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Kintegral Advisory, LLC

Q2 2023 · 13F-HR

Kintegral Advisory, LLCholdings as filed

Filed 2023-08-02 · accession 0000919574-23-004288

$844.2M
Reported value
260
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$71.0M8.40%208,353CommonSHARED
67066G104NVDANVIDIA CORPORATION$43.1M5.11%101,995CommonSHARED
037833100AAPLAPPLE INC$42.9M5.08%221,162CommonSHARED
02079K305GOOGLALPHABET INC$28.9M3.42%241,075CommonSHARED
88160R101TSLATESLA INC$19.4M2.30%74,290CommonSHARED
02079K107GOOGALPHABET INC$13.6M1.62%112,761CommonSHARED
92826C839VVISA INC$12.3M1.45%51,627CommonSHARED
00724F101ADBEADOBE SYSTEMS INCORPORATED$12.1M1.43%24,747CommonSHARED
437076102HDHOME DEPOT INC$12.0M1.42%38,484CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$10.8M1.28%27,411CommonSHARED
58933Y105MRKMERCK & CO INC$10.6M1.26%91,558CommonSHARED
742718109PGPROCTER AND GAMBLE CO$10.1M1.19%66,393CommonSHARED
023135106AMZNAMAZON COM INC$9.8M1.16%75,312CommonSHARED
713448108PEPPEPSICO INC$9.6M1.14%51,828CommonSHARED
191216100KOCOCA COLA CO$8.8M1.04%144,432CommonSHARED
30303M102METAMETA PLATFORMS INC$8.5M1.00%29,549CommonSHARED
79466L302CRMSALESFORCE INC$8.1M0.96%38,252CommonSHARED
78409V104SPGIS&P GLOBAL INC$7.9M0.94%19,712CommonSHARED
17275R102CSCOCISCO SYS INC$7.7M0.92%149,510CommonSHARED
025816109AXPAMERICAN EXPRESS CO$7.7M0.91%44,100CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$7.6M0.90%110,403CommonSHARED
532457108LLYLILLY ELI & CO$7.5M0.89%16,057CommonSHARED
00287Y109ABBVABBVIE INC$7.3M0.87%54,246CommonSHARED
882508104TXNTEXAS INSTRS INC$7.2M0.86%40,159CommonSHARED
617446448MSMORGAN STANLEY$7.1M0.84%82,736CommonSHARED
654106103NKENIKE INC$7.1M0.84%63,681CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$7.0M0.82%22,537CommonSHARED
031162100AMGNAMGEN INC$6.7M0.80%30,246CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$6.7M0.79%46,094CommonSHARED
038222105AMATAPPLIED MATLS INC$6.6M0.78%45,503CommonSHARED
278865100ECLECOLAB INC$6.6M0.78%35,029CommonSHARED
375558103GILDGILEAD SCIENCES INC$6.3M0.74%81,575CommonSHARED
458140100INTCINTEL CORP$6.3M0.74%187,179CommonSHARED
09247X101BLKCHFBLACKROCK INC$6.2M0.73%8,953CommonSHARED
615369105MCOMOODYS CORP$5.9M0.69%16,844CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$5.8M0.69%12,058CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$5.7M0.68%153,980CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$5.6M0.67%49,543CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$5.6M0.66%72,084CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$5.2M0.62%27,693CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$5.0M0.60%78,913CommonSHARED
548661107LOWLOWES COS INC$5.0M0.60%22,317CommonSHARED
580135101MCDMCDONALDS CORP$4.9M0.59%16,574CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$4.8M0.57%10,574CommonSHARED
254687106DISDISNEY WALT CO$4.8M0.57%54,170CommonSHARED
12504L109CBRECBRE GROUP INC$4.8M0.57%59,648CommonSHARED
579780206MKCMCCORMICK & CO INC$4.8M0.56%54,677CommonSHARED
384802104GWWGRAINGER W W INC$4.8M0.56%6,041CommonSHARED
744320102PRUPRUDENTIAL FINL INC$4.8M0.56%53,896CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$4.7M0.55%21,152CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$4.6M0.54%102,419CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$4.5M0.53%36,875CommonSHARED
98978V103ZTSZOETIS INC$4.4M0.52%25,405CommonSHARED
81762P102NOWSERVICENOW INC$4.4M0.52%7,782CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$4.3M0.51%11,226CommonSHARED
68389X105ORCLORACLE CORP$4.3M0.50%35,784CommonSHARED
857477103STTSTATE STR CORP$4.1M0.49%55,771CommonSHARED
149123101CATCATERPILLAR INC$4.1M0.49%16,692CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$4.0M0.48%104,369CommonSHARED
H1467J104CBCHUBB LIMITED$4.0M0.47%20,691CommonSHARED
487836108KKELLOGG CO$3.9M0.47%58,503CommonSHARED
231021106CMICUMMINS INC$3.9M0.46%15,907CommonSHARED
125523100CITHE CIGNA GROUP$3.9M0.46%13,840CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.9M0.46%7,422CommonSHARED
