Integras Partners Llc Portfolio Stock Holdings

Integras Partners Llc disclosed 100 stock positions valued at approximately $181.2 million in its latest SEC 13F filing. The largest holdings include VANECK ETF TRUST, DIMENSIONAL ETF TRUST, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.

Report Period
June 30, 2026
No. of Stocks
100
Portfolio Value
$181.2M
Holdings by Sector
Integras Partners Llc Portfolio Holdings in Q2 2026

94 holdings in the latest reporting period.

Page 1 of 1
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
J P MORGAN EXCHANGE TRADED FJEPQOther1.30%38,453+1,303+3.51%$2,363,338
ISHARES TRSHYOther1.26%27,778+2,175+8.50%$2,280,826
ARES CAPITAL CORPARCCFinancial Services1.17%114,757+17,831+18.40%$2,126,450
ISHARES TRIDVOther1.15%50,395-27,029-34.91%$2,087,871
BLUE OWL CAPITAL INCOWLFinancial Services1.05%218,115+218,115+100.00%$1,908,506
VANECK ETF TRUSTMORTOther1.02%178,598+19,606+12.33%$1,850,279
DIMENSIONAL ETF TRUSTDFIVOther0.97%32,401-621-1.88%$1,750,302
VANGUARD SPECIALIZED FUNDSVIGOther0.93%7,121-100-1.38%$1,684,879
MICROSOFT CORPMSFTTechnology0.88%4,299+286+7.13%$1,603,500
DIMENSIONAL ETF TRUSTDFEMOther0.88%39,289-461-1.16%$1,596,705
ACCENTURE PLC IRELANDACNTechnology0.87%12,645+503+4.14%$1,573,534
COLUMBIA ETF TR IIINCOOther0.83%25,274-56-0.22%$1,507,551
APPLE INCAAPLTechnology0.76%4,767+873+22.42%$1,379,315
ISHARES TRIEFOther0.65%12,403-20,373-62.16%$1,172,997
INVESCO EXCH TRADED FD TR IIQQQMOther0.62%3,699+3,699+100.00%$1,120,686
GRAYSCALE BITCOIN TRUST ETFGBTCOther0.62%24,512-863-3.40%$1,115,806
ISHARES TRIYWOther0.61%4,396+4,396+100.00%$1,108,803
J P MORGAN EXCHANGE TRADED FJIREOther0.58%12,794+678+5.60%$1,055,337
NVIDIA CORPORATIONNVDATechnology0.55%5,001+935+23.00%$1,000,680
ISHARES TRIVEOther0.54%4,275+262+6.53%$970,733
DUKE ENERGY CORP NEWDUKUtilities0.52%7,512+7,512+100.00%$950,869
ISHARES INCIEMGOther0.50%10,908-87-0.79%$903,630
LAM RESEARCH CORPLRCXOther0.49%2,050--$888,327
NEXTERA ENERGY INCNEEUtilities0.47%9,742+200+2.10%$855,090
DIMENSIONAL ETF TRUSTDFISOther0.45%23,146+35+0.15%$810,804
TRUIST FINL CORPTFCFinancial Services0.42%15,123+15,123+100.00%$753,428
VICTORY PORTFOLIOS IIVFLOOther0.41%16,417+16,417+100.00%$751,078
ALPS ETF TRSMTHOther0.41%28,913+28,913+100.00%$744,221
INTERNATIONAL BUSINESS MACHSIBMTechnology0.38%2,434+726+42.51%$684,397
ISHARES TRITOTOther0.38%4,142-67-1.59%$680,383
CROWDSTRIKE HLDGS INCCRWDTechnology0.35%835--$637,222
GLOBAL X FDSBUGOther0.34%16,175+220+1.38%$617,725
SOUTHERN COSOUtilities0.33%6,198+173+2.87%$593,206
ALPHABET INCGOOGCommunication Services0.31%1,572+160+11.33%$555,314
INVESCO QQQ TRQQQOther0.30%737+21+2.93%$543,000
COCA COLA COKOConsumer Defensive0.29%6,470--$525,817
ALPHABET INCGOOGLCommunication Services0.27%1,385+540+63.91%$494,964
AB ACTIVE ETFS INCTAFIOther0.26%18,514+18,514+100.00%$466,923
GLOBAL X FDSPAVEOther0.22%6,889+6,889+100.00%$405,900
INVESCO EXCH TRADED FD TR IISPMOOther0.22%2,467+2,467+100.00%$398,519
QUANTA SVCS INCPWRIndustrials0.22%553+47+9.29%$398,182
VICTORY PORTFOLIOS IIUSTBOther0.21%7,488+7,488+100.00%$379,043
DIREXION SHARES ETF TRUSTTNAOther0.21%4,958+3+0.06%$372,387
GLOBAL X FDSAIQOther0.20%5,593+5,593+100.00%$366,957
INVESCO EXCHANGE TRADED FD TPPAOther0.19%1,997+1,997+100.00%$352,770
JOHNSON & JOHNSONJNJHealthcare0.19%1,381+1,381+100.00%$350,795
ISHARES TRDGROOther0.19%4,475+10+0.22%$339,147
VANECK ETF TRUSTSMHOther0.19%517+517+100.00%$339,095
RBB FD INCTBILOther0.18%6,517-4,218-39.29%$324,938
JPMORGAN CHASE & COJPMFinancial Services0.18%986+260+35.81%$322,833
AMAZON COM INCAMZNConsumer Cyclical0.17%1,273+1,273+100.00%$303,485
ISHARES TRIYFOther0.15%2,150+2,150+100.00%$274,147
PALO ALTO NETWORKS INCPANWTechnology0.15%780+780+100.00%$265,996
SOUTHERN COPPER CORPSCCOBasic Materials0.14%1,433+13+0.92%$249,715
TCW ETF TRUSTNETZOther0.14%2,024+2,024+100.00%$248,871
ISHARES TRDVYOther0.14%1,590+1,590+100.00%$248,517
FIRST TR EXCHNG TRADED FD VIGDECOther0.13%6,000+6,000+100.00%$238,826
ENBRIDGE INCENBEnergy0.13%4,368+4,368+100.00%$236,789
APPLIED MATLS INCAMATTechnology0.12%313+313+100.00%$226,299
ISHARES TRFLOTOther0.12%4,282+4,282+100.00%$218,594
DOMINION ENERGY INCDUtilities0.12%3,199+3,199+100.00%$218,460
ISHARES TRIFGLOther0.12%9,772+9,772+100.00%$217,924
DISNEY WALT CODISCommunication Services0.12%2,198--$211,558
BLACKROCK TCP CAPITAL CORPTCPCFinancial Services0.02%12,500+12,500+100.00%$42,000