Fund HoldingsIntegras Partners LLC

Total Portfolio Value
$123.78M
Total Bought
$6.39M
Total Sold
$7.33M
Net Transaction
-$948.8K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ACCENTURE PLC IRELAND
SHS CLASS A
010,596+10,59602,8432.30%+2,843
ISHARES TR03,729+3,72904600.37%+460
AMGEN INC(AMGN)10,2039,786-4172,8793,2032.59%+324
APPLE INC(AAPL)3,5164,368+8528951,1870.96%+292
US BANCORP DEL(USB)63,73962,582-1,1573,0803,3392.70%+259
ISHARES TR84,33984,452+1133,0833,3322.69%+249
VANECK ETF TRUST
CLO ETF
155,127160,524+5,3978,2378,4776.85%+240
RBB FD INC
F/M US TREASURY
04,719+4,71902350.19%+235
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,604+1,60402310.19%+231
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
05,878+5,87802030.16%+203
SOUTHERN COPPER CORP(SCCO)01,409+1,40902020.16%+202
GILEAD SCIENCES INC(GILD)27,30426,107-1,1973,0313,2042.59%+174
ISHARES TR29,97331,853+1,8802,8913,0632.47%+172
EXXON MOBIL CORP27,82327,485-3383,1373,3082.67%+170
ISHARES TR
IBONDS DEC2026
259,248265,970+6,7226,3006,4445.21%+145
ISHARES TR22,56823,852+1,2841,8721,9751.60%+103
BHP GROUP LTD60,19757,132-3,0653,3563,4492.79%+93
CROWDSTRIKE HLDGS INC(CRWD)625833+2083063900.32%+84
NEXTERA ENERGY INC(NEE)9,5429,54207207660.62%+46
COLUMBIA ETF TR II
INDIA CONSMR ETF
21,99322,577+5841,4221,4631.18%+41
ARES CAPITAL CORP(ARCC)84,75687,483+2,7271,7301,7701.43%+40
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
41,64042,162+5222,3782,4131.95%+36
ISHARES TR4,0284,156+1285876180.50%+31
BRISTOL-MYERS SQUIBB CO(BMY)70,28059,340-10,9403,1703,2012.59%+31
ALPHABET INC(GOOG)1,6291,357-2723974260.34%+29
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
6,3226,383+612923190.26%+27
CISCO SYS INC(CSCO)45,59540,823-4,7723,1203,1452.54%+25
ETF SER SOLUTIONS
DEFIA QUANT ETF
16,86916,360-5091,7701,7941.45%+24
INTERNATIONAL BUSINESS MACHS(IBM)1,7081,70804825060.41%+24
COCA COLA CO(KO)6,5206,470-504324520.37%+20
COLGATE PALMOLIVE CO(CL)32,95933,570+6112,6352,6532.14%+18
VANGUARD SPECIALIZED FUNDS6,9096,860-491,4911,5081.22%+17
ALPHABET INC(GOOG)1,084885-1992642770.22%+13
ISHARES TR
CORE DIV GRWTH
4,2584,299+412902980.24%+9
DIMENSIONAL ETF TRUST
US TARGETED VLU
6,3426,34203693780.31%+8
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
37,34637,069-2772,1482,1541.74%+6
QUANTA SVCS INC50650602102140.17%+4
DIREXION SHS ETF TR
DAILY SMALL CAP
4,9534,955+22242260.18%+2
DISNEY WALT CO(DIS)2,1982,19802522500.20%-2
ISHARES TR3,2773,199-782,1932,1911.77%-2
LAM RESEARCH CORP(LRCX)2,6602,050-6103563510.28%-5
WALMART INC(WMT)32,74530,181-2,5643,3753,3632.72%-12
ISHARES INC
CORE MSCI EMKT
10,76810,241-5277106880.56%-21
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
4,9144,702-2125585350.43%-23
MCDONALDS CORP(MCD)10,36110,224-1373,1493,1252.52%-24
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
11,95911,415-5448798550.69%-25
INVESCO QQQ TR1,1151,026-896696300.51%-39
JPMORGAN CHASE & CO.(JPM)883726-1572792340.19%-45
SOUTHERN CO(SO)6,0256,02505715250.42%-46
GLOBAL X FDS
CYBRSCURTY ETF
12,96312,417-5464563780.31%-78
J P MORGAN EXCHANGE TRADED F
U S TEC LEA ETF
44,91144,449-4624,1304,0043.23%-127
VANECK ETF TRUST
MORTGAGE REIT
147,864138,851-9,0131,5921,4591.18%-133
GRIFFON CORP(GFF)38,57338,042-5312,9372,8022.26%-135
NRG ENERGY INC(NRG)19,14118,529-6123,1002,9512.38%-149
ILLINOIS TOOL WKS INC(ITW)11,75011,703-473,0642,8822.33%-181
NVIDIA CORPORATION(NVDA)5,1704,066-1,1049657580.61%-206
LOCKHEED MARTIN CORP(LMT)6,4536,204-2493,2213,0002.42%-221
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8020-8022260-226
BLACKROCK ETF TRUST
ISHA I IN TE ETF
148,511144,113-4,3985,0734,7993.88%-274
ORACLE CORP(ORCL)1,1000-1,1003090-309
SYSCO CORP(SYY)38,99639,037+413,2112,8772.32%-334
ABBVIE INC(ABBV)16,08614,686-1,4003,7253,3562.71%-369
GRAYSCALE BITCOIN TRUST ETF(GBTC)18,39718,455+581,6511,2621.02%-390
CUMMINS INC(CMI)9,0696,106-2,9633,8303,1172.52%-713
HOME DEPOT INC(HD)10,0409,693-3474,0683,3352.69%-733
CHENIERE ENERGY INC(LNG)12,75210,108-2,6442,9961,9651.59%-1,032
MICROSOFT CORP(MSFT)5,8454,057-1,7883,0271,9621.59%-1,065
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