Institutional Fund
Battery Global Advisors, LLC
Boston, MACIK 15822725 filings on record
Portfolio Value
$186.17M
Q1 2026
Holdings
154
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-13.7%
from $215.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds30.3%
- Vanguard Tax-Managed Fds9.6%
- Intuit9.5%
- Vanguard Index Fds9.4%
- Payoneer Global Inc7.5%
- Vanguard Intl Equity Index F4.9%
- Other28.9%
Portfolio Holdings
154 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 175.7K | $56.36M | 30.3% | +175.3K | Added |
| 2 | Vanguard Tax-Managed Fds | 278.0K | $17.81M | 9.6% | +274.2K | Added |
| 3 | Intuit | 41.0K | $17.71M | 9.5% | +39.6K | Added |
| 4 | Vanguard Index Fds | 29.3K | $17.49M | 9.4% | +24.4K | Added |
| 5 | Payoneer Global Inc | 2.89M | $13.96M | 7.5% | 0 | Held |
| 6 | Vanguard Intl Equity Index F | 167.4K | $9.05M | 4.9% | +162.9K | Added |
| 7 | Ishares Gold Tr | 100.8K | $8.89M | 4.8% | +100.3K | Added |
| 8 | Spdr Index Shs Fds | 152.6K | $6.96M | 3.7% | 0 | Held |
| 9 | Vanguard Index Fds | 12.2K | $5.35M | 2.9% | −222.2K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 19.7K | $3.79M | 2.0% | +19.7K | Added |
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