Battery Global Advisors, LLC

CIK 0001582272 · Q2 2026

13F Equity AUM

$199.8M

+7.3% QoQ

Positions

156

+3 QoQ

AUM Rank

#8,107

Top 65%

Skill Alpha (FF)

+5.8%/yr^ns

No Clear Edge

Rank #652 · Top 8%

vs S&P -7.8%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 65.2%Top 10: 83.5%Top 20: 91.8%

VTI31.6%

VOO10.2%

VEA9.7%

PAYO8.5%

INTU5.1%

VWO5.0%

IAU*3.9%

SPDW3.9%

VUG3.2%

RSP2.4%

Others (146)16.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services74.8%

Technology17.0%

Financials3.9%

Other4.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 156Median: 0.03%Avg: 0.64%

0–0.5%

134(7.1%)

0.5–1%

11(8.0%)

1–3%

2(3.8%)

3–5%

3(10.9%)

5%+

6(70.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 156vs 20 funds

0%Low

156

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New5Increased30Decreased5Exited2

New Positions

DuPont De Nemours In…0.0%

+136

TRUL0.0%

+1K

Versigent LTD0.0%

+37

Honeywell Aerospace …0.0%

Honeywell Internatio…0.0%

Increased

VUG3.2%

+61K(+500%)

VOOG0.3%

+6K(+500%)

VGT0.2%

+3K(+700%)

RSP2.4%

+3K(+13%)

KCCA0.7%

+2K(+2%)

IAU*3.9%

+2K(+2%)

VWO5.0%

+1K(+1%)

ATMP0.3%

+907(+5%)

VOO10.2%

+447(+2%)

ACWI0.1%

+6(+0%)

Decreased

PAYO8.5%

-500,000(-17%)

VTI31.6%

-4,971(-3%)

VEA9.7%

-4,721(-2%)

INTU5.1%

-1,702(-4%)

MSGS0.1%

-541(-50%)

Exited

-408

HON

-4

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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