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Kintegral Advisory, LLC

Q3 2023 · 13F-HR

Kintegral Advisory, LLCholdings as filed

Filed 2023-10-12 · accession 0000919574-23-005631

$809.5M
Reported value
259
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$65.7M8.12%208,230CommonSHARED
67066G104NVDANVIDIA CORPORATION$44.3M5.48%101,935CommonSHARED
037833100AAPLAPPLE INC$37.8M4.67%221,031CommonSHARED
02079K305GOOGLALPHABET INC$31.5M3.89%240,932CommonSHARED
88160R101TSLATESLA INC$18.6M2.29%74,246CommonSHARED
02079K107GOOGALPHABET INC$14.9M1.84%112,694CommonSHARED
00724F101ADBEADOBE INC$12.6M1.56%24,732CommonSHARED
92826C839VVISA INC$11.9M1.47%51,596CommonSHARED
437076102HDHOME DEPOT INC$11.6M1.44%38,461CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$10.8M1.34%27,395CommonSHARED
742718109PGPROCTER AND GAMBLE CO$9.7M1.20%66,354CommonSHARED
023135106AMZNAMAZON COM INC$9.6M1.18%75,267CommonSHARED
58933Y105MRKMERCK & CO INC$9.5M1.17%91,504CommonSHARED
30303M102METAMETA PLATFORMS INC$8.9M1.10%29,531CommonSHARED
713448108PEPPEPSICO INC$8.8M1.08%51,797CommonSHARED
532457108LLYELI LILLY & CO$8.6M1.06%16,047CommonSHARED
191216100KOCOCA COLA CO$8.1M1.01%144,346CommonSHARED
031162100AMGNAMGEN INC$8.1M1.00%30,228CommonSHARED
00287Y109ABBVABBVIE INC$8.1M1.00%54,214CommonSHARED
17275R102CSCOCISCO SYS INC$8.0M0.99%149,421CommonSHARED
79466L302CRMSALESFORCE INC$7.8M0.96%38,229CommonSHARED
78409V104SPGIS&P GLOBAL INC$7.2M0.89%19,700CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$6.9M0.85%22,524CommonSHARED
617446448MSMORGAN STANLEY$6.8M0.83%82,687CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$6.7M0.83%46,067CommonSHARED
458140100INTCINTEL CORP$6.7M0.82%187,068CommonSHARED
025816109AXPAMERICAN EXPRESS CO$6.6M0.81%44,074CommonSHARED
882508104TXNTEXAS INSTRS INC$6.4M0.79%40,135CommonSHARED
038222105AMATAPPLIED MATLS INC$6.3M0.78%45,476CommonSHARED
375558103GILDGILEAD SCIENCES INC$6.1M0.75%81,527CommonSHARED
654106103NKENIKE INC$6.1M0.75%63,643CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$6.1M0.75%12,051CommonSHARED
278865100ECLECOLAB INC$5.9M0.73%35,008CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$5.9M0.73%110,338CommonSHARED
09247X101BLKCHFBLACKROCK INC$5.8M0.71%8,948CommonSHARED
461202103INTUINTUIT$5.4M0.67%10,568CommonSHARED
615369105MCOMOODYS CORP$5.3M0.66%16,834CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$5.3M0.65%27,677CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$5.1M0.63%72,041CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$5.1M0.63%21,139CommonSHARED
744320102PRUPRUDENTIAL FINL INC$5.1M0.63%53,864CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$5.1M0.63%49,514CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$5.0M0.62%153,889CommonSHARED
548661107LOWLOWES COS INC$4.6M0.57%22,304CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$4.6M0.57%78,866CommonSHARED
149123101CATCATERPILLAR INC$4.6M0.56%16,682CommonSHARED
98978V103ZTSZOETIS INC$4.4M0.55%25,390CommonSHARED
12504L109CBRECBRE GROUP INC$4.4M0.54%59,613CommonSHARED
254687106DISDISNEY WALT CO$4.4M0.54%54,138CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$4.4M0.54%102,358CommonSHARED
580135101MCDMCDONALDS CORP$4.4M0.54%16,564CommonSHARED
81762P102NOWSERVICENOW INC$4.3M0.54%7,777CommonSHARED
H1467J104CBCHUBB LIMITED$4.3M0.53%20,679CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$4.2M0.52%36,853CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$4.2M0.52%11,219CommonSHARED
384802104GWWGRAINGER W W INC$4.2M0.52%6,037CommonSHARED
579780206MKCMCCORMICK & CO INC$4.1M0.51%54,645CommonSHARED
125523100CITHE CIGNA GROUP$4.0M0.49%13,832CommonSHARED
418056107HASHASBRO INC$3.9M0.49%59,562CommonSHARED
68389X105ORCLORACLE CORP$3.8M0.47%35,763CommonSHARED
857477103STTSTATE STR CORP$3.8M0.47%55,738CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.8M0.46%7,418CommonSHARED
060505104BACBANK AMERICA CORP$3.6M0.45%133,274CommonSHARED
