Battery Global Advisors, LLC
Long book
$186.2M
Q1 2026
Positions
154
Top-10 weight
85%
concentration
Last quarter
+10.6%
SPY +14.8%
Turnover
37%
of book per quarter
Strategy in plain words
auto-generated from filingsBattery Global Advisors, LLC is a wealth-management firm allocating client money, running a $186.2M US long book across 154 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, VANGUARD FTSE DEVELOPED ETF, INTUIT INC, VANGUARD S&P 500 ETF, PAYONEER GLOBAL INC.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.5%
Q2 2024
+5.0%
Q3 2024
+5.7%
Q4 2024
-6.1%
Q1 2025
+11.4%
Q2 2025
+2.8%
Q3 2025
+1.7%
Q4 2025
-5.9%
Q1 2026
+10.6%
Sector allocation
Technology 55%
Services media 32%
Financials 5%
Healthcare 2%
Energy 1%
Industrials 1%
Consumer discretionary 1%
Other 1%
Long book by quarter
What does Battery Global own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| INTU INTUIT INC | Technology | 41.0K | $17.7M | 9.5% | +2874.3% |
| PAYO PAYONEER GLOBAL INC | Services media | 2.9M | $14.0M | 7.5% | Held |
| AAPL APPLE INC | Technology | 6.7K | $1.7M | 0.9% | -8.2% |
| MSFT MICROSOFT CORP | Technology | 3.9K | $1.5M | 0.8% | +23082.4% |
| GOOGL ALPHABET INC-CL A | Technology | 4.2K | $1.2M | 0.6% | -6.1% |
| GOOG ALPHABET INC-CL C | Technology | 4.2K | $1.2M | 0.6% | -5.2% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 2.1K | $823K | 0.4% | +782.0% |
| JPM JPMORGAN CHASE & CO | Financials | 1.7K | $505K | 0.3% | +2627.0% |
| CI THE CIGNA GROUP | Financials | 1.7K | $447K | 0.2% | +5486.7% |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 3.1K | $369K | 0.2% | +258.5% |
| MSGS MADISON SQUARE GARDEN SPORTS | Services media | 1.1K | $348K | 0.2% | +54000.0% |
| SRAD SPORTRADAR GROUP AG-A | Technology | 17.8K | $298K | 0.2% | Held |
| XOM EXXON MOBIL CORP | Energy | 1.6K | $265K | 0.1% | +15500.0% |
| GLW CORNING INC | Industrials | 1.9K | $260K | 0.1% | +47775.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 957 | $234K | 0.1% | +7875.0% |
| VRSK VERISK ANALYTICS INC | Technology | 1.2K | $234K | 0.1% | Held |
| ROK ROCKWELL AUTOMATION INC | Other | 598 | $215K | 0.1% | +987.3% |
| GS GOLDMAN SACHS GROUP INC | Financials | 229 | $194K | 0.1% | +110.1% |
| COP CONOCOPHILLIPS | Energy | 1.3K | $165K | 0.1% | +6478.9% |
| BX BLACKSTONE INC | Financials | 1.4K | $162K | 0.1% | -1.1% |
| FICO FAIR ISAAC CORP | Services media | 148 | $158K | 0.1% | -90.5% |
| HD HOME DEPOT INC | Consumer discretionary | 478 | $157K | 0.1% | +291.8% |
| KWR QUAKER CHEMICAL CORPORATION | Energy | 1.2K | $149K | 0.1% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 600 | $125K | 0.1% | -33.3% |
| MIAX MIAMI INTERNATIONAL HOLDINGS | Financials | 3.1K | $122K | 0.1% | New |
| EW EDWARDS LIFESCIENCES CORP | Healthcare | 1.4K | $115K | 0.1% | +1115.3% |
| ADI ANALOG DEVICES INC | Technology | 358 | $114K | 0.1% | -11.6% |
| CSCO CISCO SYSTEMS INC | Technology | 1.4K | $111K | 0.1% | +511.1% |
| NOC NORTHROP GRUMMAN CORP | Technology | 162 | $111K | 0.1% | -32.2% |
| DLTR DOLLAR TREE INC | Consumer discretionary | 957 | $105K | 0.1% | +4936.8% |
| T AT&T INC | Communications | 3.6K | $104K | 0.1% | Held |
| UVSP UNIVEST FINANCIAL CORP | Financials | 2.6K | $90K | 0.0% | +4345.8% |
| PFE PFIZER INC | Healthcare | 3.1K | $87K | 0.0% | Held |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 1.4K | $87K | 0.0% | Held |
| MRK MERCK & CO. INC. | Healthcare | 718 | $87K | 0.0% | Held |
| AMGN AMGEN INC | Healthcare | 243 | $86K | 0.0% | Held |
| CL COLGATE-PALMOLIVE CO | Other | 957 | $82K | 0.0% | +2292.5% |
| WFC WELLS FARGO & CO | Financials | 1.0K | $80K | 0.0% | -12.9% |
| AFL AFLAC INC | Financials | 718 | $79K | 0.0% | -10.5% |
| TRV TRAVELERS COS INC/THE | Financials | 250 | $73K | 0.0% | -1.6% |
| META META PLATFORMS INC-CLASS A | Technology | 126 | $72K | 0.0% | +215.0% |
| PSX PHILLIPS 66 | Energy | 358 | $65K | 0.0% | Held |
| STLD STEEL DYNAMICS INC | Industrials | 358 | $65K | 0.0% | Held |
| PEP PEPSICO INC | Consumer staples | 377 | $59K | 0.0% | +1.1% |
| C CITIGROUP INC | Financials | 472 | $53K | 0.0% | -72.2% |
| V VISA INC-CLASS A SHARES | Services media | 176 | $53K | 0.0% | +0.6% |
| AMP AMERIPRISE FINANCIAL INC | Financials | 119 | $53K | 0.0% | -1.7% |
| INTC INTEL CORP | Technology | 1.2K | $53K | 0.0% | +29825.0% |
| TXN TEXAS INSTRUMENTS INC | Technology | 270 | $52K | 0.0% | +0.4% |
| AME AMETEK INC | Technology | 239 | $51K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 154 | $186.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 234 | $215.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 148 | $212.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 142 | $202.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 139 | $179.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 133 | $187.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 135 | $184.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 35 | $151.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 35 | $125.1M | canonical | SEC ↗ |