K
IVVISHARES TR
$351K
BKBANK NEW YORK MELLON CORP
$339K
VGTVANGUARD WORLD FD
$277K
VRSKVERISK ANALYTICS INC
$260K
WPCWP CAREY INC
$250K
MSGSMADISON SQUARE GRDN SPRT COR
$246K
ACWIISHARES TR
$240K
BXBLACKSTONE INC
$239K
EMXCISHARES INC
$237K
FICOFAIR ISAAC CORP
$221K
ROKROCKWELL AUTOMATION INC
$209K
HDHOME DEPOT INC
$194K
FQIDIGITAL RLTY TR INC
$193K
EQIXEquinix Inc.
$190K
GSGOLDMAN SACHS GROUP INC
$182K
JNJJOHNSON & JOHNSON
$177K
XOMEXXON MOBIL CORP
$176K
KWRQUAKER HOUGHTON
$158K
GLWCORNING INC
$157K
SPHYSPDR SER TR
$150K
AMZNAMAZON COM INC
$132K
COPCONOCOPHILLIPS
$117K
EWEDWARDS LIFESCIENCES CORP
$112K
TAT&T INC
$101K
NOCNORTHROP GRUMMAN CORP
$99K
CSCOCISCO SYS INC
$98K
METAMETA PLATFORMS INC
$92K
DLTRDOLLAR TREE INC
$90K
SMHVANECK ETF TRUST
$89K
ADIANALOG DEVICES INC
$88K
WFCWELLS FARGO CO NEW
$84K
AFLAFLAC INC
$80K
PFEPFIZER INC
$79K
UVSPUNIVEST FINANCIAL CORPORATIO
$79K
CLCOLGATE PALMOLIVE CO
$77K
TRVTRAVELERS COMPANIES INC
$70K
AMGNAMGEN INC
$69K
BMYBRISTOL-MYERS SQUIBB CO
$65K
MRKMERCK & CO INC
$61K
VVISA INC
$60K
A4SAMERIPRISE FINL INC
$58K
PEPPEPSICO INC
$52K
STLDSTEEL DYNAMICS INC
$50K
TXNTEXAS INSTRS INC
$49K
PSXPHILLIPS 66
$49K
CITCINTAS CORP
$48K
TRVCCITIGROUP INC
$48K
APHAMPHENOL CORP NEW
$46K
AMEAMETEK INC
$45K
XCEMCOLUMBIA ETF TR II
$45K
ETNEATON CORP PLC
$44K
CRCRANE COMPANY
$44K
BACVERIZON COMMUNICATIONS INC
$42K
CHDCHURCH & DWIGHT CO INC
$42K
AYIACUITY BRANDS INC
$41K
INTCINTEL CORP
$40K
DCIDONALDSON INC
$39K
BACBANK AMERICA CORP
$39K
AGCOAGCO CORP
$38K
WMTWALMART INC
$37K
CVSCVS HEALTH CORP
$36K
NTRSNORTHERN TR CORP
$32K
RFREGIONS FINANCIAL CORP NEW
$32K
DDDUPONT DE NEMOURS INC
$32K
HLTHILTON WORLDWIDE HLDGS INC
$32K
DINOHF SINCLAIR CORP
$31K
HUMHUMANA INC
$31K
CMCSACOMCAST CORP NEW
$30K
SCHWSCHWAB CHARLES CORP
$29K
NVDANVIDIA CORPORATION
$28K
VMCVULCAN MATLS CO
$28K
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