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Home > Institutional Investor > Battery Global Advisors, Llc > Profile

Instuitional Investor - Battery Global Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Battery Global Advisors, Llc
Portfolio Value $130,516,453
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Intuit Inc.
 INTU 50,850 $31,782,615 24.35%
2.
Vanguard Index Fds
 88,810 $21,067,407 16.14%
3.
Vanguard Admiral Fds Inc
 29,492 $12,689,866 9.72%
4.
Payoneer Global Inc.
 PAYO 2,343,077 $12,207,431 9.35%
5.
Vanguard Tax-Managed Fds
 204,760 $9,808,004 7.51%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)