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Portfolio (Quarterly) Guide ↗

Battery Global Advisors, LLC

· CIK 0001582272
13F Portfolio $216M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 234 New
Page 10 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JNJ JOHNSON & JOHNSON Healthcare 12.0 $3K 0.00% NEW $228.00 +1.0%
182 VLTO VERALTO CORP Industrials 27.0 $3K 0.00% NEW $100.52 -14.4%
183 INTC INTEL CORP Technology 4.0 $3K 0.00% NEW $676.50 -81.7%
184 NET CLOUDFLARE INC Technology 46.0 $3K 0.00% NEW $58.41 +272.4%
185 LMT LOCKHEED MARTIN CORP Industrials 60.0 $3K 0.00% NEW $44.53 +1096.6%
186 DLTR DOLLAR TREE INC Consumer Defensive 19.0 $3K 0.00% NEW $132.79 -29.4%
187 TRU TRANSUNION Industrials 29.0 $2K 0.00% NEW $85.76 -17.7%
188 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 50.0 $2K 0.00% NEW $49.70 -3.9%
189 ETN EATON CORP PLC Industrials 287.0 $2K 0.00% NEW $8.46 +4665.2%
190 COF CAPITAL ONE FINL CORP Financial Services 10.0 $2K 0.00% NEW $242.40 -23.1%
191 PEGA PEGASYSTEMS INC Technology 40.0 $2K 0.00% NEW $59.73 -42.5%
192 EA ELECTRONIC ARTS INC Communication Services 105.0 $2K 0.00% NEW $22.63 +788.8%
193 BBUC BROOKFIELD BUSINESS CORP Financial Services 65.0 $2K 0.00% NEW $35.88 -5.8%
194 CARR CARRIER GLOBAL CORPORATION Industrials 44.0 $2K 0.00% NEW $52.84 +22.8%
195 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 9.0 $2K 0.00% NEW $256.00 -13.8%
196 CCL CARNIVAL CORP Consumer Cyclical 75.0 $2K 0.00% NEW $30.55 -12.6%
197 IBM INTERNATIONAL BUSINESS MACHS Technology 44.0 $2K 0.00% NEW $51.20 +389.6%
198 PSKY PARAMOUNT SKYDANCE CORP Communication Services 12.0 $2K 0.00% NEW $184.17 -94.4%
199 DD DUPONT DE NEMOURS INC Basic Materials 18.0 $2K 0.00% NEW $119.67 -58.7%
200 MKL MARKEL GROUP INC Financial Services 1.0 $2K 0.00% NEW $2150.00 -13.6%
Page 10 of 12  ·  234 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 43.4%
Technology 34.3%
Financial Services 9.9%
Communication Services 4.8%
Industrials 4.2%
Consumer Cyclical 1.0%
Consumer Defensive 0.8%
Basic Materials 0.7%
Utilities 0.4%
Real Estate 0.4%