Fund HoldingsKintegral Advisory, LLC

Total Portfolio Value
$992.14M
Total Bought
$10.58M
Total Sold
$141.43M
Net Transaction
-$130.86M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BLACKROCK INC(BLK)07,613+7,61307,2060.73%+7,206
LAM RESEARCH CORP(LRCX)046,233+46,23303,3720.34%+3,372
GILEAD SCIENCES INC(GILD)124,646124,229-41711,51413,9201.40%+2,406
COCA COLA CO(KO)0185,224+185,224013,3601.35%+13,360
ABBVIE INC(ABBV)056,550+56,550011,8481.19%+11,848
AMGEN INC(AMGN)031,829+31,82909,9161.00%+9,916
VISA INC(V)46,40646,250-15614,66616,2091.63%+1,543
CVS HEALTH CORP(CVS)066,357+66,35704,4960.45%+4,496
CENCORA INC018,066+18,06605,0240.51%+5,024
THE CIGNA GROUP(CI)016,230+16,23005,3400.54%+5,340
ELI LILLY & CO(LLY)016,415+16,415013,5571.37%+13,557
PROGRESSIVE CORP(PGR)019,344+19,34405,4750.55%+5,475
VERIZON COMMUNICATIONS INC(VZ)0141,086+141,08606,4000.65%+6,400
BANK NEW YORK MELLON CORP106,245105,889-3568,1638,8810.90%+718
INTERNATIONAL BUSINESS MACHS(IBM)024,500+24,50006,0920.61%+6,092
BOSTON SCIENTIFIC CORP(BSX)56,07355,886-1875,0085,6380.57%+629
VERTEX PHARMACEUTICALS INC(VRTX)06,905+6,90503,3480.34%+3,348
HARTFORD INSURANCE GROUP INC(HIG)039,937+39,93704,9620.50%+4,962
CHUBB LIMITED
COM
021,797+21,79706,6020.67%+6,602
AMERICAN TOWER CORP NEW(AMT)016,830+16,83003,6620.37%+3,662
WELLTOWER INC(WELL)019,915+19,91503,0510.31%+3,051
BRISTOL-MYERS SQUIBB CO(BMY)125,745125,323-4227,1127,6430.77%+531
MEDTRONIC PLC(MDT)052,886+52,88604,7890.48%+4,789
LINDE PLC(LIN)011,067+11,06705,1530.52%+5,153
MASTERCARD INCORPORATED(MA)24,78024,698-8213,04813,5371.36%+489
3M CO(MMM)028,167+28,16704,1370.42%+4,137
MARSH & MCLENNAN COS INC(MRSH)015,441+15,44103,7680.38%+3,768
ECOLAB INC(ECL)022,619+22,61905,7490.58%+5,749
INTEL CORP(INTC)0148,462+148,46203,3720.34%+3,372
CNH INDL N V
SHS
0395,467+395,46704,8560.49%+4,856
AT&T INC(T)64,80464,587-2171,4761,8270.18%+351
PRINCIPAL FINANCIAL GROUP IN(PFG)048,714+48,71404,1100.41%+4,110
CISCO SYS INC(CSCO)139,731139,263-4688,2728,5940.87%+322
AFLAC INC(AFL)043,310+43,31004,8160.49%+4,816
HCA HEALTHCARE INC(HCA)06,700+6,70002,3150.23%+2,315
AUTOMATIC DATA PROCESSING IN25,11725,032-857,3927,6870.77%+294
ABBOTT LABS014,974+14,97401,9860.20%+1,986
INTERCONTINENTAL EXCHANGE IN(ICE)012,273+12,27302,1170.21%+2,117
TRAVELERS COMPANIES INC(TRV)11,49611,456-402,7693,0300.31%+260
DEERE & CO(DE)05,539+5,53902,6090.26%+2,609
MONDELEZ INTL INC(MDLZ)030,281+30,28102,0690.21%+2,069
QUEST DIAGNOSTICS INC(DGX)012,935+12,93502,1890.22%+2,189
CME GROUP INC(CME)8,0898,062-271,9252,1390.22%+213
JPMORGAN CHASE & CO.(JPM)43,04142,897-14410,31710,5231.06%+205
T-MOBILE US INC(TMUS)4,3054,291-149501,1440.12%+194
UBER TECHNOLOGIES INC(UBER)015,724+15,72401,1460.12%+1,146
KIMBERLY-CLARK CORP(KMB)017,976+17,97602,5790.26%+2,579
