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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 7 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,462.0 $207K 0.01% NEW $84.21 -11.4%
122 FTAI AVIATION LTD 766.0 $207K 0.01% NEW $270.53
123 AOR ISHARES TR 2,979.0 $207K 0.01% NEW $69.50 +0.5%
124 MAS MASCO CORP Industrials 2,539.0 $207K 0.01% NEW $81.38 -9.9%
125 ESGV VANGUARD WORLD FD 1,550.0 $205K 0.01% NEW $132.24 +2.7%
126 VDC VANGUARD WORLD FD 904.0 $204K 0.01% NEW $225.41 +2.8%
127 AES AES CORP Utilities 13,842.0 $203K 0.01% NEW $14.66 +0.8%
128 QRVO QORVO INC Technology 2,168.0 $202K 0.01% NEW $93.27 +2.5%
129 FIVA FIDELITY COVINGTON TRUST 5,231.0 $201K 0.01% NEW $38.52 +4.4%
130 IREN IREN LIMITED Financial Services 4,402.0 $201K 0.01% NEW $45.73 -8.4%
131 SEABRIDGE GOLD INC 7,809.0 $201K 0.01% NEW $25.74
132 DLR DIGITAL RLTY TR INC Real Estate 1,118.0 $201K 0.01% NEW $179.58 +6.1%
133 COLD AMERICOLD REALTY TRUST INC Real Estate 11,438.0 $180K 0.01% NEW $15.72 -3.0%
134 ONDS ONDAS INC Technology 20,008.0 $165K 0.01% NEW $8.24 +5.7%
135 FIFTH DIST BANCORP INC 10,000.0 $162K 0.01% NEW $16.23
136 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 1,600.0 $154K 0.01% NEW $95.98 +24.3%
137 FLO FLOWERS FOODS INC Consumer Defensive 18,386.0 $145K 0.00% NEW $7.90 -12.0%
138 UBER CALL UBER TECHNOLOGIES INC Technology 2,000.0 $144K 0.00% NEW $72.16 +9.2%
139 AVTR AVANTOR INC Healthcare 14,141.0 $140K 0.00% NEW $9.90 +46.1%
140 PHR PHREESIA INC Healthcare 13,487.0 $139K 0.00% NEW $10.29 +17.8%
Page 7 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%