MondegarAI
Kintegral Advisory, LLC

Q1 2025 · 13F-HR/A

Kintegral Advisory, LLCholdings as filed

Filed 2025-07-21 · accession 0000919574-25-004137

$992.1M
Reported value
238
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$68.6M6.91%182,678CommonSHARED
67066G104NVDANVIDIA CORPORATION$67.2M6.77%619,859CommonSHARED
037833100AAPLAPPLE INC$41.6M4.19%187,250CommonSHARED
02079K305GOOGLALPHABET INC$34.5M3.48%223,226CommonSHARED
88160R101TSLATESLA INC$20.3M2.05%78,361CommonSHARED
92826C839VVISA INC$16.2M1.63%46,250CommonSHARED
023135106AMZNAMAZON COM INC$14.5M1.46%76,297CommonSHARED
375558103GILDGILEAD SCIENCES INC$13.9M1.40%124,229CommonSHARED
532457108LLYELI LILLY & CO$13.6M1.37%16,415CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$13.5M1.36%24,698CommonSHARED
191216100KOCOCA COLA CO$13.4M1.35%185,224CommonSHARED
02079K107GOOGALPHABET INC$13.2M1.33%84,366CommonSHARED
437076102HDHOME DEPOT INC$12.7M1.28%34,553CommonSHARED
00287Y109ABBVABBVIE INC$11.8M1.19%56,550CommonSHARED
025816109AXPAMERICAN EXPRESS CO$11.2M1.13%41,658CommonSHARED
617446448MSMORGAN STANLEY$10.8M1.09%92,300CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$10.5M1.06%42,897CommonSHARED
30303M102METAMETA PLATFORMS INC$10.5M1.05%18,146CommonSHARED
742718109PGPROCTER AND GAMBLE CO$10.4M1.04%60,768CommonSHARED
031162100AMGNAMGEN INC$9.9M1.00%31,829CommonSHARED
78409V104SPGIS&P GLOBAL INC$9.5M0.96%18,784CommonSHARED
79466L302CRMSALESFORCE INC$9.2M0.93%34,422CommonSHARED
58933Y105MRKMERCK & CO INC$9.0M0.91%99,226CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$8.9M0.90%105,889CommonSHARED
17275R102CSCOCISCO SYS INC$8.6M0.87%139,263CommonSHARED
713448108PEPPEPSICO INC$7.7M0.78%51,514CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$7.7M0.77%25,032CommonSHARED
882508104TXNTEXAS INSTRS INC$7.7M0.77%42,652CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$7.6M0.77%125,323CommonSHARED
615369105MCOMOODYS CORP$7.3M0.74%15,783CommonSHARED
09290D101BLKBLACKROCK INC$7.2M0.73%7,613CommonSHARED
461202103INTUINTUIT$7.1M0.71%11,496CommonSHARED
487836108KKELLANOVA$7.0M0.70%84,569CommonSHARED
11135F101AVGOBROADCOM INC$6.8M0.68%40,363CommonSHARED
H1467J104CBCHUBB LIMITED$6.6M0.67%21,797CommonSHARED
370334104GISGENERAL MLS INC$6.5M0.65%108,346CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$6.4M0.65%20,589CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$6.4M0.65%141,086CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$6.1M0.61%24,500CommonSHARED
254687106DISDISNEY WALT CO$6.1M0.61%61,607CommonSHARED
060505104BACBANK AMERICA CORP$6.1M0.61%145,213CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$6.0M0.60%17,803CommonSHARED
631103108NDAQNASDAQ INC$5.8M0.59%77,048CommonSHARED
278865100ECLECOLAB INC$5.7M0.58%22,619CommonSHARED
00724F101ADBEADOBE INC$5.7M0.57%14,738CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$5.6M0.57%55,886CommonSHARED
81762P102NOWSERVICENOW INC$5.6M0.56%7,040CommonSHARED
743315103PGRPROGRESSIVE CORP$5.5M0.55%19,344CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$5.4M0.55%36,335CommonSHARED
125523100CITHE CIGNA GROUP$5.3M0.54%16,230CommonSHARED
857477103STTSTATE STR CORP$5.3M0.53%58,925CommonSHARED
172967424CCITIGROUP INC$5.2M0.52%73,133CommonSHARED
235851102DHRDANAHER CORPORATION$5.2M0.52%25,132CommonSHARED
G54950103LINLINDE PLC$5.2M0.52%11,067CommonSHARED
G25508105CRHCRH PLC$5.1M0.52%58,188CommonSHARED
548661107LOWLOWES COS INC$5.1M0.51%21,766CommonSHARED
03073E105CORCENCORA INC$5.0M0.51%18,066CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$5.0M0.50%68,546CommonSHARED
416515104HIGHARTFORD INSURANCE GROUP INC$5.0M0.50%39,937CommonSHARED
