2026 Q1 Portfolio Activity
In 2026 Q1, Battery Global Advisors, LLC maintained a portfolio of 237 distinct positions. The most significant new addition was Miami Intl HLDGS Inc, now representing 0.07% of the total fund value. They heavily accumulated shares in Vanguard Total US Stock Market, increasing the position by 47250.1%. The fund also reduced its exposure to VANGUARD INTL EQUITY INDEX F by 98.0%.
Position History
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Total Positions
237
Quarter
2026 Q1
Top Holding
VTI (30.3%)
Top 10 Concentration
84.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 237
Battery Global Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
Vanguard Total ...
|
ETF | 30.27% | 0.13% |
#1
34
Prev: #35
|
9.0 |
—
|
175,298 | 47250.1% |
P
S
|
175,669 | $56,356,292 |
$285.83
+28.3%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
VEA
Vanguard FTSE D...
|
ETF | 9.57% | 0.25% |
#2
24
Prev: #26
|
8.3 |
—
|
274,197 | 7273.1% |
P
S
|
277,967 | $17,812,126 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
INTU
Intuit Com
|
Technology | 9.51% | 0.02% |
#3
75
Prev: #78
|
7.8 |
—
|
39,579 | 2874.3% |
P
S
|
40,956 | $17,708,444 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 9.39% | 0.71% |
#4
11
Prev: #15
|
7.3 |
—
|
24,390 | 499.8% |
P
S
|
29,270 | $17,490,289 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PAYO
Payoneer Global...
|
Technology | 7.50% | 7.53% |
#5
Prev: #5
|
4.5 |
—
|
no change | no change |
P
S
|
2,890,975 | $13,963,409 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
Vanguard FTSE E...
|
ETF | 4.86% | 0.45% |
#6
16
Prev: #22
|
4.9 |
—
|
162,860 | 3583.3% |
P
S
|
167,405 | $9,048,228 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IAU
iShares Gold Tr...
|
ETF | 4.77% | 0.17% |
#7
25
Prev: #32
|
4.9 |
—
|
100,280 | 19137.4% |
P
S
|
100,804 | $8,886,892 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPDW
SPDR Developed ...
|
ETF | 3.74% | 3.14% |
#8
Prev: #8
|
2.5 |
—
|
no change | no change |
P
S
|
152,557 | $6,964,231 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VUG
Vanguard Growth...
|
Warrant | 2.87% | 5.84% |
#9
3
Prev: #6
|
1.1 |
—
|
-222,207 | -94.8% |
P
S
|
12,241 | $5,346,538 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RSP
Invesco Exchang...
|
Unknown | 2.04% | 0.00% |
#10
131
Prev: #141
|
3.8 |
—
|
19,733 | 179390.9% |
P
S
|
19,744 | $3,789,219 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TPYP
Tortoise North ...
|
ETF | 1.56% | 1.13% |
#11
Prev: #11
|
1.6 |
—
|
no change | no change |
P
S
|
68,388 | $2,896,916 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
Apple
|
Technology | 0.91% | 0.91% |
#12
2
Prev: #14
|
0.9 |
—
|
-595 | -8.2% |
P
S
|
6,653 | $1,688,450 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
Microsoft
|
Technology | 0.78% | 0.00% |
#13
119
Prev: #132
|
3.3 |
—
|
3,924 | 23082.4% |
P
S
|
3,941 | $1,458,892 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VV
Vanguard Large-...
|
ETF | 0.78% | 2.77% |
#14
5
Prev: #9
|
0.3 |
—
|
-7,361 | -60.1% |
P
S
|
4,880 | $1,458,272 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
Alphabet (Googl...
|
Communication Services | 0.65% | 0.65% |
#15
1
Prev: #16
|
0.8 |
—
|
-275 | -6.1% |
P
S
|
4,200 | $1,207,752 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTV
Vanguard Value ...
|
ETF | 0.64% | 0.52% |
#16
3
Prev: #19
|
3.3 |
—
|
2,433 | 66.1% |
P
S
|
6,113 | $1,199,371 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
Alphabet (Googl...
|
Communication Services | 0.64% | 0.64% |
#17
Prev: #17
|
0.8 |
—
|
-231 | -5.2% |
P
S
|
4,179 | $1,198,742 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KCCA
KraneShares Cal...
|
ETF | 0.61% | 0.00% |
#18
111
Prev: #129
|
3.2 |
—
|
77,037 | 962962.5% |
P
S
|
77,045 | $1,141,806 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VBK
Vanguard Small-...
|
ETF | 0.60% | 8.51% |
#19
15
Prev: #4
|
0.2 |
—
|
-25,590 | -87.4% |
P
S
|
3,680 | $1,112,280 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPEM
SPDR Emerging M...
|
ETF | 0.56% | 0.48% |
#20
Prev: #20
|
1.2 |
—
|
no change | no change |
P
S
|
22,356 | $1,048,735 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VBR
Vanguard Small-...
|
ETF | 0.53% | 0.24% |
#21
6
Prev: #27
|
3.2 |
—
|
3,387 | 292.5% |
P
S
|
4,545 | $987,401 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRWD
Crowdstrike
|
Technology | 0.44% | 0.01% |
#22
103
Prev: #125
|
3.2 |
—
|
1,869 | 782.0% |
P
S
|
2,108 | $822,984 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.43% | 0.07% |
#23
27
Prev: #50
|
3.2 |
—
|
1,000 | 458.7% |
P
S
|
1,218 | $792,506 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ATMP
Barclays Select...
