1y return+4.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $135 against $157 in the S&P 500.2
Battery Global Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Total US Stock Market ETF | $63.2M | 31.6% | −2.8% |
| VOOVanguard S&P 500 ETF | $20.4M | 10.2% | +1.5% |
| VEAVanguard FTSE Developed Markets ETF | $19.5M | 9.7% | −1.7% |
| PAYOPayoneer Global Inc | $17.0M | 8.5% | −17.3% |
| INTUIntuit Com | $10.2M | 5.1% | −4.2% |
| VWOVanguard FTSE Emerging Markets ETF | $10.1M | 5.0% | |
| IAUiShares Gold Trust | $7.7M | 3.9% | +1.7% |
| SPDWSPDR Developed World Ex-US ETF | $7.7M | 3.8% | |
| VUGVanguard Growth Index Fund ETF | $6.3M | 3.2% | |
| RSPInvesco S&P 500 Equal Weight ETF | $4.7M | 2.4% | +12.7% |
| TPYPTortoise North American Pipeline Fund | $2.9M | 1.4% | |
| AAPLApple | $1.9M | 1.0% | |
| VVVanguard Large-Cap (index Fund) | $1.7M | 0.8% | |
| CRWDCrowdstrike | $1.6M | 0.8% | |
| GOOGLAlphabet (Google) Class A | $1.5M | 0.8% | |
| GOOGAlphabet (Google) Class C | $1.5M | 0.7% | |
| MSFTMicrosoft | $1.5M | 0.7% | |
| VBKVanguard Small-Cap Growth ETF | $1.3M | 0.7% | |
| KCCAKraneShares California Carbon Allowance ETF | $1.3M | 0.7% | +2.4% |
| VTVVanguard Value Index Fund ETF | $1.3M | 0.7% | |
| SPEMSPDR Emerging Markets ETF | $1.2M | 0.6% | |
| VBRVanguard Small-Cap Value ETF | $1.1M | 0.6% | |
| SPYSpdr S&p 500 Etf | $912K | 0.5% | |
| ATMPBarclays Select MLP ETN | $676K | 0.3% | +4.9% |
| VTVanguard Total World Stock Index ETF | $592K | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | September 30, 2024 | +465.7% | $489K |
| CRWDCrowdstrike | December 31, 2023 | +198.9% | $1.6M |
| GOOGLAlphabet (Google) Class A | March 31, 2025 | +131.1% | $1.5M |
| GOOGAlphabet (Google) Class C | September 30, 2024 | +111.3% | $1.5M |
| BNYBank New York | September 30, 2024 | +101.2% | $450K |
| IAUiShares Gold Trust | December 31, 2023 | +93.5% | $7.7M |
| ROKRockwell Automation | September 30, 2024 | +84.4% | $296K |
| VOOGVanguard S&P 500 Growth ETF | December 31, 2023 | +83.1% | $574K |
| VUGVanguard Growth Index Fund ETF | December 31, 2023 | +66.3% | $6.3M |
| VVVanguard Large-Cap (index Fund) | December 31, 2023 | +57.6% | $1.7M |
Sold off last quarter
- DuPont De Nemours IncCUSIP 26614N102 was $19K
- Honeywell InternationalCUSIP 438516106 was $904
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −8.7% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +2.5% | +7.8% |
| June 30, 2025 | +10.8% | +10.5% |
| March 31, 2025 | −6.2% | −4.6% |
| December 31, 2024 | +5.2% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +3.2% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Battery Global Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1582272&type=13F-HR&dateb=&owner=include&count=40CIK 1582272
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1582272/000158227226000005/Filed August 12, 2026 · accession 0001582272-26-000005