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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 15 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NWL NEWELL BRANDS INC Consumer Defensive 45,715.0 $281K 0.01% -12K -20.6% $6.14 -2.6%
282 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,570.0 $280K 0.01% -10K -86.9% $178.24 +17.8%
283 BKMC BNY MELLON ETF TRUST 2,210.0 $274K 0.01% -91.0 -4.0% $41.30 +0.3%
284 ECL ECOLAB INC Basic Materials 983.0 $274K 0.01% -2K -64.7% $278.50 +0.4%
285 SSD SIMPSON MFG INC Industrials 1,288.0 $270K 0.01% -121.0 -8.6% $209.35 -10.5%
286 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,677.0 $269K 0.01% -657.0 -28.1% $160.42 +11.1%
287 TPC TUTOR PERINI CORP Industrials 3,233.0 $268K 0.01% -531.0 -14.1% $82.97 +9.3%
288 VMC VULCAN MATLS CO Basic Materials 906.0 $267K 0.01% -181.0 -16.6% $295.01 -6.7%
289 JDOC J P MORGAN EXCHANGE TRADED F 4,427.0 $267K 0.01% -1K -20.6% $60.23 +6.9%
290 WAT WATERS CORP Healthcare 708.0 $266K 0.01% -32.0 -4.3% $375.04 +9.4%
291 SLB SLB LIMITED Energy 5,705.0 $265K 0.01% -474.0 -7.7% $46.49 +15.4%
292 DXCM DEXCOM INC Healthcare 3,885.0 $262K 0.01% -1K -23.5% $67.35 +35.8%
293 NDAQ NASDAQ INC Financial Services 3,242.0 $256K 0.01% -1K -24.8% $78.82 +24.7%
294 EW EDWARDS LIFESCIENCES CORP Healthcare 2,820.0 $255K 0.01% -676.0 -19.3% $90.46 -0.8%
295 PCAR PACCAR INC Industrials 2,117.0 $254K 0.01% -80.0 -3.6% $120.12 +9.2%
296 CSHI NEOS ETF TRUST 5,037.0 $251K 0.01% -737.0 -12.8% $49.81 -0.2%
297 FNDF SCHWAB STRATEGIC TR 4,651.0 $245K 0.01% -371.0 -7.4% $52.76 +5.9%
298 GTLB GITLAB INC Technology 8,035.0 $245K 0.01% -10K -54.8% $30.53 +35.4%
299 AAOI APPLIED OPTOELECTRONICS INC Technology 1,653.0 $245K 0.01% -132.0 -7.4% $148.16 -16.2%
300 QLD PROSHARES TR 2,519.0 $244K 0.01% -200.0 -7.4% $96.76 -7.3%
Page 15 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%