Fund Overview
Key Personnel
Activity Summary — 2025 Q4
Top Buys
| Stock | % Impact |
|---|---|
| VOO VANGUARD INDEX .. | +0.51% |
| SCHG SCHWAB STRATEGI.. | +0.45% |
| GOOGL ALPHABET INC.. | +0.44% |
| AAPL APPLE INC.. | +0.37% |
| LLY ELI LILLY & CO.. | +0.34% |
| NVDA NVIDIA CORPORAT.. | +0.31% |
Top Sells
| Stock | % Impact |
|---|---|
|
IBIT
ISHARES BITCOIN..
Bond/Debt
|
-0.22% |
| ORCL ORACLE CORP.. | -0.10% |
| SMCI SUPER MICRO COM.. Sold All 😨 Was: 0.08% | -0.07% |
| DIOD DIODES INC.. Sold All 😨 Was: 0.06% | -0.05% |
| ARKK ARK ETF TR.. | -0.05% |
| CLX CLOROX CO DEL.. Sold All 😨 Was: 0.06% | -0.05% |
Activity Summary
Sector Allocation Trends
Holdings Analysis
Positions Dynamics
Portfolio Analytics — Latest
INTEGRAL INVESTMENT ADVISORS, INC. risk dashboard covering volatility, beta, value-at-risk, drawdowns, concentration, factor tilts, benchmark comparison, and stress testing for the latest disclosed portfolio.
Tracking institutional benchmark deviation
Best Strategy vs. Benchmarks
Strategy Backtester: INTEGRAL INVESTMENT ADVISORS, INC.
Replicate top holdings performance • Compare vs benchmarks • Optimize N
Find the best N! Test multiple portfolio sizes at once to discover the optimal configuration.
Risk insights! Identify periods when the fund lagged the benchmark – critical for timing entries.
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Liquid Glass Edition
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Backtesting INTEGRAL INVESTMENT ADVISORS, INC.'s top 10 holdings against SPY identified 14 underperformance periods. Worst drawdown: 2023-11 – 2024-03 (-12.3% vs SPY, 5 quarters).
The ticker-level breakdown shows how each of INTEGRAL INVESTMENT ADVISORS, INC.'s top holdings contributed to portfolio returns quarter by quarter. Best historical picks since first purchase: QQQ (2022, +134%), AAPL (2021, +56%), VOO (2021, +52%) .
Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.