Battery Global Advisors, LLC

CIK

1582272

Location

BOSTON, MA

Portfolio Value

Micro $55,054,544

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,701 / 8,603 ▼ 146 · as of Mar 2026

Top Industry

Software - Application 40.6%

3Y Alpha vs SPY

-25.9%

Period ended 3 months ago

Filed May 14, 2026 · 56d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-15.0%

SPY

+53.6%

Annualised alpha

-26.1%

Max drawdown

−37.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

125 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

32.2%

−2.2 pts

Top 5

79.4%

+3.5 pts

Top 10

86.0%

+0.3 pts

HHI

1,969

Moderately concentrated+59

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	65.7%	$36,186,644	18
Unclassified	18.7%	$10,321,772	3
Financial Services	3.6%	$2,006,144	21
Communication Services	3.3%	$1,834,828	10
Healthcare	2.4%	$1,307,824	18
Real Estate	2.1%	$1,147,199	6
Industrials	1.7%	$926,145	20
Basic Materials	0.6%	$356,822	8
Consumer Cyclical	0.6%	$339,246	8
Consumer Defensive	0.6%	$333,883	5
Energy	0.5%	$269,565	4
Utilities	0.0%	$24,472	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+100,280	100,804	$8,886,880
INTU	Intuit Inc.	+39,579	40,956	$17,708,555
MSFT	Microsoft Corp	+3,924	3,941	$1,458,839
UVSP	UNIVEST FINANCIAL Corp	+2,564	2,623	$89,863
BNY	Bank of New York Mellon Corp	+2,244	3,112	$369,176
DLR	Digital Realty Trust, Inc.	+2,197	2,257	$406,733
GLW	Corning Inc /Ny	+1,911	1,915	$260,382
CRWD	CrowdStrike Holdings, Inc.	+1,869	2,108	$205,746
JPM	Jpmorgan Chase & Co	+1,655	1,718	$505,366
CI	Cigna Group	+1,646	1,676	$447,073
EW	Edwards Lifesciences Corp	+1,316	1,434	$114,834
COP	Conocophillips	+1,231	1,250	$165,000
CSCO	Cisco Systems, Inc.	+1,201	1,436	$111,419
INTC	Intel Corp	+1,193	1,197	$52,823
RF	Regions Financial Corp	+1,086	1,197	$31,265
MSGS	Madison Square Garden Sports Corp.	+1,080	1,082	$347,754
SPY	Spdr S&P 500 ETF Trust	+1,000	1,218	$792,114
JNJ	Johnson & Johnson	+945	957	$233,929
DLTR	Dollar Tree, Inc.	+938	957	$104,801
CL	Colgate Palmolive Co	+917	957	$81,565
DINO	HF Sinclair Corp	+577	598	$37,309
ROK	Rockwell Automation, Inc	+543	598	$214,610
CVS	CVS HEALTH Corp	+467	478	$34,329
EQIX	Equinix Inc	+450	482	$472,475
DOW	Dow Inc.	+403	408	$16,993
