AI Portfolio Summary
In 2025 Q4, Battery Global Advisors, LLC maintained a portfolio of 234 distinct positions. The most significant new addition to the portfolio was INTUITIVE SURGICAL I, which now represents 12.57% of the total fund value. They heavily accumulated shares in VANGUARD INTL EQUITY, increasing their position by 4898.3%. Conversely, Battery Global Advisors, LLC completely exited their position in VANGUARD INDEX FDS.
Total Positions
234
Quarter
2025 Q4
Top Holding
VT (29.3%)
Top 10 Concentration
85.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 234
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VT
VANGUARD INTL E...
|
ETF | 29.27% | 0.24% |
#1
25
Prev: #26
|
9.0 | 184,667 | 4898.3% |
P
S
|
188,437 | $63,177,364 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 12.57% | — |
#2
Prev: #—
|
9.0 | 40,956 | no change |
NEW
|
40,956 | $27,129,903 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOOG
VANGUARD ADMIRA...
|
ETF | 10.57% | 0.24% |
#3
24
Prev: #27
|
8.0 | 363,964 | 31430.4% |
P
S
|
365,122 | $22,809,175 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 8.51% | 0.52% |
#4
13
Prev: #17
|
6.9 | 25,590 | 695.4% |
P
S
|
29,270 | $18,356,095 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAYO
PAYONEER GLOBAL...
|
Technology | 7.53% | 8.22% |
#5
Prev: #5
|
4.5 | no change | no change |
P
S
|
2,890,975 | $16,247,280 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 5.84% | 2.76% |
#6
3
Prev: #9
|
5.3 | 222,207 | 1815.3% |
P
S
|
234,448 | $12,603,920 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACWI
ISHARES TR
|
ETF | 4.09% | 0.11% |
#7
29
Prev: #36
|
4.6 | 106,919 | 6169.6% |
P
S
|
108,652 | $8,819,278 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 3.14% | 3.07% |
#8
Prev: #8
|
2.3 | no change | no change |
P
S
|
152,557 | $6,775,060 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 2.77% | 0.71% |
#9
6
Prev: #15
|
4.1 | 7,361 | 150.8% |
P
S
|
12,241 | $5,971,662 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 1.13% | 0.01% |
#10
92
Prev: #102
|
3.5 | 12,619 | 8949.6% |
P
S
|
12,760 | $2,444,349 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TPYP
TORTOISE CAPITA...
|
ETF | 1.13% | 1.17% |
#11
1
Prev: #10
|
1.5 | no change | no change |
P
S
|
68,388 | $2,436,623 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LNC
LINCOLN NATL CO...
|
Financial Services | 1.09% | — |
#12
Prev: #—
|
3.9 | 139,753 | no change |
NEW
|
139,753 | $2,349,240 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.93% | — |
#13
Prev: #—
|
3.9 | 4,160 | no change |
NEW
|
4,160 | $2,011,724 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.91% | 0.80% |
#14
Prev: #14
|
2.4 | 600 | 9.0% |
P
S
|
7,248 | $1,970,522 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.71% | 8.45% |
#15
11
Prev: #4
|
0.3 | -24,390 | -83.3% |
P
S
|
4,880 | $1,536,092 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.65% | 0.48% |
#16
4
Prev: #20
|
2.3 | 275 | 6.5% |
P
S
|
4,475 | $1,400,675 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.64% | 0.48% |
#17
4
Prev: #21
|
2.3 | 232 | 5.6% |
P
S
|
4,410 | $1,383,704 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.54% | 0.13% |
#18
14
Prev: #32
|
3.2 | 5,742 | 1547.7% |
P
S
|
6,113 | $1,167,522 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.52% | 0.54% |
#19
3
Prev: #16
|
0.2 | -2,433 | -39.8% |
P
S
|
3,680 | $1,111,765 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.48% | 0.49% |
#20
2
Prev: #18
|
1.2 | no change | no change |
P
S
|
22,356 | $1,046,500 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMI
CUMMINS INC
|
Industrials | 0.46% | — |
#21
Prev: #—
|
3.7 | 2,118 | no change |
NEW
|
2,118 | $992,834 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.45% | 5.78% |
#22
16
Prev: #6
|
0.2 | -222,403 | -98.0% |
P
S
|
4,545 | $962,586 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ATMP
BARCLAYS BANK P...
