Kintegral Advisory, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Kintegral Advisory, LLC reported 234 stock positions worth $1.2 billion. Its top holding was Nvidia (NVDA) at 9.3% of the portfolio, followed by Alphabet Class A (GOOGL, 6.0%) and Microsoft (MSFT, 5.1%). Its holdings were unchanged from Q1 2026.

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001569518
Portfolio Value
$1.2B (Q2 2026)
SEC Filing
0000919574-26-004656 ↗ filed Jul 29, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $992.1M Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.2B $1.2B Q2 2026

Holdings 234 stocks · $1.2B
NVDA Nvidia Corp. 9.32% 574,295 $114.9M No change
GOOGL Alphabet Inc. Class A 5.99% 206,817 $73.9M No change
MSFT Microsoft Corp. 5.12% 169,250 $63.1M No change
AAPL Apple Inc. 4.07% 173,487 $50.2M No change
TSLA Tesla Inc. 2.48% 72,601 $30.5M No change
GOOG Alphabet Inc. Class C 2.24% 78,165 $27.6M No change
AMD Advanced Micro Devices 1.97% 41,724 $24.2M No change
AMAT Applied Materials Inc. 1.72% 29,355 $21.2M No change
INTC Intel Corp. 1.56% 137,548 $19.2M No change
LRCX Lam Research Corp. 1.51% 42,834 $18.6M No change
LLY Eli Lilly & Co. 1.48% 15,208 $18.2M No change
MS Morgan Stanley 1.45% 85,516 $17.9M No change
AMZN Amazon.com Inc. 1.37% 70,690 $16.8M No change
CSCO Cisco Systems Inc. 1.23% 129,026 $15.2M No change
V Visa Inc. Class A 1.19% 42,849 $14.7M No change
GILD Gilead Sciences Inc. 1.18% 115,097 $14.5M No change
BNY Bank of New York Mellon Corp. 1.15% 98,105 $14.2M No change
AVGO Broadcom Inc. 1.15% 37,397 $14.1M No change
KO The Coca-Cola Co. 1.14% 171,609 $14.0M No change
ABBV Abbvie Inc. 1.07% 52,394 $13.2M No change
AXP American Express Co. 1.06% 38,597 $13.1M No change
MU Micron Technology Inc. 1.06% 11,303 $13.0M No change
JPM JPMorgan Chase & Co. 1.05% 39,744 $13.0M No change
CAT Caterpillar Inc. 0.99% 11,462 $12.2M No change
MRK Merck & Co. Inc. 0.96% 91,933 $11.9M No change
KEYS Keysight Technologies Inc. 0.96% 33,663 $11.8M No change
TXN Texas Instruments Inc. 0.95% 39,516 $11.8M No change
MA Mastercard Inc. Class A 0.95% 22,882 $11.8M No change
HD Home Depot Inc. 0.92% 32,013 $11.3M No change
AMGN Amgen Inc. 0.87% 29,489 $10.7M No change
C Citigroup Inc. 0.77% 67,756 $9.5M No change
META Meta Platforms Inc. Class A 0.77% 16,813 $9.5M No change
STT State Street Corp. 0.75% 54,595 $9.3M No change
PG The Procter & Gamble Co. 0.67% 56,302 $8.3M No change
TT Trane Technologies PLC 0.66% 16,496 $8.1M No change
BAC Bank of America Corp. 0.62% 134,540 $7.7M No change
SPGI S&P Global Inc. 0.57% 17,403 $7.1M No change
CB Chubb Ltd. 0.56% 20,195 $6.9M No change
BLK BlackRock Inc. 0.55% 7,053 $6.8M No change
BMY Bristol-Myers Squibb Co. 0.54% 116,111 $6.7M No change
MCO Moody's Corp. 0.54% 14,623 $6.6M No change
PEP Pepsico Inc. 0.52% 47,728 $6.5M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.52% 22,700 $6.4M No change
CVS CVS Health Corp. 0.52% 61,479 $6.4M No change
STX Seagate Technology Holdings 0.52% 6,581 $6.4M No change
ECL Ecolab Inc. 0.47% 20,956 $5.9M No change
CRH CRH PLC 0.47% 53,911 $5.8M No change
CMI Cummins Inc. 0.47% 8,072 $5.8M No change
EW Edwards Lifesciences Corp. 0.47% 63,507 $5.7M No change
