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Portfolio (Quarterly) Guide ↗

KESTRA PRIVATE WEALTH SERVICES, LLC

· CIK 0001649451
13F Portfolio $8.1B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1726 New
Page 46 of 87  ·  1,726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 REGN REGENERON PHARMACEUTICALS Healthcare 1,045.0 $806K 0.01% NEW $771.66 -15.8%
902 CI THE CIGNA GROUP Healthcare 2,925.0 $805K 0.01% NEW $275.21 +2.5%
903 OHI OMEGA HEALTHCARE INVS INC Real Estate 18,127.0 $804K 0.01% NEW $44.34 +8.8%
904 ONON ON HLDG AG Consumer Cyclical 17,285.0 $803K 0.01% NEW $46.48 -15.7%
905 FOXA FOX CORP Communication Services 10,986.0 $803K 0.01% NEW $73.07 -12.1%
906 RBLX ROBLOX CORP Technology 9,875.0 $800K 0.01% NEW $81.03 -43.5%
907 XEL XCEL ENERGY INC Utilities 10,831.0 $800K 0.01% NEW $73.86 +8.1%
908 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,911.0 $797K 0.01% NEW $416.92 -24.1%
909 GFI GOLD FIELDS LTD Basic Materials 18,246.0 $797K 0.01% NEW $43.66 -8.2%
910 OTEX OPEN TEXT CORP Technology 24,413.0 $795K 0.01% NEW $32.58 -28.7%
911 FAST FASTENAL CO Industrials 19,738.0 $792K 0.01% NEW $40.13 +8.5%
912 CCL CARNIVAL CORP Consumer Cyclical 25,874.0 $790K 0.01% NEW $30.54 -14.3%
913 DHI D R HORTON INC Consumer Cyclical 5,482.0 $790K 0.01% NEW $144.04 +0.1%
914 MKL MARKEL GROUP INC Financial Services 366.0 $787K 0.01% NEW $2149.65 -13.8%
915 QS QUANTUMSCAPE CORP Consumer Cyclical 75,340.0 $785K 0.01% NEW $10.42 -26.4%
916 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 191,472.0 $785K 0.01% NEW $4.10 -0.7%
917 DEM WISDOMTREE TR 16,801.0 $785K 0.01% NEW $46.71 +15.0%
918 ESS ESSEX PPTY TR INC Real Estate 2,997.0 $784K 0.01% NEW $261.71 +4.6%
919 AGNC AGNC INVT CORP Real Estate 73,014.0 $783K 0.01% NEW $10.72 -4.3%
920 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 23,970.0 $783K 0.01% NEW $32.65 +34.5%
Page 46 of 87  ·  1,726 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 30.6%
Financial Services 19.5%
Consumer Cyclical 10.5%
Communication Services 8.8%
Industrials 8.5%
Healthcare 7.8%
Consumer Defensive 5.4%
Energy 3.7%
Utilities 2.2%
Real Estate 1.7%