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Portfolio (Quarterly) Guide ↗

Kintegral Advisory, LLC

· CIK 0001569518
13F Portfolio $1.2B AUM 234 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 234 New
Page 3 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 23,706.0 $7.0M 0.59% NEW $296.21 -15.4%
42 CAT CATERPILLAR INC Industrials 11,970.0 $6.9M 0.58% NEW $572.87 +58.6%
43 DIS DISNEY WALT CO Communication Services 59,609.0 $6.8M 0.58% NEW $114.54 -9.8%
44 TT TRANE TECHNOLOGIES PLC Industrials 17,227.0 $6.7M 0.57% NEW $389.20 +18.6%
45 CB CHUBB LIMITED Financial Services 21,090.0 $6.6M 0.56% NEW $313.12 +3.9%
46 BMY BRISTOL-MYERS SQUIBB CO Healthcare 121,259.0 $6.5M 0.55% NEW $53.94 +7.6%
47 ADP AUTOMATIC DATA PROCESSING IN Industrials 24,221.0 $6.3M 0.53% NEW $258.98 -15.7%
48 CENCORA INC 17,480.0 $5.9M 0.50% NEW $337.75
49 TEL TE CONNECTIVITY PLC Technology 25,764.0 $5.9M 0.50% NEW $227.51 -8.3%
50 ECL ECOLAB INC Basic Materials 21,885.0 $5.8M 0.49% NEW $263.27 -3.4%
51 ORCL ORACLE CORP Technology 29,273.0 $5.7M 0.48% NEW $194.91 -0.9%
52 EW EDWARDS LIFESCIENCES CORP Healthcare 66,323.0 $5.7M 0.48% NEW $85.25 +2.7%
53 DHR DANAHER CORPORATION Healthcare 24,317.0 $5.6M 0.47% NEW $229.24 -24.6%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 136,511.0 $5.6M 0.47% NEW $40.73 +18.7%
55 CBRE CBRE GROUP INC Real Estate 33,766.0 $5.4M 0.46% NEW $160.79 -19.3%
56 HIG HARTFORD INSURANCE GROUP INC Financial Services 38,641.0 $5.3M 0.45% NEW $138.42 -2.2%
57 ACN ACCENTURE PLC IRELAND Technology 19,921.0 $5.3M 0.45% NEW $268.30 -34.0%
58 INTC INTEL CORP Technology 143,647.0 $5.3M 0.45% NEW $36.90 +234.7%
59 NOW SERVICENOW INC Technology 34,055.0 $5.2M 0.44% NEW $153.19 -34.8%
60 BKNG BOOKING HOLDINGS INC Consumer Cyclical 972.0 $5.2M 0.44% NEW $5355.33 -97.0%
Page 3 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
Technology 35.6%
Financial Services 18.5%
Healthcare 13.6%
Communication Services 11.4%
Consumer Cyclical 7.9%
Industrials 5.5%
Consumer Defensive 4.1%
Real Estate 2.0%
Basic Materials 1.0%
Utilities 0.3%