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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 24 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 USFD US FOODS HLDG CORP Consumer Defensive 7,891.0 $807K 0.02% -696.0 -8.1% $102.25 +7.2%
462 COOPER COS INC 11,250.0 $807K 0.02% NEW $71.71
463 BEDY BNY MELLON ETF TRUST II 27,725.0 $804K 0.02% +15K +119.6% $29.01 +4.1%
464 HPE HEWLETT PACKARD ENTERPRISE C Technology 17,787.0 $802K 0.02% +2K +11.5% $45.11 +18.5%
465 BSV VANGUARD BD INDEX FDS 10,284.0 $801K 0.02% +187.0 +1.9% $77.91 -0.4%
466 BE BLOOM ENERGY CORP Industrials 2,645.0 $801K 0.02% -442.0 -14.3% $302.70 -33.4%
467 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 16,016.0 $800K 0.02% NEW $49.98 +4.7%
468 VDE VANGUARD WORLD FD 5,331.0 $800K 0.02% -90.0 -1.7% $150.12 +19.6%
469 CHTR CHARTER COMMUNICATIONS INC Communication Services 5,624.0 $800K 0.02% +5K +550.9% $142.21 +5.6%
470 PAYX PAYCHEX INC Industrials 8,092.0 $796K 0.02% +645.0 +8.7% $98.33 +26.6%
471 MMM 3M CO Industrials 4,908.0 $795K 0.02% -617.0 -11.2% $161.91 +10.5%
472 AGNC AGNC INVT CORP Real Estate 71,828.0 $783K 0.02% $10.90 -0.1%
473 CGNX COGNEX CORP Technology 10,717.0 $776K 0.02% -513.0 -4.6% $72.42 -16.4%
474 FIVE FIVE BELOW INC Consumer Cyclical 4,303.0 $774K 0.02% -1K -20.4% $179.79 +39.2%
475 OXY OCCIDENTAL PETE CORP Energy 15,885.0 $772K 0.02% +3K +27.1% $48.57 +26.2%
476 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 14,499.0 $763K 0.02% +11K +346.4% $52.65 +28.3%
477 VEEV VEEVA SYS INC Healthcare 4,273.0 $758K 0.02% +620.0 +17.0% $177.47 +39.7%
478 SBUX STARBUCKS CORP Consumer Cyclical 7,408.0 $757K 0.02% $102.19 +4.8%
479 PB PROSPERITY BANCSHARES INC Financial Services 10,324.0 $754K 0.02% +2K +19.6% $73.03 -0.4%
480 IJH ISHARES TR 9,724.0 $750K 0.02% -67.0 -0.7% $77.11 -0.4%
Page 24 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%