418056107HASHASBRO INC$3.9M0.46%59,597CommonSHARED
060505104BACBANK AMERICA CORP$3.8M0.45%133,353CommonSHARED
189054109CLXCLOROX CO DEL$3.8M0.45%23,791CommonSHARED
74340W103PLDPROLOGIS INC.$3.8M0.45%30,749CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$3.7M0.43%5,680CommonSHARED
09062X103BIIBBIOGEN INC$3.7M0.43%12,850CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.6M0.42%10,195CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$3.6M0.42%18,199CommonSHARED
370334104GISGENERAL MLS INC$3.5M0.42%45,861CommonSHARED
88579Y101MMM3M CO$3.4M0.41%34,436CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$3.3M0.40%29,800CommonSHARED
172967424CCITIGROUP INC$3.3M0.39%72,154CommonSHARED
H84989104TEL1USDTE CONNECTIVITY LTD$3.3M0.39%23,676CommonSHARED
345370860FFORD MTR CO DEL$3.3M0.39%216,984CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$3.3M0.39%13,982CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$3.2M0.38%24,135CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$3.2M0.37%39,210CommonSHARED
98419M100XYLXYLEM INC$3.2M0.37%27,987CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$3.1M0.37%33,030CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$3.1M0.37%16,129CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$3.1M0.36%17,131CommonSHARED
11135F101AVGOBROADCOM INC$3.1M0.36%3,517CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$3.0M0.36%41,458CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$3.0M0.35%27,002CommonSHARED
303075105FDSFACTSET RESH SYS INC$2.9M0.34%7,219CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$2.9M0.34%20,713CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$2.8M0.33%23,435CommonSHARED
452327109ILMNILLUMINA INC$2.8M0.33%14,892CommonSHARED
244199105DEDEERE & CO$2.8M0.33%6,805CommonSHARED
941848103WATWATERS CORP$2.7M0.32%10,157CommonSHARED
086516101BBYBEST BUY INC$2.5M0.30%30,598CommonSHARED
45168D104IDXXIDEXX LABS INC$2.5M0.30%5,010CommonSHARED
95040Q104WELLWELLTOWER INC$2.5M0.29%30,605CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$2.4M0.29%905CommonSHARED
59156R108METMETLIFE INC$2.3M0.27%40,736CommonSHARED
126650100CVSCVS HEALTH CORP$2.3M0.27%33,258CommonSHARED
609207105MDLZMONDELEZ INTL INC$2.3M0.27%31,240CommonSHARED
855244109SBUXSTARBUCKS CORP$2.2M0.26%22,317CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$2.2M0.26%10,601CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.1M0.25%125,330CommonSHARED
20030N101CMCSACOMCAST CORP NEW$2.1M0.25%50,532CommonSHARED
87612E106TGTTARGET CORP$2.1M0.25%15,808CommonSHARED
717081103PFEPFIZER INC$2.0M0.24%54,342CommonSHARED
052769106ADSKAUTODESK INC$2.0M0.24%9,728CommonSHARED
G16962105BGUSDBUNGE LIMITED$2.0M0.23%20,741CommonSHARED
30040W108ESEVERSOURCE ENERGY$1.9M0.23%27,425CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.9M0.23%1,457CommonSHARED
12572Q105CMECME GROUP INC$1.9M0.22%10,098CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$1.9M0.22%10,768CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$1.8M0.22%100,931CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$1.8M0.21%27,147CommonSHARED
G6095L109APTIV PLC$1.7M0.20%16,519CommonSHARED
002824100ABTABBOTT LABS$1.6M0.19%14,947CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$1.6M0.19%11,501CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$1.6M0.19%6,368CommonSHARED
665859104NTRSNORTHERN TR CORP$1.6M0.19%21,321CommonSHARED
075887109BDXBECTON DICKINSON & CO$1.6M0.19%5,958CommonSHARED
444859102HUMHUMANA INC$1.6M0.19%3,488CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$1.6M0.18%5,878CommonSHARED
40434L105HPQHP INC$1.6M0.18%50,156CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.5M0.18%10,534CommonSHARED
12541W209CHRWC H ROBINSON WORLDWIDE INC$1.5M0.18%15,847CommonSHARED
743315103PGRPROGRESSIVE CORP$1.5M0.18%11,178CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$1.5M0.17%134,698CommonSHARED
64110L106NFLXNETFLIX INC$1.5M0.17%3,315CommonSHARED
