Integras Partners Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 24, 2026, Integras Partners Llc disclosed 94 stock positions valued at approximately $181.21M as of quarter-end June 30, 2026. The largest holdings include VANECK ETF TRUST, DIMENSIONAL ETF TRUST, and ISHARES TR.

Report Period
June 30, 2026
No. of Stocks
94
Portfolio Value
$181.21M
Holdings by Sector
Integras Partners Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANECK ETF TRUSTCLOIOther5.74%196,467+28,258+16.80%$10,402,902
DIMENSIONAL ETF TRUSTDCOROther4.05%89,498-590-0.65%$7,337,046
ISHARES TRIJROther3.73%45,583-50-0.11%$6,760,417
DIMENSIONAL ETF TRUSTDFATOther2.82%73,026-1,087-1.47%$5,104,517
J P MORGAN EXCHANGE TRADED FJTEKOther2.67%43,437-919-2.07%$4,845,473
CISCO SYS INCCSCOTechnology2.64%40,679-370-0.90%$4,778,191
CUMMINS INCCMIIndustrials2.23%5,665-58-1.01%$4,040,660
BHP BILLITON LIMITEDBHPBasic Materials2.22%48,209-460-0.95%$4,016,291
ABBVIE INCABBVHealthcare2.13%15,318+411+2.76%$3,854,740
HOME DEPOT INCHDConsumer Cyclical2.09%10,721+369+3.56%$3,780,992
CAPITAL GRP FIXED INCM ETF TCGSDOther2.07%146,024-120,903-45.29%$3,757,190
GRIFFON CORPGFFIndustrials2.04%37,864+90+0.24%$3,692,902
US BANCORPUSBFinancial Services2.01%60,194+544+0.91%$3,635,709
EXXON MOBIL CORPXOMEnergy1.97%26,074+354+1.38%$3,564,792
CHENIERE ENERGY INCLNGEnergy1.94%14,679-171-1.15%$3,508,353
AMGEN INCAMGNHealthcare1.93%9,675+123+1.29%$3,503,470
ISHARES TRIVVOther1.90%4,598+1,562+51.45%$3,443,697
BRISTOL-MYERS SQUIBB COBMYHealthcare1.89%59,474+890+1.52%$3,426,919
SYSCO CORPSYYConsumer Defensive1.84%39,911+815+2.08%$3,335,727
WALMART INCWMTConsumer Defensive1.84%29,361+524+1.82%$3,325,424
COLGATE PALMOLIVE COCLConsumer Defensive1.81%35,784+418+1.18%$3,280,717
ILLINOIS TOOL WKS INCITWIndustrials1.79%12,003+212+1.80%$3,246,398
GILEAD SCIENCES INCGILDHealthcare1.74%24,946+323+1.31%$3,151,739
LOCKHEED MARTIN CORPLMTIndustrials1.64%5,835+116+2.03%$2,972,690
NRG ENERGY INCNRGUtilities1.62%20,054+503+2.57%$2,929,047
MCDONALDS CORPMCDConsumer Cyclical1.57%10,557+354+3.47%$2,853,586
J P MORGAN EXCHANGE TRADED FJEPIOther1.47%47,211+3,203+7.28%$2,666,492
DIMENSIONAL ETF TRUSTDFICOther1.40%68,007-940-1.36%$2,533,941
DIMENSIONAL ETF TRUSTDFLVOther1.37%62,924-617-0.97%$2,488,015
ETF SER SOLUTIONSQTUMOther1.35%14,815-1,049-6.61%$2,450,101
Showing 30 of 94 holdings in the latest reporting period.