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
WAT Waters Corp. 0.24% 7,885 $3.0M No change
PANW Palo Alto Networks Inc. 0.24% 8,513 $2.9M No change
ADBE Adobe Inc. 0.23% 13,654 $2.8M No change
INTU Intuit Inc. 0.23% 10,651 $2.8M No change
RF Regions Financial Corp. 0.22% 89,545 $2.7M No change
SCHW Schwab (charles) Corp. 0.22% 29,547 $2.7M No change
IDXX Idexx Laboratories Inc. 0.22% 5,087 $2.7M No change
GS Goldman Sachs Group Inc. 0.21% 2,584 $2.6M No change
AMT American Tower Corp. 0.21% 15,594 $2.6M No change
SNPS Synopsys Inc. 0.21% 5,780 $2.6M No change
WSM Williams-Sonoma Inc. 0.21% 10,942 $2.6M No change
DGX Quest Diagnostics Inc. 0.21% 11,984 $2.5M No change
HBAN Huntington Bancshares Inc. 0.21% 141,619 $2.5M No change
ADSK Autodesk Inc. 0.20% 12,733 $2.5M No change
PLD Prologis Inc. 0.20% 17,970 $2.4M No change
HCA HCA Healthcare Inc. 0.20% 6,206 $2.4M No change
SBUX Starbucks Corp. 0.19% 23,468 $2.4M No change
MRSH Marsh & McLennan Cos 0.19% 14,306 $2.4M No change
NKE Nike Inc. Class B 0.19% 57,372 $2.4M No change
ACN Accenture PLC Class A 0.19% 19,075 $2.4M No change
ADI Analog Devices Inc. 0.19% 5,952 $2.4M No change
BSX Boston Scientific Corp. 0.18% 51,777 $2.2M No change
A Agilent Technologies Inc. 0.17% 15,922 $2.1M No change
TGT Target Corp. 0.17% 16,142 $2.1M No change
ETN Eaton Corp. PLC 0.16% 4,771 $2.0M No change
XYL Xylem Inc. 0.16% 16,699 $2.0M No change
ANET Arista Networks Inc. 0.16% 11,506 $2.0M No change
ES Eversource Energy 0.16% 26,867 $1.9M No change
FTNT Fortinet Inc. 0.16% 12,577 $1.9M No change
CSX CSX Corp. 0.15% 40,156 $1.9M No change
QCOM Qualcomm Inc. 0.15% 10,290 $1.9M No change
DECK Deckers Outdoor Corp. 0.15% 19,091 $1.9M No change
KMB Kimberly-Clark Corp. 0.15% 16,655 $1.8M No change
ZTS Zoetis Inc. 0.15% 25,355 $1.8M No change
CARR Carrier Global Corp. 0.15% 24,729 $1.8M No change
BBY Best Buy Co. Inc. 0.15% 23,410 $1.8M No change
TFC Truist Financial Corp. 0.14% 35,536 $1.8M No change
NTRS Northern Trust Corp. 0.14% 10,071 $1.8M No change
MAR Marriott International Class A 0.14% 4,705 $1.7M No change
ITW Illinois Tool Works 0.14% 6,140 $1.7M No change
CME Cme Group Inc. 0.13% 7,470 $1.6M No change
MDLZ Mondelez International Inc. Class A 0.13% 28,056 $1.6M No change
COF Capital One Financial Corp. 0.13% 8,144 $1.6M No change
HLT Hilton Worldwide Holdings Inc. 0.13% 4,788 $1.6M No change
UPS United Parcel Service Class B 0.13% 14,535 $1.6M No change
DVA Davita Inc. 0.13% 6,933 $1.5M No change
SPG Simon Property Group Inc. 0.12% 6,704 $1.5M No change
BR Broadridge Financial Solutio 0.12% 10,704 $1.5M No change
LII Lennox International Inc. 0.12% 2,537 $1.5M No change
CL Colgate-Palmolive Co. 0.12% 15,885 $1.5M No change
KR Kroger Co. 0.12% 26,134 $1.5M No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.11% 11,038 $1.4M No change
ICE Intercontinental Exchange Inc. 0.11% 11,371 $1.4M No change
SYF Synchrony Financial 0.11% 18,390 $1.4M No change
DELL Dell Technologies -C 0.11% 3,182 $1.4M No change
HUM Humana Inc. 0.11% 3,445 $1.4M No change
WST West Pharmaceutical Services 0.11% 3,813 $1.4M No change
MSI Motorola Solutions Inc. 0.11% 3,281 $1.4M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 8,937 $1.4M No change
CLX Clorox Company 0.11% 13,956 $1.3M No change
WDAY Workday Inc. Class A 0.11% 10,832 $1.3M No change
ALL Allstate Corp. 0.11% 5,475 $1.3M No change
ABT Abbott Laboratories 0.10% 13,873 $1.3M No change
T AT&T Inc. 0.10% 59,840 $1.2M No change
KDP Keurig Dr Pepper Inc. 0.09% 35,453 $1.2M No change
ROK Rockwell Automation Inc. 0.09% 2,311 $1.1M No change
CAH Cardinal Health Inc. 0.09% 4,814 $1.1M No change
CHD Church & Dwight Co. Inc. 0.09% 11,568 $1.1M No change
