13F HOLDINGS REPORT
Battery Global Advisors, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001582272-25-000006
Total Value
$212.7M
Positions
148
Other Managers
0
Confidential Omitted
No
Holdings (148)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 190,480 | $62.7M | 29.47% |
| 2 | INTUIT | INTU | 40,956 | $28.0M | 13.15% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 367,254 | $22.0M | 10.35% |
| 4 | VANGUARD INDEX FDS | 922908363 | 29,270 | $18.0M | 8.45% |
| 5 | PAYONEER GLOBAL INC | PAYO | 2,890,975 | $17.5M | 8.22% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042858 | 226,948 | $12.3M | 5.78% |
| 7 | ISHARES GOLD TR | IAU | 111,316 | $8.1M | 3.81% |
| 8 | SPDR INDEX SHS FDS | 78463X889 | 152,557 | $6.5M | 3.07% |
| 9 | VANGUARD INDEX FDS | 922908736 | 12,241 | $5.9M | 2.76% |
| 10 | TORTOISE CAPITAL SERIES TRUS | 890930308 | 68,388 | $2.5M | 1.17% |
| 11 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,710 | $2.4M | 1.13% |
| 12 | KRANESHARES TRUST | 500767553 | 139,753 | $2.4M | 1.12% |
| 13 | MICROSOFT CORP | MSFT | 3,937 | $2.0M | 0.96% |
| 14 | APPLE INC | AAPL | 6,648 | $1.7M | 0.80% |
| 15 | VANGUARD INDEX FDS | 922908637 | 4,880 | $1.5M | 0.71% |
| 16 | VANGUARD INDEX FDS | 922908744 | 6,113 | $1.1M | 0.54% |
| 17 | VANGUARD INDEX FDS | 922908595 | 3,680 | $1.1M | 0.52% |
| 18 | SPDR INDEX SHS FDS | 78463X509 | 22,356 | $1.0M | 0.49% |
| 19 | CROWDSTRIKE HLDGS INC | CRWD | 2,108 | $1.0M | 0.49% |
| 20 | ALPHABET INC | GOOG | 4,200 | $1.0M | 0.48% |
| 21 | ALPHABET INC | GOOG | 4,178 | $1.0M | 0.48% |
| 22 | VANGUARD INDEX FDS | 922908611 | 4,545 | $952,804 | 0.45% |
| 23 | BARCLAYS BANK PLC | VXZ | 27,304 | $786,216 | 0.37% |
| 24 | SERVICENOW INC | NOW | 806 | $741,746 | 0.35% |
| 25 | JPMORGAN CHASE & CO. | VYLD | 1,717 | $541,608 | 0.25% |
| 26 | VANGUARD INTL EQUITY INDEX F | 922042742 | 3,770 | $519,506 | 0.24% |
| 27 | VANGUARD ADMIRAL FDS INC | 921932505 | 1,158 | $504,263 | 0.24% |
| 28 | THE CIGNA GROUP | 125523100 | 1,676 | $483,107 | 0.23% |
| 29 | SPORTRADAR GROUP AG | SRAD | 17,800 | $478,813 | 0.23% |
| 30 | ISHARES TR | 464287200 | 524 | $350,516 | 0.16% |
| 31 | BANK NEW YORK MELLON CORP | 064058100 | 3,112 | $339,084 | 0.16% |
| 32 | VANGUARD WORLD FD | 92204A702 | 371 | $277,000 | 0.13% |
| 33 | VERISK ANALYTICS INC | VRSK | 1,035 | $260,313 | 0.12% |
| 34 | WP CAREY INC | 92936U109 | 3,655 | $250,294 | 0.12% |
| 35 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 1,082 | $245,614 | 0.12% |
| 36 | ISHARES TR | 464288257 | 1,733 | $239,585 | 0.11% |
| 37 | BLACKSTONE INC | BX | 1,402 | $239,461 | 0.11% |
| 38 | ISHARES INC | 46434G764 | 3,504 | $236,555 | 0.11% |
| 39 | FAIR ISAAC CORP | FICO | 148 | $221,486 | 0.10% |
| 40 | ROCKWELL AUTOMATION INC | ROK | 598 | $209,019 | 0.10% |
| 41 | HOME DEPOT INC | HD | 478 | $193,681 | 0.09% |
| 42 | DIGITAL RLTY TR INC | 253868103 | 1,115 | $192,836 | 0.09% |
| 43 | Equinix Inc. | EQIX | 243 | $189,944 | 0.09% |
| 44 | GOLDMAN SACHS GROUP INC | GSCE | 229 | $182,364 | 0.09% |