N20944109CNHCNH INDL N V$4.9M0.49%395,467CommonSHARED
001055102AFLAFLAC INC$4.8M0.49%43,310CommonSHARED
G5960L103MDTMEDTRONIC PLC$4.8M0.48%52,886CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$4.6M0.47%45,034CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$4.6M0.47%1,004CommonSHARED
038222105AMATAPPLIED MATLS INC$4.6M0.46%31,684CommonSHARED
12504L109CBRECBRE GROUP INC$4.6M0.46%34,898CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.6M0.46%9,146CommonSHARED
98978V103ZTSZOETIS INC$4.5M0.45%27,366CommonSHARED
126650100CVSCVS HEALTH CORP$4.5M0.45%66,357CommonSHARED
717081103PFEPFIZER INC$4.4M0.44%173,335CommonSHARED
59156R108METMETLIFE INC$4.3M0.44%54,075CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$4.3M0.43%8,196CommonSHARED
64110L106NFLXNETFLIX INC$4.2M0.43%4,539CommonSHARED
68389X105ORCLORACLE CORP$4.2M0.43%30,253CommonSHARED
88579Y101MMM3M CO$4.1M0.42%28,167CommonSHARED
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$4.1M0.41%48,714CommonSHARED
149123101CATCATERPILLAR INC$4.1M0.41%12,370CommonSHARED
654106103NKENIKE INC$4.0M0.40%61,923CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$3.8M0.38%15,441CommonSHARED
G87052109TELTE CONNECTIVITY PLC$3.8M0.38%26,627CommonSHARED
G7S00T104PNRPENTAIR PLC$3.7M0.37%42,299CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$3.7M0.37%16,830CommonSHARED
744320102PRUPRUDENTIAL FINL INC$3.6M0.36%32,418CommonSHARED
052769106ADSKAUTODESK INC$3.6M0.36%13,744CommonSHARED
29444U700EQIXEQUINIX INC$3.5M0.35%4,284CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$3.4M0.34%13,330CommonSHARED
512807306LRCXLAM RESEARCH CORP$3.4M0.34%46,233CommonSHARED
458140100INTCINTEL CORP$3.4M0.34%148,462CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.3M0.34%6,905CommonSHARED
907818108UNPUNION PAC CORP$3.2M0.32%13,548CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$3.1M0.31%33,843CommonSHARED
285512109EAELECTRONIC ARTS INC$3.1M0.31%21,458CommonSHARED
95040Q104WELLWELLTOWER INC$3.1M0.31%19,915CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$3.0M0.31%11,456CommonSHARED
384802104GWWGRAINGER W W INC$2.9M0.29%2,916CommonSHARED
941848103WATWATERS CORP$2.8M0.28%7,645CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.8M0.28%11,553CommonSHARED
231021106CMICUMMINS INC$2.7M0.28%8,712CommonSHARED
98138H101WDAYWORKDAY INC$2.7M0.28%11,691CommonSHARED
452327109ILMNILLUMINA INC$2.7M0.27%33,843CommonSHARED
09062X103BIIBBIOGEN INC$2.7M0.27%19,369CommonSHARED
244199105DEDEERE & CO$2.6M0.26%5,539CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$2.6M0.26%17,976CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$2.5M0.25%15,507CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$2.5M0.25%31,893CommonSHARED
855244109SBUXSTARBUCKS CORP$2.5M0.25%25,332CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$2.5M0.25%14,091CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$2.3M0.23%152,854CommonSHARED
40412C101HCAHCA HEALTHCARE INC$2.3M0.23%6,700CommonSHARED
45168D104IDXXIDEXX LABS INC$2.3M0.23%5,491CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$2.3M0.23%20,605CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$2.3M0.23%28,499CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$2.3M0.23%11,909CommonSHARED
189054109CLXCLOROX CO DEL$2.2M0.22%15,063CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$2.2M0.22%12,935CommonSHARED
74340W103PLDPROLOGIS INC.$2.2M0.22%19,396CommonSHARED
871607107SNPSSYNOPSYS INC$2.2M0.22%5,026CommonSHARED
98419M100XYLXYLEM INC$2.2M0.22%18,023CommonSHARED
12572Q105CMECME GROUP INC$2.1M0.22%8,062CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$2.1M0.21%96,649CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.1M0.21%12,273CommonSHARED
