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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 3 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SOXX ISHARES TR 11,591.0 $7.4M 0.22% +247.0 +2.2% $640.78 -18.9%
42 SCHX SCHWAB STRATEGIC TR 251,880.0 $7.4M 0.22% +4K +1.6% $29.43 +3.1%
43 XLB SELECT SECTOR SPDR TR 145,678.0 $7.4M 0.22% +2K +1.2% $50.83 +3.3%
44 APH AMPHENOL CORP Technology 40,787.0 $7.2M 0.21% +3K +9.0% $176.32 -11.5%
45 EMR EMERSON ELEC CO Industrials 46,552.0 $6.7M 0.20% +3K +6.3% $143.15 +10.1%
46 XOM EXXON MOBIL CORP Energy 44,528.0 $6.1M 0.18% +2K +4.2% $136.72 +20.5%
47 DFAC DIMENSIONAL ETF TRUST 134,821.0 $6.0M 0.18% +3K +2.4% $44.36 +3.2%
48 DFSD DIMENSIONAL ETF TRUST 121,914.0 $5.8M 0.17% +105K +632.9% $47.75 -0.8%
49 IWF ISHARES TR 44,883.0 $5.6M 0.17% +34K +311.7% $124.17 -1.2%
50 AMAT APPLIED MATLS INC Technology 7,628.0 $5.5M 0.16% +246.0 +3.3% $722.96 -31.4%
51 DFGP DIMENSIONAL ETF TRUST 100,017.0 $5.4M 0.16% +4K +4.2% $54.46 -1.9%
52 SYY SYSCO CORP Consumer Defensive 64,144.0 $5.4M 0.16% +2K +3.1% $83.58 -1.3%
53 BIL SPDR SERIES TRUST 57,220.0 $5.2M 0.15% +4K +7.3% $91.64 -0.1%
54 IBDT ISHARES TR 207,145.0 $5.2M 0.15% +1K +0.6% $25.25 -0.2%
55 GLW CORNING INC Technology 20,269.0 $5.2M 0.15% +461.0 +2.3% $255.43 -40.3%
56 VO VANGUARD INDEX FDS 60,839.0 $4.9M 0.14% +46K +306.8% $80.57 +3.1%
57 EMBX VANECK FDS 93,614.0 $4.8M 0.14% +4K +4.1% $51.31 +0.1%
58 BAC BANK OF AMER CORP Financial Services 84,273.0 $4.8M 0.14% +4K +4.9% $56.98 +10.9%
59 VRT VERTIV HOLDINGS CO Industrials 14,208.0 $4.8M 0.14% +73.0 +0.5% $334.82 -22.0%
60 MS MORGAN STANLEY Financial Services 22,726.0 $4.8M 0.14% +1K +5.4% $209.04 +2.5%
Page 3 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 33.1%
Financial Services 12.9%
Industrials 11.9%
Consumer Cyclical 8.6%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Utilities 4.0%
Energy 3.0%
Basic Materials 2.7%