Battery-Global-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  null,
  "HUM",
  "MSGS",
  "RF",
  "ADBE",
  "APD",
  "GOOGL",
  "T",
  "AYI",
  null,
  null,
  "NLOP",
  "KWR",
  "UVSP",
  "PARAA",
  "SRAD",
  "FITB",
  "HLT",
  "HON",
  "HD",
  "INTU",
  null,
  "FE",
  "UNP",
  "HUBS",
  "RIVN",
  "META",
  "PAYO",
  "IQV",
  "ATMP",
  null,
  "TLRY",
  "MSFT",
  "EQT",
  "NTRS",
  "BX",
  "AMP",
  "NOC",
  "EEM",
  "PEP",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "PFE",
  "MRK",
  "VZ",
  "MDB",
  "AMGN",
  "ROK",
  "SPGI",
  "NOW",
  "RTX",
  "SPDW",
  null,
  "AMT",
  "STLD",
  "CI",
  "TXN",
  "TMO",
  "TRV",
  "VV",
  "SCHW",
  "VWO",
  "DD",
  "EW",
  "VRSK",
  "AGCO",
  "AON",
  "AEE",
  "APTV",
  "AFL",
  "APH",
  "DLTR",
  null,
  "AMZN",
  null,
  "LUV",
  "VUG",
  "VEA",
  "VOOG",
  "VBK",
  "VBR",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WPC",
  "MSCI",
  "OTIS",
  "PSX",
  "CRM",
  "DINO",
  "MELI",
  "NRG",
  "AME",
  "BAC",
  "BK",
  "BAX",
  "BMY",
  "CARR",
  "CHTR",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CMCSA",
  "CL",
  "COP",
  "GLW",
  "CTVA",
  "CXT",
  "CR",
  "CRWD",
  "CVS",
  "DHR",
  "DCI",
  "RSP",
  "ADI",
  "VMC",
  "NKE",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "PLD",
  "AWK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 139
Total Value: 179238881
Accession Number: 0001582272-25-000002
Form Type: 13F-HR
CIK: battery-global-advisors
Manager Name: Battery-Global-Advisors

Data Enrichment

94% identified

131 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

139 positions • $179.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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922908769

VTI|922908769

Shares:168.5K

Value:$46.3M

% of Portfolio:25.8% ($46.3M/$179.2M)

INTUIT INC.

INTU|461202103

Shares:45.4K

Value:$27.8M

% of Portfolio:15.5% ($27.8M/$179.2M)

Payoneer Global Inc.

PAYO|70451X104

Shares:2.9M

Value:$21.1M

% of Portfolio:11.8% ($21.1M/$179.2M)

922908363

VOO|922908363

Shares:28.5K

Value:$14.6M

% of Portfolio:8.2% ($14.6M/$179.2M)

921943858

VEA|921943858

Shares:279.4K

Value:$14.2M

% of Portfolio:7.9% ($14.2M/$179.2M)

922042858

VWO|922042858

Shares:231.2K

Value:$10.5M

% of Portfolio:5.8% ($10.5M/$179.2M)

464285204

Shares:113.8K

Value:$6.7M

% of Portfolio:3.7% ($6.7M/$179.2M)

78463X889

SPDW|78463X889

Shares:151.6K

Value:$5.5M

% of Portfolio:3.1% ($5.5M/$179.2M)

922908736

VUG|922908736

Shares:12.2K

Value:$4.5M

% of Portfolio:2.5% ($4.5M/$179.2M)

56167N720

Shares:68.4K

Value:$2.5M

% of Portfolio:1.4% ($2.5M/$179.2M)

46137V357

RSP|46137V357

Shares:12.6K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$179.2M)

500767553

Shares:128.5K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$179.2M)

MICROSOFT CORP

MSFT|594918104

Shares:3.9K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$179.2M)

Apple Inc.

AAPL|037833100

Shares:6.6K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$179.2M)

BARCLAYS BANK PLC

ATMP|06742C723

Shares:44.2K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$179.2M)

922908637

VV|922908637

Shares:4.9K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$179.2M)

922908744

VTV|922908744

Shares:6.1K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$179.2M)

922908595

VBK|922908595

Shares:3.7K

Value:$926.5K

% of Portfolio:0.5% ($926.5K/$179.2M)

78463X509

Shares:22.4K

Value:$880.2K

% of Portfolio:0.5% ($880.2K/$179.2M)

