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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 17 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ADT ADT INC DEL Industrials 20,423.0 $133K 0.00% -30K -59.3% $6.50 +13.4%
322 WEBULL CORP 19,901.0 $130K 0.00% -7K -25.9% $6.52
323 PTON PELOTON INTERACTIVE INC Consumer Cyclical 21,813.0 $129K 0.00% -507.0 -2.3% $5.91 -5.6%
324 KD KYNDRYL HLDGS INC Technology 11,234.0 $127K 0.00% -779.0 -6.5% $11.31 +8.8%
325 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 26,348.0 $111K 0.00% -7K -20.6% $4.21 -1.7%
326 CFFN CAPITOL FED FINL INC Financial Services 12,526.0 $107K 0.00% -2K -11.6% $8.51 -0.2%
327 CDXS CODEXIS INC Healthcare 34,825.0 $79K 0.00% -1K -4.0% $2.26 -30.1%
328 EAF GRAFTECH INTL LTD SR NT Industrials 12,000.0 $71K 0.00% -8K -40.0% $5.91 +13.0%
329 CCC CCC INTELLIGENT SOLUTIONS HL Technology 11,897.0 $61K 0.00% -27K -69.1% $5.16 +44.4%
330 RCKT ROCKET PHARMACEUTICALS INC Healthcare 14,295.0 $49K 0.00% -2K -10.4% $3.42 +1.8%
331 RPAY REPAY HLDGS CORP Technology 10,568.0 $44K 0.00% -670.0 -6.0% $4.20 -8.1%
332 NXDR NEXTDOOR HOLDINGS INC Communication Services 17,463.0 $40K 0.00% -6K -25.3% $2.27 +5.3%
333 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 13,976.0 $38K 0.00% -289.0 -2.0% $2.72 +4.8%
334 BMBL BUMBLE INC Technology 11,709.0 $37K 0.00% -10K -47.0% $3.20 -12.5%
335 BYND BEYOND MEAT INC Consumer Defensive 35,890.0 $27K 0.00% -43K -54.7% $0.75 +1830.6%
336 ENCORE ENERGY CORP 19,465.0 $25K 0.00% -591.0 -3.0% $1.31
337 ACHR ARCHER AVIATION INC Industrials 4,434.0 $21K 0.00% -9K -65.9% $4.73 +28.8%
338 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 11,490.0 $19K 0.00% -4K -25.1% $1.68 -26.8%
339 QSI QUANTUM SI INC Healthcare 10,635.0 $9K -6K -36.4% $0.89 -11.9%
340 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 39,620.0 $9K -3K -6.7% $0.23 +1305.7%
Page 17 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%