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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 16 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 S SENTINELONE INC Technology 29,794.0 $506K 0.01% +5K +21.5% $16.97 +24.9%
302 GTO INVESCO ACTIVELY MANAGED EXC 10,751.0 $504K 0.01% +390.0 +3.8% $46.87 -1.4%
303 CPRT COPART INC Industrials 17,807.0 $502K 0.01% +302.0 +1.7% $28.19 +19.9%
304 VTRS VIATRIS INC Healthcare 31,126.0 $494K 0.01% +4K +14.4% $15.88 +2.8%
305 HLI HOULIHAN LOKEY INC Financial Services 3,670.0 $492K 0.01% +1K +52.6% $134.13 -3.8%
306 AJG GALLAGHER ARTHUR J & CO Financial Services 2,142.0 $492K 0.01% +683.0 +46.8% $229.57 +14.9%
307 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 6,919.0 $490K 0.01% +3K +90.0% $70.88 +2.8%
308 SR SPIRE INC Utilities 6,191.0 $483K 0.01% +100.0 +1.6% $78.09 +3.6%
309 BKDV BNY MELLON ETF TRUST II 14,390.0 $482K 0.01% +775.0 +5.7% $33.49 +4.1%
310 SCHC SCHWAB STRATEGIC TR 9,982.0 $480K 0.01% +168.0 +1.7% $48.12 +6.5%
311 MANH MANHATTAN ASSOCIATES INC Technology 3,414.0 $475K 0.01% +561.0 +19.7% $139.25 +54.1%
312 EFG ISHARES TR 3,793.0 $472K 0.01% +320.0 +9.2% $124.41 +1.0%
313 WEC WEC ENERGY GROUP INC Utilities 4,033.0 $471K 0.01% +1K +42.8% $116.77 -9.2%
314 F FORD MTR CO Consumer Cyclical 33,877.0 $471K 0.01% +3K +8.8% $13.90 +3.7%
315 DRS LEONARDO DRS INC Industrials 11,028.0 $471K 0.01% +3K +46.5% $42.67 -4.6%
316 RF REGIONS FINANCIAL CORP NEW Financial Services 15,574.0 $470K 0.01% +4K +37.6% $30.20 +0.7%
317 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,613.0 $469K 0.01% +909.0 +129.1% $290.67 -8.2%
318 STE STERIS PLC Healthcare 2,202.0 $464K 0.01% +450.0 +25.7% $210.57 +13.0%
319 XEL XCEL ENERGY INC Utilities 5,713.0 $459K 0.01% +795.0 +16.2% $80.30 -5.0%
320 NWSA NEWS CORP NEW Communication Services 18,348.0 $456K 0.01% +7K +66.2% $24.83 +22.4%
Page 16 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%