231021106CMICUMMINS INC$3.6M0.45%15,898CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$3.6M0.44%5,677CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.5M0.44%10,189CommonSHARED
487836108KKELLANOVA$3.5M0.43%58,468CommonSHARED
74340W103PLDPROLOGIS INC.$3.4M0.43%30,731CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$3.4M0.42%24,121CommonSHARED
09062X903BIOGEN INC$3.3M0.41%12,842CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$3.3M0.40%13,974CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$3.3M0.40%16,119CommonSHARED
88579Y101MMM3M CO$3.2M0.40%34,416CommonSHARED
303075105FDSFACTSET RESH SYS INC$3.2M0.39%7,215CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$3.1M0.39%29,782CommonSHARED
189054109CLXCLOROX CO DEL$3.1M0.38%23,777CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$3.0M0.37%18,188CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$3.0M0.37%104,307CommonSHARED
172967424CCITIGROUP INC$3.0M0.37%72,111CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$3.0M0.37%41,433CommonSHARED
370334104GISGENERAL MLS INC$2.9M0.36%45,834CommonSHARED
H84989104TEL1USDTE CONNECTIVITY LTD$2.9M0.36%23,662CommonSHARED
11135F101AVGOBROADCOM INC$2.9M0.36%3,515CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$2.8M0.34%905CommonSHARED
941848103WATWATERS CORP$2.8M0.34%10,151CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.7M0.33%39,187CommonSHARED
345370860FFORD MTR CO DEL$2.7M0.33%216,855CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$2.7M0.33%17,121CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$2.6M0.32%26,986CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$2.6M0.32%23,421CommonSHARED
244199105DEDEERE & CO$2.6M0.32%6,801CommonSHARED
59156R108METMETLIFE INC$2.6M0.32%40,712CommonSHARED
98419M100XYLXYLEM INC$2.5M0.31%27,970CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$2.5M0.31%20,701CommonSHARED
95040Q104WELLWELLTOWER INC$2.5M0.31%30,587CommonSHARED
126650100CVSCVS HEALTH CORP$2.3M0.29%33,238CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$2.3M0.28%33,010CommonSHARED
G16962105BGUSDBUNGE LIMITED$2.2M0.28%20,729CommonSHARED
20030N101CMCSACOMCAST CORP NEW$2.2M0.28%50,502CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.2M0.27%125,256CommonSHARED
45168D104IDXXIDEXX LABS INC$2.2M0.27%5,007CommonSHARED
609207105MDLZMONDELEZ INTL INC$2.2M0.27%31,221CommonSHARED
086516101BBYBEST BUY INC$2.2M0.27%30,580CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$2.1M0.26%10,595CommonSHARED
452327109ILMNILLUMINA INC$2.0M0.25%14,883CommonSHARED
855244109SBUXSTARBUCKS CORP$2.0M0.25%22,304CommonSHARED
12572Q105CMECME GROUP INC$2.0M0.25%10,092CommonSHARED
052769106ADSKAUTODESK INC$2.0M0.25%9,722CommonSHARED
717081103PFEPFIZER INC$1.8M0.22%54,310CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$1.8M0.22%100,871CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$1.8M0.22%10,762CommonSHARED
87612E106TGTTARGET CORP$1.7M0.22%15,799CommonSHARED
444859102HUMHUMANA INC$1.7M0.21%3,486CommonSHARED
G6095L109APTIV PLC$1.6M0.20%16,509CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.6M0.20%1,457CommonSHARED
30040W108ESEVERSOURCE ENERGY$1.6M0.20%27,409CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$1.6M0.20%27,131CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.6M0.20%10,528CommonSHARED
743315103PGRPROGRESSIVE CORP$1.6M0.19%11,171CommonSHARED
075887109BDXBECTON DICKINSON & CO$1.5M0.19%5,954CommonSHARED
871607107SNPSSYNOPSYS INC$1.5M0.19%3,291CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$1.5M0.19%5,875CommonSHARED
665859104NTRSNORTHERN TR CORP$1.5M0.18%21,308CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$1.5M0.18%6,364CommonSHARED
002824100ABTABBOTT LABS$1.4M0.18%14,938CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$1.4M0.18%134,618CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$1.4M0.17%25,614CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$1.4M0.17%11,494CommonSHARED
12541W209CHRWC H ROBINSON WORLDWIDE INC$1.4M0.17%15,838CommonSHARED