922908611

VBR|922908611

Shares:4.5K

Value:$846.7K

% of Portfolio:0.5% ($846.7K/$179.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	168.5K	QoQ +6.91% (+10.9K) YoY +48.97% (+55.4K)	All Managers (Combined)	$46.3M	25.8% ($46.3M/$179.2M)	QoQ +1.39% (+$636.8K) YoY +57.53% (+$16.9M)
INTUIT INC.(INTUcusip461202103)	45.4K	QoQ 0.00% (-0) YoY -6.59% (-3.2K)	All Managers (Combined)	$27.8M	15.5% ($27.8M/$179.2M)	QoQ -2.30% (-$658.0K) YoY -11.76% (-$3.7M)
Payoneer Global Inc.(PAYOcusip70451X104)	2.9M	QoQ -6.47% (-200.0K) YoY +23.38% (+547.9K)	All Managers (Combined)	$21.1M	11.8% ($21.1M/$179.2M)	QoQ -31.90% (-$9.9M) YoY +85.58% (+$9.7M)
(VOOcusip922908363)	28.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$14.6M	8.2% ($14.6M/$179.2M)	QoQ -4.62% (-$709.3K) YoY +6.90% (+$946.0K)
(VEAcusip921943858)	279.4K	QoQ +5.64% (+14.9K) YoY +124.60% (+155.0K)	All Managers (Combined)	$14.2M	7.9% ($14.2M/$179.2M)	QoQ +12.29% (+$1.6M) YoY +127.55% (+$8.0M)
(VWOcusip922042858)	231.2K	QoQ +4.59% (+10.2K) YoY +158.15% (+141.7K)	All Managers (Combined)	$10.5M	5.8% ($10.5M/$179.2M)	QoQ +7.49% (+$729.3K) YoY +179.72% (+$6.7M)
(cusip464285204)✕	113.8K	QoQ +10.23% (+10.6K) YoY +179.06% (+73.0K)	All Managers (Combined)	$6.7M	3.7% ($6.7M/$179.2M)	QoQ +31.27% (+$1.6M) YoY +291.65% (+$5.0M)
(SPDWcusip78463X889)	151.6K	QoQ 0.00% (+0) YoY +1.12% (+1.7K)	All Managers (Combined)	$5.5M	3.1% ($5.5M/$179.2M)	QoQ +6.68% (+$345.7K) YoY +2.73% (+$146.8K)
(VUGcusip922908736)	12.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.5M	2.5% ($4.5M/$179.2M)	QoQ -9.65% (-$485.0K) YoY +7.73% (+$325.8K)
(cusip56167N720)✕	68.4K	QoQ 0.00% (+0) YoY NEW(+68.4K)	All Managers (Combined)	$2.5M	1.4% ($2.5M/$179.2M)	QoQ +5.61% (+$132.2K) YoY NEW(+$2.5M)
(RSPcusip46137V357)	12.6K	QoQ +0.47% (-60) YoY NEW(+12.6K)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$179.2M)	QoQ -0.67% (-$14.8K) YoY NEW(+$2.2M)
(cusip500767553)✕	128.5K	QoQ +31.94% (+31.1K) YoY NEW(+128.5K)	All Managers (Combined)	$2.1M	1.2% ($2.1M/$179.2M)	QoQ +11.90% (+$227.6K) YoY NEW(+$2.1M)
MICROSOFT CORP(MSFTcusip594918104)	3.9K	QoQ +0.05% (-2) YoY +176.97% (+2.5K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$179.2M)	QoQ -10.88% (-$180.4K) YoY +147.13% (+$879.0K)
Apple Inc.(AAPLcusip037833100)	6.6K	QoQ +0.04% (-3) YoY NEW(+6.6K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$179.2M)	QoQ -11.25% (-$187.1K) YoY NEW(+$1.5M)
BARCLAYS BANK PLC(ATMPcusip06742C723)	44.2K	QoQ +0.98% (+430) YoY NEW(+44.2K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$179.2M)	QoQ +9.48% (+$117.4K) YoY NEW(+$1.4M)
(VVcusip922908637)	4.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$179.2M)	QoQ -4.69% (-$61.8K) YoY +7.20% (+$84.3K)
(VTVcusip922908744)	6.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$179.2M)	QoQ +2.03% (+$21.0K) YoY +6.06% (+$60.4K)
(VBKcusip922908595)	3.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$926.5K	0.5% ($926.5K/$179.2M)	QoQ -10.10% (-$104.1K) YoY -3.43% (-$32.9K)
(cusip78463X509)✕	22.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$880.2K	0.5% ($880.2K/$179.2M)	QoQ +2.60% (+$22.4K) YoY +8.78% (+$71.1K)
(VBRcusip922908611)	4.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$846.7K	0.5% ($846.7K/$179.2M)	QoQ -5.99% (-$54.0K) YoY -2.91% (-$25.4K)