609207105MDLZMONDELEZ INTL INC$2.1M0.21%30,281CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$2.0M0.20%17,185CommonSHARED
002824100ABTABBOTT LABS$2.0M0.20%14,974CommonSHARED
501044101KRKROGER CO$1.9M0.19%28,208CommonSHARED
086516101BBYBEST BUY INC$1.9M0.19%25,267CommonSHARED
969904101WSMWILLIAMS SONOMA INC$1.9M0.19%11,809CommonSHARED
00206R102TAT&T INC$1.8M0.18%64,587CommonSHARED
87612E106TGTTARGET CORP$1.8M0.18%17,423CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.8M0.18%116,134CommonSHARED
30040W108ESEVERSOURCE ENERGY$1.8M0.18%28,999CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$1.8M0.18%24,043CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$1.7M0.17%15,690CommonSHARED
747525103QCOMQUALCOMM INC$1.7M0.17%11,107CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$1.7M0.17%26,691CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$1.7M0.17%6,627CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$1.6M0.16%17,145CommonSHARED
89832Q109TFCTRUIST FINL CORP$1.6M0.16%38,357CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$1.6M0.16%9,189CommonSHARED
90138F102TWLOTWILIO INC$1.6M0.16%16,010CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$1.6M0.16%3,540CommonSHARED
526107107LIILENNOX INTL INC$1.5M0.15%2,739CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$1.5M0.15%2,789CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$1.5M0.15%23,332CommonSHARED
075887109BDXBECTON DICKINSON & CO$1.5M0.15%6,404CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.14%2,891CommonSHARED
G29183103ETNEATON CORP PLC$1.4M0.14%5,150CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.4M0.14%12,333CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$1.4M0.14%12,486CommonSHARED
20030N101CMCSACOMCAST CORP NEW$1.3M0.13%36,094CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$1.3M0.13%38,265CommonSHARED
34959E109FTNTFORTINET INC$1.3M0.13%13,575CommonSHARED
049468101TEAMATLASSIAN CORPORATION$1.3M0.13%6,141CommonSHARED
032654105ADIANALOG DEVICES INC$1.3M0.13%6,426CommonSHARED
126408103CSXCSX CORP$1.3M0.13%43,341CommonSHARED
020002101ALLALLSTATE CORP$1.2M0.12%5,909CommonSHARED
571903202MARMARRIOTT INTL INC NEW$1.2M0.12%5,078CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$1.2M0.12%7,234CommonSHARED
443573100HUBSHUBSPOT INC$1.2M0.12%2,099CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.2M0.12%5,168CommonSHARED
872540109TJXTJX COS INC NEW$1.2M0.12%9,645CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.12%15,724CommonSHARED
23918K108DVADAVITA INC$1.1M0.12%7,483CommonSHARED
872590104TMUST-MOBILE US INC$1.1M0.12%4,291CommonSHARED
863667101SYKSTRYKER CORPORATION$1.1M0.11%3,054CommonSHARED
03662Q105AKXANSYS INC$1.1M0.11%3,569CommonSHARED
40434L105HPQHP INC$1.1M0.11%40,260CommonSHARED
665859104NTRSNORTHERN TR CORP$1.1M0.11%10,870CommonSHARED
595112103MUMICRON TECHNOLOGY INC$1.1M0.11%12,199CommonSHARED
03076C106AMPAMERIPRISE FINL INC$1.1M0.11%2,174CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$1.1M0.11%19,847CommonSHARED
46284V101IRMIRON MTN INC DEL$1.0M0.10%11,915CommonSHARED
G3265R107APTVAPTIV PLC$1.0M0.10%17,290CommonSHARED
216648501COOCOOPER COS INC$992,7990.10%11,770CommonSHARED
444859102HUMHUMANA INC$987,6040.10%3,720CommonSHARED
040413205ANETARISTA NETWORKS INC$962,0690.10%12,417CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$947,0900.10%802CommonSHARED
579780206MKCMCCORMICK & CO INC$945,8240.10%11,491CommonSHARED
60855R100MOHMOLINA HEALTHCARE INC$941,3970.09%2,858CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$939,0840.09%12,038CommonSHARED
500754106KHCKRAFT HEINZ CO$933,4400.09%30,675CommonSHARED
