Battery Global Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
234
Total value ($000)
$215,809
Net value change ($000)
+3,110 (1.5%)
New positions
86
Sold out positions
0
Turnover %
16.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VT 62,657 12049.4%
ISRG 27,130 NEW
VOOG 22,305 4425.6%
VBK 17,259 1573.3%
ACWI 8,579 3574.6%
VUG 6,727 114.5%
VV 4,466 296.5%
IQV 2,417 8951.9%
LNC 2,349 NEW
MU 2,012 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTI -62,403 -99.6%
INTU -27,918 -99.8%
VEA -21,474 -97.6%
VOO -16,439 -91.5%
VWO -11,333 -92.2%
IAU -7,741 -95.6%
RSP -2,405 -99.8%
KCCA -2,376 -99.6%
MSFT -2,030 -99.6%
PAYO -1,243 -7.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type