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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JOHNSON & JOHNSON

JNJ|478160104

Shares:957

Value:$158.7K

% of Portfolio:0.1% ($158.7K/$179.2M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:598

Value:$154.5K

% of Portfolio:0.1% ($154.5K/$179.2M)

QUAKER CHEMICAL CORP

KWR|747316107

Shares:1.2K

Value:$148.0K

% of Portfolio:0.1% ($148.0K/$179.2M)

CONOCOPHILLIPS

COP|20825C104

Shares:1.2K

Value:$129.4K

% of Portfolio:0.1% ($129.4K/$179.2M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:229

Value:$125.1K

% of Portfolio:0.1% ($125.1K/$179.2M)

AMAZON COM INC

AMZN|023135106

Shares:600

Value:$114.2K

% of Portfolio:0.1% ($114.2K/$179.2M)

Edwards Lifesciences Corp

EW|28176E108

Shares:1.4K

Value:$103.9K

% of Portfolio:0.1% ($103.9K/$179.2M)

AT&T INC.

T|00206R102

Shares:3.6K

Value:$101.6K

% of Portfolio:0.1% ($101.6K/$179.2M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:957

Value:$89.7K

% of Portfolio:0.1% ($89.7K/$179.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:1.4K

Value:$88.6K

% of Portfolio:0.0% ($88.6K/$179.2M)

CORNING INC /NY

GLW|219350105

Shares:1.9K

Value:$87.7K

% of Portfolio:0.0% ($87.7K/$179.2M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:1.4K

Value:$87.6K

% of Portfolio:0.0% ($87.6K/$179.2M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:162

Value:$82.8K

% of Portfolio:0.0% ($82.8K/$179.2M)

AFLAC INC

AFL|001055102

Shares:718

Value:$79.8K

% of Portfolio:0.0% ($79.8K/$179.2M)

PFIZER INC

PFE|717081103

Shares:3.1K

Value:$78.9K

% of Portfolio:0.0% ($78.9K/$179.2M)

AMGEN INC

AMGN|031162100

Shares:243

Value:$75.7K

% of Portfolio:0.0% ($75.7K/$179.2M)

UNIVEST FINANCIAL Corp

UVSP|915271100

Shares:2.6K

Value:$74.4K

% of Portfolio:0.0% ($74.4K/$179.2M)

Meta Platforms, Inc.

META|30303M102

Shares:125

Value:$72.3K

% of Portfolio:0.0% ($72.3K/$179.2M)

ANALOG DEVICES INC

ADI|032654105

Shares:358

Value:$72.2K

% of Portfolio:0.0% ($72.2K/$179.2M)

DOLLAR TREE, INC.