45784P101PODDINSULET CORP$1.5M0.17%5,042CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$1.5M0.17%25,629CommonSHARED
285512109EAELECTRONIC ARTS INC$1.5M0.17%11,197CommonSHARED
871607107SNPSSYNOPSYS INC$1.4M0.17%3,293CommonSHARED
98138H101WDAYWORKDAY INC$1.4M0.17%6,265CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.17%12,346CommonSHARED
682189105ONON SEMICONDUCTOR CORP$1.4M0.16%14,653CommonSHARED
032654105ADIANALOG DEVICES INC$1.4M0.16%7,100CommonSHARED
747525103QCOMQUALCOMM INC$1.4M0.16%11,375CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.3M0.16%7,915CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$1.3M0.15%4,429CommonSHARED
501044101KRKROGER CO$1.3M0.15%27,541CommonSHARED
00206R102TAT&T INC$1.2M0.15%78,109CommonSHARED
03662Q105AKXANSYS INC$1.2M0.15%3,766CommonSHARED
235851102DHRDANAHER CORPORATION$1.2M0.14%4,893CommonSHARED
761152107RMDRESMED INC$1.1M0.14%5,246CommonSHARED
89832Q109TFCTRUIST FINL CORP$1.1M0.14%37,665CommonSHARED
436440101HO1HOLOGIC INC$1.1M0.13%13,991CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$1.1M0.13%8,755CommonSHARED
571903202MARMARRIOTT INTL INC NEW$1.1M0.13%6,000CommonSHARED
518439104ELLAUDER ESTEE COS INC$1.1M0.13%5,529CommonSHARED
501889208LKQLKQ CORP$1.1M0.13%18,308CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$1.1M0.13%19,442CommonSHARED
G5960L103MDTMEDTRONIC PLC$1.0M0.12%11,715CommonSHARED
46266C105IQVIQVIA HLDGS INC$1.0M0.12%4,599CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$1.0M0.12%4,534CommonSHARED
896239100TRMBTRIMBLE INC$1.0M0.12%19,173CommonSHARED
92276F100VTRVENTAS INC$998,7320.12%20,929CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$992,9260.12%11,083CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$992,3620.12%19,889CommonSHARED
928563402VMWAVMWARE INC$983,8450.12%6,847CommonSHARED
91879Q109MTNVAIL RESORTS INC$947,2560.11%3,732CommonSHARED
G29183103ETNEATON CORP PLC$938,7350.11%4,668CommonSHARED
871829107SYYSYSCO CORP$932,1750.11%12,563CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$931,6580.11%29,794CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$929,5600.11%2,882CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$925,5250.11%4,186CommonSHARED
15135B101CNCCENTENE CORP DEL$920,4230.11%13,646CommonSHARED
690742101OCOWENS CORNING NEW$899,9280.11%6,896CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$861,0190.10%7,456CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$853,0880.10%14,826CommonSHARED
253868103DLRDIGITAL RLTY TR INC$843,8910.10%7,411CommonSHARED
863667101SYKSTRYKER CORPORATION$819,6510.10%2,680CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$810,1250.10%12,410CommonSHARED
872540109TJXTJX COS INC NEW$791,7690.09%9,338CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$781,8430.09%6,691CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$769,1250.09%10,179CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$752,3310.09%12,585CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$742,5800.09%2,254CommonSHARED
G0250X107AMCRAMCOR PLC$737,2230.09%73,870CommonSHARED
693506107PPGPPG INDS INC$721,1830.09%4,863CommonSHARED
31428X106FDXFEDEX CORP$711,8500.08%2,857CommonSHARED
679295105OKTAOKTA INC$705,9830.08%10,180CommonSHARED
46284V101IRMIRON MTN INC DEL$695,8100.08%12,114CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$687,5440.08%1,430CommonSHARED
872590104TMUST-MOBILE US INC$668,2480.08%4,811CommonSHARED
03076C106AMPAMERIPRISE FINL INC$667,3090.08%2,009CommonSHARED
550021109LULULULULEMON ATHLETICA INC$661,2390.08%1,747CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$643,3760.08%6,419CommonSHARED
219350105GLWCORNING INC$636,7470.08%18,172CommonSHARED
03073E105CORAMERISOURCEBERGEN CORP$620,9720.07%3,227CommonSHARED
852234103XYZBLOCK INC$612,5770.07%9,202CommonSHARED
500754106KHCKRAFT HEINZ CO$607,7950.07%17,121CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$595,3380.07%2,330CommonSHARED
020002101ALLALLSTATE CORP$589,8840.07%5,366CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$587,5120.07%2,535CommonSHARED
