Kestra Investment Management, LLC
Long Only Manager
Kestra Investment Management, LLC is a Long Only Manager based in Austin, TX led by Kara Marie Murphy, managing $3.7B across 429 long positions as of Q3 2025 with 89% ETF concentration and minimal technology exposure.
CIOKara Marie Murphy
- Portfolio Value
- $3.7B
- Positions
- 429
- Top Holding
- IUSV at 9.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kestra Investment Management, LLC's portfolio (46.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $336.9M | 9.05% | +$33.4M Bought | — 3.4M shares | |
ETF ETF | $245.2M | 6.59% | +$14.9M Bought | — 2.3M shares | |
ETF ETF | $197.2M | 5.30% | +$22.0M Bought | — 4.2M shares | |
ETF ETF | $188.0M | 5.05% | +$20.3M Bought | — 2.6M shares | |
ETF ETF | $171.3M | 4.60% | +$19.2M Bought | — 880.9K shares | |
ETF ETF | $159.9M | 4.30% | +$16.4M Bought | — 542.4K shares | |
ETF ETF | $137.0M | 3.68% | +$12.8M Bought | — 3.0M shares | |
ETF ETF | $132.5M | 3.56% | +$10.5M Bought | — 805.3K shares | |
ETF ETF | $83.7M | 2.25% | +$991.6K Bought | — 2.6M shares | |
ETF ETF | $75.9M | 2.04% | +$10.2M Bought | — 1.8M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kestra Investment Management, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Kestra Investment Management, LLC
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