DLTR|256746108

Shares:957

Value:$71.8K

% of Portfolio:0.0% ($71.8K/$179.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	957	QoQ 0.00% (+0) YoY NEW(+957)	All Managers (Combined)	$158.7K	0.1% ($158.7K/$179.2M)	QoQ +14.67% (+$20.3K) YoY NEW(+$158.7K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	598	QoQ 0.00% (-0) YoY NEW(+598)	All Managers (Combined)	$154.5K	0.1% ($154.5K/$179.2M)	QoQ -9.59% (-$16.4K) YoY NEW(+$154.5K)
QUAKER CHEMICAL CORP(KWRcusip747316107)	1.2K	QoQ 0.00% (-0) YoY NEW(+1.2K)	All Managers (Combined)	$148.0K	0.1% ($148.0K/$179.2M)	QoQ -12.18% (-$20.5K) YoY NEW(+$148.0K)
CONOCOPHILLIPS(COPcusip20825C104)	1.2K	QoQ +0.32% (+4) YoY NEW(+1.2K)	All Managers (Combined)	$129.4K	0.1% ($129.4K/$179.2M)	QoQ +6.24% (+$7.6K) YoY NEW(+$129.4K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	229	QoQ 0.00% (-0) YoY NEW(+229)	All Managers (Combined)	$125.1K	0.1% ($125.1K/$179.2M)	QoQ -4.59% (-$6.0K) YoY NEW(+$125.1K)
AMAZON COM INC(AMZNcusip023135106)	600	QoQ 0.00% (-0) YoY NEW(+600)	All Managers (Combined)	$114.2K	0.1% ($114.2K/$179.2M)	QoQ -13.27% (-$17.5K) YoY NEW(+$114.2K)
Edwards Lifesciences Corp(EWcusip28176E108)	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$103.9K	0.1% ($103.9K/$179.2M)	QoQ -2.09% (-$2.2K) YoY NEW(+$103.9K)
AT&T INC.(Tcusip00206R102)	3.6K	QoQ 0.00% (+0) YoY NEW(+3.6K)	All Managers (Combined)	$101.6K	0.1% ($101.6K/$179.2M)	QoQ +24.19% (+$19.8K) YoY NEW(+$101.6K)
COLGATE PALMOLIVE CO(CLcusip194162103)	957	QoQ 0.00% (+0) YoY NEW(+957)	All Managers (Combined)	$89.7K	0.1% ($89.7K/$179.2M)	QoQ +3.06% (+$2.7K) YoY NEW(+$89.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	1.4K	QoQ 0.00% (+0) YoY NEW(+1.4K)	All Managers (Combined)	$88.6K	0.0% ($88.6K/$179.2M)	QoQ +4.24% (+$3.6K) YoY NEW(+$88.6K)
CORNING INC /NY(GLWcusip219350105)	1.9K	QoQ 0.00% (-0) YoY NEW(+1.9K)	All Managers (Combined)	$87.7K	0.0% ($87.7K/$179.2M)	QoQ -3.66% (-$3.3K) YoY NEW(+$87.7K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	1.4K	QoQ 0.00% (+0) YoY NEW(+1.4K)	All Managers (Combined)	$87.6K	0.0% ($87.6K/$179.2M)	QoQ +7.83% (+$6.4K) YoY NEW(+$87.6K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	162	QoQ 0.00% (+0) YoY NEW(+162)	All Managers (Combined)	$82.8K	0.0% ($82.8K/$179.2M)	QoQ +9.22% (+$7.0K) YoY NEW(+$82.8K)
AFLAC INC(AFLcusip001055102)	718	QoQ 0.00% (+0) YoY NEW(+718)	All Managers (Combined)	$79.8K	0.0% ($79.8K/$179.2M)	QoQ +7.49% (+$5.6K) YoY NEW(+$79.8K)
PFIZER INC(PFEcusip717081103)	3.1K	QoQ 0.00% (-0) YoY NEW(+3.1K)	All Managers (Combined)	$78.9K	0.0% ($78.9K/$179.2M)	QoQ -4.48% (-$3.7K) YoY NEW(+$78.9K)
AMGEN INC(AMGNcusip031162100)	243	QoQ +1.67% (+4) YoY NEW(+243)	All Managers (Combined)	$75.7K	0.0% ($75.7K/$179.2M)	QoQ +21.53% (+$13.4K) YoY NEW(+$75.7K)
UNIVEST FINANCIAL Corp(UVSPcusip915271100)	2.6K	QoQ 0.00% (-0) YoY NEW(+2.6K)	All Managers (Combined)	$74.4K	0.0% ($74.4K/$179.2M)	QoQ -3.89% (-$3.0K) YoY NEW(+$74.4K)
Meta Platforms, Inc.(METAcusip30303M102)	125	QoQ 0.00% (-0) YoY NEW(+125)	All Managers (Combined)	$72.3K	0.0% ($72.3K/$179.2M)	QoQ -1.47% (-$1.1K) YoY NEW(+$72.3K)
ANALOG DEVICES INC(ADIcusip032654105)	358	QoQ 0.00% (-0) YoY NEW(+358)	All Managers (Combined)	$72.2K	0.0% ($72.2K/$179.2M)	QoQ -5.07% (-$3.9K) YoY NEW(+$72.2K)
DOLLAR TREE, INC.(DLTRcusip256746108)	957	QoQ 0.00% (+0) YoY NEW(+957)	All Managers (Combined)	$71.8K	0.0% ($71.8K/$179.2M)	QoQ +0.17% (+$124) YoY NEW(+$71.8K)