MondegarAI
Kintegral Advisory, LLC

Q1 2025 · 13F-HR

Kintegral Advisory, LLCholdings as filed

Filed 2025-04-29 · accession 0000919574-25-002646

$667.8M
Reported value
237
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$46.2M6.91%122,978CommonSHARED
67066G104NVDANVIDIA CORPORATION$45.2M6.77%417,284CommonSHARED
037833100AAPLAPPLE INC$28.0M4.19%126,056CommonSHARED
02079K305GOOGLALPHABET INC$23.2M3.48%150,273CommonSHARED
88160R101TSLATESLA INC$13.7M2.05%52,752CommonSHARED
92826C839VVISA INC$10.9M1.63%31,134CommonSHARED
023135106AMZNAMAZON COM INC$9.8M1.46%51,362CommonSHARED
375558103GILDGILEAD SCIENCES INC$9.4M1.40%83,631CommonSHARED
532457108LLYELI LILLY & CO$9.1M1.37%11,050CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$9.1M1.36%16,628CommonSHARED
191216100KOCOCA COLA CO$9.0M1.35%124,691CommonSHARED
02079K107GOOGALPHABET INC$8.9M1.33%56,795CommonSHARED
437076102HDHOME DEPOT INC$8.5M1.28%23,261CommonSHARED
00287Y109ABBVABBVIE INC$8.0M1.19%38,069CommonSHARED
025816109AXPAMERICAN EXPRESS CO$7.5M1.13%28,044CommonSHARED
617446448MSMORGAN STANLEY$7.2M1.09%62,135CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$7.1M1.06%28,878CommonSHARED
30303M102METAMETA PLATFORMS INC$7.0M1.05%12,216CommonSHARED
742718109PGPROCTER AND GAMBLE CO$7.0M1.04%40,908CommonSHARED
031162100AMGNAMGEN INC$6.7M1.00%21,427CommonSHARED
78409V104SPGIS&P GLOBAL INC$6.4M0.96%12,646CommonSHARED
79466L302CRMSALESFORCE INC$6.2M0.93%23,173CommonSHARED
58933Y105MRKMERCK & CO INC$6.0M0.91%66,799CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$6.0M0.90%71,284CommonSHARED
17275R102CSCOCISCO SYS INC$5.8M0.87%93,750CommonSHARED
713448108PEPPEPSICO INC$5.2M0.78%34,679CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$5.2M0.77%16,851CommonSHARED
882508104TXNTEXAS INSTRS INC$5.2M0.77%28,714CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$5.1M0.77%84,367CommonSHARED
615369105MCOMOODYS CORP$4.9M0.74%10,625CommonSHARED
09290D101BLKBLACKROCK INC$4.9M0.73%5,126CommonSHARED
461202103INTUINTUIT$4.8M0.71%7,738CommonSHARED
487836108KKELLANOVA$4.7M0.70%56,931CommonSHARED
11135F101AVGOBROADCOM INC$4.5M0.68%27,173CommonSHARED
H1467J104CBCHUBB LIMITED$4.4M0.67%14,674CommonSHARED
370334104GISGENERAL MLS INC$4.4M0.65%72,938CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$4.3M0.65%13,861CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$4.3M0.65%94,978CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$4.1M0.61%16,494CommonSHARED
254687106DISDISNEY WALT CO$4.1M0.61%41,473CommonSHARED
060505104BACBANK AMERICA CORP$4.1M0.61%97,757CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$4.0M0.60%11,985CommonSHARED
631103108NDAQNASDAQ INC$3.9M0.59%51,867CommonSHARED
278865100ECLECOLAB INC$3.9M0.58%15,227CommonSHARED
00724F101ADBEADOBE INC$3.8M0.57%9,921CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$3.8M0.57%37,622CommonSHARED
81762P102NOWSERVICENOW INC$3.8M0.56%4,739CommonSHARED
743315103PGRPROGRESSIVE CORP$3.7M0.55%13,022CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3.7M0.55%24,461CommonSHARED
125523100CITHE CIGNA GROUP$3.6M0.54%10,926CommonSHARED
857477103STTSTATE STR CORP$3.6M0.53%39,668CommonSHARED
172967424CCITIGROUP INC$3.5M0.52%49,232CommonSHARED
235851102DHRDANAHER CORPORATION$3.5M0.52%16,918CommonSHARED
G54950103LINLINDE PLC$3.5M0.52%7,451CommonSHARED
G25508105CRHCRH PLC$3.5M0.52%39,172CommonSHARED
548661107LOWLOWES COS INC$3.4M0.51%14,653CommonSHARED
03073E105CORCENCORA INC$3.4M0.51%12,162CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$3.3M0.50%46,145CommonSHARED
416515104HIGHARTFORD INSURANCE GROUP INC$3.3M0.50%26,886CommonSHARED
N20944109CNHCNH INDL N V$3.3M0.49%266,226CommonSHARED