| 45 | JOHNSON & JOHNSON | JNJ | 957 | $177,447 | 0.08% |
| 46 | EXXON MOBIL CORP | XOM | 1,558 | $175,691 | 0.08% |
| 47 | QUAKER HOUGHTON | 747316107 | 1,197 | $157,705 | 0.07% |
| 48 | CORNING INC | GLW | 1,915 | $157,087 | 0.07% |
| 49 | SPDR SER TR | 78468R606 | 6,256 | $149,769 | 0.07% |
| 50 | AMAZON COM INC | AMZN | 600 | $131,742 | 0.06% |
| 51 | CONOCOPHILLIPS | COP | 1,241 | $117,423 | 0.06% |
| 52 | EDWARDS LIFESCIENCES CORP | EW | 1,434 | $111,522 | 0.05% |
| 53 | AT&T INC | T-PC | 3,591 | $101,410 | 0.05% |
| 54 | NORTHROP GRUMMAN CORP | NOC | 162 | $98,767 | 0.05% |
| 55 | CISCO SYS INC | CSCO | 1,436 | $98,251 | 0.05% |
| 56 | META PLATFORMS INC | META | 126 | $92,256 | 0.04% |
| 57 | DOLLAR TREE INC | DLTR | 957 | $90,312 | 0.04% |
| 58 | VANECK ETF TRUST | 92189F676 | 273 | $89,096 | 0.04% |
| 59 | ANALOG DEVICES INC | ADI | 358 | $87,961 | 0.04% |
| 60 | WELLS FARGO CO NEW | 949746101 | 1,000 | $83,820 | 0.04% |
| 61 | AFLAC INC | AFL | 718 | $80,201 | 0.04% |
| 62 | PFIZER INC | PFE | 3,112 | $79,294 | 0.04% |
| 63 | UNIVEST FINANCIAL CORPORATIO | UVSP | 2,623 | $78,742 | 0.04% |
| 64 | COLGATE PALMOLIVE CO | CL | 957 | $76,503 | 0.04% |
| 65 | TRAVELERS COMPANIES INC | TRV | 250 | $69,805 | 0.03% |
| 66 | AMGEN INC | AMGN | 243 | $68,575 | 0.03% |
| 67 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 1,436 | $64,764 | 0.03% |
| 68 | MERCK & CO INC | MRK | 718 | $60,843 | 0.03% |
| 69 | VISA INC | V | 175 | $59,689 | 0.03% |
| 70 | AMERIPRISE FINL INC | 03076C106 | 119 | $58,459 | 0.03% |
| 71 | PEPSICO INC | PEP | 373 | $52,322 | 0.02% |
| 72 | STEEL DYNAMICS INC | STLD | 358 | $50,095 | 0.02% |
| 73 | TEXAS INSTRS INC | 882508104 | 268 | $49,255 | 0.02% |
| 74 | PHILLIPS 66 | PSX | 358 | $48,695 | 0.02% |
| 75 | CINTAS CORP | CTAS | 235 | $48,184 | 0.02% |
| 76 | CITIGROUP INC | C-PR | 469 | $47,629 | 0.02% |
| 77 | AMPHENOL CORP NEW | 032095101 | 374 | $46,348 | 0.02% |
| 78 | AMETEK INC | AME | 239 | $44,932 | 0.02% |
| 79 | COLUMBIA ETF TR II | 19762B202 | 1,235 | $44,868 | 0.02% |
| 80 | EATON CORP PLC | ETN | 118 | $44,098 | 0.02% |
| 81 | CRANE COMPANY | CR | 239 | $44,009 | 0.02% |
| 82 | VERIZON COMMUNICATIONS INC | VZ | 957 | $42,060 | 0.02% |
| 83 | CHURCH & DWIGHT CO INC | CHD | 478 | $41,887 | 0.02% |
| 84 | ACUITY BRANDS INC | AYI | 119 | $40,982 | 0.02% |
| 85 | INTEL CORP | INTC | 1,197 | $40,159 | 0.02% |
| 86 | DONALDSON INC | DCI | 478 | $39,124 | 0.02% |
| 87 | BANK AMERICA CORP | 060505104 | 756 | $39,020 | 0.02% |
| 88 | AGCO CORP | AGCO | 358 | $38,331 | 0.02% |
| 89 | WALMART INC | WMT | 357 | $36,792 | 0.02% |
| 90 | CVS HEALTH CORP | CVS | 478 | $36,036 | 0.02% |
| 91 | NORTHERN TR CORP | NTRSO | 239 | $32,361 | 0.02% |
| 92 | REGIONS FINANCIAL CORP NEW | RF-PF | 1,197 | $31,882 | 0.01% |
| 93 | DUPONT DE NEMOURS INC | DD | 408 | $31,783 | 0.01% |
| 94 | HILTON WORLDWIDE HLDGS INC | HLT | 122 | $31,652 | 0.01% |
| 95 | HF SINCLAIR CORP | DINO | 598 | $31,299 | 0.01% |
