MondegarAI
Kintegral Advisory, LLC

Q4 2024 · 13F-HR

Kintegral Advisory, LLCholdings as filed

Filed 2025-02-03 · accession 0000919574-25-000792

$1.06B
Reported value
238
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$83.5M7.88%621,941CommonSHARED
594918104MSFTMICROSOFT CORP$77.3M7.29%183,291CommonSHARED
037833100AAPLAPPLE INC$47.0M4.44%187,879CommonSHARED
02079K305GOOGLALPHABET INC$42.4M4.00%223,977CommonSHARED
88160R101TSLATESLA INC$31.8M3.00%78,625CommonSHARED
023135106AMZNAMAZON COM INC$16.8M1.59%76,554CommonSHARED
02079K107GOOGALPHABET INC$16.1M1.52%84,650CommonSHARED
92826C839VVISA INC$14.7M1.38%46,406CommonSHARED
437076102HDHOME DEPOT INC$13.5M1.27%34,669CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$13.0M1.23%24,780CommonSHARED
532457108LLYELI LILLY & CO$12.7M1.20%16,471CommonSHARED
025816109AXPAMERICAN EXPRESS CO$12.4M1.17%41,798CommonSHARED
617446448MSMORGAN STANLEY$11.6M1.10%92,611CommonSHARED
191216100KOCOCA COLA CO$11.6M1.09%185,846CommonSHARED
79466L302CRMSALESFORCE INC$11.6M1.09%34,538CommonSHARED
375558103GILDGILEAD SCIENCES INC$11.5M1.09%124,646CommonSHARED
30303M102METAMETA PLATFORMS INC$10.7M1.01%18,208CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$10.3M0.97%43,041CommonSHARED
742718109PGPROCTER AND GAMBLE CO$10.2M0.96%60,972CommonSHARED
00287Y109ABBVABBVIE INC$10.1M0.95%56,740CommonSHARED
58933Y105MRKMERCK & CO INC$10.0M0.94%99,560CommonSHARED
11135F101AVGOBROADCOM INC$9.4M0.89%40,498CommonSHARED
78409V104SPGIS&P GLOBAL INC$9.4M0.89%18,847CommonSHARED
031162100AMGNAMGEN INC$8.3M0.79%31,935CommonSHARED
17275R102CSCOCISCO SYS INC$8.3M0.78%139,731CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$8.2M0.77%106,245CommonSHARED
882508104TXNTEXAS INSTRS INC$8.0M0.76%42,795CommonSHARED
713448108PEPPEPSICO INC$7.9M0.75%51,686CommonSHARED
09247X101BLKCHFBLACKROCK INC$7.8M0.74%7,638CommonSHARED
615369105MCOMOODYS CORP$7.5M0.71%15,836CommonSHARED
81762P102NOWSERVICENOW INC$7.5M0.71%7,064CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$7.4M0.70%25,117CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$7.3M0.69%20,658CommonSHARED
461202103INTUINTUIT$7.3M0.68%11,536CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$7.1M0.67%125,745CommonSHARED
370334104GISGENERAL MLS INC$6.9M0.65%108,710CommonSHARED
254687106DISDISNEY WALT CO$6.9M0.65%61,814CommonSHARED
487836108KKELLANOVA$6.9M0.65%84,852CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$6.6M0.62%17,863CommonSHARED
00724F101ADBEADOBE INC$6.6M0.62%14,788CommonSHARED
060505104BACBANK AMERICA CORP$6.4M0.60%145,701CommonSHARED
H1467J104CBCHUBB LIMITED$6.1M0.57%21,871CommonSHARED
631103108NDAQNASDAQ INC$6.0M0.56%77,308CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$5.9M0.55%36,457CommonSHARED
857477103STTSTATE STR CORP$5.8M0.55%59,123CommonSHARED
235851102DHRDANAHER CORPORATION$5.8M0.55%25,217CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$5.7M0.53%141,560CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$5.5M0.52%45,185CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$5.4M0.51%24,583CommonSHARED
G25508105CRHCRH PLC$5.4M0.51%58,384CommonSHARED
548661107LOWLOWES COS INC$5.4M0.51%21,840CommonSHARED
278865100ECLECOLAB INC$5.3M0.50%22,695CommonSHARED
038222105AMATAPPLIED MATLS INC$5.2M0.49%31,790CommonSHARED
172967424CCITIGROUP INC$5.2M0.49%73,380CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$5.1M0.48%68,776CommonSHARED
68389X105ORCLORACLE CORP$5.1M0.48%30,355CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$5.0M0.47%56,073CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$5.0M0.47%1,007CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.8M0.45%9,177CommonSHARED
