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Portfolio (Quarterly) Guide ↗

Kestra Investment Management, LLC

· CIK 0001962449
13F Portfolio $5.2B AUM 519 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 519 New
Page 19 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BX BLACKSTONE INC Financial Services 3,343.0 $393K 0.01% NEW $117.68 +21.7%
362 GMAR FIRST TR EXCHNG TRADED FD VI 8,844.0 $391K 0.01% NEW $44.24 +1.6%
363 GM GENERAL MTRS CO Consumer Cyclical 5,061.0 $390K 0.01% NEW $77.08 +11.6%
364 VIG VANGUARD SPECIALIZED FUNDS 1,646.0 $390K 0.01% NEW $236.68 +3.2%
365 NSA NATIONAL STORAGE AFFILIATES Real Estate 9,869.0 $384K 0.01% NEW $38.86 +11.7%
366 GRMN GARMIN LTD Technology 1,559.0 $370K 0.01% NEW $237.54 +21.5%
367 ISHARES TR 16,113.0 $369K 0.01% NEW $22.89
368 CDNS CADENCE DESIGN SYSTEM INC Technology 980.0 $368K 0.01% NEW $375.32 -11.3%
369 ISHARES TR 16,433.0 $368K 0.01% NEW $22.37
370 ISHARES TR 16,580.0 $367K 0.01% NEW $22.14
371 GS GOLDMAN SACHS GROUP INC Financial Services 362.0 $367K 0.01% NEW $1012.53 +2.9%
372 WMB WILLIAMS COS INC Energy 4,925.0 $366K 0.01% NEW $74.33 -0.3%
373 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 379.0 $366K 0.01% NEW $965.73 -12.8%
374 FAST FASTENAL CO Industrials 7,597.0 $365K 0.01% NEW $48.03 +6.7%
375 ISHARES TR 16,847.0 $365K 0.01% NEW $21.65
376 ISHARES TR 18,623.0 $364K 0.01% NEW $19.54
377 CRM SALESFORCE INC Technology 2,314.0 $363K 0.01% NEW $156.69 +30.1%
378 ISHARES TR 17,917.0 $362K 0.01% NEW $20.19
379 RDVY FIRST TR EXCHANGE TRADED FD 4,450.0 $361K 0.01% NEW $81.05 +1.7%
380 IWY ISHARES TR 1,239.0 $360K 0.01% NEW $290.64 -2.2%
Page 19 of 26  ·  519 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.2%
Financial Services 13.2%
Industrials 10.3%
Consumer Cyclical 9.6%
Healthcare 9.3%
Communication Services 7.2%
Consumer Defensive 4.8%
Real Estate 2.9%
Energy 2.7%
Utilities 2.2%