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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 16 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EPR EPR PPTYS Real Estate 4,157.0 $241K 0.01% -335.0 -7.5% $58.01 +5.5%
302 KEY KEYCORP Financial Services 10,214.0 $235K 0.01% -2K -15.5% $23.05 -5.2%
303 CMP COMPASS MINERALS INTL INC Basic Materials 7,559.0 $235K 0.01% -51K -87.1% $31.13 -20.9%
304 BBY BEST BUY INC Consumer Cyclical 3,071.0 $233K 0.01% -3K -49.5% $75.88 +13.0%
305 LEA LEAR CORP Consumer Cyclical 1,734.0 $232K 0.01% -167.0 -8.8% $134.06 -6.4%
306 BKIE BNY MELLON ETF TRUST 2,203.0 $222K 0.01% -91.0 -4.0% $33.53 +3.1%
307 IAGG ISHARES TR 4,365.0 $221K 0.01% -1K -19.6% $50.60 -1.6%
308 HTRB HARTFORD FDS EXCHANGE TRADED 6,530.0 $220K 0.01% -5K -42.8% $33.74 -1.3%
309 GLPI GAMING & LEISURE P Real Estate 4,933.0 $220K 0.01% -2K -31.7% $44.53 -1.8%
310 SHEL SHELL PLC Energy 2,825.0 $219K 0.01% -749.0 -21.0% $77.54 +20.8%
311 VCR VANGUARD WORLD FD 550.0 $218K 0.01% -7.0 -1.3% $396.54 -1.0%
312 PK PARK HOTELS & RESORTS INC Real Estate 14,881.0 $212K 0.01% -703.0 -4.5% $14.25 +11.0%
313 SCZ ISHARES TR 2,564.0 $211K 0.01% -255.0 -9.1% $82.27 +4.5%
314 PFF ISHARES TR 6,874.0 $210K 0.01% -457.0 -6.2% $30.49 -0.1%
315 URA GLOBAL X FDS 4,780.0 $209K 0.01% -995.0 -17.2% $43.70 +0.3%
316 DBND DOUBLELINE ETF TRUST 4,500.0 $205K 0.01% -250.0 -5.3% $45.59 -1.3%
317 IHRT IHEARTMEDIA INC Communication Services 43,439.0 $186K 0.01% -10K -19.3% $4.29 -32.4%
318 OGN ORGANON & CO Healthcare 11,528.0 $156K 0.01% -5K -30.2% $13.54 +1.5%
319 CNH INDL N V 13,364.0 $150K 0.00% -9K -39.0% $11.23
320 LIBERTY GLOBAL LTD 12,298.0 $140K 0.00% -2K -11.4% $11.37
Page 16 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 33.1%
Financial Services 12.9%
Industrials 11.9%
Consumer Cyclical 8.6%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Utilities 4.0%
Energy 3.0%
Basic Materials 2.7%