Battery Global Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Battery Global Advisors, LLC reported 234 stock positions worth $215.8 million. Its top holding was Vanguard Tot World STK ETF (VT) at 29.3% of the portfolio, followed by Intuitive Surgical (ISRG, 12.6%) and Vanguard S&P 500 Growth ETF (VOOG, 10.6%). Compared with Q3 2025, it opened 84 new positions, added to 52 and reduced 54. The biggest buy was Vanguard Tot World STK ETF (VT, shares +4898%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001582272
- Portfolio Value
- $215.8M (Q4 2025)
- SEC Filing
- 0001582272-26-000002 ↗ filed Feb 13, 2026
Holdings Value
Holdings 234 stocks · $215.8M
| VT Vanguard Tot World STK ETF | 29.27% | 188,437 | $63.2M | Add +4898.3% |
| ISRG Intuitive Surgical Inc. | 12.57% | 40,956 | $27.1M | New |
| VOOG Vanguard S&P 500 Growth ETF | 10.57% | 365,122 | $22.8M | Add +31430.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 8.51% | 29,270 | $18.4M | Add +695.4% |
| PAYO Payoneer Global Inc. | 7.53% | 2,890,975 | $16.2M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.84% | 234,448 | $12.6M | Add +1815.3% |
| ACWI iShares MSCI Acwi ETF | 4.09% | 108,652 | $8.8M | Add +6169.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.14% | 152,557 | $6.8M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.77% | 12,241 | $6.0M | Add +150.8% |
| IQV Iqvia Holdings Inc. | 1.13% | 12,760 | $2.4M | Add +8949.6% |
| TPYP Tortoise North American Pipe | 1.13% | 68,388 | $2.4M | No change |
| LNC Lincoln National Corp. | 1.09% | 139,753 | $2.3M | New |
| MU Micron Technology Inc. | 0.93% | 4,160 | $2.0M | New |
| AAPL Apple Inc. | 0.91% | 7,248 | $2.0M | Add +9.0% |
| VOO Vanguard S&P 500 ETF | 0.71% | 4,880 | $1.5M | Reduce -83.3% |
| GOOGL Alphabet Inc. Class A | 0.65% | 4,475 | $1.4M | Add +6.5% |
| GOOG Alphabet Inc. Class C | 0.64% | 4,410 | $1.4M | Add +5.5% |
| VGT Vanguard Info Tech ETF | 0.54% | 6,113 | $1.2M | Add +1547.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.52% | 3,680 | $1.1M | Reduce -39.8% |
| SPEM State Street SP PTF Em ETF | 0.48% | 22,356 | $1.0M | No change |
| CMI Cummins Inc. | 0.46% | 2,118 | $993K | New |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 4,545 | $963K | Reduce -98.0% |
| ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC | 0.33% | 24,725 | $711K | Reduce -9.4% |
| NOW ServiceNow Inc. | 0.29% | 4,030 | $617K | No change |
| KEY Keycorp | 0.26% | 1,755 | $565K | New |
| VEA Vanguard Ftse Developed ETF | 0.25% | 3,770 | $532K | Reduce -99.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.24% | 1,158 | $515K | Reduce -74.5% |
| CTAS Cintas Corp. | 0.21% | 1,676 | $461K | Add +613.2% |
| SRAD Sportradar Group AG-A | 0.20% | 17,800 | $423K | No change |
| EXE Expand Energy Corp. | 0.17% | 482 | $369K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 3,117 | $362K | Add +312.3% |
| IAU iShares Gold Trust | 0.17% | 524 | $359K | Reduce -99.5% |
| DG Dollar General Corp. | 0.16% | 2,257 | $352K | New |
| MSCI MSCI Inc. | 0.13% | 1,082 | $280K | Add +5052.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 371 | $280K | Reduce -99.8% |
| VRSK Verisk Analytics Inc. | 0.13% | 1,231 | $275K | Add +18.9% |
| EIS iShares MSCI Israel ETF | 0.12% | 3,504 | $255K | Add +6157.1% |
| FITB Fifth Third Bancorp | 0.12% | 148 | $250K | Reduce -38.1% |
| EEM iShares MSCI Emerging Market | 0.11% | 1,740 | $246K | Add +5172.7% |
