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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 20 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BALT INNOVATOR ETFS TRUST 10,479.0 $359K 0.01% NEW $34.27 +1.3%
382 ISHARES TR 15,822.0 $359K 0.01% NEW $22.69
383 THRO BLACKROCK ETF TRUST 8,316.0 $358K 0.01% NEW $43.11 +1.0%
384 CUBE CUBESMART Real Estate 8,948.0 $356K 0.01% NEW $39.77 +2.1%
385 PLD PROLOGIS INC. Real Estate 2,613.0 $354K 0.01% NEW $135.49 +5.8%
386 ABR ARBOR REALTY TRUST INC Real Estate 65,271.0 $354K 0.01% NEW $5.42 -5.0%
387 BIV VANGUARD BD INDEX FDS 4,611.0 $354K 0.01% NEW $76.69 -1.0%
388 EMN EASTMAN CHEM CO Basic Materials 5,279.0 $354K 0.01% NEW $66.98 +7.5%
389 GJAN FIRST TR EXCHNG TRADED FD VI 7,785.0 $351K 0.01% NEW $45.02 +1.8%
390 GNTX GENTEX CORP Consumer Cyclical 13,749.0 $347K 0.01% NEW $25.27 -6.4%
391 SHW SHERWIN WILLIAMS CO Basic Materials 1,007.0 $347K 0.01% NEW $344.36 +1.8%
392 URI UNITED RENTALS INC Industrials 305.0 $346K 0.01% NEW $1134.25 -7.2%
393 HOOD ROBINHOOD MKTS INC Financial Services 3,422.0 $343K 0.01% NEW $100.28 +11.8%
394 VRTX VERTEX PHARMACEUTICALS INC Healthcare 689.0 $342K 0.01% NEW $496.97 +11.2%
395 ITA ISHARES TR 1,406.0 $341K 0.01% NEW $242.50 -3.4%
396 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,031.0 $341K 0.01% NEW $330.46 -0.3%
397 LRGE LEGG MASON ETF INVT 3,932.0 $337K 0.01% NEW $85.66 +2.3%
398 CIBR FIRST TR EXCHANGE-TRADED FD 3,718.0 $334K 0.01% NEW $89.85 +2.9%
399 ZTS ZOETIS INC Healthcare 4,602.0 $331K 0.01% NEW $71.86 +7.6%
400 HRL HORMEL FOODS CORP Consumer Defensive 13,277.0 $330K 0.01% NEW $24.82 -4.2%
Page 20 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%