654106103NKENIKE INC$4.7M0.45%62,131CommonSHARED
743315103PGRPROGRESSIVE CORP$4.7M0.44%19,409CommonSHARED
G54950103LINLINDE PLC$4.6M0.44%11,104CommonSHARED
717081103PFEPFIZER INC$4.6M0.44%173,917CommonSHARED
12504L109CBRECBRE GROUP INC$4.6M0.43%35,015CommonSHARED
452327109ILMNILLUMINA INC$4.5M0.43%33,957CommonSHARED
149123101CATCATERPILLAR INC$4.5M0.43%12,412CommonSHARED
125523100CITHE CIGNA GROUP$4.5M0.42%16,285CommonSHARED
N20944109CNHCNH INDL N V$4.5M0.42%396,796CommonSHARED
001055102AFLAFLAC INC$4.5M0.42%43,456CommonSHARED
98978V103ZTSZOETIS INC$4.5M0.42%27,459CommonSHARED
59156R108METMETLIFE INC$4.4M0.42%54,256CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$4.4M0.42%40,071CommonSHARED
G5960L103MDTMEDTRONIC PLC$4.3M0.40%53,064CommonSHARED
G7S00T104PNRPENTAIR PLC$4.3M0.40%42,442CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$4.2M0.40%20,674CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$4.2M0.39%8,224CommonSHARED
052769106ADSKAUTODESK INC$4.1M0.38%13,790CommonSHARED
03073E105CORCENCORA INC$4.1M0.38%18,127CommonSHARED
64110L106NFLXNETFLIX INC$4.1M0.38%4,554CommonSHARED
29444U700EQIXEQUINIX INC$4.1M0.38%4,298CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$4.0M0.38%13,375CommonSHARED
744320102PRUPRUDENTIAL FINL INC$3.9M0.36%32,527CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$3.8M0.36%33,957CommonSHARED
G87052109TELTE CONNECTIVITY PLC$3.8M0.36%26,716CommonSHARED
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$3.8M0.36%48,877CommonSHARED
88579Y101MMM3M CO$3.6M0.34%28,262CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$3.4M0.32%46,389CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$3.3M0.31%15,494CommonSHARED
285512109EAELECTRONIC ARTS INC$3.1M0.30%21,530CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$3.1M0.29%16,886CommonSHARED
907818108UNPUNION PAC CORP$3.1M0.29%13,593CommonSHARED
384802104GWWGRAINGER W W INC$3.1M0.29%2,926CommonSHARED
231021106CMICUMMINS INC$3.0M0.29%8,741CommonSHARED
98138H101WDAYWORKDAY INC$3.0M0.29%11,730CommonSHARED
126650100CVSCVS HEALTH CORP$3.0M0.28%66,581CommonSHARED
458140100INTCINTEL CORP$3.0M0.28%148,961CommonSHARED
09062X103BIIBBIOGEN INC$3.0M0.28%19,435CommonSHARED
941848103WATWATERS CORP$2.8M0.27%7,670CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.8M0.26%6,928CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$2.8M0.26%11,496CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$2.7M0.26%14,138CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$2.7M0.26%15,559CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.6M0.25%11,592CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$2.5M0.24%153,367CommonSHARED
95040Q104WELLWELLTOWER INC$2.5M0.24%19,982CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.5M0.24%116,524CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$2.5M0.24%11,949CommonSHARED
189054109CLXCLOROX CO DEL$2.5M0.23%15,114CommonSHARED
871607107SNPSSYNOPSYS INC$2.4M0.23%5,043CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$2.4M0.23%18,036CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$2.4M0.22%32,000CommonSHARED
244199105DEDEERE & CO$2.4M0.22%5,557CommonSHARED
87612E106TGTTARGET CORP$2.4M0.22%17,482CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$2.3M0.22%17,243CommonSHARED
855244109SBUXSTARBUCKS CORP$2.3M0.22%25,418CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$2.3M0.22%96,973CommonSHARED
45168D104IDXXIDEXX LABS INC$2.3M0.22%5,510CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$2.3M0.21%28,596CommonSHARED
086516101BBYBEST BUY INC$2.2M0.21%25,352CommonSHARED
969904101WSMWILLIAMS SONOMA INC$2.2M0.21%11,849CommonSHARED
