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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 18 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 THG HANOVER INS GROUP INC Financial Services 1,752.0 $375K 0.01% +610.0 +53.4% $214.12 +4.2%
342 SMCI SUPER MICRO COMPUTER INC Technology 12,759.0 $374K 0.01% +3K +32.3% $29.33 +27.0%
343 HUBS HUBSPOT INC Technology 2,036.0 $372K 0.01% +980.0 +92.8% $182.51 +31.5%
344 COKE COCA COLA CONS INC Consumer Defensive 1,915.0 $366K 0.01% +288.0 +17.7% $190.92 -1.0%
345 EL LAUDER ESTEE COS INC Consumer Defensive 4,601.0 $363K 0.01% +356.0 +8.4% $78.95 +29.1%
346 IJS ISHARES TR 2,654.0 $363K 0.01% +365.0 +15.9% $136.69 +1.3%
347 REGCO REGENCY CTRS CORP 4,483.0 $357K 0.01% +130.0 +3.0% $79.74
348 WTRG ESSENTIAL UTILS INC Utilities 9,075.0 $348K 0.01% +4K +65.6% $38.31 +4.9%
349 MSA MSA SAFETY INC Industrials 1,990.0 $347K 0.01% +710.0 +55.5% $174.58 +8.5%
350 VSNT VERSANT MEDIA GROUP INC Industrials 9,644.0 $347K 0.01% +115.0 +1.2% $36.01 +7.6%
351 POST POST HLDGS INC Consumer Defensive 3,873.0 $342K 0.01% +22.0 +0.6% $88.26 -8.8%
352 IGV ISHARES TR 3,754.0 $340K 0.01% +497.0 +15.3% $90.59 +14.1%
353 AEIS ADVANCED ENERGY INDS Industrials 908.0 $339K 0.01% +77.0 +9.3% $372.87 -23.3%
354 TFC TRUIST FINL CORP Financial Services 6,795.0 $339K 0.01% +97.0 +1.4% $49.82 +1.2%
355 LW LAMB WESTON HLDGS INC Consumer Defensive 7,679.0 $332K 0.01% +3K +58.5% $43.18 +24.3%
356 HHS HARTE HANKS INC Communication Services 152,379.0 $329K 0.01% +34K +28.9% $2.16 +70.4%
357 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 4,217.0 $328K 0.01% +708.0 +20.2% $77.87 -8.1%
358 STT STATE STR CORP Financial Services 1,917.0 $325K 0.01% +326.0 +20.5% $169.60 +10.3%
359 SCHR SCHWAB STRATEGIC TR 12,825.0 $316K 0.01% +4K +53.8% $24.66 -1.1%
360 IGF ISHARES TR 4,744.0 $316K 0.01% +678.0 +16.7% $66.61 -1.8%
Page 18 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%