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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 13 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ATI ATI INC Industrials 3,701.0 $729K 0.02% +191.0 +5.4% $197.10 +5.0%
242 HAL HALLIBURTON CO Energy 21,469.0 $729K 0.02% +5K +27.0% $33.95 +4.1%
243 IVZ INVESCO LTD Financial Services 27,572.0 $728K 0.02% +595.0 +2.2% $26.39 +21.3%
244 MKC MCCORMICK & CO INC Consumer Defensive 14,422.0 $727K 0.02% +11K +276.4% $50.42 +9.9%
245 IJT ISHARES TR 4,044.0 $722K 0.02% +101.0 +2.6% $178.62 -2.6%
246 DOCU DOCUSIGN INC Technology 16,112.0 $716K 0.02% +2K +16.9% $44.42 +39.6%
247 EXPAND ENERGY CORPORATION 7,831.0 $714K 0.02% +2K +30.6% $91.19
248 FHN FIRST HORIZON CORPORATION Financial Services 27,546.0 $706K 0.02% +9K +49.4% $25.64 -3.9%
249 IBB ISHARES TR 3,707.0 $705K 0.02% +93.0 +2.6% $190.21 +12.3%
250 SMA SMARTSTOP SELF STORAG REIT I Real Estate 21,627.0 $703K 0.02% +442.0 +2.1% $32.50 +5.3%
251 SGOV ISHARES TR 6,967.0 $701K 0.02% +199.0 +2.9% $100.66 -0.0%
252 ARW ARROW ELECTRS INC Technology 3,283.0 $701K 0.02% +740.0 +29.1% $213.41 -1.2%
253 EVEREST GROUP LTD 1,949.0 $696K 0.02% +239.0 +14.0% $357.23
254 EFV ISHARES TR 9,080.0 $695K 0.02% +75.0 +0.8% $76.55 +7.4%
255 ASML ASML HLDG NV Technology 347.0 $690K 0.02% +6.0 +1.8% $1989.67 -11.4%
256 BK BANK OF NY MELLON CORP Financial Services 4,770.0 $690K 0.02% +2K +46.7% $144.61 -0.6%
257 AR ANTERO RESOURCES CORP Energy 19,313.0 $679K 0.02% +8K +64.2% $35.14 +8.0%
258 ATLANTA BRAVES HLDGS INC 12,013.0 $676K 0.02% +2K +20.0% $56.31
259 PH PARKER-HANNIFIN CORP Industrials 686.0 $671K 0.02% +419.0 +156.9% $977.65 +2.5%
260 PODD INSULET CORP Healthcare 4,391.0 $669K 0.02% +3K +263.8% $152.25 -2.7%
Page 13 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%