Kintegral Advisory, LLC

Registered adviser

CIK

1569518

Location

New York, NY

Portfolio Value

Mid $1,282,851,507

Diversification

Diversified

Reports for

CRESTVIEW MANAGEMENT LLC

Filing Date

Global Rank

#2,110 / 8,811 ▼ 92 · as of Jun 2026

Top Industry

Semiconductors 17.3%

Period ended 21 days ago

Filed Oct 16, 2026 · 5d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 164160

Roster of Oct 1, 2026

Regulatory AUM

$2,138,796,164

Main clients

Pooled investment vehicles (82% of AUM)

Private funds

13 funds · Mixed

Focus by fund count, roster of Oct 1, 2026

$1,756,409,082 gross assets

Private funds on Schedule D 7.B.(1)

As filed Apr 29, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$1,464,655,585 gross assets in 13 funds Hedge funds $1,066,364,376 (5) Private equity funds $395,430,943 (6) Other private funds $2,860,266 (2)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$2,138,796,164	Pooled investment vehicles (82%)
Apr 2025 to Mar 2026	$2,078,850,249	Pooled investment vehicles (84%)
Apr 2024 to Mar 2025	$1,788,623,852	Pooled investment vehicles (82%)
May 2023 to Mar 2024	$1,551,158,548	Pooled investment vehicles (78%)
Apr 2023	$1,551,158,548	Pooled investment vehicles (78%)
Apr 2022 to Mar 2023	$2,013,282,216	Pooled investment vehicles (65%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 37.5%, 39.3 effective positions, active share 37.3% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

1.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.4 quarters (12+), a floor since 80.4% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 37.3%; sector active share 21.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

233 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.3%

+1.0 pts

Top 5

31.8%

+2.6 pts

Top 10

40.0%

+2.5 pts

HHI

286

Diversified+31

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.4%	$518,493,837	53
Financial Services	16.3%	$208,737,817	43
Healthcare	13.6%	$174,971,218	45
Communication Services	10.1%	$129,198,019	10
Consumer Cyclical	6.1%	$77,936,480	20
Industrials	5.1%	$65,575,708	26
Consumer Defensive	5.1%	$65,523,527	17
Real Estate	1.8%	$22,987,116	11
Basic Materials	1.3%	$16,659,295	5
Utilities	0.2%	$2,768,490	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VMRK	Vivmark Residential	+7,851	14,832	$901,192
NVDA	Nvidia Corp	+3,264	577,559	$131,902,924
CNH	CNH Industrial N.V.	+2,082	368,479	$4,734,955
GOOGL	Alphabet Inc.	+1,175	207,992	$71,565,887
AAPL	Apple Inc.	+986	174,473	$58,102,998
MSFT	Microsoft Corp	+962	170,212	$87,301,734
PFE	Pfizer Inc	+912	161,504	$4,606,094
HBAN	Huntington Bancshares Inc /Md/	+805	142,424	$2,173,390
INTC	Intel Corp	+781	138,329	$16,631,295
BAC	Bank Of America Corp /De/	+764	135,304	$7,364,596
VZ	Verizon Communications Inc	+743	131,458	$6,029,978
CSCO	Cisco Systems, Inc.	+733	129,759	$13,965,961
BMY	Bristol Myers Squibb Co	+660	116,771	$7,286,510
GILD	Gilead Sciences, Inc.	+654	115,751	$17,252,686
HPE	Hewlett Packard Enterprise Co	+611	108,208	$6,913,409
GIS	General Mills Inc	+570	100,951	$3,246,584
BNY	Bank of New York Mellon Corp	+557	98,662	$14,269,485
MRK	Merck & Co., Inc.	+522	92,455	$13,434,636
RF	Regions Financial Corp	+509	90,054	$2,420,651
MS	Morgan Stanley	+486	86,002	$16,175,256
GOOG	Alphabet Inc.	+444	78,609	$26,785,230
TSLA	Tesla, Inc.	+412	73,013	$25,905,742
NDAQ	Nasdaq, Inc.	+405	71,789	$6,605,305
AMZN	Amazon Com Inc	+401	71,091	$17,712,322
C	Citigroup Inc	+385	68,141	$8,822,896
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
COKE	Coca-Cola Consolidated, Inc.	172,584	$32,664,973
MRNA	Moderna, Inc.	2,786	$536,500
MBGL	Mobility Global Inc.	17,501	$300,142
HCSG	Healthcare Services Group Inc	6,241	$127,628
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
KO	Coca Cola Co	171,609	$13,946,663
—		19,881	$4,076,400
HCA	HCA Healthcare, Inc.	6,206	$2,419,657
—		2,783	$525,124
LULU	lululemon athletica inc.	1,835	$209,520
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

