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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 6 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TEX TEREX CORP NEW Industrials 3,233.0 $234K 0.01% NEW $72.39 -8.2%
102 KLIC KULICKE & SOFFA INDS INC Technology 1,730.0 $231K 0.01% NEW $133.76 -35.9%
103 STLD STEEL DYNAMICS INC Basic Materials 1,006.0 $231K 0.01% NEW $229.46 -0.3%
104 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,559.0 $228K 0.01% NEW $64.01 +16.9%
105 FNB F N B CORP Financial Services 11,915.0 $227K 0.01% NEW $19.08 -2.9%
106 OLN OLIN CORP Basic Materials 11,371.0 $225K 0.01% NEW $19.82 -7.2%
107 VNO VORNADO RLTY TR Real Estate 5,688.0 $224K 0.01% NEW $39.30 -3.6%
108 NSP INSPERITY INC Industrials 5,407.0 $223K 0.01% NEW $41.31 +27.8%
109 HPQ HP INC Technology 10,163.0 $223K 0.01% NEW $21.94 +35.4%
110 LNT ALLIANT ENERGY CORP Utilities 2,902.0 $221K 0.01% NEW $76.28 -11.0%
111 HR HEALTHCARE RLTY TR Real Estate 10,971.0 $221K 0.01% NEW $20.17 -3.9%
112 SLM SLM CORP Financial Services 8,524.0 $221K 0.01% NEW $25.94 +2.0%
113 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 7,757.0 $219K 0.01% NEW $28.24 +10.1%
114 HAFC HANMI FINL CORP Financial Services 6,736.0 $218K 0.01% NEW $32.40 -4.0%
115 TTEK TETRA TECH INC NEW Industrials 7,522.0 $217K 0.01% NEW $28.89 +28.1%
116 ENS ENERSYS Industrials 921.0 $215K 0.01% NEW $233.82 -18.8%
117 BC BRUNSWICK CORP Consumer Cyclical 2,531.0 $213K 0.01% NEW $84.24 -4.0%
118 ADP AUTOMATIC DATA PROCESSING IN Industrials 941.0 $211K 0.01% NEW $223.90 +25.4%
119 IBTQ ISHARES TR 8,367.0 $210K 0.01% NEW $25.09 -2.0%
120 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,489.0 $208K 0.01% NEW $139.94 +2.7%
Page 6 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%