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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 9 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KMI KINDER MORGAN INC DEL Energy 43,980.0 $1.4M 0.04% +5K +13.2% $31.97 -3.1%
162 BOND PIMCO ETF TR 15,161.0 $1.4M 0.04% +552.0 +3.8% $92.21 -1.9%
163 GRMN GARMIN LTD Technology 5,758.0 $1.4M 0.04% +1K +30.8% $237.54 +24.1%
164 MCO MOODYS CORP Financial Services 2,999.0 $1.4M 0.04% +797.0 +36.2% $452.97 +11.1%
165 CVS CVS HEALTH CORP Healthcare 12,932.0 $1.3M 0.04% +174.0 +1.4% $103.45 -10.1%
166 CF CF INDUSTRIES HOLD Basic Materials 12,164.0 $1.3M 0.04% +97.0 +0.8% $108.26 +19.7%
167 SPYV SPDR SERIES TRUST 21,404.0 $1.3M 0.04% +111.0 +0.5% $60.79 +4.5%
168 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 6,688.0 $1.3M 0.04% +563.0 +9.2% $193.23 +5.8%
169 EQT EQT CORP Energy 24,204.0 $1.3M 0.04% +3K +13.6% $53.17 +1.0%
170 DCOR DIMENSIONAL ETF TRUST 15,670.0 $1.3M 0.04% +586.0 +3.9% $81.98 +3.1%
171 NTNX NUTANIX INC Technology 25,117.0 $1.3M 0.04% +4K +17.7% $50.96 +32.7%
172 LITE LUMENTUM HLDGS INC Technology 1,474.0 $1.3M 0.04% +10.0 +0.7% $858.06 +1.0%
173 KO COCA COLA CO Consumer Defensive 15,311.0 $1.2M 0.04% +1K +7.2% $81.27 +12.1%
174 ALL ALLSTATE CORP Financial Services 5,202.0 $1.2M 0.04% +64.0 +1.2% $237.94 +6.7%
175 MLI MUELLER INDS INC Industrials 10,025.0 $1.2M 0.04% +202.0 +2.1% $122.93 -48.6%
176 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 4,914.0 $1.2M 0.04% +1K +36.3% $249.98 -4.1%
177 GILD GILEAD SCIENCES INC Healthcare 9,704.0 $1.2M 0.04% +96.0 +1.0% $126.34 +15.7%
178 NYT NEW YORK TIMES CO MTN BE Communication Services 17,355.0 $1.2M 0.04% +1K +8.0% $69.98 -6.1%
179 CHDN CHURCHILL DOWNS INC Consumer Cyclical 12,971.0 $1.2M 0.03% +299.0 +2.4% $89.64 +4.5%
180 ADI ANALOG DEVICES INC Technology 2,902.0 $1.2M 0.03% +338.0 +13.2% $397.17 -6.1%
Page 9 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%