98419M100XYLXYLEM INC$2.1M0.20%18,083CommonSHARED
74340W103PLDPROLOGIS INC.$2.1M0.19%19,462CommonSHARED
40412C101HCAHCA HEALTHCARE INC$2.0M0.19%6,722CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$2.0M0.19%23,412CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$2.0M0.19%15,742CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$2.0M0.18%12,978CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$1.9M0.18%24,123CommonSHARED
12572Q105CMECME GROUP INC$1.9M0.18%8,089CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.8M0.17%12,315CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$1.8M0.17%26,781CommonSHARED
609207105MDLZMONDELEZ INTL INC$1.8M0.17%30,383CommonSHARED
90138F102TWLOTWILIO INC$1.7M0.16%16,063CommonSHARED
501044101KRKROGER CO$1.7M0.16%28,303CommonSHARED
G29183103ETNEATON CORP PLC$1.7M0.16%5,168CommonSHARED
747525103QCOMQUALCOMM INC$1.7M0.16%11,144CommonSHARED
002824100ABTABBOTT LABS$1.7M0.16%15,025CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$1.7M0.16%6,649CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$1.7M0.16%9,220CommonSHARED
526107107LIILENNOX INTL INC$1.7M0.16%2,748CommonSHARED
30040W108ESEVERSOURCE ENERGY$1.7M0.16%29,097CommonSHARED
89832Q109TFCTRUIST FINL CORP$1.7M0.16%38,486CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$1.6M0.16%3,551CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$1.6M0.15%2,799CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$1.6M0.15%17,203CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$1.5M0.14%2,901CommonSHARED
049468101TEAMATLASSIAN CORPORATION$1.5M0.14%6,162CommonSHARED
00206R102TAT&T INC$1.5M0.14%64,804CommonSHARED
443573100HUBSHUBSPOT INC$1.5M0.14%2,106CommonSHARED
075887109BDXBECTON DICKINSON & CO$1.5M0.14%6,426CommonSHARED
571903202MARMARRIOTT INTL INC NEW$1.4M0.13%5,095CommonSHARED
126408103CSXCSX CORP$1.4M0.13%43,487CommonSHARED
040413205ANETARISTA NETWORKS INC$1.4M0.13%12,459CommonSHARED
032654105ADIANALOG DEVICES INC$1.4M0.13%6,448CommonSHARED
20030N101CMCSACOMCAST CORP NEW$1.4M0.13%36,216CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.4M0.13%4,128CommonSHARED
40434L105HPQHP INC$1.3M0.13%40,395CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$1.3M0.12%11,987CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$1.3M0.12%12,528CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.3M0.12%12,375CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$1.3M0.12%19,914CommonSHARED
34959E109FTNTFORTINET INC$1.3M0.12%13,620CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.3M0.12%5,186CommonSHARED
46284V101IRMIRON MTN INC DEL$1.3M0.12%11,955CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$1.2M0.12%7,258CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$1.2M0.12%38,393CommonSHARED
03662Q105AKXANSYS INC$1.2M0.11%3,581CommonSHARED
872540109TJXTJX COS INC NEW$1.2M0.11%9,677CommonSHARED
03076C106AMPAMERIPRISE FINL INC$1.2M0.11%2,181CommonSHARED
253868103DLRDIGITAL RLTY TR INC$1.2M0.11%6,482CommonSHARED
020002101ALLALLSTATE CORP$1.1M0.11%5,928CommonSHARED
665859104NTRSNORTHERN TR CORP$1.1M0.11%10,906CommonSHARED
23918K108DVADAVITA INC$1.1M0.11%7,508CommonSHARED
863667101SYKSTRYKER CORPORATION$1.1M0.10%3,065CommonSHARED
216648501COOCOOPER COS INC$1.1M0.10%11,810CommonSHARED
G3265R107APTVAPTIV PLC$1.0M0.10%17,348CommonSHARED
595112103MUMICRON TECHNOLOGY INC$1.0M0.10%12,240CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.0M0.10%12,078CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$985,0620.09%805CommonSHARED
303075105FDSFACTSET RESH SYS INC$970,6460.09%2,021CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$951,6080.09%15,776CommonSHARED