001055102AFLAFLAC INC$3.2M0.49%29,156CommonSHARED
G5960L103MDTMEDTRONIC PLC$3.2M0.48%35,602CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$3.1M0.47%30,317CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$3.1M0.47%676CommonSHARED
038222105AMATAPPLIED MATLS INC$3.1M0.46%21,330CommonSHARED
12504L109CBRECBRE GROUP INC$3.1M0.46%23,493CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.1M0.46%6,157CommonSHARED
98978V103ZTSZOETIS INC$3.0M0.45%18,423CommonSHARED
126650100CVSCVS HEALTH CORP$3.0M0.45%44,670CommonSHARED
717081103PFEPFIZER INC$3.0M0.44%116,688CommonSHARED
59156R108METMETLIFE INC$2.9M0.44%36,402CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$2.9M0.43%5,518CommonSHARED
64110L106NFLXNETFLIX INC$2.8M0.43%3,056CommonSHARED
68389X105ORCLORACLE CORP$2.8M0.43%20,366CommonSHARED
88579Y101MMM3M CO$2.8M0.42%18,961CommonSHARED
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.8M0.41%32,794CommonSHARED
149123101CATCATERPILLAR INC$2.7M0.41%8,327CommonSHARED
654106103NKENIKE INC$2.7M0.40%41,687CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$2.5M0.38%10,394CommonSHARED
G87052109TELTE CONNECTIVITY PLC$2.5M0.38%17,926CommonSHARED
G7S00T104PNRPENTAIR PLC$2.5M0.37%28,475CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$2.5M0.37%11,330CommonSHARED
744320102PRUPRUDENTIAL FINL INC$2.4M0.36%21,823CommonSHARED
052769106ADSKAUTODESK INC$2.4M0.36%9,252CommonSHARED
29444U700EQIXEQUINIX INC$2.4M0.35%2,884CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$2.3M0.34%8,974CommonSHARED
512807306LRCXLAM RESEARCH CORP$2.3M0.34%31,122CommonSHARED
458140100INTCINTEL CORP$2.3M0.34%99,943CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.3M0.34%4,648CommonSHARED
907818108UNPUNION PAC CORP$2.2M0.32%9,121CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$2.1M0.31%22,783CommonSHARED
285512109EAELECTRONIC ARTS INC$2.1M0.31%14,444CommonSHARED
95040Q104WELLWELLTOWER INC$2.1M0.31%13,407CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$2.0M0.31%7,711CommonSHARED
384802104GWWGRAINGER W W INC$1.9M0.29%1,964CommonSHARED
941848103WATWATERS CORP$1.9M0.28%5,147CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.9M0.28%7,777CommonSHARED
231021106CMICUMMINS INC$1.8M0.28%5,865CommonSHARED
98138H101WDAYWORKDAY INC$1.8M0.28%7,870CommonSHARED
452327109ILMNILLUMINA INC$1.8M0.27%22,783CommonSHARED
09062X103BIIBBIOGEN INC$1.8M0.27%13,038CommonSHARED
244199105DEDEERE & CO$1.8M0.26%3,729CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$1.7M0.26%12,102CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$1.7M0.25%10,439CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$1.7M0.25%21,470CommonSHARED
855244109SBUXSTARBUCKS CORP$1.7M0.25%17,053CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$1.7M0.25%9,487CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$1.6M0.23%102,901CommonSHARED
40412C101HCAHCA HEALTHCARE INC$1.6M0.23%4,511CommonSHARED
45168D104IDXXIDEXX LABS INC$1.6M0.23%3,696CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$1.6M0.23%13,873CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$1.5M0.23%19,185CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$1.5M0.23%8,016CommonSHARED
189054109CLXCLOROX CO DEL$1.5M0.22%10,140CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$1.5M0.22%8,709CommonSHARED
74340W103PLDPROLOGIS INC.$1.5M0.22%13,057CommonSHARED
871607107SNPSSYNOPSYS INC$1.5M0.22%3,383CommonSHARED
98419M100XYLXYLEM INC$1.4M0.22%12,134CommonSHARED
12572Q105CMECME GROUP INC$1.4M0.22%5,427CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$1.4M0.21%65,064CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.21%8,262CommonSHARED
