Kintegral Advisory, LLC holds a diversified book of 234 stocks worth $1.2B as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Versigent PLC. Their largest long position is Nvidia Corp at 9% of the equity book. Cloning the disclosed picks since 2025 would be +25% (+16.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1569518/holdings"
Use Arkolith to show Kintegral Advisory, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning Kintegral Advisory, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $114.9M | 574.3K | 9.3% | —Held | |
| 2 | Alphabet Inc CAP STK CL A | $73.9M | 206.8K | 6.0% | —Held | |
| 3 | Microsoft Corp COM | $63.1M | 169.3K | 5.1% | —Held | |
| 4 | Apple Inc COM | $50.2M | 173.5K | 4.1% | —Held | |
| 5 | Tesla Inc COM | $30.5M | 72.6K | 2.5% | —Held | |
| 6 | Alphabet Inc CAP STK CL C | $27.6M | 78.2K | 2.2% | —Held | |
| 7 | Advanced Micro Devices Inc COM | $24.2M | 41.7K | 2.0% | —Held | |
| 8 | Applied Matls Inc COM | $21.2M | 29.4K | 1.7% | —Held | |
| 9 | Intel Corp COM | $19.2M | 137.5K | 1.6% | —Held | |
| 10 | Lam Research Corp COM NEW | $18.6M | 42.8K | 1.5% | —Held | |
| 11 | Eli Lilly & Co COM | $18.2M | 15.2K | 1.5% | —Held | |
| 12 | Morgan Stanley COM NEW | $17.9M | 85.5K | 1.4% | —Held | |
| 13 | Amazon Com Inc COM | $16.8M | 70.7K | 1.4% | —Held | |
| 14 | Cisco Sys Inc COM | $15.2M | 129.0K | 1.2% | —Held | |
| 15 | Visa Inc COM CL A | $14.7M | 42.8K | 1.2% | —Held | |
| 16 | Gilead Sciences Inc COM | $14.5M | 115.1K | 1.2% | —Held | |
| 17 | Bank Of NY Mellon Corp COM | $14.2M | 98.1K | 1.2% | —Held | |
| 18 | Broadcom Inc COM | $14.1M | 37.4K | 1.1% | —Held | |
| 19 | Coca Cola Co COM | $14.0M | 171.6K | 1.1% | —Held | |
| 20 | Abbvie Inc COM | $13.2M | 52.4K | 1.1% | —Held | |
| 21 | American Express Co COM | $13.1M | 38.6K | 1.1% | —Held | |
| 22 | Micron Technology Inc COM | $13.0M | 11.3K | 1.1% | —Held | |
| 23 | JPMorgan Chase & Co COM | $13.0M | 39.7K | 1.1% | —Held | |
| 24 | Caterpillar Inc COM | $12.2M | 11.5K | 1.0% | —Held | |
| 25 | Merck & Co Inc COM | $11.9M | 91.9K | 1.0% | —Held | |
| 26 | Keysight Technologies Inc COM | $11.8M | 33.7K | 1.0% | —Held | |
| 27 | Texas Instrs Inc COM | $11.8M | 39.5K | 1.0% | —Held | |
| 28 | Mastercard Incorporated CL A | $11.8M | 22.9K | 1.0% | —Held | |
| 29 | Home Depot Inc COM | $11.3M | 32.0K | 0.9% | —Held | |
| 30 | Amgen Inc COM | $10.7M | 29.5K | 0.9% | —Held | |
| 31 | Citigroup Inc COM NEW | $9.5M | 67.8K | 0.8% | —Held | |
| 32 | Meta Platforms Inc CL A | $9.5M | 16.8K | 0.8% | —Held | |
| 33 | State STR Corp COM | $9.3M | 54.6K | 0.8% | —Held | |
| 34 | Procter & Gamble Co COM | $8.3M | 56.3K | 0.7% | —Held | |
| 35 | Trane Technologies PLC SHS | $8.1M | 16.5K | 0.7% | —Held | |
| 36 | Bank Of Amer Corp COM | $7.7M | 134.5K | 0.6% | —Held | |
| 37 | S&P Global Inc COM | $7.1M | 17.4K | 0.6% | —Held | |
| 38 | Chubb Limited COM | $6.9M | 20.2K | 0.6% | —Held | |
| 39 | BlackRock Inc COM | $6.8M | 7.1K | 0.5% | —Held | |
| 40 | Bristol-Myers Squibb Co COM | $6.7M | 116.1K | 0.5% | —Held | |
| 41 | Moodys Corp COM | $6.6M | 14.6K | 0.5% | —Held | |
| 42 | Pepsico Inc COM | $6.5M | 47.7K | 0.5% | —Held | |
| 43 | International Business Machs COM | $6.4M | 22.7K | 0.5% | —Held | |
| 44 | CVS Health Corp COM | $6.4M | 61.5K | 0.5% | —Held | |
| 45 | Seagate Technology HLDNGS PL ORD SHS | $6.4M | 6.6K | 0.5% | —Held | |
| 46 | Ecolab Inc COM | $5.9M | 21.0K | 0.5% | —Held | |
| 47 | CRH PLC ORD | $5.8M | 53.9K | 0.5% | —Held | |
| 48 | Cummins Inc COM | $5.8M | 8.1K | 0.5% | —Held | |
| 49 | Edwards Lifesciences Corp COM | $5.7M | 63.5K | 0.5% | —Held | |
| 50 | Nasdaq Inc COM | $5.6M | 71.4K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 234 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 233 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 234 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 235 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 237 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jul 21, 2025 | 238 | $992.1M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 238 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.