00507V109AIYACTIVISION BLIZZARD INC$585,5480.07%6,946CommonSHARED
G0403H108AONAON PLC$585,4590.07%1,696CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$584,0240.07%3,059CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$580,9810.07%10,741CommonSHARED
918204108VFCV F CORP$564,2810.07%29,559CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$555,2090.07%12,861CommonSHARED
29476L107EQREQUITY RESIDENTIAL$552,9830.07%8,299CommonSHARED
94106L109WMWASTE MGMT INC DEL$547,1400.06%3,155CommonSHARED
90384S303ULTAULTA BEAUTY INC$534,1250.06%1,135CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$515,7870.06%1,404CommonSHARED
278642103EBAYEBAY INC.$512,5940.06%11,470CommonSHARED
G491BT108IVZINVESCO LTD$505,5270.06%30,073CommonSHARED
770323103RHIROBERT HALF INTL INC$498,0320.06%6,621CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$494,3560.06%688CommonSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$494,0090.06%6,866CommonSHARED
23918K108DVADAVITA INC$492,8050.06%4,905CommonSHARED
58155Q103MCKMCKESSON CORP$480,4760.06%1,123CommonSHARED
260003108DOVDOVER CORP$456,2380.05%3,090CommonSHARED
89400J107TRUTRANSUNION$454,9410.05%5,808CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$446,7370.05%4,699CommonSHARED
681919106OMCOMNICOM GROUP INC$445,1270.05%4,644CommonSHARED
216648402COOPER COS INC$441,7110.05%1,152CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$436,5610.05%3,944CommonSHARED
H2906T109GRMNGARMIN LTD$434,8890.05%4,170CommonSHARED
854502101SWKSTANLEY BLACK & DECKER INC$422,4450.05%4,508CommonSHARED
902973304USBUS BANCORP DEL$421,5140.05%12,575CommonSHARED
55261F104MTBM & T BK CORP$416,8240.05%3,368CommonSHARED
143130102KMXCARMAX INC$415,5700.05%4,965CommonSHARED
929740108WABWABTEC$406,8760.05%3,710CommonSHARED
90138F102TWLOTWILIO INC$395,3350.05%6,214CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$393,1330.05%11,590CommonSHARED
911363109URIUNITED RENTALS INC$381,2370.05%856CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$377,3600.04%6,031CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$376,2320.04%6,550CommonSHARED
988498101YUMYUM BRANDS INC$364,2480.04%2,629CommonSHARED
756109104OREALTY INCOME CORP$351,2060.04%5,849CommonSHARED
001055102AFLAFLAC INC$349,1400.04%5,002CommonSHARED
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$341,5830.04%4,504CommonSHARED
205887102CAGCONAGRA BRANDS INC$334,7050.04%9,926CommonSHARED
69370C100PTCPTC INC$326,2940.04%2,293CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$324,5520.04%4,543CommonSHARED
574599106MASMASCO CORP$322,3030.04%5,617CommonSHARED
902653104UDRUDR INC$320,3530.04%7,457CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$318,5890.04%3,545CommonSHARED
70432V102PAYCPAYCOM SOFTWARE INC$318,3490.04%991CommonSHARED
704326107PAYXPAYCHEX INC$318,1580.04%2,844CommonSHARED
256746108DLTRDOLLAR TREE INC$308,5250.04%2,150CommonSHARED
832696405SJMSMUCKER J M CO$306,8580.04%2,078CommonSHARED
22052L104CTVACORTEVA INC$304,7790.04%5,319CommonSHARED
053611109AVYAVERY DENNISON CORP$303,0550.04%1,764CommonSHARED
55354G100MSCIMSCI INC$302,6920.04%645CommonSHARED
45167R104IEXIDEX CORP$299,8570.04%1,393CommonSHARED
34959J108FTVFORTIVE CORP$298,6310.04%3,994CommonSHARED
427866108HSYHERSHEY CO$286,9050.03%1,149CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$271,9100.03%10,426CommonSHARED
44107P104HSTHOST HOTELS & RESORTS INC$266,3650.03%15,687CommonSHARED
668771108GENGEN DIGITAL INC$265,6170.03%14,319CommonSHARED
37940X102GPNGLOBAL PMTS INC$236,4480.03%2,400CommonSHARED
101121101BXPBOSTON PROPERTIES INC$227,2520.03%3,880CommonSHARED
071813109BAXBAXTER INTL INC$214,1190.03%4,670CommonSHARED
493267108KEYKEYCORP$196,0360.02%21,216CommonSHARED
049468101TEAMATLASSIAN CORPORATION$171,5020.02%1,022CommonSHARED
72919P202PLUGPLUG POWER INC$156,9510.02%15,106CommonSHARED
57638P104MBCMASTERBRAND INC$79,8520.01%6,866CommonSHARED
33616C100FRCBFIRST REP BK SAN FRANCISCO C$2,3080.00%4,196CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.