253868103DLRDIGITAL RLTY TR INC$925,6530.09%6,460CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$921,2660.09%4,115CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$918,8780.09%5,383CommonSHARED
303075105FDSFACTSET RESH SYS INC$915,6450.09%2,014CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$841,6530.08%11,002CommonSHARED
871829107SYYSYSCO CORP$832,2690.08%11,091CommonSHARED
94106L109WMWASTE MGMT INC DEL$816,0730.08%3,525CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$811,8520.08%1,377CommonSHARED
219350105GLWCORNING INC$778,9920.08%17,016CommonSHARED
69370C100PTCPTC INC$778,3140.08%5,023CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$764,8810.08%1,206CommonSHARED
58155Q103MCKMCKESSON CORP$756,5650.08%1,123CommonSHARED
252131107DXCMDEXCOM INC$755,0830.08%11,057CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$735,5770.07%11,947CommonSHARED
482480100KLACKLA CORP$724,6670.07%1,066CommonSHARED
929740108WABWABTEC$716,6950.07%3,952CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$715,7150.07%5,195CommonSHARED
15135B101CNCCENTENE CORP DEL$715,1640.07%11,780CommonSHARED
46266C105IQVIQVIA HLDGS INC$711,0180.07%4,033CommonSHARED
761152107RMDRESMED INC$707,8140.07%3,162CommonSHARED
45687V106IRINGERSOLL RAND INC$675,6930.07%8,443CommonSHARED
55261F104MTBM & T BK CORP$661,7320.07%3,702CommonSHARED
G0403H108AONAON PLC$660,8930.07%1,656CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$649,9750.07%3,004CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$644,1410.06%2,493CommonSHARED
030420103AWKAMERICAN WTR WKS CO INC NEW$640,0890.06%4,339CommonSHARED
30161N101EXCEXELON CORP$626,1810.06%13,589CommonSHARED
693506107PPGPPG INDS INC$621,9830.06%5,688CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$608,6000.06%7,104CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$608,4240.06%4,443CommonSHARED
92276F100VTRVENTAS INC$603,1500.06%8,711CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$592,4070.06%3,304CommonSHARED
336433107FSLRFIRST SOLAR INC$582,4630.06%4,607CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$579,0320.06%11,961CommonSHARED
902973304USBUS BANCORP DEL$578,8990.06%13,551CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$561,0970.06%11,175CommonSHARED
550021109LULULULULEMON ATHLETICA INC$560,7420.06%1,981CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$556,0040.06%11,581CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$552,8740.06%6,868CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$552,1560.06%6,351CommonSHARED
29476L107EQREQUITY RESIDENTIAL$544,7180.05%7,537CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$522,5240.05%2,375CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$503,2480.05%18,529CommonSHARED
31428X106FDXFEDEX CORP$492,2830.05%2,008CommonSHARED
369604301GEGE AEROSPACE$468,5920.05%2,337CommonSHARED
690742101OCOWENS CORNING NEW$439,4280.04%3,062CommonSHARED
988498101YUMYUM BRANDS INC$395,9180.04%2,516CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$377,7120.04%3,660CommonSHARED
682189105ONON SEMICONDUCTOR CORP$377,6030.04%9,280CommonSHARED
05352A100AVTRAVANTOR INC$369,6200.04%22,802CommonSHARED
681919106OMCOMNICOM GROUP INC$368,0550.04%4,402CommonSHARED
518439104ELLAUDER ESTEE COS INC$358,8420.04%5,437CommonSHARED
778296103ROSTROSS STORES INC$353,4670.04%2,766CommonSHARED
345370860FFORD MTR CO$350,5590.04%34,951CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$312,9180.03%3,433CommonSHARED
053611109AVYAVERY DENNISON CORP$311,8030.03%1,752CommonSHARED
60770K107MRNAMODERNA INC$84,7950.01%2,991CommonSHARED

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.