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Holders — by stockHoldings — by fund

Integras Partners LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002055384

$181.2M

disclosed book value

100

positions

5.7%

largest position share

Positions, as of 2026-06-30

top 100 of 100 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1CLOIVANECK ETF TRUST196,467$10.4M5.7%
2DCORDIMENSIONAL ETF TRUST89,498$7.3M4%
3IJRISHARES TR45,583$6.8M3.7%
4BAIBLACKROCK ETF TRUST125,555$6.6M3.7%
5DFATDIMENSIONAL ETF TRUST73,026$5.1M2.8%
6JTEKJ P MORGAN EXCHANGE TRADED F43,437$4.8M2.7%
7CSCOCISCO SYS INC40,679$4.8M2.6%
8CMICUMMINS INC5,665$4.0M2.2%
9BHPBHP BILLITON LIMITED48,209$4.0M2.2%
10ABBVABBVIE INC15,318$3.9M2.1%
11HDHOME DEPOT INC10,721$3.8M2.1%
12CGSDCAPITAL GRP FIXED INCM ETF T146,024$3.8M2.1%
13GFFGRIFFON CORP37,864$3.7M2%
14USBUS BANCORP60,194$3.6M2%
15EXMOCEXXON MOBIL CORP26,074$3.6M2%
16LNGCHENIERE ENERGY INC14,679$3.5M1.9%
17AMGNAMGEN INC9,675$3.5M1.9%
18IVVISHARES TR4,598$3.4M1.9%
19BMYBRISTOL-MYERS SQUIBB CO59,474$3.4M1.9%
20SYYSYSCO CORP39,911$3.3M1.8%
21WMTWALMART INC29,361$3.3M1.8%
22CLCOLGATE PALMOLIVE CO35,784$3.3M1.8%
23ITWILLINOIS TOOL WKS INC12,003$3.2M1.8%
24GILDGILEAD SCIENCES INC24,946$3.2M1.7%
25LMTLOCKHEED MARTIN CORP5,835$3.0M1.6%
26NRGNRG ENERGY INC20,054$2.9M1.6%
27MCDMCDONALDS CORP10,557$2.9M1.6%
28EMBXVANECK FDS54,273$2.8M1.5%
29JEPIJ P MORGAN EXCHANGE TRADED F47,211$2.7M1.5%
30DFICDIMENSIONAL ETF TRUST68,007$2.5M1.4%
31DFLVDIMENSIONAL ETF TRUST62,924$2.5M1.4%
32QTUMETF SER SOLUTIONS14,815$2.5M1.4%
33JEPQJ P MORGAN EXCHANGE TRADED F38,453$2.4M1.3%
34SHYISHARES TR27,778$2.3M1.3%
35ARCCARES CAPITAL CORP114,757$2.1M1.2%
36IDVISHARES TR50,395$2.1M1.2%
37OWLBLUE OWL CAPITAL INC218,115$1.9M1.1%
38MORTVANECK ETF TRUST178,598$1.9M1%
39DFIVDIMENSIONAL ETF TRUST32,401$1.8M1%
40VIGVANGUARD SPECIALIZED FUNDS7,121$1.7M0.9%
41MSFTMICROSOFT CORP4,299$1.6M0.9%
42DFEMDIMENSIONAL ETF TRUST39,289$1.6M0.9%
43ACCENTURE PLC IRELAND12,645$1.6M0.9%
44INCOCOLUMBIA ETF TR II25,274$1.5M0.8%
45AAPLAPPLE INC4,767$1.4M0.8%
46IEFISHARES TR12,403$1.2M0.6%
47QQQMINVESCO EXCH TRADED FD TR II3,699$1.1M0.6%
48GBTCGRAYSCALE BITCOIN TRUST ETF24,512$1.1M0.6%
49IYWISHARES TR4,396$1.1M0.6%
50JIREJ P MORGAN EXCHANGE TRADED F12,794$1.1M0.6%
51NVDANVIDIA CORPORATION5,001$1.0M0.6%
52IVEISHARES TR4,275$970,7330.5%
53DUKDUKE ENERGY CORP NEW7,512$950,8690.5%
54IEMGISHARES INC10,908$903,6300.5%
55TXUETHORNBURG ETF TR26,009$897,8280.5%
56LRCXLAM RESEARCH CORP2,050$888,3270.5%
57NEENEXTERA ENERGY INC9,742$855,0900.5%
58DFISDIMENSIONAL ETF TRUST23,146$810,8040.4%
59TFCTRUIST FINL CORP15,123$753,4280.4%
60VFLOVICTORY PORTFOLIOS II16,417$751,0780.4%
61SMTHALPS ETF TR28,913$744,2210.4%
62IBMINTERNATIONAL BUSINESS MACHS2,434$684,3970.4%
63ITOTISHARES TR4,142$680,3830.4%
64CRWDCROWDSTRIKE HLDGS INC835$637,2220.4%
65BUGGLOBAL X FDS16,175$617,7250.3%
66SOSOUTHERN CO6,198$593,2060.3%
67GOOGALPHABET INC1,572$555,3140.3%
68QQQINVESCO QQQ TR737$543,0000.3%
69KOCOCA COLA CO6,470$525,8170.3%
70GOOGLALPHABET INC1,385$494,9640.3%
71TAFIAB ACTIVE ETFS INC18,514$466,9230.3%
72NASATEMA ETF TRUST15,048$457,1580.3%
73PAVEGLOBAL X FDS6,889$405,9000.2%
74SPMOINVESCO EXCH TRADED FD TR II2,467$398,5190.2%
75PWRQUANTA SVCS INC553$398,1820.2%
76USTBVICTORY PORTFOLIOS II7,488$379,0430.2%
77TNADIREXION SHARES ETF TRUST4,958$372,3870.2%
78AIQGLOBAL X FDS5,593$366,9570.2%
79PPAINVESCO EXCHANGE TRADED FD T1,997$352,7700.2%
80JNJJOHNSON & JOHNSON1,381$350,7950.2%
81DGROISHARES TR4,475$339,1470.2%
82SMHVANECK ETF TRUST517$339,0950.2%
83TBILRBB FD INC6,517$324,9380.2%
84JPMJPMORGAN CHASE & CO986$322,8330.2%
85AMZNAMAZON COM INC1,273$303,4850.2%
86IYFISHARES TR2,150$274,1470.2%
87PANWPALO ALTO NETWORKS INC780$265,9960.1%
88DLAGFIRST TR EXCHNG TRADED FD VI7,900$261,1300.1%
89SCCOSOUTHERN COPPER CORP1,433$249,7150.1%
90PWRDTCW ETF TRUST2,024$248,8710.1%
91DVYISHARES TR1,590$248,5170.1%
92ACYNFIRST TR EXCHANGE-TRADED FD11,527$239,6460.1%
93GDECFIRST TR EXCHNG TRADED FD VI6,000$238,8260.1%
94ENBENBRIDGE INC4,368$236,7890.1%
95AMATAPPLIED MATLS INC313$226,2990.1%
96FLOTISHARES TR4,282$218,5940.1%
97DDOMINION ENERGY INC3,199$218,4600.1%
98IFGLISHARES TR9,772$217,9240.1%
99DISDISNEY WALT CO2,198$211,5580.1%
100TCPCBLACKROCK TCP CAPITAL CORP12,500$42,0000%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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