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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 2 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHE CHEMED CORP NEW Healthcare 1,496.0 $697K 0.02% NEW $465.74 +14.8%
22 CSGP COSTAR GROUP INC Real Estate 24,016.0 $680K 0.02% NEW $28.32 +13.9%
23 PRU PRUDENTIAL FINL INC Financial Services 6,212.0 $670K 0.02% NEW $107.93 +11.7%
24 FEDEX FGHT HLDG CO INC 4,309.0 $651K 0.02% NEW $151.00
25 CUBE CUBESMART Real Estate 15,251.0 $607K 0.02% NEW $39.77 +3.5%
26 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,221.0 $607K 0.02% NEW $496.73 +8.8%
27 DTE DTE ENERGY CO Utilities 3,654.0 $557K 0.02% NEW $152.37 -9.3%
28 OTIS OTIS WORLDWIDE CORP Industrials 7,664.0 $549K 0.02% NEW $71.60 +0.2%
29 U UNITY SOFTWARE INC Technology 18,927.0 $541K 0.02% NEW $28.58 +62.8%
30 CORT CORCEPT THERAPEUTICS INC Healthcare 6,111.0 $531K 0.02% NEW $86.95 +39.2%
31 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 13,376.0 $521K 0.01% NEW $38.96 +9.4%
32 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,064.0 $497K 0.01% NEW $240.97 +3.2%
33 TEL TE CONNECTIVITY PLC Technology 2,461.0 $496K 0.01% NEW $201.65 -0.5%
34 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,893.0 $478K 0.01% NEW $81.16 -8.1%
35 LINE LINEAGE INC Real Estate 10,735.0 $464K 0.01% NEW $43.25 -4.1%
36 AIG AMERICAN INTL GROUP INC Financial Services 6,105.0 $455K 0.01% NEW $74.53 +1.6%
37 TENB TENABLE HLDGS INC Technology 12,204.0 $450K 0.01% NEW $36.88 -7.5%
38 DUPONT DE NEMOURS INC 3,305.0 $448K 0.01% NEW $135.65
39 HRB BLOCK H & R INC Consumer Cyclical 11,663.0 $444K 0.01% NEW $38.08 +39.3%
40 DUOL DUOLINGO INC Technology 3,843.0 $442K 0.01% NEW $115.02 +27.8%
Page 2 of 9  ·  175 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%