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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 9 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADBE CALL ADOBE INC Technology 200.0 $41K 0.00% NEW $205.02 +33.7%
162 ESPR ESPERION THERAPEUTICS INC NE Healthcare 11,472.0 $36K 0.00% NEW $3.16 +0.6%
163 XRX XEROX HOLDINGS CORP Technology 10,500.0 $33K 0.00% NEW $3.13 -7.2%
164 SVC SERVICE PPTYS TR Real Estate 17,061.0 $29K 0.00% NEW $1.69 +376.6%
165 RC READY CAPITAL CORP Real Estate 13,031.0 $23K 0.00% NEW $1.75 +10.0%
166 KOS KOSMOS ENERGY LTD Energy 10,630.0 $22K 0.00% NEW $2.11 +41.3%
167 MOBX MOBIX LABS INC Technology 10,201.0 $21K 0.00% NEW $2.10 -43.6%
168 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 13,516.0 $20K 0.00% NEW $1.45 -41.2%
169 BZAI BLAIZE HLDGS INC Technology 13,490.0 $19K 0.00% NEW $1.38 -65.7%
170 JELD JELD-WEN HLDG INC Industrials 10,879.0 $16K NEW $1.50 +40.3%
171 GRAB GRAB HOLDINGS LIMITED Technology 3,386.0 $13K NEW $3.77 -7.0%
172 HUMA HUMACYTE INC Healthcare 14,420.0 $11K NEW $0.78 -15.2%
173 BIGBEAR AI HLDGS INC 20,000.0 $7K NEW $0.35
174 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 300.0 $5K NEW $17.93 +6.1%
175 ARAY ACCURAY INC DEL Healthcare 11,734.0 $3K NEW $0.26 +11.3%
Page 9 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%