233 tracked positions · $1,282,851,507 total · filing declares 233 positions · $1,268,396,763 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 233 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	577,559	+3,264	$131,902,924	+14.8%	10.28%
MSFT	Microsoft Corp Technology	Added	170,212	+962	$87,301,734	+38.3%	6.81%
GOOGL	Alphabet Inc. Communication Services	Added	207,992	+1,175	$71,565,887	−3.2%	5.58%
AAPL	Apple Inc. Technology	Added	174,473	+986	$58,102,998	+15.7%	4.53%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	NEW	172,584	NEW	$32,664,973	NEW	2.55%
GOOG	Alphabet Inc. Communication Services	Added	78,609	+444	$26,785,230	−3.0%	2.09%
TSLA	Tesla, Inc. Consumer Cyclical	Added	73,013	+412	$25,905,742	−15.2%	2.02%
AMD	Advanced Micro Devices Inc Technology	Added	41,961	+237	$25,670,061	+5.9%	2.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	71,091	+401	$17,712,322	+5.1%	1.38%
LLY	ELI LILLY & Co Healthcare	Added	15,294	+86	$17,696,381	−3.0%	1.38%
GILD	Gilead Sciences, Inc. Healthcare	Added	115,751	+654	$17,252,686	+18.6%	1.34%
INTC	Intel Corp Technology	Added	138,329	+781	$16,631,295	−13.4%	1.30%
MS	Morgan Stanley Financial Services	Added	86,002	+486	$16,175,256	−9.5%	1.26%
V	Visa Inc. Financial Services	Added	43,092	+243	$15,484,248	+5.3%	1.21%
AMAT	Applied Materials Inc /De Technology	Added	29,521	+166	$15,096,448	−28.9%	1.18%
BNY	Bank of New York Mellon Corp Financial Services	Added	98,662	+557	$14,269,485	+0.6%	1.11%
LRCX	Lam Research Corp Technology	Added	43,077	+243	$14,151,225	−23.8%	1.10%
CSCO	Cisco Systems, Inc. Technology	Added	129,759	+733	$13,965,961	−7.8%	1.09%
ABBV	AbbVie Inc. Healthcare	Added	52,691	+297	$13,783,438	+4.5%	1.07%
MRK	Merck & Co., Inc. Healthcare	Added	92,455	+522	$13,434,636	+13.7%	1.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	39,969	+225	$13,222,944	+1.6%	1.03%
AVGO	Broadcom Inc. Technology	Added	37,609	+212	$13,207,904	−6.5%	1.03%
MA	Mastercard Inc Financial Services	Added	23,012	+130	$12,690,427	+8.0%	0.99%
AMGN	Amgen Inc Healthcare	Added	29,656	+167	$12,500,300	+17.1%	0.97%
KEYS	Keysight Technologies, Inc. Technology	Added	33,854	+191	$12,324,210	+4.6%	0.96%
META	Meta Platforms, Inc. Communication Services	Added	16,908	+95	$12,261,343	+29.5%	0.96%
MU	Micron Technology Inc Technology	Added	11,367	+64	$12,107,105	−7.2%	0.94%
AXP	American Express Co Financial Services	Added	38,816	+219	$11,803,945	−9.6%	0.92%
TXN	Texas Instruments Inc Technology	Added	39,740	+224	$11,130,776	−5.5%	0.87%
STT	State Street Corp Financial Services	Added	54,905	+310	$9,585,863	+3.5%	0.75%
CAT	Caterpillar Inc Industrials	Added	11,527	+65	$9,345,976	−23.4%	0.73%
HD	Home Depot, Inc. Consumer Cyclical	Added	32,194	+181	$9,158,871	−18.9%	0.71%
C	Citigroup Inc Financial Services	Added	68,141	+385	$8,822,896	−7.0%	0.69%
ILMN	Illumina, Inc. Healthcare	Added	31,534	+178	$8,630,225	+56.5%	0.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	56,622	+320	$8,226,044	−0.4%	0.64%
BLK	BlackRock, Inc. Financial Services	Added	7,093	+40	$7,506,450	+10.7%	0.59%
TT	Trane Technologies plc Industrials	Added	16,589	+93	$7,497,896	−7.5%	0.58%
BAC	Bank Of America Corp /De/ Financial Services	Added	135,304	+764	$7,364,596	−3.9%	0.57%
CRM	Salesforce, Inc. Technology	Added	32,073	+181	$7,362,998	+47.4%	0.57%
BMY	Bristol Myers Squibb Co Healthcare	Added	116,771	+660	$7,286,510	+8.9%	0.57%
HPE	Hewlett Packard Enterprise Co Technology	Added	108,208	+611	$6,913,409	+42.4%	0.54%
SPGI	S&P Global Inc. Financial Services	Added	17,501	+98	$6,903,619	−2.6%	0.54%
MCO	Moodys Corp /De/ Financial Services	Added	14,706	+83	$6,678,435	+0.8%	0.52%
CB	Chubb Ltd Financial Services	Added	20,309	+114	$6,605,502	−4.0%	0.51%
NDAQ	Nasdaq, Inc. Financial Services	Added	71,789	+405	$6,605,305	+17.4%	0.51%
STX	Seagate Technology Holdings plc Technology	Added	6,618	+37	$6,104,046	−3.9%	0.48%
PEP	Pepsico Inc Consumer Defensive	Added	47,999	+271	$6,082,433	−5.9%	0.47%
VZ	Verizon Communications Inc Communication Services	Added	131,458	+743	$6,029,978	+9.0%	0.47%
DIS	Walt Disney Co Communication Services	Added	57,402	+324	$6,021,469	+9.6%	0.47%
ADP	Automatic Data Processing Inc Technology	Added	23,324	+131	$6,018,991	+15.9%	0.47%

Showing the top 50 of 233 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.