609207105MDLZMONDELEZ INTL INC$1.4M0.21%20,385CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$1.4M0.20%11,569CommonSHARED
002824100ABTABBOTT LABS$1.3M0.20%10,081CommonSHARED
501044101KRKROGER CO$1.3M0.19%18,988CommonSHARED
086516101BBYBEST BUY INC$1.3M0.19%17,008CommonSHARED
969904101WSMWILLIAMS SONOMA INC$1.3M0.19%7,950CommonSHARED
00206R102TAT&T INC$1.2M0.18%43,479CommonSHARED
87612E106TGTTARGET CORP$1.2M0.18%11,729CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.2M0.18%78,180CommonSHARED
30040W108ESEVERSOURCE ENERGY$1.2M0.18%19,522CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$1.2M0.18%16,186CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$1.2M0.17%10,562CommonSHARED
747525103QCOMQUALCOMM INC$1.1M0.17%7,478CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$1.1M0.17%17,968CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$1.1M0.17%4,462CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$1.1M0.16%11,543CommonSHARED
89832Q109TFCTRUIST FINL CORP$1.1M0.16%25,822CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$1.1M0.16%6,187CommonSHARED
90138F102TWLOTWILIO INC$1.1M0.16%10,779CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$1.0M0.16%2,384CommonSHARED
526107107LIILENNOX INTL INC$1.0M0.15%1,844CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.15%1,878CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$1.0M0.15%15,706CommonSHARED
075887109BDXBECTON DICKINSON & CO$987,4780.15%4,311CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$964,2910.14%1,947CommonSHARED
G29183103ETNEATON CORP PLC$942,1630.14%3,466CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$941,6130.14%8,302CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$925,3060.14%8,405CommonSHARED
20030N101CMCSACOMCAST CORP NEW$896,6330.13%24,299CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$887,4320.13%25,760CommonSHARED
34959E109FTNTFORTINET INC$879,7200.13%9,139CommonSHARED
049468101TEAMATLASSIAN CORPORATION$877,2760.13%4,134CommonSHARED
032654105ADIANALOG DEVICES INC$872,2230.13%4,325CommonSHARED
126408103CSXCSX CORP$858,6790.13%29,177CommonSHARED
020002101ALLALLSTATE CORP$827,6970.12%3,978CommonSHARED
571903202MARMARRIOTT INTL INC NEW$814,4060.12%3,419CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$808,8100.12%4,870CommonSHARED
443573100HUBSHUBSPOT INC$807,2330.12%1,413CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$791,6460.12%3,479CommonSHARED
872540109TJXTJX COS INC NEW$790,9690.12%6,494CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$771,2230.12%10,585CommonSHARED
23918K108DVADAVITA INC$770,6630.12%5,038CommonSHARED
872590104TMUST-MOBILE US INC$770,5250.12%2,889CommonSHARED
863667101SYKSTRYKER CORPORATION$766,7000.11%2,055CommonSHARED
03662Q105AKXANSYS INC$760,6940.11%2,403CommonSHARED
40434L105HPQHP INC$758,3140.11%27,103CommonSHARED
665859104NTRSNORTHERN TR CORP$727,4010.11%7,318CommonSHARED
595112103MUMICRON TECHNOLOGY INC$714,4850.11%8,212CommonSHARED
03076C106AMPAMERIPRISE FINL INC$708,2530.11%1,463CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$707,3310.11%13,361CommonSHARED
46284V101IRMIRON MTN INC DEL$696,3270.10%8,020CommonSHARED
G3265R107APTVAPTIV PLC$692,5800.10%11,640CommonSHARED
216648501COOCOOPER COS INC$668,3050.10%7,923CommonSHARED
444859102HUMHUMANA INC$665,0400.10%2,505CommonSHARED
040413205ANETARISTA NETWORKS INC$647,9650.10%8,363CommonSHARED
579780206MKCMCCORMICK & CO INC$636,6680.10%7,735CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$636,5100.10%539CommonSHARED
60855R100MOHMOLINA HEALTHCARE INC$633,7460.09%1,924CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$632,2710.09%8,105CommonSHARED
