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

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CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.1K

Value:$743.2K

% of Portfolio:0.4% ($743.2K/$179.2M)

Alphabet Inc.

GOOG|02079K107

Shares:4.2K

Value:$652.6K

% of Portfolio:0.4% ($652.6K/$179.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.2K

Value:$649.5K

% of Portfolio:0.4% ($649.5K/$179.2M)

ServiceNow, Inc.

NOW|81762P102

Shares:806

Value:$641.7K

% of Portfolio:0.4% ($641.7K/$179.2M)

MongoDB, Inc.

MDB|60937P106

Shares:3.6K

Value:$629.7K

% of Portfolio:0.4% ($629.7K/$179.2M)

HUBSPOT INC

HUBS|443573100

Shares:1.0K

Value:$594.7K

% of Portfolio:0.3% ($594.7K/$179.2M)

Cigna Group

CI|125523100

Shares:1.7K

Value:$551.4K

% of Portfolio:0.3% ($551.4K/$179.2M)

Salesforce, Inc.

CRM|79466L302

Shares:1.9K

Value:$513.6K

% of Portfolio:0.3% ($513.6K/$179.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.7K

Value:$420.9K

% of Portfolio:0.2% ($420.9K/$179.2M)

921932505

VOOG|921932505

Shares:1.2K

Value:$387.3K

% of Portfolio:0.2% ($387.3K/$179.2M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:1.0K

Value:$308.0K

% of Portfolio:0.2% ($308.0K/$179.2M)

Bank of New York Mellon Corp

BK|064058100

Shares:3.1K

Value:$261.0K

% of Portfolio:0.1% ($261.0K/$179.2M)

464288257

Shares:2.1K

Value:$246.3K

% of Portfolio:0.1% ($246.3K/$179.2M)

W. P. Carey Inc.

WPC|92936U109

Shares:3.7K

Value:$233.9K

% of Portfolio:0.1% ($233.9K/$179.2M)

464287200

IVV|464287200

Shares:402

Value:$226.0K

% of Portfolio:0.1% ($226.0K/$179.2M)

Madison Square Garden Sports Corp.

MSGS|55825T103

Shares:1.1K

Value:$210.7K

% of Portfolio:0.1% ($210.7K/$179.2M)

Blackstone Inc.

BX|09260D107

Shares:1.4K

Value:$195.6K

% of Portfolio:0.1% ($195.6K/$179.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.6K

Value:$185.1K

% of Portfolio:0.1% ($185.1K/$179.2M)

HOME DEPOT, INC.

HD|437076102

Shares:478

Value:$175.2K

% of Portfolio:0.1% ($175.2K/$179.2M)

78468R606

Shares:7.3K

Value:$169.9K

% of Portfolio:0.1% ($169.9K/$179.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$743.2K	0.4% ($743.2K/$179.2M)	QoQ +3.04% (+$22.0K) YoY +9.97% (+$67.4K)
Alphabet Inc.(GOOGcusip02079K107)	4.2K	QoQ 0.00% (-0) YoY NEW(+4.2K)	All Managers (Combined)	$652.6K	0.4% ($652.6K/$179.2M)	QoQ -17.95% (-$142.8K) YoY NEW(+$652.6K)
Alphabet Inc.(GOOGLcusip02079K305)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$649.5K	0.4% ($649.5K/$179.2M)	QoQ NEW(+$649.5K) YoY NEW(+$649.5K)
ServiceNow, Inc.(NOWcusip81762P102)	806	QoQ 0.00% (-0) YoY +12.41% (+89)	All Managers (Combined)	$641.7K	0.4% ($641.7K/$179.2M)	QoQ -24.90% (-$212.8K) YoY +17.38% (+$95.0K)
MongoDB, Inc.(MDBcusip60937P106)	3.6K	QoQ +75.55% (+1.5K) YoY +130.57% (+2.0K)	All Managers (Combined)	$629.7K	0.4% ($629.7K/$179.2M)	QoQ +32.26% (+$153.6K) YoY +12.76% (+$71.3K)
HUBSPOT INC(HUBScusip443573100)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$594.7K	0.3% ($594.7K/$179.2M)	QoQ -18.00% (-$130.6K) YoY -8.82% (-$57.5K)
Cigna Group(CIcusip125523100)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$551.4K	0.3% ($551.4K/$179.2M)	QoQ +19.14% (+$88.6K) YoY NEW(+$551.4K)
Salesforce, Inc.(CRMcusip79466L302)	1.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$513.6K	0.3% ($513.6K/$179.2M)	QoQ -19.82% (-$127.0K) YoY -11.01% (-$63.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.7K	QoQ +0.05% (+1) YoY NEW(+1.7K)	All Managers (Combined)	$420.9K	0.2% ($420.9K/$179.2M)	QoQ +2.36% (+$9.7K) YoY NEW(+$420.9K)
(VOOGcusip921932505)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$387.3K	0.2% ($387.3K/$179.2M)	QoQ -8.62% (-$36.6K) YoY +9.77% (+$34.5K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$308.0K	0.2% ($308.0K/$179.2M)	QoQ +8.05% (+$23.0K) YoY +26.25% (+$64.1K)
Bank of New York Mellon Corp(BKcusip064058100)	3.1K	QoQ 0.00% (+0) YoY NEW(+3.1K)	All Managers (Combined)	$261.0K	0.1% ($261.0K/$179.2M)	QoQ +9.16% (+$21.9K) YoY NEW(+$261.0K)
(cusip464288257)✕	2.1K	QoQ -16.13% (-407) YoY -15.42% (-386)	All Managers (Combined)	$246.3K	0.1% ($246.3K/$179.2M)	QoQ -16.91% (-$50.1K) YoY -10.61% (-$29.2K)
W. P. Carey Inc.(WPCcusip92936U109)	3.7K	QoQ 0.00% (+0) YoY NEW(+3.7K)	All Managers (Combined)	$233.9K	0.1% ($233.9K/$179.2M)	QoQ +15.60% (+$31.6K) YoY NEW(+$233.9K)
(IVVcusip464287200)	402	QoQ 0.00% (-0) YoY +17.54% (+60)	All Managers (Combined)	$226.0K	0.1% ($226.0K/$179.2M)	QoQ -4.48% (-$10.6K) YoY +25.70% (+$46.2K)
Madison Square Garden Sports Corp.(MSGScusip55825T103)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$210.7K	0.1% ($210.7K/$179.2M)	QoQ -13.71% (-$33.5K) YoY NEW(+$210.7K)
Blackstone Inc.(BXcusip09260D107)	1.4K	QoQ +0.14% (-2) YoY NEW(+1.4K)	All Managers (Combined)	$195.6K	0.1% ($195.6K/$179.2M)	QoQ -18.82% (-$45.4K) YoY NEW(+$195.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.6K	QoQ +0.06% (+1) YoY NEW(+1.6K)	All Managers (Combined)	$185.1K	0.1% ($185.1K/$179.2M)	QoQ +10.63% (+$17.8K) YoY NEW(+$185.1K)
HOME DEPOT, INC.(HDcusip437076102)	478	QoQ 0.00% (-0) YoY NEW(+478)	All Managers (Combined)	$175.2K	0.1% ($175.2K/$179.2M)	QoQ -5.78% (-$10.8K) YoY NEW(+$175.2K)
(cusip78468R606)✕	7.3K	QoQ +38.06% (+2.0K) YoY -20.28% (-1.8K)	All Managers (Combined)	$169.9K	0.1% ($169.9K/$179.2M)	QoQ +37.77% (+$46.6K) YoY -20.42% (-$43.6K)