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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 12 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CBSH COMMERCE BANCSHARES INC Financial Services 15,126.0 $874K 0.03% +10K +218.8% $57.75 +1.1%
222 DFUV DIMENSIONAL ETF TRUST 15,748.0 $866K 0.03% +848.0 +5.7% $55.01 +4.4%
223 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 14,648.0 $838K 0.03% +524.0 +3.7% $57.22 +16.6%
224 SOFI SOFI TECHNOLOGIES INC Financial Services 46,498.0 $834K 0.03% +7K +16.9% $17.93 +5.5%
225 CAG CONAGRA BRANDS INC Consumer Defensive 61,761.0 $831K 0.03% +50K +416.5% $13.46 +22.1%
226 AMKR AMKOR TECHNOLOGY INC Technology 9,607.0 $828K 0.02% +2K +23.7% $86.23 -41.7%
227 AMP AMERIPRISE FINL INC Financial Services 1,775.0 $814K 0.02% +101.0 +6.0% $458.76 +21.1%
228 BEDY BNY MELLON ETF TRUST II 27,725.0 $804K 0.02% +15K +119.6% $29.01 +4.1%
229 HPE HEWLETT PACKARD ENTERPRISE C Technology 17,787.0 $802K 0.02% +2K +11.5% $45.11 +18.5%
230 BSV VANGUARD BD INDEX FDS 10,284.0 $801K 0.02% +187.0 +1.9% $77.91 -0.4%
231 CHTR CHARTER COMMUNICATIONS INC Communication Services 5,624.0 $800K 0.02% +5K +550.9% $142.21 +5.6%
232 PAYX PAYCHEX INC Industrials 8,092.0 $796K 0.02% +645.0 +8.7% $98.33 +26.6%
233 OXY OCCIDENTAL PETE CORP Energy 15,885.0 $772K 0.02% +3K +27.1% $48.57 +26.2%
234 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 14,499.0 $763K 0.02% +11K +346.4% $52.65 +28.3%
235 VEEV VEEVA SYS INC Healthcare 4,273.0 $758K 0.02% +620.0 +17.0% $177.47 +39.7%
236 PB PROSPERITY BANCSHARES INC Financial Services 10,324.0 $754K 0.02% +2K +19.6% $73.03 -0.4%
237 LEN LENNAR CORP Consumer Cyclical 8,194.0 $742K 0.02% +429.0 +5.5% $90.49 -3.8%
238 EWBC EAST WEST BANCORP INC Financial Services 5,738.0 $741K 0.02% +3K +116.5% $129.09 +0.7%
239 MOS MOSAIC CO Basic Materials 34,831.0 $738K 0.02% +24K +215.8% $21.19 +15.2%
240 ITA ISHARES TR 3,034.0 $736K 0.02% +83.0 +2.8% $242.43 -2.1%
Page 12 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%