INTEGRIS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 41K | $11.02M |
 | ORCL | 37K | $7.16M |
 | AFRM | 26K | $1.92M |
 | CAT | 24K | $13.95M |
 | FAST | 16K | $643.52K |
 | MSFT | 14K | $6.76M |
 | BAC | 11K | $590.56K |
 | NEE | 10K | $804.57K |
 | CSCO | 9K | $706.81K |
 | PG | 8K | $1.21M |
 | JNJ | 8K | $1.62M |
 | ALL | 7K | $1.38M |
 | XOM | 7K | $789.07K |
 | PEP | 6K | $907.18K |
 | XEL | 6K | $443.16K |
 | CVX | 6K | $862.17K |
 | MS | 5K | $928.61K |
 | ABBV | 5K | $1.15M |
 | COF | 5K | $1.16M |
 | ABT | 5K | $595.77K |
Apple Inc.
AAPL
Shares Held
41K
Value
$11.02M
Oracle Corporation
ORCL
Shares Held
37K
Value
$7.16M
Affirm Holdings, Inc.
AFRM
Shares Held
26K
Value
$1.92M
Caterpillar Inc.
CAT
Shares Held
24K
Value
$13.95M
Fastenal Company
FAST
Shares Held
16K
Value
$643.52K
Microsoft Corporation
MSFT
Shares Held
14K
Value
$6.76M
Bank of America Corporation
BAC
Shares Held
11K
Value
$590.56K
NextEra Energy, Inc.
NEE
Shares Held
10K
Value
$804.57K
Cisco Systems, Inc.
CSCO
Shares Held
9K
Value
$706.81K
The Procter & Gamble Company
PG
Shares Held
8K
Value
$1.21M
Johnson & Johnson
JNJ
Shares Held
8K
Value
$1.62M
The Allstate Corporation
ALL
Shares Held
7K
Value
$1.38M
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$789.07K
PepsiCo, Inc.
PEP
Shares Held
6K
Value
$907.18K
Xcel Energy Inc.
XEL
Shares Held
6K
Value
$443.16K
Chevron Corporation
CVX
Shares Held
6K
Value
$862.17K
Morgan Stanley
MS
Shares Held
5K
Value
$928.61K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.15M
Capital One Financial Corporation
COF
Shares Held
5K
Value
$1.16M
Abbott Laboratories
ABT
Shares Held
5K
Value
$595.77K