DLR Digital Realty Trust Inc. 0.09% 5,985 $1.1M No change
ISRG Intuitive Surgical Inc. 0.09% 2,678 $1.1M No change
UBER Uber Technologies Inc. 0.09% 14,567 $1.1M No change
MCHP Microchip Technology Inc. 0.08% 11,081 $1.0M No change
FSLR First Solar Inc. 0.08% 4,269 $1.0M No change
WAB Wabtec Corp. 0.08% 3,660 $987K No change
ZBH Zimmer Biomet Holdings Inc. 0.08% 11,426 $986K No change
APTV Aptiv PLC 0.08% 16,019 $983K No change
MTD Mettler-Toledo International 0.08% 740 $945K No change
PYPL PayPal Holdings Inc. 0.08% 21,617 $933K No change
AMP Ameriprise Financial Inc. 0.07% 2,014 $924K No change
BDX Becton Dickinson and Co. 0.07% 5,935 $898K No change
SYK Stryker Corp. 0.07% 2,828 $893K No change
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.07% 11,154 $888K No change
FIS Fidelity National Info Serv 0.07% 22,276 $866K No change
SYY Sysco Corp. 0.07% 10,276 $859K No change
HPQ HP Inc. 0.07% 37,300 $830K No change
CMCSA Comcast Corp. Class A 0.07% 33,441 $821K No change
ADM Archer-Daniels-Midland Co. 0.07% 10,730 $820K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.07% 3,430 $816K No change
ON On Semiconductor 0.07% 8,599 $813K No change
GE General Electric filed as GE AEROSPACE 0.07% 2,167 $810K No change
MCK McKesson Corp. 0.06% 1,041 $787K No change
COO The Cooper Cos Inc. 0.06% 10,904 $782K No change
USB US Bancorp 0.06% 12,555 $765K No change
AKAM Akamai Technologies Inc. 0.06% 6,363 $752K No change
OMC Omnicom Group 0.06% 9,983 $735K No change
WM Waste Management Inc. 0.06% 3,266 $728K No change
IQV Iqvia Holdings Inc. 0.06% 3,735 $722K No change
VTR Ventas Inc. 0.06% 8,071 $721K No change
CNC Centene Corp. 0.06% 10,914 $701K No change
REGN Regeneron Pharmaceuticals 0.06% 1,116 $696K No change
DXCM Dexcom Inc. 0.06% 10,244 $690K No change
KHC The Kraft Heinz Co. 0.05% 28,420 $671K No change
TMUS T-Mobile US Inc. 0.05% 3,976 $667K No change
IR Ingersoll-Rand Inc. 0.05% 7,822 $641K No change
PPG PPG Industries Inc. 0.05% 5,270 $639K No change
MOH Molina Healthcare Inc. 0.05% 2,647 $605K No change
EXC Exelon Corp. 0.05% 12,590 $587K No change
FDX FedEx Corp. 0.05% 1,860 $585K No change
RMD Resmed Inc. 0.05% 2,930 $571K No change
ROST Ross Stores Inc. 0.04% 2,563 $546K No change
MKC McCormick & Co.-Non VTG SHRS 0.04% 10,647 $537K No change
AVB Avalonbay Communities Inc. 0.04% 2,783 $530K No change
AWK American Water Works Co. Inc. 0.04% 4,021 $529K No change
PTC PTC Inc. 0.04% 4,655 $529K No change
AON Aon PLC Class A 0.04% 1,535 $509K No change
APO Apollo Global Management Inc. 0.04% 4,116 $487K No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.04% 6,981 $479K No change
OC Owens Corning 0.04% 2,834 $450K No change
F Ford Motor Co. filed as FORD MTR CO 0.04% 32,385 $450K No change
TEAM Atlassian Corp. Class A 0.04% 5,691 $443K No change
AIG American International Group 0.04% 5,885 $439K No change
ROP Roper Technologies Inc. 0.04% 1,276 $432K No change
FDS Factset Research Systems Inc. 0.03% 1,864 $429K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.03% 5,038 $398K No change
CTSH Cognizant Tech Solutions-A 0.03% 10,192 $395K No change
SBAC SBA Communications Corp. 0.03% 2,201 $388K No change
YUM Yum! Brands Inc. 0.03% 2,332 $373K No change
HUBS HubSpot Inc. 0.03% 1,944 $355K No change
CMG Chipotle Mexican Grill Inc. 0.03% 10,353 $352K No change
AVY Avery Dennison Corp. 0.02% 1,623 $263K No change
OTIS Otis Worldwide Corp. 0.02% 3,392 $243K No change
VGNT Versigent PLC 0.02% 5,339 $224K No change
LULU Lululemon Athletica Inc. 0.02% 1,835 $210K No change
AVTR Avantor Inc. 0.02% 21,126 $209K No change

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