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Portfolio (Quarterly) Guide ↗

Kintegral Advisory, LLC

· CIK 0001569518
13F Portfolio $1.1B AUM 233 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 Added 232 Reduced 1 Exited
Page 2 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC Healthcare 29,489.0 $10.4M 0.98% -1K -4.2% $351.85 -4.4%
22 AMAT APPLIED MATLS INC Technology 29,355.0 $10.0M 0.95% -1K -4.2% $341.79 +32.5%
23 CSCO CISCO SYS INC Technology 129,026.0 $10.0M 0.95% -6K -4.2% $77.59 +51.4%
24 META META PLATFORMS INC Communication Services 16,813.0 $9.6M 0.91% -745.0 -4.2% $572.13 +6.6%
25 KEYS KEYSIGHT TECHNOLOGIES INC Technology 33,663.0 $9.5M 0.90% -1K -4.2% $282.37 +24.6%
26 LRCX LAM RESEARCH CORP Technology 42,834.0 $9.2M 0.87% -2K -4.2% $213.92 +49.9%
27 AMD ADVANCED MICRO DEVICES INC Technology 41,724.0 $8.5M 0.81% -2K -4.2% $203.43 +144.9%
28 PG PROCTER & GAMBLE CO Consumer Defensive 56,302.0 $8.1M 0.77% -2K -4.2% $144.44 -0.9%
29 CAT CATERPILLAR INC Industrials 11,462.0 $8.1M 0.77% -508.0 -4.2% $708.46 +27.8%
30 C CITIGROUP INC Financial Services 67,756.0 $7.7M 0.73% -3K -4.2% $113.41 +10.7%
31 TXN TEXAS INSTRS INC Technology 39,516.0 $7.7M 0.73% -2K -4.2% $194.14 +66.4%
32 PEP PEPSICO INC Consumer Defensive 47,728.0 $7.4M 0.70% -2K -4.2% $155.29 -5.8%
33 SPGI S&P GLOBAL INC Financial Services 17,403.0 $7.4M 0.70% -772.0 -4.2% $425.34 -3.0%
34 BMY BRISTOL-MYERS SQUIBB CO Healthcare 116,111.0 $7.0M 0.67% -5K -4.2% $60.65 -4.0%
35 STT STATE STR CORP Financial Services 54,595.0 $6.9M 0.66% -2K -4.2% $126.56 +24.9%
36 TT TRANE TECHNOLOGIES PLC Industrials 16,496.0 $6.9M 0.65% -731.0 -4.2% $416.74 +10.3%
37 BLK BLACKROCK INC Financial Services 7,053.0 $6.8M 0.64% -313.0 -4.2% $961.71 +11.8%
38 CB CHUBB LTD SWITZ Financial Services 20,195.0 $6.6M 0.63% -895.0 -4.2% $326.90 -0.3%
39 VZ VERIZON COMMUNICATIONS INC Communication Services 130,715.0 $6.6M 0.62% -6K -4.2% $50.20 -3.2%
40 BAC BANK AMERICA CORP Financial Services 134,540.0 $6.6M 0.62% -6K -4.2% $48.75 +6.8%
Page 2 of 12  ·  233 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 34.5%
Financial Services 18.1%
Healthcare 14.1%
Communication Services 11.4%
Consumer Cyclical 7.5%
Industrials 6.1%
Consumer Defensive 4.6%
Real Estate 2.2%
Basic Materials 1.2%
Utilities 0.3%