13F HOLDINGS REPORT
Battery Global Advisors, LLC
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001582272-25-000003
Total Value
$202.8M
Positions
142
Other Managers
0
Confidential Omitted
No
Holdings (142)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 183,942 | $56.1M | 27.64% |
| 2 | INTUIT | INTU | 42,197 | $33.2M | 16.39% |
| 3 | PAYONEER GLOBAL INC | PAYO | 2,890,975 | $19.8M | 9.76% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 316,563 | $18.0M | 8.90% |
| 5 | VANGUARD INDEX FDS | 922908363 | 28,486 | $16.2M | 8.00% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042858 | 215,165 | $10.6M | 5.25% |
| 7 | ISHARES GOLD TR | IAU | 108,116 | $6.7M | 3.32% |
| 8 | SPDR INDEX SHS FDS | 78463X889 | 152,557 | $6.2M | 3.05% |
| 9 | VANGUARD INDEX FDS | 922908736 | 12,241 | $5.4M | 2.65% |
| 10 | TORTOISE CAPITAL SERIES TRUS | 890930308 | 68,388 | $2.4M | 1.20% |
| 11 | KRANESHARES TRUST | 500767553 | 148,545 | $2.3M | 1.14% |
| 12 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,655 | $2.3M | 1.13% |
| 13 | MICROSOFT CORP | MSFT | 3,935 | $2.0M | 0.96% |
| 14 | VANGUARD INDEX FDS | 922908637 | 4,879 | $1.4M | 0.69% |
| 15 | APPLE INC | AAPL | 6,644 | $1.4M | 0.67% |
| 16 | BARCLAYS BANK PLC | VXZ | 39,760 | $1.2M | 0.57% |
| 17 | VANGUARD INDEX FDS | 922908744 | 6,113 | $1.1M | 0.54% |
| 18 | CROWDSTRIKE HLDGS INC | CRWD | 2,108 | $1.1M | 0.53% |
| 19 | VANGUARD INDEX FDS | 922908595 | 3,680 | $1.0M | 0.50% |
| 20 | SPDR INDEX SHS FDS | 78463X509 | 22,356 | $955,510 | 0.47% |
| 21 | VANGUARD INDEX FDS | 922908611 | 4,545 | $890,460 | 0.44% |
| 22 | SERVICENOW INC | NOW | 806 | $828,632 | 0.41% |
| 23 | MONGODB INC | MDB | 3,590 | $753,864 | 0.37% |
| 24 | ALPHABET INC | GOOG | 4,178 | $741,095 | 0.37% |
| 25 | ALPHABET INC | GOOG | 4,200 | $740,166 | 0.36% |
| 26 | HUBSPOT INC | HUBS | 1,041 | $579,452 | 0.29% |
| 27 | THE CIGNA GROUP | 125523100 | 1,676 | $554,052 | 0.27% |
| 28 | SALESFORCE INC | CRM | 1,914 | $522,725 | 0.26% |
| 29 | SPORTRADAR GROUP AG | SRAD | 17,800 | $499,816 | 0.25% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 1,716 | $497,628 | 0.25% |
| 31 | VANGUARD ADMIRAL FDS INC | 921932505 | 1,158 | $459,193 | 0.23% |
| 32 | VERISK ANALYTICS INC | VRSK | 1,035 | $322,403 | 0.16% |
| 33 | BANK NEW YORK MELLON CORP | 064058100 | 3,112 | $283,534 | 0.14% |
| 34 | FAIR ISAAC CORP | FICO | 148 | $270,538 | 0.13% |
| 35 | WP CAREY INC | 92936U109 | 3,655 | $231,288 | 0.11% |
| 36 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 1,082 | $226,084 | 0.11% |
| 37 | ISHARES TR | 464288257 | 1,733 | $222,878 | 0.11% |
| 38 | BLACKSTONE INC | BX | 1,400 | $209,465 | 0.10% |
| 39 | ISHARES TR | 464287200 | 323 | $200,820 | 0.10% |
| 40 | ROCKWELL AUTOMATION INC | ROK | 598 | $198,638 | 0.10% |
| 41 | HOME DEPOT INC | HD | 478 | $175,254 | 0.09% |
| 42 | EXXON MOBIL CORP | XOM | 1,557 | $167,862 | 0.08% |
