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Latest Battery Global Advisors, LLC Stock Portfolio

$186Million– No. of Holdings #154

Battery Global Advisors, LLC Performance:
2026 Q1: -9.64%YTD: -9.64%2025: 23.48%
Performance for 2026 Q1 is -9.64%, and YTD is -9.64%, and 2025 is 23.48%.

About Battery Global Advisors, LLC and 13F Hedge Fund Stock Holdings

Battery Global Advisors, LLC is a hedge fund based in Boston, MA. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Battery Global Advisors, LLC reported an equity portfolio of $186.2 Millions as of 31 Mar, 2026.

The top stock holdings of Battery Global Advisors, LLC are VB, VEA, INTU. The fund has invested 30.3% of it's portfolio in VANGUARD TOTAL US STOCK MARKET ETF and 9.6% of portfolio in VANGUARD FTSE DEVELOPED MARKETS ETF.

The fund managers got completely rid off INTUITIVE SURGICAL INC (ISRG), LINCOLN NATL CORP IND (LNC) and MICRON TECHNOLOGY INC (MU) stocks. They significantly reduced their stock positions in VANGUARD S&P 500 GROWTH ETF (IVOG), HONEYWELL INTERNATIONAL (HON) and RIVIAN AUTOMOTIVE INC CL A (RIVN). Battery Global Advisors, LLC opened new stock positions in MIAMI INTL HLDGS INC, TILRAY BRANDS INC (TLRY) and SAMSARA INC CL A (IOT). The fund showed a lot of confidence in some stocks as they added substantially to KRANESHARES CALIFORNIA CARBON ALLOWANCE ETF (BNDD), INVESCO EXCHANGE (TRADED FD TR S&P500 EQL WGT) (CSD) and MSG NETWORKS (MSGS).
Battery Global Advisors, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026

Battery Global Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Battery Global Advisors, LLC made a return of -9.64% in the last quarter. In trailing 12 months, it's portfolio return was 18.56%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
miami intl hldgs inc121,625
tilray brands inc3,973
versant media group inc1,407
samsara inc cl a951
New stocks bought by Battery Global Advisors, LLC

Additions

Ticker% Inc.
kraneshares california carbon allowance etf962,962
invesco exchange (traded fd tr s&p500 eql wgt)179,391
msg networks54,000
corning inc47,775
vanguard total us stock market etf47,250
intel29,825
microsoft23,082
ishares gold trust19,137
Additions to existing portfolio by Battery Global Advisors, LLC

Reductions

Ticker% Reduced
vanguard s&p 500 growth etf-99.68
honeywell international-99.16
rivian automotive inc cl a-99.02
iqvia holdings inc cmn-98.89
ishares msci acwi etf-98.4
ishares msci israel etf-98.4
ishares msci emerging markets etf-98.05
vanguard total world stock index etf-98.00
Battery Global Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
lincoln natl corp ind-2,349,240
intuitive surgical inc-27,129,900
micron technology inc-2,011,720
us bancorp del-85,877
dollar gen corp new-351,958
cummins inc-992,834
keycorp-565,374
elanco animal health inc-122,249
Battery Global Advisors, LLC got rid off the above stocks

Sector Distribution

Battery Global Advisors, LLC has about 75.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others75.1
Technology19.6
Communication Services1.6

Market Cap. Distribution

Battery Global Advisors, LLC has about 17.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
  • MEGA-CAP
Category%
UNALLOCATED75.1
LARGE-CAP12.8
SMALL-CAP7.6
MEGA-CAP4.3

Stocks belong to which Index?

About 24% of the stocks held by Battery Global Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others76
S&P 50016.4
RUSSELL 20007.6
Top 5 Winners (%)%
ETN
eaton corp
2908.9 %
LMT
lockheed martin
675.2 %
OTIS
otis worldwide
638.7 %
FICO
fair isaac corp com
430.8 %
VB
vanguard growth index fund etf
374.8 %
Top 5 Winners ($)$
IVOG
vanguard s&p 500 growth etf
63.2 M
VB
vanguard growth index fund etf
47.2 M
INTU
intuit com
8.4 M
VB
vanguard s&p 500 etf
4.8 M
AAXJ
ishares msci acwi etf
3.2 M
Top 5 Losers (%)%
BNDD
kraneshares california carbon allowance etf
-97.6 %
FITB
fifth third bancorp
-96.6 %
paramount skydance corp
-93.5 %
OGN
organon & co
-89.6 %
INTC
intel
-87.8 %
Top 5 Losers ($)$
BNDD
kraneshares california carbon allowance etf
-46.2 M
VB
vanguard total us stock market etf
-38.1 M
IAU
ishares gold trust
-30.2 M
VEU
vanguard total world stock index etf
-18.9 M
VEU
vanguard ftse emerging markets etf
-13.6 M

Battery Global Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Battery Global Advisors, LLC

Battery Global Advisors, LLC has 154 stocks in it's portfolio. About 84.5% of the portfolio is in top 10 stocks. BNDD proved to be the most loss making stock for the portfolio. IVOG was the most profitable stock for Battery Global Advisors, LLC last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions