Fund HoldingsKintegral Advisory, LLC

Total Portfolio Value
$809.53M
Total Bought
$9.95M
Total Sold
$75.44M
Net Transaction
-$65.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INTUIT(INTU)010,568+10,56805,4000.67%+5,400
BIOGEN INC(BIIB)012,842+12,84203,3010.41%+3,301
ALPHABET INC(GOOG)241,075240,932-14328,85731,5283.89%+2,672
AMGEN INC(AMGN)30,24630,228-186,7158,1241.00%+1,409
ALPHABET INC(GOOG)112,761112,694-6713,64114,8591.84%+1,218
NVIDIA CORPORATION(NVDA)101,995101,935-6043,14644,3415.48%+1,195
ELI LILLY & CO(LLY)16,05716,047-107,5308,6191.06%+1,089
FIDELITY NATIONAL FINANCIAL(FNF)019,430+19,43001,0740.13%+1,074
ABBVIE INC(ABBV)54,24654,214-327,3098,0811.00%+773
ADOBE INC(ADBE)24,74724,732-1512,10112,6111.56%+510
CATERPILLAR INC(CAT)16,69216,682-104,1074,5540.56%+447
AUTOMATIC DATA PROCESSING IN21,15221,139-134,6755,1120.63%+437
INTEL CORP(INTC)187,179187,068-1116,2596,6500.82%+391
META PLATFORMS INC(META)29,54929,531-188,4808,8661.10%+386
PRUDENTIAL FINL INC(PFH)53,89653,864-324,7555,1110.63%+356
BOOKING HOLDINGS INC(BKNG)90590502,4442,7910.34%+347
CHUBB LIMITED
COM
20,69120,679-124,0024,3230.53%+321
CISCO SYS INC(CSCO)149,510149,421-897,7368,0330.99%+297
BUNGE LIMITED020,729+20,72902,2440.28%+2,244
UNITEDHEALTH GROUP INC(UNH)12,05812,051-75,7966,0760.75%+280
FACTSET RESH SYS INC(FDS)7,2197,215-42,8923,1550.39%+263
METLIFE INC(MET)40,73640,712-242,3032,5610.32%+258
TRANE TECHNOLOGIES PLC(TT)16,12916,119-103,0853,2710.40%+186
BAXTER INTL INC04,667+4,66701770.02%+177
VMWARE INC06,843+6,84301,1390.14%+1,139
INTERNATIONAL BUSINESS MACHS(IBM)24,13524,121-143,2303,3840.42%+155
CME GROUP INC(CME)010,092+10,09202,0210.25%+2,021
COMCAST CORP NEW(CCZ)050,502+50,50202,2390.28%+2,239
HUMANA INC(HUM)03,486+3,48601,6990.21%+1,699
OKTA INC(OKTA)010,174+10,17408290.10%+829
CARRIER GLOBAL CORPORATION(CARR)019,877+19,87701,0970.14%+1,097
CHARTER COMMUNICATIONS INC N(CHTR)01,404+1,40406180.08%+618
HASBRO INC(HAS)59,59759,562-353,8603,9390.49%+79
SYNOPSYS INC(SNPS)03,291+3,29101,5100.19%+1,510
PROGRESSIVE CORP(PGR)011,171+11,17101,5560.19%+1,556
MARRIOTT INTL INC NEW(MAR)05,996+5,99601,1790.15%+1,179
WATERS CORP(WAT)10,15710,151-62,7072,7840.34%+76
THE CIGNA GROUP(CI)13,84013,832-83,8843,9570.49%+73
REGENERON PHARMACEUTICALS(REGN)0688+68805660.07%+566
HEWLETT PACKARD ENTERPRISE C(HPE)0125,256+125,25602,1910.27%+2,191
MASTERCARD INCORPORATED(MA)27,41127,395-1610,78110,8461.34%+65
ACTIVISION BLIZZARD INC06,942+6,94206500.08%+650
AKAMAI TECHNOLOGIES INC(AKAM)03,543+3,54303770.05%+377
MARSH & MCLENNAN COS INC(MRSH)27,69327,677-165,2085,2670.65%+58
EATON CORP PLC(ETN)04,665+4,66509950.12%+995
DIGITAL RLTY TR INC(DLR)07,407+7,40708960.11%+896