|
ETF | 0.35% | 0.33% |
#24
1
Prev: #23
|
0.1 |
—
|
-6,045 | -24.4% |
P
S
|
18,680 | $642,786 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VT
Vanguard Total ...
|
ETF | 0.28% | 29.27% |
#25
24
Prev: #1
|
0.1 |
—
|
-184,667 | -98.0% |
P
S
|
3,770 | $521,466 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 0.27% | 0.00% |
#26
109
Prev: #135
|
3.1 |
—
|
1,655 | 2627.0% |
P
S
|
1,718 | $505,428 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EQIX
Equinix Inc.
|
Real Estate | 0.25% | 0.00% |
#27
184
Prev: #211
|
3.1 |
—
|
450 | 1406.2% |
P
S
|
482 | $472,252 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOOG
Vanguard S&P 50...
|
ETF | 0.25% | 10.57% |
#28
25
Prev: #3
|
0.1 |
—
|
-363,964 | -99.7% |
P
S
|
1,158 | $472,105 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CI
CIGNA
|
Healthcare | 0.24% | 0.00% |
#29
132
Prev: #161
|
3.1 |
—
|
1,646 | 5486.7% |
P
S
|
1,676 | $447,073 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DLR
Digital Realty ...
|
Real Estate | 0.22% | 0.00% |
#30
130
Prev: #160
|
3.1 |
—
|
2,197 | 3661.7% |
P
S
|
2,257 | $406,762 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BK
Bank New York
|
Financial Services | 0.20% | 0.02% |
#31
50
Prev: #81
|
3.1 |
—
|
2,244 | 258.5% |
P
S
|
3,112 | $369,177 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSGS
MSG Networks
|
Communication Services | 0.19% | 0.00% |
#32
192
Prev: #224
|
3.1 |
—
|
1,080 | 54000.0% |
P
S
|
1,082 | $347,755 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
iShares Core S&...
|
ETF | 0.18% | 0.01% |
#33
73
Prev: #106
|
3.1 |
—
|
260 | 98.5% |
P
S
|
524 | $342,460 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SRAD
Sportradar Grou...
|
Technology | 0.16% | 0.20% |
#34
5
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
17,800 | $297,967 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EMXC
iShares MSCI EM...
|
ETF | 0.15% | 0.00% |
#35
172
Prev: #207
|
3.1 |
—
|
3,470 | 10205.9% |
P
S
|
3,504 | $275,625 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XOM
Exxon Mobil
|
Energy | 0.14% | 0.00% |
#36
144
Prev: #180
|
3.1 |
—
|
1,550 | 15500.0% |
P
S
|
1,560 | $264,691 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLW
Corning Inc
|
Technology | 0.14% | 0.00% |
#37
178
Prev: #215
|
3.1 |
—
|
1,911 | 47775.0% |
P
S
|
1,915 | $260,383 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VGT
Vanguard Sector
|
ETF | 0.14% | 0.54% |
#38
20
Prev: #18
|
0.1 |
—
|
-5,742 | -93.9% |
P
S
|
371 | $258,854 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WPC
WP Carey Inc
|
Real Estate | 0.14% | 0.11% |
#39
1
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
3,655 | $251,793 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ACWI
iShares MSCI AC...
|
ETF | 0.13% | 4.09% |
#40
33
Prev: #7
|
0.1 |
—
|
-106,912 | -98.4% |
P
S
|
1,740 | $240,816 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.13% | 0.00% |
#41
140
Prev: #181
|
3.1 |
—
|
945 | 7875.0% |
P
S
|
957 | $233,929 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VRSK
Verisk Analytic...
|
Industrials | 0.13% | 0.13% |
#42
6
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
1,231 | $233,582 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ROK
Rockwell Automa...
|
Industrials | 0.12% | 0.00% |
#43
99
Prev: #142
|
3.0 |
—
|
543 | 987.3% |
P
S
|
598 | $214,610 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GS
Goldman Sachs
|
Financial Services | 0.10% | 0.01% |
#44
73
Prev: #117
|
3.0 |
—
|
120 | 110.1% |
P
S
|
229 | $193,732 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COP
ConocoPhillips
|
Energy | 0.09% | 0.00% |
#45
172
Prev: #217
|
3.0 |
—
|
1,231 | 6478.9% |
P
S
|
1,250 | $165,038 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BX
Blackstone Grou...
|
Financial Services | 0.09% | 0.10% |
#46
3
Prev: #43
|
0.5 |
—
|
-15 | -1.1% |
P
S
|
1,406 | $161,650 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FICO
Fair Isaac Corp...
|
Technology | 0.08% | 0.09% |
#47
1
Prev: #46
|
0.0 |
—
|
-1,411 | -90.5% |
P
S
|
148 | $157,996 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
Home Depot Inc
|
Consumer Cyclical | 0.08% | 0.02% |
#48
48
Prev: #96
|
3.0 |
—
|
356 | 291.8% |
P
S
|
478 | $157,209 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KWR
Quaker Chemical...
|
Basic Materials | 0.08% | 0.08% |
#49
Prev: #49
|
1.0 |
—
|
no change | no change |
P
S
|
1,197 | $148,703 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
Amazon.com
|
Consumer Cyclical | 0.07% | 0.10% |
#50
6
Prev: #44
|
0.0 |
—
|
-299 | -33.3% |
P
S
|
600 | $124,962 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 237 holdings