Kestra Investment Management, LLC Q2 2025 Filing

Filed August 15, 2025

Portfolio Value

$3.2B

Holdings

897

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (897 positions)

StockValue
CAGCONAGRA BRANDS INC
$133K
FHBFIRST HAWAIIAN INC
$133K
RHIROBERT HALF INC.
$132K
COFCAPITAL ONE FINL CORP
$131K
NWENORTHWESTERN ENERGY GROUP IN
$128K
CIVICIVITAS RESOURCES INC
$128K
GWWGRAINGER W W INC
$127K
SYKSTRYKER CORPORATION
$122K
NUENUCOR CORP
$121K
TPLTEXAS PACIFIC LAND CORPORATI
$121K
BCPCBALCHEM CORP
$120K
GDGENERAL DYNAMICS CORP
$118K
UAAUNDER ARMOUR INC
$118K
GKDGRAND CANYON ED INC
$114K
NSCNORFOLK SOUTHN CORP
$112K
GISGENERAL MLS INC
$109K
FUODOLBY LABORATORIES INC
$107K
KDPKEURIG DR PEPPER INC
$106K
MUSAMURPHY USA INC
$105K
JCIJOHNSON CTLS INTL PLC
$105K
MCHPMICROCHIP TECHNOLOGY INC.
$104K
OSKOSHKOSH CORP
$103K
HRHEALTHCARE RLTY TR
$102K
VODVODAFONE GROUP PLC NEW
$102K
MPWRMONOLITHIC PWR SYS INC
$102K
PKPARK HOTELS & RESORTS INC
$102K
PNCPNC FINL SVCS GROUP INC
$99K
MDLZMONDELEZ INTL INC
$96K
CRNXCRINETICS PHARMACEUTICALS IN
$95K
USBUS BANCORP DEL
$94K
ADSKAUTODESK INC
$92K
BXBLACKSTONE INC
$90K
LF2PACIFIC PREMIER BANCORP
$85K
MCMOELIS & CO
$85K
IWNISHARES TR
$84K
CUBECUBESMART
$84K
STRASTRATEGIC ED INC
$82K
METMETLIFE INC
$81K
ENQENTEGRIS INC
$81K
ETNEATON CORP PLC
$78K
PLTRPALANTIR TECHNOLOGIES INC
$78K
MRSHMARSH & MCLENNAN COS INC
$75K
ALVAUTOLIV INC
$75K
LHXL3HARRIS TECHNOLOGIES INC
$74K
PSXPHILLIPS 66
$72K
MCSEFRANKLIN TEMPLETON ETF TR
$71K
KLACKLA CORP
$67K
GPIGROUP 1 AUTOMOTIVE INC
$63K
CDNSCADENCE DESIGN SYSTEM INC
$63K
MCDMCDONALDS CORP
$62K
OLEDUNIVERSAL DISPLAY CORP
$62K
LNTALLIANT ENERGY CORP
$61K
CHTRCHARTER COMMUNICATIONS INC N
$58K
PLDPROLOGIS INC.
$58K
JKHYHENRY JACK & ASSOC INC
$58K
APLEAPPLE HOSPITALITY REIT INC
$57K
VICIVICI PPTYS INC
$57K
NNNNNN REIT INC
$57K
BKBANK NEW YORK MELLON CORP
$56K
GEFGREIF INC
$56K
IWOISHARES TR
$56K
GGENPACT LIMITED
$55K
CMICUMMINS INC
$55K
PWIPOWER INTEGRATIONS INC
$55K
AESIATLAS ENERGY SOLUTIONS INC
$55K
AJGGALLAGHER ARTHUR J & CO
$54K
APHAMPHENOL CORP NEW
$54K
VNQVANGUARD INDEX FDS
$52K
SBCSABRA HEALTH CARE REIT INC
$52K
RSGREPUBLIC SVCS INC
$52K
EMREMERSON ELEC CO
$51K
CLXCLOROX CO DEL
$51K
UBERUBER TECHNOLOGIES INC
$51K
SFNCSIMMONS 1ST NATL CORP
$50K
FHIFEDERATED HERMES INC
$50K
PRPERMIAN RESOURCES CORP
$49K
MGKVANGUARD WORLD FD
$47K
EQTEQT CORP
$46K
PKGPACKAGING CORP AMER
$45K
TFCTRUIST FINL CORP
$45K
DOXAMDOCS LTD
$44K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$44K
RFREGIONS FINANCIAL CORP NEW
$40K
INTCINTEL CORP
$40K
PANWPALO ALTO NETWORKS INC
$40K
BNDVANGUARD BD INDEX FDS
$40K
HRIHERC HLDGS INC
$39K
AOMISHARES TR
$39K
RCLROYAL CARIBBEAN GROUP
$39K
SCHWSCHWAB CHARLES CORP
$38K
ROPROPER TECHNOLOGIES INC
$37K
SHWSHERWIN WILLIAMS CO
$37K
HUBSHUBSPOT INC
$37K
KIMKIMCO RLTY CORP
$36K
EFAISHARES TR
$35K
IFRAISHARES TR
$35K
WECWEC ENERGY GROUP INC
$34K
AMDADVANCED MICRO DEVICES INC
$34K
EXEEXPAND ENERGY CORPORATION
$34K
SPGSIMON PPTY GROUP INC NEW
$34K
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