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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 5 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CB CHUBB LIMITED Financial Services 10,405.0 $3.5M 0.10% +1K +11.9% $340.74 +0.6%
82 VV VANGUARD INDEX FDS 10,071.0 $3.5M 0.10% +51.0 +0.5% $343.89 +2.2%
83 BA BOEING CO Industrials 15,655.0 $3.4M 0.10% +6K +59.0% $216.47 -0.6%
84 RDI READING INTL INC Communication Services 2,540,688.0 $3.3M 0.10% +29K +1.1% $1.28 +38.3%
85 RYN RAYONIER INC Real Estate 152,802.0 $3.3M 0.10% +120K +369.7% $21.28 -0.0%
86 MA MASTERCARD INCORPORATED Financial Services 6,080.0 $3.1M 0.09% +1K +24.0% $513.60 +11.7%
87 SCHD SCHWAB STRATEGIC TR 97,857.0 $3.1M 0.09% +2K +2.2% $31.71 +9.8%
88 JBHT HUNT J B TRANS SVCS INC Industrials 10,587.0 $3.1M 0.09% +1K +15.3% $289.43 -5.2%
89 COF CAPITAL ONE FINL CORP Financial Services 15,165.0 $3.0M 0.09% +3K +20.2% $200.62 +5.9%
90 RGEN REPLIGEN CORP Healthcare 22,099.0 $3.0M 0.09% +3K +13.0% $136.44 +32.1%
91 TPL TEXAS PACIFIC LAND CORPORATI Energy 6,882.0 $3.0M 0.09% +5K +232.8% $437.64 -15.6%
92 TECHNIPFMC PLC 43,263.0 $2.9M 0.09% +1K +2.7% $66.30
93 EQIX EQUINIX INC Real Estate 2,677.0 $2.8M 0.08% +511.0 +23.6% $1042.39 +3.9%
94 IEFA ISHARES TR 28,639.0 $2.8M 0.08% +5K +20.5% $96.58 +3.5%
95 ISRG INTUITIVE SURGICAL INC Healthcare 6,929.0 $2.8M 0.08% +162.0 +2.4% $397.68 -5.8%
96 RTX RTX CORPORATION Industrials 14,259.0 $2.7M 0.08% +3K +32.2% $189.73 +11.9%
97 FDX FEDEX CORP Industrials 8,622.0 $2.7M 0.08% +364.0 +4.4% $313.15 +4.1%
98 PSX PHILLIPS 66 Energy 15,828.0 $2.7M 0.08% +3K +22.5% $169.05 +42.0%
99 AMID EA SERIES TRUST 72,802.0 $2.7M 0.08% +27K +59.5% $36.44 +0.1%
100 FCX FREEPORT MCMORAN INC Basic Materials 41,756.0 $2.6M 0.08% +5K +12.5% $62.89 +13.3%
Page 5 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%