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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 10 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JBHT HUNT J B TRANS SVCS INC Industrials 10,587.0 $3.1M 0.09% +1K +15.3% $289.43 -5.2%
182 COF CAPITAL ONE FINL CORP Financial Services 15,165.0 $3.0M 0.09% +3K +20.2% $200.62 +5.9%
183 RGEN REPLIGEN CORP Healthcare 22,099.0 $3.0M 0.09% +3K +13.0% $136.44 +32.1%
184 TPL TEXAS PACIFIC LAND CORPORATI Energy 6,882.0 $3.0M 0.09% +5K +232.8% $437.64 -15.6%
185 VWO VANGUARD INTL EQUITY INDEX F 49,257.0 $2.9M 0.09% -731.0 -1.5% $59.69 +0.6%
186 PEP PEPSICO INC Consumer Defensive 21,281.0 $2.9M 0.09% -6K -20.6% $135.40 +4.9%
187 TECHNIPFMC PLC 43,263.0 $2.9M 0.09% +1K +2.7% $66.30
188 INCY INCYTE CORP Healthcare 24,744.0 $2.8M 0.08% -3K -9.3% $113.36 +12.2%
189 EQIX EQUINIX INC Real Estate 2,677.0 $2.8M 0.08% +511.0 +23.6% $1042.39 +3.9%
190 IEFA ISHARES TR 28,639.0 $2.8M 0.08% +5K +20.5% $96.58 +3.5%
191 ISRG INTUITIVE SURGICAL INC Healthcare 6,929.0 $2.8M 0.08% +162.0 +2.4% $397.68 -5.8%
192 RTX RTX CORPORATION Industrials 14,259.0 $2.7M 0.08% +3K +32.2% $189.73 +11.9%
193 FDX FEDEX CORP Industrials 8,622.0 $2.7M 0.08% +364.0 +4.4% $313.15 +4.1%
194 ANET ARISTA NETWORKS INC Technology 15,883.0 $2.7M 0.08% -3K -16.2% $169.88 +8.2%
195 ORCL ORACLE CORP Technology 18,290.0 $2.7M 0.08% -476.0 -2.5% $146.55 -3.1%
196 PSX PHILLIPS 66 Energy 15,828.0 $2.7M 0.08% +3K +22.5% $169.05 +42.0%
197 VICTORY PORTFOLIOS II 77,700.0 $2.7M 0.08% -3K -4.1% $34.28
198 AMID EA SERIES TRUST 72,802.0 $2.7M 0.08% +27K +59.5% $36.44 +0.1%
199 WM WASTE MGMT INC DEL Industrials 11,898.0 $2.7M 0.08% -458.0 -3.7% $222.88 +0.9%
200 FCX FREEPORT MCMORAN INC Basic Materials 41,756.0 $2.6M 0.08% +5K +12.5% $62.89 +13.2%
Page 10 of 54  ·  1,071 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%