NDAQ Nasdaq Inc. 0.46% 71,384 $5.6M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.45% 57,078 $5.5M No change
VZ Verizon Communications Inc. 0.45% 130,715 $5.5M No change
ILMN Illumina Inc. 0.45% 31,356 $5.5M No change
LIN Linde PLC 0.43% 10,253 $5.3M No change
ADP Automatic Data Processing 0.42% 23,193 $5.2M No change
CRM Salesforce Inc. 0.41% 31,892 $5.0M No change
TEL Te Connectivity PLC 0.40% 24,670 $5.0M No change
HIG Hartford Insurance Group Inc. 0.40% 37,000 $4.9M No change
HPE Hewlett Packard Enterprise 0.39% 107,597 $4.9M No change
PFG Principal Financial Group 0.39% 45,133 $4.9M No change
COR Cencora Inc. 0.38% 16,738 $4.7M No change
AFL Aflac Inc. 0.38% 40,126 $4.7M No change
CDNS Cadence Design SYS Inc. 0.38% 12,351 $4.6M No change
LOW Lowe's Cos Inc. 0.36% 20,166 $4.4M No change
DHR Danaher Corp. 0.36% 23,285 $4.4M No change
CBRE CBRE Group Inc. Class A 0.35% 32,332 $4.4M No change
TMO Thermo Fisher Scientific Inc. 0.34% 8,473 $4.3M No change
MET Metlife Inc. 0.34% 50,099 $4.2M No change
MMM 3M Co. 0.34% 26,096 $4.2M No change
WELL Welltower Inc. 0.34% 18,451 $4.2M No change
BKNG Booking Holdings Inc. 0.34% 23,275 $4.1M No change
CI The Cigna Group 0.34% 15,038 $4.1M No change
EQIX Equinix Inc. 0.34% 3,969 $4.1M No change
CNH CNH Industrial NV 0.33% 366,397 $4.1M No change
ORCL Oracle Corp. 0.33% 28,030 $4.1M No change
EA Electronic Arts Inc. 0.33% 19,881 $4.1M No change
GLW Corning Inc. 0.33% 15,765 $4.0M No change
PGR Progressive Corp. 0.32% 17,922 $3.9M No change
BIIB Biogen Inc. 0.31% 17,946 $3.9M No change
MDT Medtronic PLC 0.31% 48,998 $3.9M No change
JCI Johnson Controls Internation 0.31% 26,403 $3.9M No change
PFE Pfizer Inc. 0.31% 160,592 $3.9M No change
GWW WW Grainger Inc. 0.30% 2,701 $3.7M No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.29% 31,356 $3.6M No change
TRV The Travelers Cos Inc. 0.28% 10,613 $3.5M No change
GIS General Mills Inc. 0.28% 100,381 $3.5M No change
FERG Ferguson Enterprises Inc. 0.28% 14,367 $3.4M No change
UNP Union Pacific Corp. 0.28% 12,552 $3.4M No change
MRVL Marvell Technology Inc. 0.27% 11,067 $3.3M No change
DE Deere & Co. 0.26% 5,132 $3.3M No change
PRU Prudential Financial Inc. 0.26% 30,036 $3.2M No change
NOW ServiceNow Inc. 0.26% 32,609 $3.2M No change
PNC PNC Financial Services Group 0.26% 13,055 $3.2M No change
VRTX Vertex Pharmaceuticals Inc. 0.26% 6,397 $3.2M No change
UNH Unitedhealth Group Inc. 0.26% 7,594 $3.2M No change
NXPI NXP Semiconductors NV 0.25% 11,033 $3.1M No change
TWLO Twilio Inc. Class A 0.25% 14,835 $3.1M No change
PNR Pentair PLC 0.24% 39,189 $3.0M No change
NFLX Netflix Inc. 0.24% 42,054 $3.0M No change
KLAC KLA Corp. 0.24% 9,870 $3.0M No change

Show all 234 holdings

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 234$1.2BNVDA, GOOGL, MSFT, AAPL, TSLA
Q1 2026 233$1.1BNVDA, MSFT, GOOGL, AAPL, TSLA
Q4 2025 234$1.2BNVDA, MSFT, GOOGL, AAPL, TSLA
Q3 2025 235$1.2BNVDA, MSFT, GOOGL, AAPL, TSLA
Q2 2025 237$1.1BNVDA, MSFT, GOOGL, AAPL, TSLA
Q1 2025Amended 238$992.1MMSFT, NVDA, AAPL, GOOGL, TSLA
Q4 2024 238$1.1BNVDA, MSFT, AAPL, GOOGL, TSLA
Q3 2024 238$1.1BMSFT, NVDA, AAPL, GOOGL, TSLA
Q2 2024 238$1.0BMSFT, NVDA, GOOGL, AAPL, TSLA
Q1 2024 261$1.0BNVDA, MSFT, AAPL, GOOGL, GOOG