682189105ONON SEMICONDUCTOR CORP$1.4M0.17%14,644CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.17%12,339CommonSHARED
285512109EAELECTRONIC ARTS INC$1.3M0.17%11,190CommonSHARED
98138H101WDAYWORKDAY INC$1.3M0.17%6,261CommonSHARED
40434L105HPQHP INC$1.3M0.16%50,126CommonSHARED
747525103QCOMQUALCOMM INC$1.3M0.16%11,368CommonSHARED
64110L106NFLXNETFLIX INC$1.3M0.15%3,313CommonSHARED
032654105ADIANALOG DEVICES INC$1.2M0.15%7,096CommonSHARED
501044101KRKROGER CO$1.2M0.15%27,525CommonSHARED
235851102DHRDANAHER CORPORATION$1.2M0.15%4,890CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$1.2M0.15%4,426CommonSHARED
571903202MARMARRIOTT INTL INC NEW$1.2M0.15%5,996CommonSHARED
00206R102TAT&T INC$1.2M0.14%78,063CommonSHARED
928563402VMWAVMWARE INC$1.1M0.14%6,843CommonSHARED
03662Q105AKXANSYS INC$1.1M0.14%3,764CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$1.1M0.14%19,877CommonSHARED
89832Q109TFCTRUIST FINL CORP$1.1M0.13%37,643CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$1.1M0.13%8,750CommonSHARED
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.1M0.13%19,430CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.0M0.13%7,910CommonSHARED
896239100TRMBTRIMBLE INC$1.0M0.13%19,162CommonSHARED
G29183103ETNEATON CORP PLC$994,9510.12%4,665CommonSHARED
436440101HO1HOLOGIC INC$970,4200.12%13,983CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$946,4300.12%29,776CommonSHARED
690742101OCOWENS CORNING NEW$940,1380.12%6,892CommonSHARED
15135B101CNCCENTENE CORP DEL$939,3850.12%13,638CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$931,8820.12%2,880CommonSHARED
G5960L103MDTMEDTRONIC PLC$925,5170.11%11,708CommonSHARED
501889208LKQLKQ CORP$905,8840.11%18,297CommonSHARED
46266C105IQVIQVIA HLDGS INC$904,2630.11%4,596CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$897,9100.11%14,817CommonSHARED
253868103DLRDIGITAL RLTY TR INC$896,3950.11%7,407CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$892,2900.11%4,531CommonSHARED
92276F100VTRVENTAS INC$890,6460.11%20,917CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$864,4820.11%11,076CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$849,5610.10%4,184CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$840,1790.10%12,403CommonSHARED
872540109TJXTJX COS INC NEW$829,4280.10%9,332CommonSHARED
871829107SYYSYSCO CORP$829,3240.10%12,556CommonSHARED
679295105OKTAOKTA INC$829,2830.10%10,174CommonSHARED
91879Q109MTNVAIL RESORTS INC$827,6500.10%3,730CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$805,0400.10%7,452CommonSHARED
45784P101PODDINSULET CORP$803,6700.10%5,039CommonSHARED
518439104ELLAUDER ESTEE COS INC$798,7830.10%5,526CommonSHARED
761152107RMDRESMED INC$775,2820.10%5,243CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$767,2480.09%10,173CommonSHARED
31428X106FDXFEDEX CORP$759,9440.09%2,855CommonSHARED
863667101SYKSTRYKER CORPORATION$733,8260.09%2,678CommonSHARED
46284V101IRMIRON MTN INC DEL$727,6310.09%12,107CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$692,5200.09%1,430CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$680,8470.08%12,578CommonSHARED
G0250X107AMCRAMCOR PLC$676,2460.08%73,826CommonSHARED
872590104TMUST-MOBILE US INC$673,3600.08%4,808CommonSHARED
550021109LULULULULEMON ATHLETICA INC$673,2750.08%1,746CommonSHARED
03076C106AMPAMERIPRISE FINL INC$661,9970.08%2,008CommonSHARED
00507V109AIYACTIVISION BLIZZARD INC$649,9790.08%6,942CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$644,0650.08%2,253CommonSHARED
693506107PPGPPG INDS INC$630,8280.08%4,860CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$617,5070.08%1,404CommonSHARED
020002101ALLALLSTATE CORP$602,2650.07%5,363CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$591,1090.07%12,853CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$587,8060.07%6,415CommonSHARED
03073E105CORCENCORA INC$580,4030.07%3,225CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$579,2950.07%6,687CommonSHARED