| WPC WP Carey Inc. | 0.11% | 3,655 | $239K | No change |
| ROST Ross Stores Inc. | 0.11% | 602 | $234K | New |
| HIG Hartford Insurance Group Inc. | 0.10% | 254 | $223K | New |
| BX Blackstone Inc. | 0.10% | 1,421 | $219K | Add +1.4% |
| AMZN Amazon.com Inc. | 0.10% | 899 | $208K | Add +49.8% |
| JCI Johnson Controls Internation | 0.09% | 957 | $198K | New |
| FICO Fair Isaac Corp. | 0.09% | 1,559 | $188K | Add +953.4% |
| CTVA Corteva Inc. | 0.08% | 1,985 | $174K | Add +386.5% |
| HON Honeywell International Inc. | 0.08% | 478 | $164K | Add +11850.0% |
| KWR Quaker Chemical Corporation | 0.08% | 1,197 | $164K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 218 | $149K | New |
| C Citigroup Inc. | 0.06% | 1,695 | $131K | Add +261.4% |
| ELAN Elanco Animal Health Inc. | 0.06% | 1,434 | $122K | New |
| DCI Donaldson Co. Inc. | 0.06% | 978 | $120K | Add +104.6% |
| CEG Constellation Energy | 0.05% | 1,246 | $117K | New |
| ADI Analog Devices Inc. | 0.05% | 405 | $110K | Add +13.1% |
| SPHY SS SPDR P High Yield ETF | 0.05% | 4,596 | $109K | Reduce -26.5% |
| WFC Wells Fargo & Co. | 0.05% | 1,148 | $107K | Add +14.8% |
| SMH Vaneck Semiconductor ETF | 0.05% | 273 | $98K | No change |
| FAST Fastenal Co. | 0.04% | 141 | $93K | New |
| NRG NRG Energy Inc. | 0.04% | 162 | $93K | Add +1146.2% |
| T AT&T Inc. | 0.04% | 3,591 | $89K | No change |
| AFL Aflac Inc. | 0.04% | 802 | $88K | Add +11.7% |
| USB US Bancorp | 0.04% | 2,623 | $86K | New |
| AMGN Amgen Inc. | 0.04% | 243 | $80K | No change |
| PFE Pfizer Inc. | 0.04% | 3,112 | $77K | No change |
| BMY Bristol-Myers Squibb Co. | 0.04% | 1,436 | $77K | No change |
| ORCL Oracle Corp. | 0.04% | 410 | $76K | New |
| MRK Merck & Co. Inc. | 0.04% | 718 | $76K | No change |
| XCEM Columbia Em Core Ex-China | 0.04% | 957 | $76K | Reduce -22.5% |
| TRV The Travelers Cos Inc. | 0.03% | 254 | $74K | Add +1.6% |
| V Visa Inc. Class A | 0.03% | 175 | $61K | No change |
| STLD Steel Dynamics Inc. | 0.03% | 358 | $61K | No change |
| CFG Citizens Financial Group | 0.03% | 520 | $61K | New |
| AMP Ameriprise Financial Inc. | 0.03% | 121 | $59K | Add +1.7% |
| TSLA Tesla Inc. | 0.03% | 124 | $56K | New |
| WMT Walmart Inc. | 0.03% | 489 | $55K | Add +37.0% |
| PEP Pepsico Inc. | 0.03% | 373 | $54K | No change |
| INTU Intuit Inc. | 0.02% | 1,377 | $51K | Reduce -96.6% |
| APH Amphenol Corp. Class A | 0.02% | 375 | $51K | Add +0.3% |
| AME Ametek Inc. | 0.02% | 239 | $49K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 868 | $48K | Reduce -72.1% |
| CMCSA Comcast Corp. Class A | 0.02% | 1,235 | $47K | Add +29.1% |
| TXN Texas Instruments Inc. | 0.02% | 269 | $47K | Add +0.4% |
| PSX Phillips 66 | 0.02% | 358 | $46K | No change |
| CSCO Cisco Systems Inc. | 0.02% | 235 | $44K | Reduce -83.6% |
| CXT Crane NXT Co. | 0.02% | 239 | $44K | No change |
| AYI Acuity Inc. | 0.02% | 119 | $43K | No change |
| DASH DoorDash Inc. Class A | 0.02% | 478 | $42K | New |
| CHD Church & Dwight Co. Inc. | 0.02% | 478 | $40K | No change |
| VZ Verizon Communications Inc. | 0.02% | 957 | $39K | No change |
| DHR Danaher Corp. | 0.02% | 478 | $38K | Add +469.1% |
| EW Edwards Lifesciences Corp. | 0.02% | 118 | $38K | Reduce -91.8% |
| AGCO Agco Corp. | 0.02% | 358 | $37K | No change |
| SCHW Schwab (charles) Corp. | 0.02% | 374 | $37K | Add +24.3% |
| RIVN Rivian Automotive Inc. Class A | 0.02% | 1,322 | $36K | Add +10069.2% |