| 96 | HUMANA INC | HUM | 119 | $31,066 | 0.01% |
| 97 | COMCAST CORP NEW | CCZ | 957 | $30,069 | 0.01% |
| 98 | SCHWAB CHARLES CORP | SCHW-PJ | 301 | $28,718 | 0.01% |
| 99 | NVIDIA CORPORATION | NVDA | 150 | $28,000 | 0.01% |
| 100 | VULCAN MATLS CO | 929160109 | 91 | $27,991 | 0.01% |
| 101 | CORTEVA INC | CTVA | 408 | $27,593 | 0.01% |
| 102 | IQVIA HLDGS INC | IQV | 141 | $26,782 | 0.01% |
| 103 | SOUTHWEST AIRLS CO | 844741108 | 837 | $26,709 | 0.01% |
| 104 | iShares Core MSCI EAFE ETF | 46432F842 | 264 | $23,050 | 0.01% |
| 105 | BAXTER INTL INC | 071813109 | 957 | $21,954 | 0.01% |
| 106 | UNITEDHEALTH GROUP INC | UNH | 59 | $20,284 | 0.01% |
| 107 | S&P GLOBAL INC | SPGI | 36 | $17,720 | 0.01% |
| 108 | THERMO FISHER SCIENTIFIC INC | TMO | 35 | $17,060 | 0.01% |
| 109 | WARNER BROS DISCOVERY INC | WBD | 868 | $16,952 | 0.01% |
| 110 | DANAHER CORPORATION | 235851102 | 84 | $16,589 | 0.01% |
| 111 | UNION PAC CORP | UNP | 69 | $16,391 | 0.01% |
| 112 | CRANE NXT CO | CXT | 239 | $16,030 | 0.01% |
| 113 | AMERICAN TOWER CORP NEW | 03027X100 | 74 | $14,328 | 0.01% |
| 114 | ZOETIS INC | ZTS | 97 | $14,245 | 0.01% |
| 115 | AMEREN CORP | AEE | 126 | $13,115 | 0.01% |
| 116 | MSCI INC | MSCI | 21 | $12,133 | 0.01% |
| 117 | FIFTH THIRD BANCORP | FITBM | 239 | $10,743 | 0.01% |
| 118 | AIR PRODS & CHEMS INC | AIIR | 39 | $10,683 | 0.01% |
| 119 | TILRAY BRANDS INC | TLRY | 6,148 | $10,636 | 0.01% |
| 120 | ADOBE INC | ADBE | 30 | $10,583 | 0.00% |
| 121 | APTIV PLC | APTV | 111 | $9,570 | 0.00% |
| 122 | DOW INC | DOW | 408 | $9,355 | 0.00% |
| 123 | ISHARES TR | 464287184 | 214 | $8,794 | 0.00% |
| 124 | AMERICAN WTR WKS CO INC NEW | 030420103 | 54 | $7,488 | 0.00% |
| 125 | RTX CORPORATION | RTX | 44 | $7,363 | 0.00% |
| 126 | NET LEASE OFFICE PROPERTIES | NLOP | 245 | $7,267 | 0.00% |
| 127 | MERCADOLIBRE INC | MELI | 3 | $7,011 | 0.00% |
| 128 | SEA LTD | SE | 36 | $6,434 | 0.00% |
| 129 | ISHARES INC | 464286632 | 56 | $5,617 | 0.00% |
| 130 | AON PLC | AON | 15 | $5,400 | 0.00% |
| 131 | NIKE INC | NKE | 73 | $5,111 | 0.00% |
| 132 | VIATRIS INC | VTRS | 386 | $3,821 | 0.00% |
| 133 | PROLOGIS INC. | PLDGP | 28 | $3,259 | 0.00% |
| 134 | VERALTO CORP | VLTO | 27 | $2,896 | 0.00% |
| 135 | CHARTER COMMUNICATIONS INC N | 16119P108 | 10 | $2,751 | 0.00% |
| 136 | CARRIER GLOBAL CORPORATION | CARR | 44 | $2,627 | 0.00% |
| 137 | NRG ENERGY INC | NRG | 13 | $2,105 | 0.00% |
| 138 | OTIS WORLDWIDE CORP | OTIS | 22 | $2,011 | 0.00% |
| 139 | ISHARES TR | 464287234 | 33 | $1,778 | 0.00% |
| 140 | EQT CORP | EQT | 32 | $1,742 | 0.00% |
| 141 | CATEPILLAR INC | CAT | 3 | $1,431 | 0.00% |
| 142 | FIRSTENERGY CORP | FE | 25 | $1,146 | 0.00% |
| 143 | LOCKHEED MARTIN CORP | LMT | 2 | $1,035 | 0.00% |
| 144 | PRICE T ROWE GROUP INC | TROW | 8 | $857 | 0.00% |
| 145 | HONEYWELL INTL INC | 438516106 | 4 | $842 | 0.00% |
| 146 | ORGANON & CO | OGN | 71 | $758 | 0.00% |
| 147 | PARAMOUNT SKYDANCE CORP | PSKY | 24 | $454 | 0.00% |
| 148 | RIVIAN AUTOMOTIVE INC | RIVN | 13 | $191 | 0.00% |