BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 19 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BAX BAXTER INTL INC Healthcare 14,457.0 $308K 0.01% +3K +30.5% $21.32 +23.5%
362 NUE NUCOR CORP Basic Materials 1,377.0 $307K 0.01% +32.0 +2.4% $222.75 +9.6%
363 RLI RLI CORP Financial Services 5,160.0 $305K 0.01% +918.0 +21.6% $59.07 +11.2%
364 AWR AMER STATES WTR CO Utilities 3,558.0 $294K 0.01% +412.0 +13.1% $82.63 +7.2%
365 IPGP IPG PHOTONICS CORP Technology 2,502.0 $294K 0.01% +299.0 +13.6% $117.32 -37.3%
366 CSTM CONSTELLIUM SE Basic Materials 9,177.0 $292K 0.01% +123.0 +1.4% $31.87 -15.4%
367 PATK PATRICK INDS INC Consumer Cyclical 3,253.0 $292K 0.01% +639.0 +24.4% $89.78 -5.0%
368 RHI ROBERT HALF INC. Industrials 9,450.0 $290K 0.01% +400.0 +4.4% $30.70 +48.7%
369 DASH DOORDASH INC Communication Services 1,567.0 $289K 0.01% +88.0 +6.0% $184.53 +21.1%
370 NVST ENVISTA HOLDINGS CORPORATION Healthcare 10,821.0 $285K 0.01% +1K +15.9% $26.35 +2.7%
371 INVH INVITATION HOMES INC Real Estate 9,344.0 $282K 0.01% +367.0 +4.1% $30.21 -0.3%
372 PR PERMIAN RESOURCES CORP Energy 15,015.0 $276K 0.01% +3K +25.4% $18.41 +29.9%
373 MSTR STRATEGY INC Technology 3,082.0 $268K 0.01% +254.0 +9.0% $86.93 +37.6%
374 NFG NATIONAL FUEL GAS CO Energy 3,468.0 $268K 0.01% +739.0 +27.1% $77.21 +7.8%
375 GPC GENUINE PARTS CO Consumer Cyclical 2,242.0 $265K 0.01% +210.0 +10.3% $117.98 +13.5%
376 ZTS ZOETIS INC Healthcare 3,606.0 $259K 0.01% +848.0 +30.8% $71.87 +7.9%
377 OWL BLUE OWL CAPITAL INC Financial Services 29,299.0 $256K 0.01% +8K +36.8% $8.75 +32.6%
378 STNG SCORPIO TANKERS INC Energy 3,579.0 $248K 0.01% +55.0 +1.6% $69.26 +14.2%
379 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 13,040.0 $246K 0.01% +2K +18.6% $18.87 +21.5%
380 ENTERGY CORP NEW 2,131.0 $245K 0.01% +62.0 +3.0% $114.88
Page 19 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%