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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 7 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HELO J P MORGAN EXCHANGE TRADED F 16,899.0 $1.1M 0.03% -1K -7.0% $67.58 +2.4%
122 DGRO ISHARES TR 14,840.0 $1.1M 0.03% -317.0 -2.1% $75.79 +4.6%
123 NTRS NORTHERN TR CORP Financial Services 6,420.0 $1.1M 0.03% -98.0 -1.5% $173.85 +5.0%
124 PYPL PAYPAL HLDGS INC Financial Services 25,818.0 $1.1M 0.03% -14K -34.7% $43.18 +44.3%
125 MANU MANCHESTER UTD PLC NEW Communication Services 47,966.0 $1.1M 0.03% -40K -45.5% $22.93 +4.8%
126 USB US BANCORP Financial Services 18,171.0 $1.1M 0.03% -2K -7.8% $60.40 +2.3%
127 TXT TEXTRON INC Industrials 11,862.0 $1.1M 0.03% -1K -10.7% $91.73 -8.0%
128 JAVA J P MORGAN EXCHANGE TRADED F 13,658.0 $1.1M 0.03% -1K -9.1% $79.41 +4.0%
129 QQQM INVESCO EXCH TRADED FD TR II 3,576.0 $1.1M 0.03% -164.0 -4.4% $302.96 -3.4%
130 TRGP TARGA RES CORP Energy 4,033.0 $1.1M 0.03% -62.0 -1.5% $268.14 +12.7%
131 HCA HCA HEALTHCARE INC Healthcare 2,768.0 $1.1M 0.03% -198.0 -6.7% $389.93 +4.2%
132 CTVA CORTEVA INC Basic Materials 12,395.0 $1.0M 0.03% -418.0 -3.3% $84.69 -6.2%
133 PINNACLE FINL PARTNERS INC 10,147.0 $1.0M 0.03% -669.0 -6.2% $100.88
134 MDYV SPDR SERIES TRUST 10,754.0 $1.0M 0.03% -66.0 -0.6% $94.85 +0.3%
135 MHK MOHAWK INDS INC Consumer Cyclical 8,364.0 $1.0M 0.03% -250.0 -2.9% $121.33 +10.0%
136 LIN LINDE PLC Basic Materials 1,942.0 $1.0M 0.03% -84.0 -4.2% $518.94 -7.3%
137 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 12,637.0 $1.0M 0.03% -1K -7.8% $79.22 +5.3%
138 ON ON SEMICONDUCTOR CORP Technology 10,582.0 $1.0M 0.03% -615.0 -5.5% $94.54 -21.0%
139 BKLC BNY MELLON ETF TRUST 6,968.0 $999K 0.03% -295.0 -4.1% $47.80 +1.9%
140 AVEM AMERICAN CENTY ETF TR 10,353.0 $999K 0.03% -99.0 -0.9% $96.49 -3.1%
Page 7 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%