|
ETF | 0.33% | 0.37% |
#23
Prev: #23
|
0.6 | -2,579 | -9.4% |
P
S
|
24,725 | $711,333 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOW
SERVICENOW INC
|
Technology | 0.29% | 0.35% |
#24
Prev: #24
|
3.1 | 3,224 | 400.0% |
P
S
|
4,030 | $617,356 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KEY
KEYCORP
|
Financial Services | 0.26% | — |
#25
Prev: #—
|
3.6 | 1,755 | no change |
NEW
|
1,755 | $565,374 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.25% | 10.35% |
#26
23
Prev: #3
|
0.1 | -363,484 | -99.0% |
P
S
|
3,770 | $531,796 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.24% | 0.45% |
#27
5
Prev: #22
|
0.1 | -3,387 | -74.5% |
P
S
|
1,158 | $514,835 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CTAS
CINTAS CORP
|
Industrials | 0.21% | 0.02% |
#28
47
Prev: #75
|
3.1 | 1,441 | 613.2% |
P
S
|
1,676 | $461,285 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SRAD
SPORTRADAR GROU...
|
Technology | 0.20% | 0.23% |
#29
Prev: #29
|
1.1 | no change | no change |
P
S
|
17,800 | $423,099 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EXE
EXPAND ENERGY C...
|
Energy | 0.17% | — |
#30
Prev: #—
|
3.6 | 482 | no change |
NEW
|
482 | $369,114 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.17% | 0.02% |
#31
56
Prev: #87
|
3.1 | 2,361 | 312.3% |
P
S
|
3,117 | $361,853 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAU
ISHARES TR
|
ETF | 0.17% | 3.81% |
#32
25
Prev: #7
|
0.1 | -110,792 | -99.5% |
P
S
|
524 | $358,927 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DG
DOLLAR GEN CORP...
|
Consumer Defensive | 0.16% | — |
#33
Prev: #—
|
3.6 | 2,257 | no change |
NEW
|
2,257 | $351,958 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSCI
MSCI INC
|
Financial Services | 0.13% | 0.01% |
#34
82
Prev: #116
|
3.1 | 1,061 | 5052.4% |
P
S
|
1,082 | $279,859 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.13% | 29.47% |
#35
34
Prev: #1
|
0.1 | -190,109 | -99.8% |
P
S
|
371 | $279,652 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 0.13% | 0.12% |
#36
3
Prev: #33
|
2.1 | 196 | 18.9% |
P
S
|
1,231 | $275,362 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EIS
ISHARES TR
|
ETF | 0.12% | 0.00% |
#37
92
Prev: #129
|
3.0 | 3,448 | 6157.1% |
P
S
|
3,504 | $254,671 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FITB
FIFTH THIRD BAN...
|
Financial Services | 0.12% | 0.01% |
#38
79
Prev: #117
|
0.0 | -91 | -38.1% |
P
S
|
148 | $250,212 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEM
ISHARES TR
|
ETF | 0.11% | 0.00% |
#39
100
Prev: #139
|
3.0 | 1,707 | 5172.7% |
P
S
|
1,740 | $246,246 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WPC
WP CAREY INC
|
Real Estate | 0.11% | 0.12% |
#40
6
Prev: #34
|
1.0 | no change | no change |
P
S
|
3,655 | $238,598 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ROST
ROSS STORES INC
|
Consumer Cyclical | 0.11% | — |
#41
Prev: #—
|
3.5 | 602 | no change |
NEW
|
602 | $234,220 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HIG
HARTFORD INSURA...
|
Financial Services | 0.10% | — |
#42
Prev: #—
|
3.5 | 254 | no change |
NEW
|
254 | $223,266 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.10% | 0.11% |
#43
6
Prev: #37
|
0.5 | 19 | 1.4% |
P
S
|
1,421 | $219,098 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.10% | 0.06% |
#44
6
Prev: #50
|
2.5 | 299 | 49.8% |
P
S
|
899 | $207,507 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JCI
JOHNSON CTLS IN...
|
Industrials | 0.09% | — |
#45
Prev: #—
|
3.5 | 957 | no change |
NEW
|
957 | $198,051 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FICO
FAIR ISAAC CORP
|
Technology | 0.09% | 0.10% |
#46
7
Prev: #39
|
3.0 | 1,411 | 953.4% |
P
S
|
1,559 | $187,645 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CTVA
CORTEVA INC
|
Basic Materials | 0.08% | 0.01% |
#47
54
Prev: #101
|
3.0 | 1,577 | 386.5% |
P
S
|
1,985 | $173,807 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.08% | 0.00% |
#48
97
Prev: #145
|
3.0 | 474 | 11850.0% |
P
S
|
478 | $164,480 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KWR
QUAKER HOUGHTON
|
Basic Materials | 0.08% | 0.07% |
#49
2
Prev: #47
|
1.0 | no change | no change |
P
S
|
1,197 | $164,360 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.07% | — |
#50
Prev: #—
|
3.5 | 218 | no change |
NEW
|
218 | $148,659 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 234 holdings