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IQV	Iqvia Holdings Inc.	−12,619	141	$24,046
ATMP	Barclays Bank PLC	−6,045	18,680	$642,778
NOW	ServiceNow, Inc.	−3,940	90	$9,409
BAC	Bank Of America Corp /De/	−2,352	765	$37,293
CTVA	Corteva, Inc.	−1,577	408	$34,153
CTAS	Cintas Corp	−1,440	236	$39,917
FICO	Fair Isaac Corp	−1,411	148	$157,995
RIVN	Rivian Automotive, Inc. / DE	−1,309	13	$195
C	Citigroup Inc	−1,223	472	$53,529
MSCI	MSCI Inc.	−1,060	22	$11,858
AAPL	Apple Inc.	−595	6,653	$1,688,464
DCI	DONALDSON Co INC	−500	478	$40,567
HLT	Hilton Worldwide Holdings Inc.	−476	122	$37,097
HON	Honeywell International Inc	−474	4	$948
DHR	Danaher Corp /De/	−394	84	$15,926
AMZN	Amazon Com Inc	−299	600	$124,962
CMCSA	Comcast Corp	−278	957	$27,475
GOOGL	Alphabet Inc.	−275	4,200	$1,207,752
FE	Firstenergy Corp	−214	25	$1,266
CR	Crane Co	−169	239	$40,869
ETN	Eaton Corp plc	−168	119	$42,562
NRG	Nrg Energy, Inc.	−149	13	$1,899
WFC	Wells Fargo & Company/Mn	−148	1,000	$79,610
WMT	Walmart Inc.	−132	357	$44,367
AFL	Aflac Inc	−84	718	$78,771
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MIAX	Miami International Holdings, Inc.	3,125	$121,625
TLRY	Tilray Brands, Inc.	614	$3,972
VSNT	Versant Media Group, Inc.	38	$1,406
IOT	Samsara Inc.	30	$950
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	40,956	$23,195,840
LNC	Lincoln National Corp	139,753	$6,223,201
MU	Micron Technology Inc	4,160	$1,187,305
CMI	Cummins Inc	2,118	$1,081,133
CEG	Constellation Energy Corp	1,246	$440,174
DG	Dollar General Corp	2,257	$299,661
USB	US Bancorp De	2,623	$139,963
JCI	Johnson Controls International plc	957	$114,600
ROST	Ross Stores, Inc.	602	$108,444
DASH	DoorDash, Inc.	478	$108,257
IDXX	Idexx Laboratories Inc /De	119	$80,507
ORCL	Oracle Corp	410	$79,913
CMC	COMMERCIAL METALS Co	957	$66,243
TSLA	Tesla, Inc.	124	$55,765
EXE	EXPAND ENERGY Corp	482	$53,193
DTM	DT Midstream, Inc.	408	$48,829
KEY	Keycorp /New/	1,755	$36,223
HIG	Hartford Insurance Group, Inc.	254	$35,001
ELAN	Elanco Animal Health Inc	1,434	$32,451
CFG	Citizens Financial Group Inc/Ri	520	$30,373
GE	General Electric Co	85	$26,182
KLAC	Kla Corp	184	$22,357
EA	Electronic Arts Inc.	105	$21,454
UTHR	UNITED THERAPEUTICS Corp	38	$18,515
BRK-B	Berkshire Hathaway Inc	34	$17,090
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

