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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 5 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APP APPLOVIN CORP Technology 525.0 $271K 0.01% NEW $515.47 -40.9%
82 SOUTHSTATE BK CORP 2,674.0 $267K 0.01% NEW $99.90
83 XRAY DENTSPLY SIRONA INC Healthcare 25,100.0 $266K 0.01% NEW $10.61 +3.1%
84 FSBW FS BANCORP INC Financial Services 6,084.0 $264K 0.01% NEW $43.40 -4.0%
85 STRL STERLING INFRASTRUCTURE INC Industrials 312.0 $262K 0.01% NEW $839.36 -38.5%
86 OGE OGE ENERGY CORP Utilities 5,346.0 $260K 0.01% NEW $48.66 -5.6%
87 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,242.0 $257K 0.01% NEW $60.67 +27.5%
88 SHC SOTERA HEALTH CO Healthcare 14,273.0 $253K 0.01% NEW $17.75 +8.7%
89 UGI UGI CORP NEW Utilities 7,334.0 $253K 0.01% NEW $34.54 +8.9%
90 FIRST HAWAIIAN INC 8,614.0 $252K 0.01% NEW $29.30
91 BIOHAVEN LTD 16,675.0 $248K 0.01% NEW $14.88
92 BEN FRANKLIN RESOURCES INC Financial Services 7,457.0 $248K 0.01% NEW $33.27 +3.2%
93 NEU NEWMARKET CORP Basic Materials 313.0 $248K 0.01% NEW $791.24 +18.5%
94 SWK STANLEY BLACK & DECKER INC Industrials 2,569.0 $242K 0.01% NEW $94.12 +5.2%
95 CELH CELSIUS HLDGS INC Consumer Defensive 8,114.0 $238K 0.01% NEW $29.28 +11.3%
96 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 22,434.0 $237K 0.01% NEW $10.57 -4.9%
97 RVMD REVOLUTION MEDICINES INC Healthcare 1,263.0 $237K 0.01% NEW $187.28 +11.7%
98 PNR PENTAIR PLC Industrials 3,059.0 $235K 0.01% NEW $76.66 -15.5%
99 MKL MARKEL GROUP INC Financial Services 120.0 $234K 0.01% NEW $1953.01 -7.9%
100 MILLROSE PPTYS INC 7,793.0 $234K 0.01% NEW $30.05
Page 5 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%