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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 21 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ESGE ISHARES INC 18,172.0 $994K 0.03% $54.69 -1.4%
402 NPFI NUSHARES ETF TR 38,000.0 $994K 0.03% -1K -3.3% $26.15 -1.0%
403 NNN NNN REIT INC Real Estate 21,288.0 $991K 0.03% +14K +193.2% $46.53 -1.5%
404 ONTO ONTO INNOVATION INC Technology 2,615.0 $990K 0.03% -154.0 -5.6% $378.45 -22.5%
405 IJR ISHARES TR 6,622.0 $982K 0.03% +1K +19.4% $148.31 -0.7%
406 TMUS T-MOBILE US INC Communication Services 5,843.0 $980K 0.03% +3K +143.3% $167.73 +9.1%
407 MAA MID-AMER APT CMNTYS INC Real Estate 7,029.0 $977K 0.03% NEW $138.94 -5.5%
408 VTR VENTAS INC Real Estate 10,903.0 $968K 0.03% -800.0 -6.8% $88.80 +4.8%
409 INTU INTUIT Technology 3,669.0 $958K 0.03% +90.0 +2.5% $261.03 +40.6%
410 USFR WISDOMTREE TR 19,011.0 $957K 0.03% +10K +117.9% $50.35 +0.3%
411 IRIDIUM COMMUNICATIONS INC 17,432.0 $956K 0.03% +8K +82.1% $54.85
412 EXR EXTRA SPACE STORAGE INC Real Estate 6,567.0 $954K 0.03% +875.0 +15.4% $145.30 +1.0%
413 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,878.0 $951K 0.03% +253.0 +9.6% $330.46 -1.2%
414 TKO TKO GROUP HOLDINGS INC Communication Services 4,681.0 $942K 0.03% -47.0 -1.0% $201.31 -4.1%
415 ROST ROSS STORES INC Consumer Cyclical 4,424.0 $942K 0.03% +2K +59.4% $212.85 +12.3%
416 ADBE ADOBE INC Technology 4,586.0 $940K 0.03% +749.0 +19.5% $205.02 +34.3%
417 NVR NVR INC Consumer Cyclical 137.0 $933K 0.03% NEW $6813.40 -6.7%
418 CMDT PIMCO ETF TR 30,399.0 $932K 0.03% +13K +75.3% $30.67 +9.6%
419 MUSA MURPHY USA INC Consumer Cyclical 1,726.0 $930K 0.03% +53.0 +3.2% $538.87 +5.7%
420 AA ALCOA CORP Basic Materials 17,787.0 $927K 0.03% -3K -14.2% $52.14 -0.6%
Page 21 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%