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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 20 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NET CLOUDFLARE INC Technology 4,274.0 $1.0M 0.03% +2K +105.3% $245.28 +19.5%
382 SPACE EXPLORATION TECHN CORP 6,117.0 $1.0M 0.03% NEW $170.87
383 EOG EOG RES INC Energy 8,044.0 $1.0M 0.03% +5K +201.6% $129.73 +18.0%
384 UAL UNITED AIRLS HLDGS INC Industrials 7,650.0 $1.0M 0.03% +2K +43.2% $135.99 -16.8%
385 VZ VERIZON COMMUNICATIONS INC Communication Services 24,234.0 $1.0M 0.03% +8K +52.5% $42.34 +16.8%
386 PINNACLE FINL PARTNERS INC 10,147.0 $1.0M 0.03% -669.0 -6.2% $100.88
387 DIA STATE STR SPDR DOW JONES IND Financial Services 1,956.0 $1.0M 0.03% $522.39 +1.9%
388 MDYV SPDR SERIES TRUST 10,754.0 $1.0M 0.03% -66.0 -0.6% $94.85 +0.9%
389 TDG TRANSDIGM GROUP INC Industrials 765.0 $1.0M 0.03% +92.0 +13.7% $1332.04 -9.9%
390 MHK MOHAWK INDS INC Consumer Cyclical 8,364.0 $1.0M 0.03% -250.0 -2.9% $121.33 +12.3%
391 IT GARTNER INC Technology 7,806.0 $1.0M 0.03% +2K +27.7% $129.62 +51.1%
392 LIN LINDE PLC Basic Materials 1,942.0 $1.0M 0.03% -84.0 -4.2% $518.94 -6.0%
393 SO SOUTHERN CO Utilities 10,518.0 $1.0M 0.03% +735.0 +7.5% $95.71 -7.1%
394 AYI ACUITY INC Industrials 2,669.0 $1.0M 0.03% +2K +181.5% $376.69 -8.9%
395 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 12,637.0 $1.0M 0.03% -1K -7.8% $79.22 +6.4%
396 ON ON SEMICONDUCTOR CORP Technology 10,582.0 $1.0M 0.03% -615.0 -5.5% $94.54 -21.5%
397 BKLC BNY MELLON ETF TRUST 6,968.0 $999K 0.03% -295.0 -4.1% $47.80 +2.4%
398 AVEM AMERICAN CENTY ETF TR 10,353.0 $999K 0.03% -99.0 -0.9% $96.49 -2.3%
399 SPMD SPDR SERIES TRUST 14,774.0 $998K 0.03% +182.0 +1.2% $67.56 -0.4%
400 FDS FACTSET RESH SYS INC Financial Services 4,338.0 $998K 0.03% +3K +142.1% $230.08 +30.4%
Page 20 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%