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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 8 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VIKING HOLDINGS LTD 15,913.0 $1.7M 0.05% +4K +34.9% $104.67
142 VLO VALERO ENERGY CORP Energy 6,308.0 $1.6M 0.05% +2K +42.9% $260.45 +33.9%
143 DKNG DRAFTKINGS INC NEW Consumer Cyclical 64,058.0 $1.6M 0.05% +17K +36.1% $25.26 +3.6%
144 CBRE CBRE GROUP INC Real Estate 11,888.0 $1.6M 0.05% +6K +99.1% $134.69 +12.9%
145 ES EVERSOURCE ENERGY Utilities 22,043.0 $1.6M 0.05% +15K +217.9% $72.27 -2.9%
146 EVR EVERCORE INC Financial Services 4,662.0 $1.6M 0.05% +1K +46.5% $341.45 -14.5%
147 SRE SEMPRA Utilities 17,154.0 $1.6M 0.05% +4K +32.0% $92.71 -10.6%
148 JCI JOHNSON CONTROLS INTERNATION Industrials 10,874.0 $1.6M 0.05% +2K +19.0% $146.11 -2.1%
149 AMT AMERICAN TOWER CORP Real Estate 9,561.0 $1.6M 0.05% +4K +76.0% $163.58 +7.5%
150 SNPS SYNOPSYS INC Technology 3,401.0 $1.5M 0.04% +3K +559.1% $446.07 -10.8%
151 HDV ISHARES TR 54,053.0 $1.5M 0.04% +43K +397.4% $27.41 +8.8%
152 AON AON PLC Financial Services 4,460.0 $1.5M 0.04% +2K +123.6% $331.69 +7.1%
153 MCD MCDONALDS CORP Consumer Cyclical 5,356.0 $1.4M 0.04% +722.0 +15.6% $270.32 +0.2%
154 KEYS KEYSIGHT TECHNOLOGIES INC Technology 4,126.0 $1.4M 0.04% +243.0 +6.3% $350.07 -9.7%
155 ED CONSOLIDATED EDISON INC Utilities 12,897.0 $1.4M 0.04% +2K +14.6% $110.63 -3.9%
156 TEAM ATLASSIAN CORPORATION Technology 18,293.0 $1.4M 0.04% +3K +21.9% $77.79 +120.9%
157 IDGT ISHARES TR 11,805.0 $1.4M 0.04% +530.0 +4.7% $119.74 -2.1%
158 GIS GENERAL MILLS INC Consumer Defensive 40,523.0 $1.4M 0.04% +19K +85.6% $34.80 +14.9%
159 MDT MEDTRONIC PLC Healthcare 17,986.0 $1.4M 0.04% +3K +20.3% $78.23 +19.3%
160 BSVO EA SERIES TRUST 48,203.0 $1.4M 0.04% +5K +11.3% $29.19 +1.5%
Page 8 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%