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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 22 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PFLT PENNANTPARK FLOATING RATE CA Financial Services 123,880.0 $927K 0.03% $7.48 -1.5%
422 LECO LINCOLN ELEC HLDGS INC Industrials 3,483.0 $925K 0.03% -207.0 -5.6% $265.51 +6.1%
423 IEI ISHARES TR 7,872.0 $925K 0.03% -748.0 -8.7% $117.45 -0.9%
424 SPTM SPDR SERIES TRUST 10,177.0 $924K 0.03% $90.79 +2.4%
425 DDOG DATADOG INC Technology 3,524.0 $918K 0.03% -1K -25.4% $260.36 -9.5%
426 DVY ISHARES TR 5,863.0 $916K 0.03% -43.0 -0.7% $156.30 +5.0%
427 MTCH MATCH GROUP INC NEW Communication Services 23,909.0 $910K 0.03% -6K -20.9% $38.05 +7.4%
428 DOW DOW HLDGS INC Basic Materials 33,181.0 $908K 0.03% -423.0 -1.3% $27.36 +18.2%
429 ZM ZOOM COMMUNICATIONS INC Technology 10,478.0 $904K 0.03% -2K -16.1% $86.31 +24.5%
430 CARNIVAL CORP LTD 31,592.0 $903K 0.03% NEW $28.57
431 KKR KKR & CO INC 9,827.0 $902K 0.03% +1K +16.8% $91.78
432 RBC RBC BEARINGS INC Industrials 1,400.0 $902K 0.03% +446.0 +46.8% $644.06 -21.5%
433 MCHP MICROCHIP TECHNOLOGY INC. Technology 9,842.0 $898K 0.03% +472.0 +5.0% $91.20 -16.6%
434 BURL BURLINGTON STORES INC Consumer Cyclical 2,831.0 $897K 0.03% -663.0 -19.0% $316.80 +3.1%
435 LGLV SPDR SERIES TRUST 4,942.0 $897K 0.03% -27.0 -0.5% $181.45 +3.9%
436 JFLX J P MORGAN EXCHANGE TRADED F 17,650.0 $890K 0.03% NEW $50.40 -1.1%
437 FPX FIRST TR EXCHANGE-TRADED FD 4,300.0 $887K 0.03% $206.19 -10.8%
438 VYM VANGUARD WHITEHALL FDS 5,610.0 $886K 0.03% +734.0 +15.1% $158.02 +4.4%
439 GL GLOBE LIFE INC Financial Services 4,938.0 $882K 0.03% +417.0 +9.2% $178.68 -4.3%
440 DOV DOVER CORP Industrials 3,933.0 $882K 0.03% -151.0 -3.7% $224.28 -10.0%
Page 22 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%