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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 19 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OC OWENS CORNING NEW Industrials 6,957.0 $1.1M 0.03% +3K +61.9% $158.96 -6.9%
362 OSK OSHKOSH CORP Industrials 7,192.0 $1.1M 0.03% +3K +94.0% $153.48 +2.4%
363 MANU MANCHESTER UTD PLC NEW Communication Services 47,966.0 $1.1M 0.03% -40K -45.5% $22.93 +3.6%
364 HONEYWELL INTL INC 4,907.0 $1.1M 0.03% NEW $223.90
365 USB US BANCORP Financial Services 18,171.0 $1.1M 0.03% -2K -7.8% $60.40 +2.7%
366 NOW SERVICENOW INC Technology 11,052.0 $1.1M 0.03% $99.28 +29.4%
367 MTZ MASTEC INC Industrials 2,634.0 $1.1M 0.03% $416.06 -36.0%
368 BSX BOSTON SCIENTIFIC CORP Healthcare 25,619.0 $1.1M 0.03% +14K +113.0% $42.68 +18.0%
369 MPC MARATHON PETE CORP Energy 4,263.0 $1.1M 0.03% +56.0 +1.3% $255.66 +41.1%
370 TXT TEXTRON INC Industrials 11,862.0 $1.1M 0.03% -1K -10.7% $91.73 -9.6%
371 JAVA J P MORGAN EXCHANGE TRADED F 13,658.0 $1.1M 0.03% -1K -9.1% $79.41 +4.5%
372 QQQM INVESCO EXCH TRADED FD TR II 3,576.0 $1.1M 0.03% -164.0 -4.4% $302.96 -3.0%
373 MDB MONGODB INC Technology 3,225.0 $1.1M 0.03% +409.0 +14.5% $335.90 +28.3%
374 INNOVATOR ETFS TRUST 43,900.0 $1.1M 0.03% $24.67
375 HONEYWELL AEROSPACE INC 4,892.0 $1.1M 0.03% NEW $221.08
376 TRGP TARGA RES CORP Energy 4,033.0 $1.1M 0.03% -62.0 -1.5% $268.14 +11.5%
377 HCA HCA HEALTHCARE INC Healthcare 2,768.0 $1.1M 0.03% -198.0 -6.7% $389.93 +10.1%
378 AXS AXIS CAP HLDGS LTD Financial Services 10,023.0 $1.1M 0.03% +109.0 +1.1% $107.44 -8.1%
379 FERG FERGUSON ENTERPRISES INC Industrials 4,448.0 $1.1M 0.03% +572.0 +14.8% $237.33 +2.1%
380 CTVA CORTEVA INC Basic Materials 12,395.0 $1.0M 0.03% -418.0 -3.3% $84.69 -3.4%
Page 19 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%