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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 6 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLRE SELECT SECTOR SPDR TR 32,943.0 $1.5M 0.04% -9K -22.2% $44.03 +2.4%
102 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,598.0 $1.4M 0.04% -243.0 -4.2% $255.88 +25.7%
103 NSC NORFOLK SOUTHN CORP Industrials 4,425.0 $1.4M 0.04% -340.0 -7.1% $314.59 +11.5%
104 COP CONOCOPHILLIPS Energy 13,131.0 $1.4M 0.04% -200.0 -1.5% $103.96 +29.7%
105 VCSH VANGUARD SCOTTSDALE FDS 17,018.0 $1.3M 0.04% -852.0 -4.8% $79.03 -0.6%
106 LOW LOWES COS INC Consumer Cyclical 6,043.0 $1.3M 0.04% -785.0 -11.5% $220.51 -2.0%
107 VHT VANGUARD WORLD FD 4,290.0 $1.3M 0.04% -77.0 -1.8% $299.03 +9.6%
108 CI THE CIGNA GROUP Healthcare 4,635.0 $1.3M 0.04% -659.0 -12.4% $275.68 +0.7%
109 DINO HF SINCLAIR CORP Energy 18,177.0 $1.3M 0.04% -159.0 -0.9% $69.65 +39.7%
110 UPS UNITED PARCEL SVCS INC Industrials 11,747.0 $1.3M 0.04% -5K -27.8% $107.50 -5.1%
111 MEDP MEDPACE HLDGS INC Healthcare 2,344.0 $1.2M 0.04% -54.0 -2.2% $529.59 +17.2%
112 AIQ GLOBAL X FDS 18,355.0 $1.2M 0.04% -6K -24.7% $65.61 -3.3%
113 DFIP DIMENSIONAL ETF TRUST 29,022.0 $1.2M 0.04% -115K -79.9% $41.26 -2.3%
114 GD GENERAL DYNAMICS CORP Industrials 3,340.0 $1.2M 0.04% -414.0 -11.0% $354.26 +8.5%
115 T AT&T INC Communication Services 56,667.0 $1.2M 0.04% -446.0 -0.8% $20.70 +22.2%
116 REGN REGENERON PHARMACEUTICALS Healthcare 1,878.0 $1.2M 0.04% -565.0 -23.1% $623.54 +33.8%
117 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 6,884.0 $1.2M 0.03% -2K -19.4% $168.53 -9.5%
118 AME AMETEK INC Industrials 4,771.0 $1.2M 0.03% -198.0 -4.0% $241.94 -1.0%
119 DG DOLLAR GEN CORP Consumer Defensive 10,016.0 $1.2M 0.03% -984.0 -8.9% $115.11 +7.2%
120 BDX BECTON DICKINSON & CO Healthcare 7,556.0 $1.1M 0.03% -127.0 -1.6% $151.33 +26.9%
Page 6 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%