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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 7 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMI CUMMINS INC Industrials 2,775.0 $2.0M 0.06% +470.0 +20.4% $713.30 -16.8%
122 RBLX ROBLOX CORP Technology 36,337.0 $2.0M 0.06% +12K +51.4% $54.38 -29.0%
123 IWO ISHARES TR 4,951.0 $2.0M 0.06% +240.0 +5.1% $393.93 -2.9%
124 WFC WELLS FARGO & CO Financial Services 23,477.0 $1.9M 0.06% +13K +121.9% $82.64 +1.3%
125 ITW ILLINOIS TOOL WKS INC Industrials 7,085.0 $1.9M 0.06% +2K +27.2% $270.46 +4.5%
126 CRS CARPENTER TECHNOLOGY CORP Industrials 3,056.0 $1.9M 0.06% +2K +185.3% $616.84 -20.7%
127 TPR TAPESTRY INC Consumer Cyclical 12,861.0 $1.9M 0.06% +306.0 +2.4% $146.38 -11.3%
128 CFG CITIZENS FINL GROUP INC Financial Services 26,853.0 $1.9M 0.06% +2K +7.3% $70.07 -0.5%
129 WCN WASTE CONNECTIONS INC Industrials 11,274.0 $1.9M 0.06% +8K +284.6% $166.69 +1.0%
130 PGR PROGRESSIVE CORP Financial Services 8,580.0 $1.9M 0.06% +436.0 +5.3% $218.44 +0.9%
131 GLD SPDR GOLD TR Financial Services 5,058.0 $1.9M 0.06% +1K +31.3% $368.38 +12.7%
132 MOH MOLINA HEALTHCARE INC Healthcare 8,111.0 $1.9M 0.06% +49.0 +0.6% $228.70 -13.9%
133 VOO VANGUARD INDEX FDS 2,652.0 $1.8M 0.05% +257.0 +10.7% $686.85 +2.1%
134 VFH VANGUARD WORLD FD 13,701.0 $1.8M 0.05% +259.0 +1.9% $131.60 +5.9%
135 ABT ABBOTT LABORATORIES Healthcare 18,964.0 $1.7M 0.05% +8K +75.1% $90.74 +25.9%
136 TT TRANE TECHNOLOGIES PLC Industrials 3,460.0 $1.7M 0.05% +710.0 +25.8% $491.16 -8.2%
137 DFAX DIMENSIONAL ETF TRUST 46,003.0 $1.7M 0.05% +2K +4.1% $36.84 +2.7%
138 CRWD CROWDSTRIKE HLDGS INC Technology 2,212.0 $1.7M 0.05% +27.0 +1.2% $190.79 -0.2%
139 BIIB BIOGEN INC Healthcare 7,783.0 $1.7M 0.05% +193.0 +2.5% $216.06 -0.8%
140 ABIG EA SERIES TRUST 48,321.0 $1.7M 0.05% +23K +88.8% $34.59 +1.1%
Page 7 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%