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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 12 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ASH ASHLAND INC Basic Materials 7,807.0 $514K 0.01% -680.0 -8.0% $65.89 +10.3%
222 XOP SPDR SERIES TRUST 3,242.0 $500K 0.01% -48K -93.6% $154.26 +22.9%
223 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,628.0 $499K 0.01% -292.0 -5.9% $107.78 +2.8%
224 SDY SPDR SERIES TRUST 3,217.0 $490K 0.01% -35.0 -1.1% $152.17 +4.1%
225 THC TENET HEALTHCARE CORP Healthcare 2,601.0 $487K 0.01% -550.0 -17.4% $187.08 +50.1%
226 OHI OMEGA HEALTHCARE INVS INC Real Estate 10,203.0 $486K 0.01% -184.0 -1.8% $47.68 -2.2%
227 BOTJ BANK OF THE JAMES FINL GP IN Financial Services 18,900.0 $482K 0.01% -10K -34.6% $25.52 +6.1%
228 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,830.0 $480K 0.01% -2K -24.8% $99.29 -7.7%
229 TW TRADEWEB MKTS INC Financial Services 4,775.0 $476K 0.01% -3K -38.3% $99.66 +7.4%
230 CMCSA COMCAST CORP NEW Communication Services 19,350.0 $475K 0.01% -20K -50.5% $24.55 +9.4%
231 JMEE J P MORGAN EXCHANGE TRADED F 5,969.0 $466K 0.01% -204.0 -3.3% $78.03 -0.2%
232 IRM IRON MTN INC DEL Real Estate 3,686.0 $466K 0.01% -199.0 -5.1% $126.31 -3.4%
233 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 4,043.0 $463K 0.01% -3K -45.2% $114.41 -16.1%
234 ILF ISHARES TR 13,623.0 $460K 0.01% -474.0 -3.4% $33.75 +2.8%
235 ALGN ALIGN TECHNOLOGY INC Healthcare 2,690.0 $454K 0.01% -463.0 -14.7% $168.66 -3.6%
236 OIH VANECK ETF TRUST 1,218.0 $453K 0.01% -46.0 -3.6% $371.98 +11.7%
237 CME CME GROUP INC Financial Services 2,035.0 $449K 0.01% -955.0 -31.9% $220.87 +24.5%
238 EPD ENTERPRISE PRODS PARTNERS L 12,128.0 $446K 0.01% -937.0 -7.2% $36.76
239 Q QNITY ELECTRONICS INC Technology 2,710.0 $443K 0.01% -107.0 -3.8% $163.31 -21.1%
240 LH LABCORP HOLDINGS INC Healthcare 1,553.0 $435K 0.01% -39.0 -2.5% $280.00 +20.1%
Page 12 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%