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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 15 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SRE SEMPRA Utilities 17,154.0 $1.6M 0.05% +4K +32.0% $92.71 -10.6%
282 JCI JOHNSON CONTROLS INTERNATION Industrials 10,874.0 $1.6M 0.05% +2K +19.0% $146.11 -2.1%
283 SNOW SNOWFLAKE INC Technology 6,205.0 $1.6M 0.05% -1K -14.0% $254.50 +30.8%
284 AMT AMERICAN TOWER CORP Real Estate 9,561.0 $1.6M 0.05% +4K +76.0% $163.58 +7.5%
285 IWD ISHARES TR 6,365.0 $1.5M 0.05% $242.45 +6.1%
286 IVE ISHARES TR 6,769.0 $1.5M 0.04% $227.06 +4.5%
287 SNPS SYNOPSYS INC Technology 3,401.0 $1.5M 0.04% +3K +559.1% $446.07 -10.8%
288 VT VANGUARD INTL EQUITY INDEX F 9,651.0 $1.5M 0.04% $156.95 +2.4%
289 HDV ISHARES TR 54,053.0 $1.5M 0.04% +43K +397.4% $27.41 +8.8%
290 AON AON PLC Financial Services 4,460.0 $1.5M 0.04% +2K +123.6% $331.69 +7.1%
291 DFAT DIMENSIONAL ETF TRUST 21,131.0 $1.5M 0.04% $69.90 +2.5%
292 PWR QUANTA SVCS INC Industrials 2,042.0 $1.5M 0.04% -30.0 -1.4% $720.04 -11.2%
293 ITOT ISHARES TR 8,863.0 $1.5M 0.04% $164.28 +2.2%
294 XLRE SELECT SECTOR SPDR TR 32,943.0 $1.5M 0.04% -9K -22.2% $44.03 +2.4%
295 MCD MCDONALDS CORP Consumer Cyclical 5,356.0 $1.4M 0.04% +722.0 +15.6% $270.32 +0.2%
296 KEYS KEYSIGHT TECHNOLOGIES INC Technology 4,126.0 $1.4M 0.04% +243.0 +6.3% $350.07 -9.7%
297 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,598.0 $1.4M 0.04% -243.0 -4.2% $255.88 +25.7%
298 ED CONSOLIDATED EDISON INC Utilities 12,897.0 $1.4M 0.04% +2K +14.6% $110.63 -3.9%
299 TEAM ATLASSIAN CORPORATION Technology 18,293.0 $1.4M 0.04% +3K +21.9% $77.79 +120.9%
300 MPWR MONOLITHIC PWR SYS INC Technology 1,023.0 $1.4M 0.04% $1382.36 -4.8%
Page 15 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 33.8%
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%