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Portfolio (Quarterly) Guide ↗

Kestra Advisory Services, LLC

· CIK 0001830819
13F Portfolio $31.0B AUM 3,259 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 3259 New
Page 62 of 163  ·  3,259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 SRE SEMPRA Utilities 25,920.0 $2.4M 0.01% NEW $93.37 -10.4%
1222 TDG TRANSDIGM GROUP INC Industrials 1,806.0 $2.4M 0.01% NEW $1332.07 -10.1%
1223 THO THOR INDS INC Consumer Cyclical 31,989.0 $2.4M 0.01% NEW $75.16 +5.7%
1224 SMA SMARTSTOP SELF STORAG REIT I Real Estate 73,883.0 $2.4M 0.01% NEW $32.50 +4.4%
1225 PAYC PAYCOM SOFTWARE INC Technology 19,071.0 $2.4M 0.01% NEW $125.68 +83.2%
1226 SNPS SYNOPSYS INC Technology 5,372.0 $2.4M 0.01% NEW $446.09 -12.7%
1227 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 197,705.0 $2.4M 0.01% NEW $12.12 -3.4%
1228 BLV VANGUARD BD INDEX FDS 34,713.0 $2.4M 0.01% NEW $68.93 -3.9%
1229 NDAQ NASDAQ INC Financial Services 30,301.0 $2.4M 0.01% NEW $78.82 +25.5%
1230 DRSK ETF SER SOLUTIONS 83,028.0 $2.4M 0.01% NEW $28.75 -1.1%
1231 RSPG INVESCO EXCHANGE TRADED FD T 24,341.0 $2.4M 0.01% NEW $97.96 +14.2%
1232 VENTURE GLOBAL INC 212,992.0 $2.4M 0.01% NEW $11.13
1233 MARM FIRST TR EXCHNG TRADED FD VI 69,078.0 $2.4M 0.01% NEW $34.13 +0.9%
1234 MRSH MARSH & MCLENNAN COS INC Financial Services 14,106.0 $2.4M 0.01% NEW $166.67 +16.8%
1235 UNOV INNOVATOR ETFS TRUST 58,538.0 $2.4M 0.01% NEW $40.16 +2.1%
1236 XNOV FIRST TR EXCHNG TRADED FD VI 59,076.0 $2.3M 0.01% NEW $39.63 +1.4%
1237 INDA ISHARES TR 47,373.0 $2.3M 0.01% NEW $49.39 -0.1%
1238 DFNL DAVIS FUNDAMENTAL ETF TR 47,344.0 $2.3M 0.01% NEW $49.37 +5.4%
1239 AUGW AIM ETF PRODUCTS TRUST 68,564.0 $2.3M 0.01% NEW $34.05 +1.6%
1240 BHP BHP BILLITON LIMITED Basic Materials 28,001.0 $2.3M 0.01% NEW $83.31 +16.4%
Page 62 of 163  ·  3,259 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 29.5%
Financial Services 22.3%
Industrials 14.8%
Consumer Cyclical 7.1%
Healthcare 7.0%
Communication Services 5.0%
Consumer Defensive 4.7%
Energy 4.1%
Utilities 2.4%
Real Estate 1.7%