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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 12 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TJX TJX COS INC NEW Consumer Cyclical 14,481.0 $2.2M 0.07% +2K +20.8% $151.50 -7.1%
222 IBM INTERNATIONAL BUSINESS MACHS Technology 7,752.0 $2.2M 0.06% +2K +38.9% $281.22 -16.9%
223 DHR DANAHER CORP DEL Healthcare 11,430.0 $2.2M 0.06% -3K -20.5% $190.48 +13.3%
224 AXP AMERICAN EXPRESS CO Financial Services 6,412.0 $2.2M 0.06% +74.0 +1.2% $338.26 -2.1%
225 NEE NEXTERA ENERGY INC Utilities 24,664.0 $2.2M 0.06% +1K +4.6% $87.77 -3.1%
226 MLPA GLOBAL X FDS 40,637.0 $2.2M 0.06% +6K +15.7% $53.08 +6.4%
227 CSCO CISCO SYS INC Technology 18,195.0 $2.1M 0.06% $117.46 -6.7%
228 PFE PFIZER INC Healthcare 88,365.0 $2.1M 0.06% +15K +20.5% $24.08 +15.4%
229 AMGN AMGEN INC Healthcare 5,876.0 $2.1M 0.06% -267.0 -4.3% $362.12 +19.8%
230 BWA BORGWARNER INC Consumer Cyclical 31,809.0 $2.1M 0.06% -3K -7.4% $66.40 -2.4%
231 CIEN CIENA CORP Technology 4,291.0 $2.1M 0.06% -295.0 -6.4% $490.56 -20.0%
232 VRSN VERISIGN INC Technology 8,359.0 $2.1M 0.06% +2K +39.4% $251.56 +10.1%
233 DELL DELL TECHNOLOGIES INC Technology 4,855.0 $2.1M 0.06% -55.0 -1.1% $431.43 +0.8%
234 VEA VANGUARD TAX-MANAGED FDS 28,871.0 $2.1M 0.06% -1K -4.1% $71.25 +2.2%
235 EME EMCOR GROUP INC Industrials 2,463.0 $2.0M 0.06% +222.0 +9.9% $829.88 -5.1%
236 JCPB J P MORGAN EXCHANGE TRADED F 43,303.0 $2.0M 0.06% +26K +152.5% $46.94 -1.6%
237 WCC WESCO INTL INC Industrials 5,778.0 $2.0M 0.06% -138.0 -2.3% $345.42 -2.1%
238 TXN TEXAS INSTRS INC Technology 6,674.0 $2.0M 0.06% +1K +19.8% $298.09 -10.9%
239 URI UNITED RENTALS INC Industrials 1,751.0 $2.0M 0.06% +137.0 +8.5% $1132.60 -3.3%
240 CMI CUMMINS INC Industrials 2,775.0 $2.0M 0.06% +470.0 +20.4% $713.30 -16.8%
Page 12 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%