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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 4 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CBRE CBRE GROUP INC Real Estate 32,332.0 $4.4M 0.41% -1K -4.2% $135.46 -4.4%
62 CMI CUMMINS INC Industrials 8,072.0 $4.3M 0.41% -358.0 -4.2% $538.02 +23.3%
63 MDT MEDTRONIC PLC Healthcare 48,998.0 $4.3M 0.41% -2K -4.2% $87.36 -11.0%
64 TMO THERMO FISHER SCIENTIFIC INC Healthcare 8,473.0 $4.2M 0.40% -376.0 -4.2% $492.00 -8.8%
65 ORCL ORACLE CORP Technology 28,030.0 $4.1M 0.39% -1K -4.2% $147.11 +30.4%
66 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 45,133.0 $4.1M 0.39% -2K -4.2% $90.11 +16.0%
67 EA ELECTRONIC ARTS INC Communication Services 19,881.0 $4.1M 0.38% -882.0 -4.2% $203.87 -1.5%
68 NFLX NETFLIX INC. Communication Services 42,054.0 $4.0M 0.38% -2K -4.2% $96.15 -8.8%
69 CNH INDL N V 366,397.0 $4.0M 0.38% -16K -4.2% $11.00
70 CI THE CIGNA GROUP Healthcare 15,038.0 $4.0M 0.38% -667.0 -4.2% $266.75 +5.2%
71 BKNG BOOKING HOLDINGS INC Consumer Cyclical 931.0 $3.9M 0.37% -41.0 -4.2% $4210.32 -96.1%
72 EQIX EQUINIX INC Real Estate 3,969.0 $3.9M 0.37% -176.0 -4.2% $980.24 +10.3%
73 ILMN ILLUMINA INC Healthcare 31,356.0 $3.9M 0.37% -1K -4.2% $123.26 +17.5%
74 MU MICRON TECHNOLOGY INC Technology 11,303.0 $3.8M 0.36% -501.0 -4.2% $337.99 +169.5%
75 MMM 3M CO Industrials 26,096.0 $3.8M 0.36% -1K -4.2% $145.23 +5.9%
76 ACN ACCENTURE PLC IRELAND Technology 19,075.0 $3.8M 0.36% -846.0 -4.2% $198.29 -10.3%
77 GIS GENERAL MILLS INC Consumer Defensive 100,381.0 $3.7M 0.35% -4K -4.2% $37.22 -10.8%
78 WELL WELLTOWER INC Real Estate 18,451.0 $3.6M 0.35% -818.0 -4.2% $197.71 +10.0%
79 PGR PROGRESSIVE CORP Financial Services 17,922.0 $3.6M 0.34% -795.0 -4.2% $198.24 +0.0%
80 MET METLIFE INC Financial Services 50,099.0 $3.5M 0.34% -2K -4.2% $70.72 +17.3%
Page 4 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%