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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 3 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 40,378.0 $5.2M 0.15% -281.0 -0.7% $128.50 +18.5%
42 IBCA ISHARES TR 201,612.0 $5.2M 0.15% -4K -2.1% $25.61 -1.9%
43 CAT CATERPILLAR INC Industrials 4,572.0 $4.9M 0.14% -170.0 -3.6% $1064.84 -23.4%
44 VIG VANGUARD SPECIALIZED FUNDS 20,286.0 $4.8M 0.14% -724.0 -3.5% $236.62 +3.5%
45 JNJ JOHNSON & JOHNSON Healthcare 18,676.0 $4.7M 0.14% -848.0 -4.3% $253.98 +7.7%
46 MO ALTRIA GROUP INC Consumer Defensive 65,121.0 $4.7M 0.14% -8K -10.7% $71.95 -8.2%
47 INTC INTEL CORP Technology 33,390.0 $4.7M 0.14% -21K -38.2% $139.63 -33.5%
48 BLK BLACKROCK INC Financial Services 4,607.0 $4.4M 0.13% -935.0 -16.9% $961.56 +20.5%
49 JEPQ J P MORGAN EXCHANGE TRADED F 71,412.0 $4.4M 0.13% -819.0 -1.1% $61.46 -2.6%
50 VBR VANGUARD INDEX FDS 18,026.0 $4.4M 0.13% -307.0 -1.7% $243.00 +2.9%
51 GH GUARDANT HEALTH INC Healthcare 28,924.0 $4.3M 0.13% -4K -10.8% $150.03 +8.9%
52 SCHB SCHWAB STRATEGIC TR 146,351.0 $4.2M 0.12% -33K -18.5% $28.96 +2.7%
53 SLYV SPDR SERIES TRUST 38,219.0 $4.2M 0.12% -820.0 -2.1% $109.11 +1.4%
54 SNDK SANDISK CORP Technology 1,796.0 $4.1M 0.12% -1K -36.5% $2273.50 -31.0%
55 VOT VANGUARD INDEX FDS 12,900.0 $4.0M 0.12% -257.0 -1.9% $306.29 -0.2%
56 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,602.0 $3.8M 0.11% -222.0 -2.8% $501.34 +22.4%
57 CRH PLC 34,190.0 $3.7M 0.11% -1K -3.3% $107.00
58 BX BLACKSTONE INC Financial Services 30,067.0 $3.5M 0.10% -2K -5.0% $117.67 +23.3%
59 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,687.0 $3.4M 0.10% -123.0 -3.2% $935.59 +2.3%
60 PCG PG&E CORP Utilities 200,332.0 $3.4M 0.10% -1K -0.6% $16.82 +4.9%
Page 3 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%