500754106KHCKRAFT HEINZ CO$628,4100.09%20,651CommonSHARED
253868103DLRDIGITAL RLTY TR INC$623,1680.09%4,349CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$620,1480.09%2,770CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$618,6170.09%3,624CommonSHARED
303075105FDSFACTSET RESH SYS INC$616,4920.09%1,356CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$566,5590.08%7,406CommonSHARED
871829107SYYSYSCO CORP$560,3240.08%7,467CommonSHARED
94106L109WMWASTE MGMT INC DEL$549,6050.08%2,374CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$546,5410.08%927CommonSHARED
219350105GLWCORNING INC$524,4100.08%11,455CommonSHARED
69370C100PTCPTC INC$523,8860.08%3,381CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$514,9950.08%812CommonSHARED
58155Q103MCKMCKESSON CORP$509,3160.08%756CommonSHARED
252131107DXCMDEXCOM INC$508,4190.08%7,445CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$495,1460.07%8,042CommonSHARED
482480100KLACKLA CORP$488,0960.07%718CommonSHARED
929740108WABWABTEC$482,5720.07%2,661CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$481,7820.07%3,497CommonSHARED
15135B101CNCCENTENE CORP DEL$481,4300.07%7,930CommonSHARED
46266C105IQVIQVIA HLDGS INC$478,6550.07%2,715CommonSHARED
761152107RMDRESMED INC$476,5770.07%2,129CommonSHARED
45687V106IRINGERSOLL RAND INC$454,8910.07%5,684CommonSHARED
55261F104MTBM & T BK CORP$445,6240.07%2,493CommonSHARED
G0403H108AONAON PLC$445,3840.07%1,116CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$437,7170.07%2,023CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$433,8200.06%1,679CommonSHARED
030420103AWKAMERICAN WTR WKS CO INC NEW$430,9060.06%2,921CommonSHARED
30161N101EXCEXELON CORP$421,5400.06%9,148CommonSHARED
693506107PPGPPG INDS INC$418,8110.06%3,830CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$409,6690.06%4,782CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$409,5880.06%2,991CommonSHARED
92276F100VTRVENTAS INC$406,0230.06%5,864CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$398,7630.06%2,224CommonSHARED
336433107FSLRFIRST SOLAR INC$392,1860.06%3,102CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$389,7970.06%8,052CommonSHARED
902973304USBUS BANCORP DEL$389,7350.06%9,123CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$377,7800.06%7,524CommonSHARED
550021109LULULULULEMON ATHLETICA INC$377,3190.06%1,333CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$374,2860.06%7,796CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$372,1520.06%4,623CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$371,7550.06%4,276CommonSHARED
29476L107EQREQUITY RESIDENTIAL$366,7110.05%5,074CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$351,7960.05%1,599CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$338,7670.05%12,473CommonSHARED
31428X106FDXFEDEX CORP$331,2100.05%1,351CommonSHARED
369604301GEGE AEROSPACE$315,4030.05%1,573CommonSHARED
690742101OCOWENS CORNING NEW$295,7750.04%2,061CommonSHARED
988498101YUMYUM BRANDS INC$266,7250.04%1,695CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$254,2850.04%2,464CommonSHARED
682189105ONON SEMICONDUCTOR CORP$254,2310.04%6,248CommonSHARED
05352A100AVTRAVANTOR INC$248,8400.04%15,351CommonSHARED
681919106OMCOMNICOM GROUP INC$247,8240.04%2,964CommonSHARED
518439104ELLAUDER ESTEE COS INC$241,5600.04%3,660CommonSHARED
778296103ROSTROSS STORES INC$237,9450.04%1,862CommonSHARED
345370860FFORD MTR CO$235,9960.04%23,529CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$210,7390.03%2,312CommonSHARED
053611109AVYAVERY DENNISON CORP$210,0050.03%1,180CommonSHARED

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.