500754106KHCKRAFT HEINZ CO$575,6140.07%17,111CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$566,8080.07%10,735CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$566,1960.07%688CommonSHARED
219350105GLWCORNING INC$553,3660.07%18,161CommonSHARED
G0403H108AONAON PLC$549,5530.07%1,695CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$546,0110.07%2,329CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$530,0530.07%3,057CommonSHARED
918204108VFCV F CORP$521,9890.06%29,541CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$507,0310.06%2,533CommonSHARED
278642103EBAYEBAY INC.$505,4040.06%11,463CommonSHARED
29476L107EQREQUITY RESIDENTIAL$492,4360.06%8,294CommonSHARED
58155Q103MCKMCKESSON CORP$489,0330.06%1,123CommonSHARED
770323103RHIROBERT HALF INC.$484,8940.06%6,617CommonSHARED
94106L109WMWASTE MGMT INC DEL$480,6430.06%3,153CommonSHARED
23918K108DVADAVITA INC$463,3860.06%4,902CommonSHARED
90384S303ULTAULTA BEAUTY INC$453,3760.06%1,135CommonSHARED
H2906T109GRMNGARMIN LTD$438,4740.05%4,168CommonSHARED
G491BT108IVZINVESCO LTD$436,3990.05%30,055CommonSHARED
260003108DOVDOVER CORP$430,8070.05%3,088CommonSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$426,5420.05%6,862CommonSHARED
55261F104MTBM & T BK CORP$425,6310.05%3,366CommonSHARED
902973304USBUS BANCORP DEL$421,5310.05%12,568CommonSHARED
89400J107TRUTRANSUNION$416,7410.05%5,805CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$407,7070.05%4,696CommonSHARED
852234103XYZBLOCK INC$407,0590.05%9,197CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$401,7000.05%6,027CommonSHARED
929740108WABWABTEC$394,0490.05%3,708CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$388,6420.05%3,942CommonSHARED
001055102AFLAFLAC INC$383,6730.05%4,999CommonSHARED
911363109URIUNITED RENTALS INC$380,5520.05%856CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$377,4710.05%3,543CommonSHARED
854502101SWKSTANLEY BLACK & DECKER INC$376,5280.05%4,505CommonSHARED
216648402COOPER COS INC$366,3480.05%1,152CommonSHARED
90138F102TWLOTWILIO INC$363,4710.04%6,210CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$354,0920.04%11,583CommonSHARED
143130102KMXCARMAX INC$350,9620.04%4,962CommonSHARED
681919106OMCOMNICOM GROUP INC$348,9100.04%4,641CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$346,6110.04%6,546CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$338,6390.04%4,540CommonSHARED
55354G100MSCIMSCI INC$330,9370.04%645CommonSHARED
988498101YUMYUM BRANDS INC$328,2170.04%2,627CommonSHARED
704326107PAYXPAYCHEX INC$327,7680.04%2,842CommonSHARED
69370C100PTCPTC INC$324,7310.04%2,292CommonSHARED
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$324,3870.04%4,501CommonSHARED
053611109AVYAVERY DENNISON CORP$322,0470.04%1,763CommonSHARED
574599106MASMASCO CORP$300,0680.04%5,614CommonSHARED
34959J108FTVFORTIVE CORP$296,0470.04%3,992CommonSHARED
756109104OREALTY INCOME CORP$293,4460.04%5,846CommonSHARED
45167R104IEXIDEX CORP$289,7720.04%1,393CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$279,2560.03%10,420CommonSHARED
37940X102GPNGLOBAL PMTS INC$276,8210.03%2,399CommonSHARED
205887102CAGCONAGRA BRANDS INC$272,0060.03%9,920CommonSHARED
22052L104CTVACORTEVA INC$271,9670.03%5,316CommonSHARED
902653104UDRUDR INC$265,8490.03%7,453CommonSHARED
70432V102PAYCPAYCOM SOFTWARE INC$256,9370.03%991CommonSHARED
832696405SJMSMUCKER J M CO$255,2840.03%2,077CommonSHARED
44107P104HSTHOST HOTELS & RESORTS INC$254,7670.03%15,678CommonSHARED
668771108GENGEN DIGITAL INC$253,0180.03%14,311CommonSHARED
101121101BXPBOSTON PROPERTIES INC$234,4640.03%3,878CommonSHARED
427866108HSYHERSHEY CO$229,8920.03%1,149CommonSHARED
256746108DLTRDOLLAR TREE INC$228,7610.03%2,149CommonSHARED
493267108KEYKEYCORP$228,1440.03%21,203CommonSHARED
049468101TEAMATLASSIAN CORPORATION$205,9430.03%1,022CommonSHARED
071813909BAXTER INTL INC$177,4860.02%4,667CommonSHARED
72919P202PLUGPLUG POWER INC$114,7370.01%15,097CommonSHARED
57638P104MBCMASTERBRAND INC$83,3730.01%6,862CommonSHARED

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.