Integras Partners LLC
Top Portfolio Positions
38 positions ·
$76,601,934 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
25,720 | $4,363,655 | 5.70% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
14,850 | $4,213,836 | 5.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
28,837 | $3,583,862 | 4.68% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
58,584 | $3,553,119 | 4.64% | |
| BHP |
BHP Group Ltd
Basic Materials
|
48,669 | $3,540,183 | 4.62% | |
| LMT |
Lockheed Martin Corp
Industrials
|
5,719 | $3,456,506 | 4.51% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
24,623 | $3,431,707 | 4.48% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
10,352 | $3,404,669 | 4.44% | |
| AMGN |
Amgen Inc
Healthcare
|
9,552 | $3,360,871 | 4.39% | |
| ABBV |
AbbVie Inc.
Healthcare
|
14,907 | $3,242,123 | 4.23% |
Portfolio Trend
6 quarters · across all stocks
Holdings in GFF
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,745,414 | 37,774 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,801,793 | 38,042 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,937,333 | 38,573 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,595,115 | 35,859 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,587,513 | 36,189 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||