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Portfolio (Quarterly) Guide ↗

Battery Global Advisors, LLC

· CIK 0001582272
13F Portfolio $186M AUM 154 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 56 Added 46 Reduced 84 Exited
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 MCO MOODYS CORP Financial Services 3 $533.0 SOLD
82 PHIN PHINIA INC Consumer Cyclical 6 $376.0 SOLD
83 NWS NEWS CORP NEW Communication Services 24 $323.0 SOLD
84 HOOD ROBINHOOD MKTS INC Financial Services 13 $256.0 SOLD
Page 5 of 5  ·  84 positions
Sector Allocation
Technology 64.6%
Financial Services 21.4%
Communication Services 5.3%
Healthcare 2.3%
Real Estate 2.0%
Industrials 1.6%
Energy 0.9%
Basic Materials 0.6%
Consumer Cyclical 0.6%
Consumer Defensive 0.6%