| 43 | GOLDMAN SACHS GROUP INC | GSCE | 229 | $162,075 | 0.08% |
| 44 | JOHNSON & JOHNSON | JNJ | 957 | $146,182 | 0.07% |
| 45 | QUAKER HOUGHTON | 747316107 | 1,197 | $133,992 | 0.07% |
| 46 | AMAZON COM INC | AMZN | 600 | $131,634 | 0.06% |
| 47 | SPDR SER TR | 78468R606 | 5,410 | $128,758 | 0.06% |
| 48 | EDWARDS LIFESCIENCES CORP | EW | 1,434 | $112,153 | 0.06% |
| 49 | CONOCOPHILLIPS | COP | 1,237 | $111,034 | 0.05% |
| 50 | AT&T INC | T-PC | 3,591 | $103,924 | 0.05% |
| 51 | CORNING INC | GLW | 1,915 | $100,710 | 0.05% |
| 52 | CISCO SYS INC | CSCO | 1,436 | $99,630 | 0.05% |
| 53 | DOLLAR TREE INC | DLTR | 957 | $94,781 | 0.05% |
| 54 | META PLATFORMS INC | META | 126 | $92,656 | 0.05% |
| 55 | COLGATE PALMOLIVE CO | CL | 957 | $86,991 | 0.04% |
| 56 | ANALOG DEVICES INC | ADI | 358 | $85,211 | 0.04% |
| 57 | NORTHROP GRUMMAN CORP | NOC | 162 | $80,958 | 0.04% |
| 58 | WELLS FARGO CO NEW | 949746101 | 1,000 | $80,120 | 0.04% |
| 59 | UNIVEST FINANCIAL CORPORATIO | UVSP | 2,623 | $78,795 | 0.04% |
| 60 | AFLAC INC | AFL | 718 | $75,720 | 0.04% |
| 61 | PFIZER INC | PFE | 3,112 | $75,435 | 0.04% |
| 62 | AMGEN INC | AMGN | 243 | $67,848 | 0.03% |
| 63 | TRAVELERS COMPANIES INC | TRV | 250 | $66,885 | 0.03% |
| 64 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 1,436 | $66,472 | 0.03% |
| 65 | AMERIPRISE FINL INC | 03076C106 | 119 | $63,514 | 0.03% |
| 66 | VISA INC | V | 175 | $61,975 | 0.03% |
| 67 | MERCK & CO INC | MRK | 718 | $57,418 | 0.03% |
| 68 | TEXAS INSTRS INC | 882508104 | 267 | $55,435 | 0.03% |
| 69 | CINTAS CORP | CTAS | 234 | $52,202 | 0.03% |
| 70 | PEPSICO INC | PEP | 370 | $48,856 | 0.02% |
| 71 | STEEL DYNAMICS INC | STLD | 358 | $46,007 | 0.02% |
| 72 | CHURCH & DWIGHT CO INC | CHD | 478 | $45,941 | 0.02% |
| 73 | CRANE NXT CO | CXT | 239 | $45,384 | 0.02% |
| 74 | CRANE COMPANY | CR | 239 | $45,384 | 0.02% |
| 75 | AMETEK INC | AME | 239 | $43,249 | 0.02% |
| 76 | PHILLIPS 66 | PSX | 358 | $42,709 | 0.02% |
| 77 | EATON CORP PLC | ETN | 117 | $41,939 | 0.02% |
| 78 | VERIZON COMMUNICATIONS INC | VZ | 957 | $41,409 | 0.02% |
| 79 | CITIGROUP INC | C-PR | 468 | $39,823 | 0.02% |
| 80 | AMPHENOL CORP NEW | 032095101 | 373 | $36,935 | 0.02% |
| 81 | AGCO CORP | AGCO | 358 | $36,931 | 0.02% |
| 82 | BANK AMERICA CORP | 060505104 | 752 | $35,599 | 0.02% |
| 83 | ACUITY BRANDS INC | AYI | 119 | $35,502 | 0.02% |
| 84 | WALMART INC | WMT | 357 | $34,907 | 0.02% |
| 85 | COMCAST CORP NEW | CCZ | 957 | $34,155 | 0.02% |
| 86 | DONALDSON INC | DCI | 478 | $33,149 | 0.02% |
| 87 | CVS HEALTH CORP | CVS | 478 | $32,972 | 0.02% |
| 88 | HILTON WORLDWIDE HLDGS INC | HLT | 122 | $32,493 | 0.02% |
| 89 | NORTHERN TR CORP | NTRSO | 239 | $30,482 | 0.02% |
| 90 | CORTEVA INC | CTVA | 408 | $30,408 | 0.01% |
| 91 | HUMANA INC | HUM | 119 | $29,198 | 0.01% |
| 92 | BAXTER INTL INC | 071813109 | 957 | $29,141 | 0.01% |