| HD Home Depot Inc. | 0.02% | 122 | $35K | Reduce -74.5% |
| LUV Southwest Airlines Co. | 0.02% | 837 | $35K | No change |
| NOC Northrop Grumman Corp. | 0.02% | 239 | $33K | Add +47.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 141 | $32K | Reduce -46.6% |
| IDXX Idexx Laboratories Inc. | 0.01% | 119 | $31K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -99.8% | 0.13% | −29.34 |
| INTU Intuit Inc. | Reduce -96.6% | 0.02% | −13.13 |
| VEA Vanguard Ftse Developed ETF | Reduce -99.0% | 0.25% | −10.10 |
| VOO Vanguard S&P 500 ETF | Reduce -83.3% | 0.71% | −7.74 |
| VWO Vanguard Ftse Emerging Marke | Reduce -98.0% | 0.45% | −5.33 |
| IAU iShares Gold Trust | Reduce -99.5% | 0.17% | −3.64 |
| RSP Invesco S&P 500 Equal Weight | Reduce -99.9% | 0.00% | −1.13 |
| KCCA Kraneshares California Carbo | Reduce -100.0% | 0.00% | −1.12 |
| MSFT Microsoft Corp. | Reduce -99.6% | 0.00% | −0.95 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -88.7% | 0.01% | −0.48 |
| JPM JPMorgan Chase & Co. | Reduce -96.3% | 0.00% | −0.25 |
| CI The Cigna Group | Reduce -98.2% | 0.00% | −0.23 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -74.5% | 0.24% | −0.21 |
| IVV iShares Core S&P 500 ETF | Reduce -49.6% | 0.01% | −0.15 |
| BNY Bank of New York Mellon Corp. | Reduce -72.1% | 0.02% | −0.14 |
| MSGS Madison Square Garden Sports | Reduce -99.8% | 0.00% | −0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -99.0% | 0.00% | −0.11 |
| ROK Rockwell Automation Inc. | Reduce -90.8% | 0.00% | −0.10 |
| DLR Digital Realty Trust Inc. | Reduce -94.6% | 0.00% | −0.09 |
| EQIX Equinix Inc. | Reduce -86.8% | 0.00% | −0.09 |
| JNJ Johnson & Johnson | Reduce -98.8% | 0.00% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -99.4% | 0.00% | −0.08 |
| GS Goldman Sachs Group Inc. | Reduce -52.4% | 0.01% | −0.08 |
| HD Home Depot Inc. | Reduce -74.5% | 0.02% | −0.07 |
| GLW Corning Inc. | Reduce -99.8% | 0.00% | −0.07 |
| COP Conocophillips | Reduce -98.5% | 0.00% | −0.05 |
| DLTR Dollar Tree Inc. | Reduce -98.0% | 0.00% | −0.04 |
| ATMP Ipath Select MLP ETN | Reduce -9.4% | 0.33% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -68.3% | 0.01% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -95.8% | 0.00% | −0.04 |
| EW Edwards Lifesciences Corp. | Reduce -91.8% | 0.02% | −0.04 |
| UVSP Univest Financial Corp. | Reduce -97.8% | 0.01% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -83.6% | 0.02% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -39.8% | 0.52% | −0.02 |
| SPHY SS SPDR P High Yield ETF | Reduce -26.5% | 0.05% | −0.02 |
| INTC Intel Corp. | Reduce -99.7% | 0.00% | −0.02 |
| CVS CVS Health Corp. | Reduce -97.7% | 0.00% | −0.01 |
| HUM Humana Inc. | Reduce -96.6% | 0.00% | −0.01 |
| DD Dupont DE Nemours Inc. | Reduce -95.6% | 0.00% | −0.01 |
| DINO HF Sinclair Corp. | Reduce -96.5% | 0.00% | −0.01 |
| NTRS Northern Trust Corp. | Reduce -69.5% | 0.00% | −0.01 |
| NVDA Nvidia Corp. | Reduce -80.0% | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -89.8% | 0.00% | −0.01 |
| UNP Union Pacific Corp. | Reduce -69.6% | 0.00% | −0.01 |
| RF Regions Financial Corp. | Reduce -90.7% | 0.01% | −0.01 |
| DOW Dow Inc. | Reduce -98.8% | 0.00% | −0.00 |
| RTX RTX Corp. | Reduce -84.1% | 0.00% | −0.00 |
| TLRY Tilray Brands Inc. | Reduce -90.0% | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Reduce -1.4% | 0.00% | −0.00 |
