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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 11 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FDS FACTSET RESH SYS INC Financial Services 4,338.0 $998K 0.03% +3K +142.1% $230.08 +30.4%
202 NNN NNN REIT INC Real Estate 21,288.0 $991K 0.03% +14K +193.2% $46.53 -1.5%
203 IJR ISHARES TR 6,622.0 $982K 0.03% +1K +19.4% $148.31 -0.7%
204 TMUS T-MOBILE US INC Communication Services 5,843.0 $980K 0.03% +3K +143.3% $167.73 +9.1%
205 INTU INTUIT Technology 3,669.0 $958K 0.03% +90.0 +2.5% $261.03 +40.6%
206 USFR WISDOMTREE TR 19,011.0 $957K 0.03% +10K +117.9% $50.35 +0.3%
207 IRIDIUM COMMUNICATIONS INC 17,432.0 $956K 0.03% +8K +82.1% $54.85
208 EXR EXTRA SPACE STORAGE INC Real Estate 6,567.0 $954K 0.03% +875.0 +15.4% $145.30 +1.0%
209 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,878.0 $951K 0.03% +253.0 +9.6% $330.46 -1.2%
210 ROST ROSS STORES INC Consumer Cyclical 4,424.0 $942K 0.03% +2K +59.4% $212.85 +12.3%
211 ADBE ADOBE INC Technology 4,586.0 $940K 0.03% +749.0 +19.5% $205.02 +34.3%
212 CMDT PIMCO ETF TR 30,399.0 $932K 0.03% +13K +75.3% $30.67 +9.6%
213 MUSA MURPHY USA INC Consumer Cyclical 1,726.0 $930K 0.03% +53.0 +3.2% $538.87 +5.7%
214 KKR KKR & CO INC 9,827.0 $902K 0.03% +1K +16.8% $91.78
215 RBC RBC BEARINGS INC Industrials 1,400.0 $902K 0.03% +446.0 +46.8% $644.06 -21.5%
216 MCHP MICROCHIP TECHNOLOGY INC. Technology 9,842.0 $898K 0.03% +472.0 +5.0% $91.20 -16.6%
217 VYM VANGUARD WHITEHALL FDS 5,610.0 $886K 0.03% +734.0 +15.1% $158.02 +4.4%
218 GL GLOBE LIFE INC Financial Services 4,938.0 $882K 0.03% +417.0 +9.2% $178.68 -4.3%
219 HST HOST HOTELS & RESORTS INC Real Estate 36,904.0 $875K 0.03% +13K +56.5% $23.71 -2.1%
220 HUM HUMANA INC Healthcare 2,202.0 $875K 0.03% +368.0 +20.1% $397.22 -4.6%
Page 11 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%