| 93 | REGIONS FINANCIAL CORP NEW | RF-PF | 1,197 | $28,453 | 0.01% |
| 94 | DUPONT DE NEMOURS INC | DD | 408 | $27,985 | 0.01% |
| 95 | SCHWAB CHARLES CORP | SCHW-PJ | 300 | $27,369 | 0.01% |
| 96 | SOUTHWEST AIRLS CO | 844741108 | 837 | $27,303 | 0.01% |
| 97 | INTEL CORP | INTC | 1,197 | $26,813 | 0.01% |
| 98 | HF SINCLAIR CORP | DINO | 598 | $24,566 | 0.01% |
| 99 | NVIDIA CORPORATION | NVDA | 150 | $23,708 | 0.01% |
| 100 | VULCAN MATLS CO | 929160109 | 91 | $23,692 | 0.01% |
| 101 | IQVIA HLDGS INC | IQV | 141 | $22,220 | 0.01% |
| 102 | S&P GLOBAL INC | SPGI | 36 | $19,164 | 0.01% |
| 103 | UNITEDHEALTH GROUP INC | UNH | 58 | $18,208 | 0.01% |
| 104 | DANAHER CORPORATION | 235851102 | 83 | $16,503 | 0.01% |
| 105 | AMERICAN TOWER CORP NEW | 03027X100 | 73 | $16,323 | 0.01% |
| 106 | UNION PAC CORP | UNP | 69 | $15,862 | 0.01% |
| 107 | ZOETIS INC | ZTS | 97 | $15,133 | 0.01% |
| 108 | THERMO FISHER SCIENTIFIC INC | TMO | 35 | $14,250 | 0.01% |
| 109 | MSCI INC | MSCI | 21 | $12,294 | 0.01% |
| 110 | AMEREN CORP | AEE | 125 | $11,985 | 0.01% |
| 111 | ADOBE INC | ADBE | 30 | $11,606 | 0.01% |
| 112 | AIR PRODS & CHEMS INC | AIIR | 39 | $10,981 | 0.01% |
| 113 | DOW INC | DOW | 408 | $10,804 | 0.01% |
| 114 | WARNER BROS DISCOVERY INC | WBD | 868 | $9,947 | 0.00% |
| 115 | FIFTH THIRD BANCORP | FITBM | 239 | $9,919 | 0.00% |
| 116 | NET LEASE OFFICE PROPERTIES | NLOP | 245 | $7,975 | 0.00% |
| 117 | ISHARES TR | 464287184 | 214 | $7,857 | 0.00% |
| 118 | MERCADOLIBRE INC | MELI | 3 | $7,841 | 0.00% |
| 119 | APTIV PLC | APTV | 111 | $7,572 | 0.00% |
| 120 | AMERICAN WTR WKS CO INC NEW | 030420103 | 53 | $7,440 | 0.00% |
| 121 | RTX CORPORATION | RTX | 44 | $6,425 | 0.00% |
| 122 | SEA LTD | SE | 36 | $5,758 | 0.00% |
| 123 | AON PLC | AON | 15 | $5,392 | 0.00% |
| 124 | ISHARES INC | 464286632 | 56 | $5,313 | 0.00% |
| 125 | NIKE INC | NKE | 72 | $5,178 | 0.00% |
| 126 | CHARTER COMMUNICATIONS INC N | 16119P108 | 10 | $4,088 | 0.00% |
| 127 | VIATRIS INC | VTRS | 386 | $3,447 | 0.00% |
| 128 | CARRIER GLOBAL CORPORATION | CARR | 44 | $3,220 | 0.00% |
| 129 | PROLOGIS INC. | PLDGP | 28 | $2,966 | 0.00% |
| 130 | VERALTO CORP | VLTO | 27 | $2,740 | 0.00% |
| 131 | TILRAY BRANDS INC | TLRY | 6,148 | $2,548 | 0.00% |
| 132 | OTIS WORLDWIDE CORP | OTIS | 22 | $2,178 | 0.00% |
| 133 | NRG ENERGY INC | NRG | 13 | $2,088 | 0.00% |
| 134 | EQT CORP | EQT | 32 | $1,866 | 0.00% |
| 135 | ISHARES TR | 464287234 | 33 | $1,606 | 0.00% |
| 136 | CATEPILLAR INC | CAT | 3 | $1,165 | 0.00% |
| 137 | FIRSTENERGY CORP | FE | 25 | $1,007 | 0.00% |
| 138 | LOCKHEED MARTIN CORP | LMT | 2 | $960 | 0.00% |
| 139 | HONEYWELL INTL INC | 438516106 | 4 | $932 | 0.00% |
| 140 | ORGANON & CO | OGN | 71 | $687 | 0.00% |
| 141 | PARAMOUNT GLOBAL | 92556H206 | 24 | $311 | 0.00% |
| 142 | RIVIAN AUTOMOTIVE INC | RIVN | 13 | $179 | 0.00% |