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Portfolio (Quarterly) Guide ↗

Krilogy Financial LLC

· CIK 0001659047
13F Portfolio $3.4B AUM 1,080 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 175 New 410 Added 342 Reduced 85 Exited
Page 10 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DHI D R HORTON INC Consumer Cyclical 7,052.0 $1.1M 0.03% +919.0 +15.0% $162.88 -8.9%
182 MELI MERCADOLIBRE INC Consumer Cyclical 657.0 $1.1M 0.03% +178.0 +37.2% $1697.39 +13.3%
183 IHAK ISHARES TR 18,250.0 $1.1M 0.03% +386.0 +2.2% $60.71 +4.5%
184 OMF ONEMAIN HLDGS INC Financial Services 18,146.0 $1.1M 0.03% +7K +66.3% $60.97 +3.6%
185 OC OWENS CORNING NEW Industrials 6,957.0 $1.1M 0.03% +3K +61.9% $158.96 -6.9%
186 OSK OSHKOSH CORP Industrials 7,192.0 $1.1M 0.03% +3K +94.0% $153.48 +2.4%
187 BSX BOSTON SCIENTIFIC CORP Healthcare 25,619.0 $1.1M 0.03% +14K +113.0% $42.68 +18.0%
188 MPC MARATHON PETE CORP Energy 4,263.0 $1.1M 0.03% +56.0 +1.3% $255.66 +41.1%
189 MDB MONGODB INC Technology 3,225.0 $1.1M 0.03% +409.0 +14.5% $335.90 +28.3%
190 AXS AXIS CAP HLDGS LTD Financial Services 10,023.0 $1.1M 0.03% +109.0 +1.1% $107.44 -8.1%
191 FERG FERGUSON ENTERPRISES INC Industrials 4,448.0 $1.1M 0.03% +572.0 +14.8% $237.33 +2.1%
192 NET CLOUDFLARE INC Technology 4,274.0 $1.0M 0.03% +2K +105.3% $245.28 +19.5%
193 EOG EOG RES INC Energy 8,044.0 $1.0M 0.03% +5K +201.6% $129.73 +18.0%
194 UAL UNITED AIRLS HLDGS INC Industrials 7,650.0 $1.0M 0.03% +2K +43.2% $135.99 -16.8%
195 VZ VERIZON COMMUNICATIONS INC Communication Services 24,234.0 $1.0M 0.03% +8K +52.5% $42.34 +16.8%
196 TDG TRANSDIGM GROUP INC Industrials 765.0 $1.0M 0.03% +92.0 +13.7% $1332.04 -9.9%
197 IT GARTNER INC Technology 7,806.0 $1.0M 0.03% +2K +27.7% $129.62 +51.1%
198 SO SOUTHERN CO Utilities 10,518.0 $1.0M 0.03% +735.0 +7.5% $95.71 -7.1%
199 AYI ACUITY INC Industrials 2,669.0 $1.0M 0.03% +2K +181.5% $376.69 -8.9%
200 SPMD SPDR SERIES TRUST 14,774.0 $998K 0.03% +182.0 +1.2% $67.56 -0.4%
Page 10 of 21  ·  410 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 33.8%
Financial Services 13.0%
Industrials 12.2%
Consumer Cyclical 8.7%
Healthcare 8.6%
Communication Services 6.6%
Consumer Defensive 4.8%
Utilities 4.1%
Energy 3.0%
Basic Materials 2.8%