FEDEX CORP(FDX)02,855+2,85507600.09%+760
HILTON WORLDWIDE HLDGS INC(HLT)010,528+10,52801,5810.20%+1,581
AMERICAN INTL GROUP INC014,817+14,81708980.11%+898
ZOETIS INC(ZTS)25,40525,390-154,3754,4170.55%+42
GLOBAL PMTS INC(GPN)02,399+2,39902770.03%+277
OWENS CORNING NEW(OC)06,892+6,89209400.12%+940
TJX COS INC NEW(TJX)09,332+9,33208290.10%+829
DANAHER CORPORATION(DHR)04,890+4,89001,2130.15%+1,213
UBER TECHNOLOGIES INC(UBER)012,853+12,85305910.07%+591
AFLAC INC(AFL)04,999+4,99903840.05%+384
ATLASSIAN CORPORATION01,022+1,02202060.03%+206
KEYCORP(KEY)021,203+21,20302280.03%+228
IRON MTN INC DEL(IRM)012,107+12,10707280.09%+728
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)012,403+12,40308400.10%+840
WELLTOWER INC(WELL)30,60530,587-182,4762,5060.31%+30
MSCI INC(MSCI)0645+64503310.04%+331
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
06,027+6,02704020.05%+402
CVS HEALTH CORP(CVS)33,25833,238-202,2992,3210.29%+22
AUTODESK INC09,722+9,72202,0120.25%+2,012
AVERY DENNISON CORP01,763+1,76303220.04%+322
CENTENE CORP DEL(CNC)013,638+13,63809390.12%+939
TRIMBLE INC(TRMB)019,162+19,16201,0320.13%+1,032
KEURIG DR PEPPER INC(KDP)029,776+29,77609460.12%+946
DUPONT DE NEMOURS INC(DD)04,540+4,54003390.04%+339
ALLSTATE CORP(ALL)05,363+5,36306020.07%+602
LULULEMON ATHLETICA INC(LULU)01,746+1,74606730.08%+673
PAYCHEX INC(PAYX)02,842+2,84203280.04%+328
M & T BK CORP(MTB)03,366+3,36604260.05%+426
MCKESSON CORP(MCK)01,123+1,12304890.06%+489
CITIZENS FINL GROUP INC(CFG)010,420+10,42002790.03%+279
BOSTON PROPERTIES INC(BXP)03,878+3,87802340.03%+234
T-MOBILE US INC(TMUS)04,808+4,80806730.08%+673
ROPER TECHNOLOGIES INC(ROP)01,430+1,43006930.09%+693
GARMIN LTD(GRMN)04,168+4,16804380.05%+438
MASTERBRAND INC(MBC)06,862+6,8620830.01%+83
GOLDMAN SACHS GROUP INC(GS)02,880+2,88009320.12%+932
US BANCORP DEL(USB)012,568+12,56804220.05%+422
UNITED RENTALS INC(URI)0856+85603810.05%+381
PTC INC(PTC)02,292+2,29203250.04%+325
ARCHER DANIELS MIDLAND CO010,173+10,17307670.09%+767
FIRST REP BK SAN FRANCISCO C000000
FORTIVE CORP(FTV)03,992+3,99202960.04%+296
CADENCE DESIGN SYSTEM INC(CDNS)13,98213,974-83,2793,2740.40%-5
AMERIPRISE FINL INC(AMP)02,008+2,00806620.08%+662
EBAY INC.(EBAY)011,463+11,46305050.06%+505
IDEX CORP(IEX)01,393+1,39302900.04%+290
HOST HOTELS & RESORTS INC(HST)015,678+15,67802550.03%+255
GEN DIGITAL INC(GEN)014,311+14,31102530.03%+253
WABTEC(WAB)03,708+3,70803940.05%+394
ROBERT HALF INC.(RHI)06,617+6,61704850.06%+485
BOSTON SCIENTIFIC CORP(BSX)010,735+10,73505670.07%+567
PRINCIPAL FINANCIAL GROUP IN(PFG)04,501+4,50103240.04%+324
MASCO CORP(MAS)05,614+5,61403000.04%+300
JPMORGAN CHASE & CO(JPM)46,09446,067-276,7046,6810.83%-23
Page 1 of 1