| OGN Organon & Co. | Reduce -78.9% | 0.00% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VT Vanguard Tot World STK ETF | Add +4898.3% | 29.27% | +29.03 |
| ISRG Intuitive Surgical Inc. | New | 12.57% | +12.57 |
| VOOG Vanguard S&P 500 Growth ETF | Add +31430.4% | 10.57% | +10.33 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +695.4% | 8.51% | +7.99 |
| ACWI iShares MSCI Acwi ETF | Add +6169.6% | 4.09% | +3.97 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1815.3% | 5.84% | +3.08 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +150.8% | 2.77% | +2.06 |
| IQV Iqvia Holdings Inc. | Add +8949.6% | 1.13% | +1.12 |
| LNC Lincoln National Corp. | New | 1.09% | +1.09 |
| MU Micron Technology Inc. | New | 0.93% | +0.93 |
| CMI Cummins Inc. | New | 0.46% | +0.46 |
| VGT Vanguard Info Tech ETF | Add +1547.7% | 0.54% | +0.41 |
| KEY Keycorp | New | 0.26% | +0.26 |
| CTAS Cintas Corp. | Add +613.2% | 0.21% | +0.19 |
| EXE Expand Energy Corp. | New | 0.17% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +6.5% | 0.65% | +0.17 |
| DG Dollar General Corp. | New | 0.16% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +5.5% | 0.64% | +0.16 |
| BAC Bank of America Corp. | Add +312.3% | 0.17% | +0.15 |
| MSCI MSCI Inc. | Add +5052.4% | 0.13% | +0.12 |
| AAPL Apple Inc. | Add +9.0% | 0.91% | +0.12 |
| EIS iShares MSCI Israel ETF | Add +6157.1% | 0.12% | +0.12 |
| EEM iShares MSCI Emerging Market | Add +5172.7% | 0.11% | +0.11 |
| ROST Ross Stores Inc. | New | 0.11% | +0.11 |
| HIG Hartford Insurance Group Inc. | New | 0.10% | +0.10 |
| JCI Johnson Controls Internation | New | 0.09% | +0.09 |
| HON Honeywell International Inc. | Add +11850.0% | 0.08% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.07% | +0.07 |
| CTVA Corteva Inc. | Add +386.5% | 0.08% | +0.07 |
| ELAN Elanco Animal Health Inc. | New | 0.06% | +0.06 |
| CEG Constellation Energy | New | 0.05% | +0.05 |
| FAST Fastenal Co. | New | 0.04% | +0.04 |
| NRG NRG Energy Inc. | Add +1146.2% | 0.04% | +0.04 |
| USB US Bancorp | New | 0.04% | +0.04 |
| C Citigroup Inc. | Add +261.4% | 0.06% | +0.04 |
| DCI Donaldson Co. Inc. | Add +104.6% | 0.06% | +0.04 |
| ORCL Oracle Corp. | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +49.8% | 0.10% | +0.03 |
| CFG Citizens Financial Group | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | New | 0.03% | +0.03 |
| DASH DoorDash Inc. Class A | New | 0.02% | +0.02 |
| RIVN Rivian Automotive Inc. Class A | Add +10069.2% | 0.02% | +0.02 |
| IDXX Idexx Laboratories Inc. | New | 0.01% | +0.01 |
| CMC Commercial Metals Co. | New | 0.01% | +0.01 |
| WFC Wells Fargo & Co. | Add +14.8% | 0.05% | +0.01 |
| DHR Danaher Corp. | Add +469.1% | 0.02% | +0.01 |
| ADI Analog Devices Inc. | Add +13.1% | 0.05% | +0.01 |
| DAL Delta Air Lines Inc. | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +37.0% | 0.03% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 157 | $199.8M | VTI, VOO, VEA, PAYO, INTU |
| Q1 2026 | 154 | $186.2M | VTI, VEA, INTU, VOO, PAYO |
| Q4 2025 | 234 | $215.8M | VT, ISRG, VOOG, VBK, PAYO |
| Q3 2025 | 148 | $212.7M | VTI, INTU, VEA, VOO, PAYO |
| Q2 2025 | 142 | $202.8M | VTI, INTU, PAYO, VEA, VOO |
| Q1 2025 | 139 | $179.2M | VTI, INTU, PAYO, VOO, VEA |
| Q4 2024 | 133 | $187.1M | VTI, PAYO, INTU, VOO, VEA |
| Q3 2024 | 135 | $184.0M | VTI, INTU, PAYO, VOO, VEA |
| Q2 2024 | 35 | $151.1M | VTI, INTU, VOO, VEA, PAYO |
| Q1 2024 | 35 | $123.3M | INTU, VTI, VOO, PAYO, VEA |