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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 16 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IDGT ISHARES TR 11,805.0 $1.4M 0.04% +530.0 +4.7% $119.74 -2.6%
302 GIS GENERAL MILLS INC Consumer Defensive 40,523.0 $1.4M 0.04% +19K +85.6% $34.80 +13.8%
303 MDT MEDTRONIC PLC Healthcare 17,986.0 $1.4M 0.04% +3K +20.3% $78.23 +18.0%
304 BSVO EA SERIES TRUST 48,203.0 $1.4M 0.04% +5K +11.3% $29.19 +0.6%
305 KMI KINDER MORGAN INC DEL Energy 43,980.0 $1.4M 0.04% +5K +13.2% $31.97 -1.1%
306 BOND PIMCO ETF TR 15,161.0 $1.4M 0.04% +552.0 +3.8% $92.21 -1.7%
307 NSC NORFOLK SOUTHN CORP Industrials 4,425.0 $1.4M 0.04% -340.0 -7.1% $314.59 +10.2%
308 RBRK RUBRIK INC. Technology 17,333.0 $1.4M 0.04% NEW $80.28 +21.5%
309 FXL FIRST TR EXCHANGE-TRADED FD 6,365.0 $1.4M 0.04% $217.22 -1.6%
310 GRMN GARMIN LTD Technology 5,758.0 $1.4M 0.04% +1K +30.8% $237.54 +23.4%
311 COP CONOCOPHILLIPS Energy 13,131.0 $1.4M 0.04% -200.0 -1.5% $103.96 +29.7%
312 MCO MOODYS CORP Financial Services 2,999.0 $1.4M 0.04% +797.0 +36.2% $452.97 +10.1%
313 VCSH VANGUARD SCOTTSDALE FDS 17,018.0 $1.3M 0.04% -852.0 -4.8% $79.03 -0.5%
314 UNP UNION PAC CORP Industrials 4,926.0 $1.3M 0.04% $272.01 +11.7%
315 CVS CVS HEALTH CORP Healthcare 12,932.0 $1.3M 0.04% +174.0 +1.4% $103.45 -9.5%
316 LOW LOWES COS INC Consumer Cyclical 6,043.0 $1.3M 0.04% -785.0 -11.5% $220.51 -1.4%
317 CF CF INDUSTRIES HOLD Basic Materials 12,164.0 $1.3M 0.04% +97.0 +0.8% $108.26 +16.1%
318 SPYV SPDR SERIES TRUST 21,404.0 $1.3M 0.04% +111.0 +0.5% $60.79 +4.0%
319 TOL TOLL BROTHERS INC Consumer Cyclical 7,855.0 $1.3M 0.04% $164.75 -12.0%
320 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 6,688.0 $1.3M 0.04% +563.0 +9.2% $193.23 +4.1%
Page 16 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%