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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 4 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,685.0 $348K 0.01% NEW $52.09 -5.6%
62 CAOS EA SERIES TRUST 3,777.0 $341K 0.01% NEW $90.36 +0.1%
63 CVLT COMMVAULT SYS INC Technology 2,383.0 $338K 0.01% NEW $141.73 -6.5%
64 MKSI MKS INC. Technology 754.0 $335K 0.01% NEW $444.80 -37.0%
65 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,825.0 $334K 0.01% NEW $87.22 +9.9%
66 AZO AUTOZONE INC Consumer Cyclical 104.0 $332K 0.01% NEW $3195.94 -7.2%
67 CRWV COREWEAVE INC Technology 3,339.0 $332K 0.01% NEW $99.54 -10.4%
68 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,525.0 $330K 0.01% NEW $216.60 -4.9%
69 NCNO NCINO INC Technology 19,514.0 $319K 0.01% NEW $16.35 +26.2%
70 CDW CDW CORP Technology 2,262.0 $318K 0.01% NEW $140.64 -0.7%
71 MORN MORNINGSTAR INC Financial Services 2,013.0 $314K 0.01% NEW $156.02 +38.6%
72 DLTR DOLLAR TREE INC Consumer Defensive 2,505.0 $303K 0.01% NEW $120.95 +8.1%
73 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,400.0 $301K 0.01% NEW $88.60 -35.7%
74 ALLY ALLY FINL INC Financial Services 6,428.0 $295K 0.01% NEW $45.95 -6.9%
75 SJM SMUCKER J M CO Consumer Defensive 2,576.0 $290K 0.01% NEW $112.50 +10.2%
76 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,045.0 $284K 0.01% NEW $271.95 -15.8%
77 RPRX ROYALTY PHARMA PLC Healthcare 4,980.0 $279K 0.01% NEW $56.07 +9.5%
78 PENN PENN ENTERTAINMENT INC Consumer Cyclical 13,060.0 $279K 0.01% NEW $21.36 -11.8%
79 BIV VANGUARD BD INDEX FDS 3,546.0 $272K 0.01% NEW $76.70 -1.7%
80 NRG NRG ENERGY INC Utilities 1,862.0 $272K 0.01% NEW $146.06 -21.1%
Page 4 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 33.8%
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%