BROADRIDGE FINL SOLUTIONS IN(BR)11,59211,553-392,6312,8110.28%+180
KROGER CO(KR)28,30328,208-951,7311,9090.19%+179
NETFLIX INC(NFLX)4,5544,539-154,0594,2330.43%+174
STARBUCKS CORP(SBUX)025,332+25,33202,4850.25%+2,485
S&P GLOBAL INC(SPGI)018,784+18,78409,5440.96%+9,544
PROCTER AND GAMBLE CO(PG)060,768+60,768010,3561.04%+10,356
UNITEDHEALTH GROUP INC(UNH)08,196+8,19604,2930.43%+4,293
EVERSOURCE ENERGY(ES)028,999+28,99901,8010.18%+1,801
SCHWAB CHARLES CORP(SCHW)32,00031,893-1072,3682,4970.25%+128
MCKESSON CORP(MCK)1,1261,123-36437570.08%+114
EXELON CORP(EXC)013,589+13,58906260.06%+626
PROLOGIS INC.(PLD)019,396+19,39602,1680.22%+2,168
MOLINA HEALTHCARE INC(MOH)02,858+2,85809410.09%+941
KELLANOVA084,569+84,56906,9760.70%+6,976
WASTE MGMT INC DEL(WM)3,5363,525-117148160.08%+103
UNION PAC CORP(UNP)013,548+13,54803,2010.32%+3,201
CARDINAL HEALTH INC(CAH)5,2135,195-186177160.07%+99
AMERICAN WTR WKS CO INC NEW04,339+4,33906400.06%+640
ROPER TECHNOLOGIES INC(ROP)01,377+1,37708120.08%+812
ZIMMER BIOMET HOLDINGS INC(ZBH)012,333+12,33301,3990.14%+1,399
AMERICAN INTL GROUP INC6,3736,351-224645520.06%+88
KEURIG DR PEPPER INC(KDP)038,265+38,26501,3180.13%+1,318
VENTAS INC(VTR)08,711+8,71106030.06%+603
ALLSTATE CORP(ALL)5,9285,909-191,1491,2290.12%+81
GE AEROSPACE(GE)02,337+2,33704690.05%+469
AON PLC(AON)1,6601,656-45966610.07%+65
CHURCH & DWIGHT CO INC(CHD)012,486+12,48601,3750.14%+1,375
MCCORMICK & CO INC(MKC)011,491+11,49109460.10%+946
YUM BRANDS INC(YUM)2,5232,516-73383960.04%+57
XYLEM INC(XYL)018,023+18,02302,1530.22%+2,153
KLA CORP(KLAC)01,066+1,06607250.07%+725
COLGATE PALMOLIVE CO(CL)017,145+17,14501,6060.16%+1,606
OTIS WORLDWIDE CORP(OTIS)03,660+3,66003780.04%+378
HUMANA INC(HUM)03,720+3,72009880.10%+988
SBA COMMUNICATIONS CORP NEW(SBAC)02,375+2,37505230.05%+523
STRYKER CORPORATION(SYK)03,054+3,05401,1390.11%+1,139
ZOETIS INC(ZTS)027,366+27,36604,5060.45%+4,506
MICRON TECHNOLOGY INC(MU)012,199+12,19901,0610.11%+1,061
IDEXX LABS INC(IDXX)05,491+5,49102,3060.23%+2,306
CITIGROUP INC(C)73,38073,133-2475,1655,1920.52%+26
JOHNSON CTLS INTL PLC
SHS
028,499+28,49902,2940.23%+2,294
DAVITA INC(DVA)07,483+7,48301,1450.12%+1,145
FORTINET INC(FTNT)13,62013,575-451,2871,3070.13%+20
BECTON DICKINSON & CO(BDX)06,404+6,40401,4670.15%+1,467
TJX COS INC NEW(TJX)9,6779,645-321,1691,1750.12%+6
FORD MTR CO(F)35,06834,951-1173473510.04%+3
EQUITY RESIDENTIAL(EQR)7,5627,537-255435450.05%+2
CAPITAL ONE FINL CORP(COF)3,3153,304-115915920.06%+1
CENTENE CORP DEL(CNC)011,780+11,78007150.07%+715
QUALCOMM INC(QCOM)011,107+11,10701,7060.17%+1,706
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)11,03911,002-378498420.08%-7
KRAFT HEINZ CO(KHC)030,675+30,67509330.09%+933
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
07,104+7,10406090.06%+609
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