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Portfolio (Quarterly) Guide ↗

Kintegral Advisory, LLC

· CIK 0001569518
13F Portfolio $1.1B AUM 233 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 Added 232 Reduced 1 Exited
Page 12 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TEAM ATLASSIAN CORPORATION Technology 5,691.0 $388K 0.04% -252.0 -4.2% $68.25 +24.4%
222 SBAC SBA COMMUNICATIONS CORP Real Estate 2,201.0 $379K 0.04% -97.0 -4.2% $172.11 +17.2%
223 F FORD MTR CO Consumer Cyclical 32,385.0 $374K 0.04% -1K -4.2% $11.54 +32.8%
224 YUM YUM BRANDS INC Consumer Cyclical 2,332.0 $363K 0.03% -103.0 -4.2% $155.48 -0.2%
225 EL LAUDER ESTEE COS INC Consumer Defensive 5,038.0 $362K 0.03% -223.0 -4.2% $71.77 +20.7%
226 CNC CENTENE CORP DEL Healthcare 10,914.0 $357K 0.03% -484.0 -4.2% $32.74 +74.8%
227 MOH MOLINA HEALTHCARE INC Healthcare 2,647.0 $353K 0.03% -117.0 -4.2% $133.30 +32.2%
228 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,353.0 $331K 0.03% -459.0 -4.2% $32.01 +0.9%
229 OC OWENS CORNING NEW Industrials 2,834.0 $309K 0.03% -126.0 -4.3% $109.01 +10.1%
230 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,835.0 $281K 0.03% -81.0 -4.2% $153.10 -16.8%
231 AVY AVERY DENNISON CORP Industrials 1,623.0 $280K 0.03% -72.0 -4.2% $172.68 -7.5%
232 OTIS OTIS WORLDWIDE CORP Industrials 3,392.0 $261K 0.03% -150.0 -4.2% $77.08 -5.6%
233 AVTR AVANTOR INC Healthcare 21,126.0 $166K 0.02% -937.0 -4.2% $7.84 +3.8%
Page 12 of 12  ·  233 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 18.1%
Healthcare 14.1%
Communication Services 11.4%
Consumer Cyclical 7.5%
Industrials 6.1%
Consumer Defensive 4.6%
Real Estate 2.2%
Basic Materials 1.2%
Utilities 0.3%