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Kintegral Advisory, LLC

All holdings · as of Dec 31, 2025

234 positions

CompanyClassValueShares% of portfolio
Moderna, Inc.—$85.3K2,8940.0%
Avantor, Inc.—$252.8K22,0630.0%
Avery Dennison Corp—$308.3K1,6950.0%
Otis Worldwide Corp—$309.4K3,5420.0%
Owens Corning—$331.3K2,9600.0%
Yum! Brands Inc—$368.4K2,4350.0%
Lululemon Athletica Inc—$398.2K1,9160.0%
Chipotle Mexican Grill Inc—$400.0K10,8120.0%
Dell Technologies Inc.—$418.3K3,3230.0%
FORD MOTOR CO—$443.7K33,8200.0%
SBA Communications Corp—$444.5K2,2980.0%
EQUITY RESIDENTIAL—$459.6K7,2910.0%
Centene Corp—$469.0K11,3980.0%
Molina Healthcare Inc—$479.7K2,7640.0%
ROSS STORES, INC.—$482.2K2,6770.0%
ON Semiconductor Corp—$486.3K8,9800.0%
AMERICAN INTERNATIONAL GROUP, INC.—$525.8K6,1460.0%
AVALONBAY COMMUNITIES INC—$532.0K2,9060.0%
American Water Works Company, Inc.—$548.0K4,1990.0%
Estee Lauder Cos Inc/The—$550.9K5,2610.0%
FedEx Corp—$563.9K1,9420.0%
PPG INDUSTRIES INC—$563.9K5,5040.0%
FactSet Research Systems Inc—$565.0K1,9470.0%
Aon plc—$565.7K1,6030.0%
Exelon Corp—$573.1K13,1480.0%
Akamai Technologies Inc—$579.8K6,6450.0%
ROPER TECHNOLOGIES INC—$593.4K1,3330.1%
Apollo Global Management, Inc.—$622.3K4,2990.1%
Archer-Daniels-Midland Co—$644.2K11,2060.1%
INGERSOLL-RAND INC—$647.1K8,1690.1%
Ventas, Inc.—$656.3K8,4290.1%
GENERAL ELECTRIC CO—$697.9K2,2630.1%
US BANCORP \DE—$706.5K13,1120.1%
Dexcom Inc—$710.0K10,6980.1%
Kraft Heinz Co—$719.7K29,6800.1%
M&T BANK CORP—$721.7K3,5820.1%
RESMED INC—$737.1K3,0600.1%
MICROCHIP TECHNOLOGY INC—$737.4K11,5720.1%
WASTE MANAGEMENT INC—$749.4K3,4110.1%
MCCORMICK & CO INC—$762.7K11,1190.1%
INTERNATIONAL FLAVORS & FRAGRANCES INC—$789.6K11,6480.1%
SYSCO CORP—$790.8K10,7320.1%
HUBSPOT INC—$814.6K2,0300.1%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$815.8K3,8220.1%
DAVITA INC.—$822.5K7,2400.1%
T-Mobile US, Inc.TMUSCommon Stock$843.0K4,1520.1%
PTC Inc—$846.8K4,8610.1%
OMNICOM GROUP INC.—$850.2K10,4260.1%
IQVIA HOLDINGS INC.—$879.3K3,9010.1%
HP INC—$879.9K38,9540.1%
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