125 positions · $55,054,544 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 125 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
INTU	Intuit Inc. Technology	Added	40,956	+39,579	$17,708,555	+1841.4%	32.17%
PAYO	Payoneer Global Inc. Technology	Held	2,890,975	0	$13,963,409	−14.1%	25.36%
IAU	Ishares Gold Trust	Added	100,804	+100,280	$8,886,880	+20794.1%	16.14%
AAPL	Apple Inc. Technology	Reduced	6,653	-595	$1,688,464	−14.3%	3.07%
MSFT	Microsoft Corp Technology	Added	3,941	+3,924	$1,458,839	+17645.3%	2.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,200	-275	$1,207,752	−13.8%	2.19%
SPY	Spdr S&P 500 ETF Trust	Added	1,218	+1,000	$792,114	+432.8%	1.44%
ATMP	Barclays Bank PLC	Reduced	18,680	-6,045	$642,778	−9.6%	1.17%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,718	+1,655	$505,366	+2389.6%	0.92%
EQIX	Equinix Inc Real Estate	Added	482	+450	$472,475	+1827.1%	0.86%
CI	Cigna Group Healthcare	Added	1,676	+1,646	$447,073	+5315.1%	0.81%
DLR	Digital Realty Trust, Inc. Real Estate	Added	2,257	+2,197	$406,733	+4282.0%	0.74%
BNY	Bank of New York Mellon Corp Financial Services	Added	3,112	+2,244	$369,176	+266.4%	0.67%
MSGS	Madison Square Garden Sports Corp. Communication Services	Added	1,082	+1,080	$347,754	+67163.8%	0.63%
SRAD	Sportradar Group AG Technology	Held	17,800	0	$297,972	−29.6%	0.54%
GLW	Corning Inc /Ny Technology	Added	1,915	+1,911	$260,382	+74294.9%	0.47%
WPC	W. P. Carey Inc. Real Estate	Held	3,655	0	$248,393	+5.6%	0.45%
JNJ	Johnson & Johnson Healthcare	Added	957	+945	$233,929	+9321.2%	0.42%
VRSK	Verisk Analytics, Inc. Industrials	Held	1,231	0	$233,582	−15.2%	0.42%
ROK	Rockwell Automation, Inc Industrials	Added	598	+543	$214,610	+902.9%	0.39%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,108	+1,869	$205,746	+634.6%	0.37%
GS	Goldman Sachs Group Inc Financial Services	Added	229	+120	$193,731	+102.2%	0.35%
COP	Conocophillips Energy	Added	1,250	+1,231	$165,000	+9180.1%	0.30%
BX	Blackstone Inc. Financial Services	Reduced	1,406	-15	$161,675	−26.2%	0.29%
FICO	Fair Isaac Corp Technology	Reduced	148	-1,411	$157,995	−94.0%	0.29%
HD	Home Depot, Inc. Consumer Cyclical	Added	478	+356	$157,209	+274.5%	0.29%
KWR	Quaker Chemical Corp Basic Materials	Held	1,197	0	$148,703	−9.5%	0.27%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	600	-299	$124,962	−39.8%	0.23%
MIAX	Miami International Holdings, Inc. Financial Services	NEW	3,125	NEW	$121,625	NEW	0.22%
EW	Edwards Lifesciences Corp Healthcare	Added	1,434	+1,316	$114,834	+1041.6%	0.21%
ADI	Analog Devices Inc Technology	Reduced	358	-47	$113,894	+3.7%	0.21%
CSCO	Cisco Systems, Inc. Technology	Added	1,436	+1,201	$111,419	+515.5%	0.20%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	162	-77	$110,522	−18.9%	0.20%
DLTR	Dollar Tree, Inc. Consumer Defensive	Added	957	+938	$104,801	+4384.4%	0.19%
T	At&T Inc. Communication Services	Held	3,591	0	$104,103	+16.7%	0.19%
UVSP	UNIVEST FINANCIAL Corp Financial Services	Added	2,623	+2,564	$89,863	+4553.7%	0.16%
PFE	Pfizer Inc Healthcare	Held	3,112	0	$87,384	+12.8%	0.16%
BMY	Bristol Myers Squibb Co Healthcare	Held	1,436	0	$87,093	+12.4%	0.16%
MRK	Merck & Co., Inc. Healthcare	Held	718	0	$86,368	+14.3%	0.16%
AMGN	Amgen Inc Healthcare	Held	243	0	$85,499	+7.5%	0.16%
CL	Colgate Palmolive Co Consumer Defensive	Added	957	+917	$81,565	+2481.2%	0.15%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	1,000	-148	$79,610	−25.6%	0.14%
AFL	Aflac Inc Financial Services	Reduced	718	-84	$78,771	−10.9%	0.14%
TRV	Travelers Companies, Inc. Financial Services	Reduced	250	-4	$72,920	−1.0%	0.13%
META	Meta Platforms, Inc. Communication Services	Added	126	+86	$72,088	+173.0%	0.13%
PSX	Phillips 66 Energy	Held	358	0	$65,220	+41.2%	0.12%
STLD	Steel Dynamics Inc Basic Materials	Held	358	0	$64,440	+6.2%	0.12%
PEP	Pepsico Inc Consumer Defensive	Added	377	+4	$58,544	+9.4%	0.11%
DD	DuPont de Nemours, Inc. Basic Materials	Added	408	+390	$56,059	+2483.4%	0.10%
C	Citigroup Inc Financial Services	Reduced	472	-1,223	$53,529	−72.9%	0.10%