Filed: 2/13/2026ACC: 0001582272-26-000002
📋 What this filing means
BATTERY GLOBAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 234 equity positions with a total reported market value of $215.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
234
Positions
$215.81M
Total AUM (reported)
4.44M
Total Shares
Allocation by class
TT WRLD ST ETF$63.18M29.3%
COM$34.30M15.9%
COM NEW$27.49M12.7%
500 GRTH IDX F$22.81M10.6%
SML CP GRW ETF$18.36M8.5%
GROWTH ETF$12.60M5.8%
MSCI ACWI ETF$8.82M4.1%
Portfolio Concentration
Top 3$113.12M52.4%
4–10$71.22M33.0%
11–25$20.26M9.4%
Rest$11.21M5.2%
Top 3 weight
52.4%
Top 10 weight
85.4%
Voting Authority Distribution
Total shares with voting rights: 4.44M
Sole
Full voting authority
4.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole234
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings234
Rows:
VANGUARD INTL EQUITY INDEX F
SOLEShares188.44K
TypeSH
Market value$63.18M
29.27%
Sole
188.44K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares40.96K
TypeSH
Market value$27.13M
12.57%
Sole
40.96K
Shared
0.00
None
0.00
VANGUARD ADMIRAL FDS INC
SOLEShares365.12K
TypeSH
Market value$22.81M
10.57%
Sole
365.12K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares29.27K
TypeSH
Market value$18.36M
8.51%
Sole
29.27K
Shared
0.00
None
0.00
PAYONEER GLOBAL INC
SOLEShares2.89M
TypeSH
Market value$16.25M
7.53%
Sole
2.89M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares234.45K
TypeSH
Market value$12.60M
5.84%
Sole
234.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares108.65K
TypeSH
Market value$8.82M
4.09%
Sole
108.65K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares152.56K
TypeSH
Market value$6.78M
3.14%
Sole
152.56K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.24K
TypeSH
Market value$5.97M
2.77%
Sole
12.24K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares12.76K
TypeSH
Market value$2.44M
1.13%
Sole
12.76K
Shared
0.00
None
0.00
TORTOISE CAPITAL SERIES TRUS
SOLEShares68.39K
TypeSH
Market value$2.44M
1.13%
Sole
68.39K
Shared
0.00
None
0.00
LINCOLN NATL CORP IND
SOLEShares139.75K
TypeSH
Market value$2.35M
1.09%
Sole
139.75K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares4.16K
TypeSH
Market value$2.01M
0.93%
Sole
4.16K
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.25K
TypeSH
Market value$1.97M
0.91%
Sole
7.25K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.88K
TypeSH
Market value$1.54M
0.71%
Sole
4.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.47K
TypeSH
Market value$1.40M
0.65%
Sole
4.47K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.41K
TypeSH
Market value$1.38M
0.64%
Sole
4.41K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares6.11K
TypeSH
Market value$1.17M
0.54%
Sole
6.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.68K
TypeSH
Market value$1.11M
0.52%
Sole
3.68K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares22.36K
TypeSH
Market value$1.05M
0.48%
Sole
22.36K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares2.12K
TypeSH
Market value$992.8K
0.46%
Sole
2.12K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares4.54K
TypeSH
Market value$962.6K
0.45%
Sole
4.54K
Shared
0.00
None
0.00
BARCLAYS BANK PLC
SOLEShares24.73K
TypeSH
Market value$711.3K
0.33%
Sole
24.73K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares4.03K
TypeSH
Market value$617.4K
0.29%
Sole
4.03K
Shared
0.00
None
0.00
KEYCORP
SOLEShares1.75K
TypeSH
Market value$565.4K
0.26%
Sole
1.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 188.44K | SH | $63.18M 29.27% | 188.44K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 40.96K | SH | $27.13M 12.57% | 40.96K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 365.12K | SH | $22.81M 10.57% | 365.12K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 29.27K | SH | $18.36M 8.51% | 29.27K | 0.00 | 0.00 |
PAYONEER GLOBAL INCSOLE | COM | 2.89M | SH | $16.25M 7.53% | 2.89M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 234.45K | SH | $12.60M 5.84% | 234.45K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 108.65K | SH | $8.82M 4.09% | 108.65K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 152.56K | SH | $6.78M 3.14% | 152.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 12.24K | SH | $5.97M 2.77% | 12.24K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 12.76K | SH | $2.44M 1.13% | 12.76K | 0.00 | 0.00 |
TORTOISE CAPITAL SERIES TRUSSOLE | NORTH AMERN PIPE | 68.39K | SH | $2.44M 1.13% | 68.39K | 0.00 | 0.00 |
LINCOLN NATL CORP INDSOLE | COM | 139.75K | SH | $2.35M 1.09% | 139.75K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4.16K | SH | $2.01M 0.93% | 4.16K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.25K | SH | $1.97M 0.91% | 7.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.88K | SH | $1.54M 0.71% | 4.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.47K | SH | $1.40M 0.65% | 4.47K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.41K | SH | $1.38M 0.64% | 4.41K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 6.11K | SH | $1.17M 0.54% | 6.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 3.68K | SH | $1.11M 0.52% | 3.68K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 22.36K | SH | $1.05M 0.48% | 22.36K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 2.12K | SH | $992.8K 0.46% | 2.12K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 4.54K | SH | $962.6K 0.45% | 4.54K | 0.00 | 0.00 |
BARCLAYS BANK PLCSOLE | IPATH SELCT MLP | 24.73K | SH | $711.3K 0.33% | 24.73K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 4.03K | SH | $617.4K 0.29% | 4.03K | 0.00 | 0.00 |
KEYCORPSOLE | COM | 1.75K | SH | $565.4K 0.26% | 1.75K | 0.00 | 0.00 |
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