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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 11 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PSTG EVERPURE INC 7,853.0 $619K 0.02% -2K -17.6% $78.79
202 DGRW WISDOMTREE TR 6,332.0 $605K 0.02% -1K -14.2% $95.62 +3.8%
203 TWLO TWILIO INC Communication Services 2,902.0 $599K 0.02% -399.0 -12.1% $206.33 +9.2%
204 WMB WILLIAMS COS INC Energy 8,019.0 $596K 0.02% -46.0 -0.6% $74.34 -5.2%
205 WAB WABTEC Industrials 2,172.0 $586K 0.02% -137.0 -5.9% $269.66 +10.4%
206 KEX KIRBY CORP Industrials 4,304.0 $585K 0.02% -84.0 -1.9% $135.97 +2.9%
207 SCHO SCHWAB STRATEGIC TR 24,224.0 $585K 0.02% -600.0 -2.4% $24.14 -0.2%
208 SHW SHERWIN WILLIAMS CO Basic Materials 1,694.0 $583K 0.02% -55.0 -3.1% $344.41 +0.6%
209 AGX ARGAN INC Industrials 720.0 $575K 0.02% -162.0 -18.4% $798.55 -37.2%
210 HXL HEXCEL CORP NEW Industrials 5,717.0 $572K 0.02% -84.0 -1.4% $100.06 -6.2%
211 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 7,469.0 $571K 0.02% -626.0 -7.7% $76.43 -6.2%
212 WWD WOODWARD INC Industrials 1,338.0 $569K 0.02% -637.0 -32.2% $425.44 -19.3%
213 TXG 10X GENOMICS INC Healthcare 14,654.0 $562K 0.02% -2K -10.5% $38.34 +69.8%
214 RGA REINSURANCE GROUP AMER INC Financial Services 2,635.0 $560K 0.02% -313.0 -10.6% $212.65 +14.3%
215 VFC V F CORP Consumer Cyclical 33,520.0 $559K 0.02% -1K -4.0% $16.68 -13.8%
216 BND VANGUARD BD INDEX FDS 7,541.0 $554K 0.02% -927.0 -10.9% $73.41 -1.6%
217 ZS ZSCALER INC Technology 3,886.0 $549K 0.02% -1K -26.2% $141.15 +28.8%
218 CAH CARDINAL HEALTH INC Healthcare 2,305.0 $548K 0.02% -35.0 -1.5% $237.56 -3.4%
219 GSG ISHARES S&P GSCI COMMODITY- Financial Services 18,331.0 $524K 0.01% -96.0 -0.5% $28.60 +18.4%
220 PLD PROLOGIS INC. Real Estate 3,838.0 $520K 0.01% -230.0 -5.7% $135.47 +4.7%
Page 11 of 18  ·  342 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%