872590104TMUST-MOBILE US INC$950,2430.09%4,305CommonSHARED
444859102HUMHUMANA INC$950,1490.09%3,732CommonSHARED
500754106KHCKRAFT HEINZ CO$945,1920.09%30,778CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$935,7880.09%5,402CommonSHARED
69370C100PTCPTC INC$926,7050.09%5,040CommonSHARED
579780206MKCMCCORMICK & CO INC$884,3120.08%11,531CommonSHARED
252131107DXCMDEXCOM INC$862,7800.08%11,094CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$861,9190.08%1,210CommonSHARED
871829107SYYSYSCO CORP$850,8470.08%11,128CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$848,8990.08%11,039CommonSHARED
60855R100MOHMOLINA HEALTHCARE INC$834,7310.08%2,868CommonSHARED
336433107FSLRFIRST SOLAR INC$814,7580.08%4,623CommonSHARED
219350105GLWCORNING INC$811,3560.08%17,074CommonSHARED
46266C105IQVIQVIA HLDGS INC$795,0790.08%4,046CommonSHARED
45687V106IRINGERSOLL RAND INC$766,3770.07%8,472CommonSHARED
550021109LULULULULEMON ATHLETICA INC$760,2310.07%1,988CommonSHARED
929740108WABWABTEC$751,7240.07%3,965CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$736,4480.07%4,459CommonSHARED
761152107RMDRESMED INC$725,6330.07%3,173CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$717,9130.07%1,381CommonSHARED
15135B101CNCCENTENE CORP DEL$716,0560.07%11,820CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$714,7610.07%2,501CommonSHARED
94106L109WMWASTE MGMT INC DEL$713,5290.07%3,536CommonSHARED
55261F104MTBM & T BK CORP$698,2690.07%3,714CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$688,2570.06%12,001CommonSHARED
693506107PPGPPG INDS INC$681,5820.06%5,706CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$676,0840.06%11,212CommonSHARED
482480100KLACKLA CORP$673,5980.06%1,069CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$668,3350.06%3,015CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$659,1240.06%6,891CommonSHARED
902973304USBUS BANCORP DEL$657,0950.06%13,596CommonSHARED
58155Q103MCKMCKESSON CORP$642,5510.06%1,126CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$620,5180.06%7,128CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$616,5420.06%5,213CommonSHARED
G0403H108AONAON PLC$596,2060.06%1,660CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$591,1310.06%3,315CommonSHARED
682189105ONON SEMICONDUCTOR CORP$587,0590.06%9,311CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$587,0420.06%11,620CommonSHARED
31428X106FDXFEDEX CORP$569,7770.05%2,015CommonSHARED
29476L107EQREQUITY RESIDENTIAL$542,6490.05%7,562CommonSHARED
030420103AWKAMERICAN WTR WKS CO INC NEW$542,0290.05%4,354CommonSHARED
690742101OCOWENS CORNING NEW$523,3930.05%3,073CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$520,9200.05%18,591CommonSHARED
92276F100VTRVENTAS INC$518,6320.05%8,740CommonSHARED
30161N101EXCEXELON CORP$513,1840.05%13,634CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$485,6550.05%2,383CommonSHARED
05352A100AVTRAVANTOR INC$482,0390.05%22,878CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$463,9540.04%6,373CommonSHARED
778296103ROSTROSS STORES INC$419,9260.04%2,776CommonSHARED
518439104ELLAUDER ESTEE COS INC$409,0910.04%5,456CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$397,0020.04%3,445CommonSHARED
369604301GEGE AEROSPACE$391,7790.04%2,345CommonSHARED
681919106OMCOMNICOM GROUP INC$383,3190.04%4,418CommonSHARED
345370860FFORD MTR CO$347,1730.03%35,068CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$340,0640.03%3,672CommonSHARED
988498101YUMYUM BRANDS INC$338,4860.03%2,523CommonSHARED
053611109AVYAVERY DENNISON CORP$328,7870.03%1,757CommonSHARED
60770K107MRNAMODERNA INC$124,8230.01%3,002CommonSHARED

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.