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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 29 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PSTG EVERPURE INC 7,853.0 $619K 0.02% -2K -17.6% $78.79
562 VICI VICI PPTYS INC Real Estate 23,274.0 $618K 0.02% $26.55 -0.1%
563 VICR VICOR CORP Technology 1,626.0 $618K 0.02% +41.0 +2.6% $379.78 -47.2%
564 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,698.0 $617K 0.02% +295.0 +4.6% $92.09 -3.2%
565 RKLB ROCKET LAB CORP Industrials 6,005.0 $610K 0.02% +3K +108.9% $101.65 -28.6%
566 CTAS CINTAS CORP Industrials 3,580.0 $609K 0.02% +90.0 +2.6% $170.06 +19.8%
567 CUBE CUBESMART Real Estate 15,251.0 $607K 0.02% NEW $39.77 +2.8%
568 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,221.0 $607K 0.02% NEW $496.73 +10.3%
569 DGRW WISDOMTREE TR 6,332.0 $605K 0.02% -1K -14.2% $95.62 +3.8%
570 ICOW PACER FDS TR 14,406.0 $600K 0.02% $41.63 +9.9%
571 TWLO TWILIO INC Communication Services 2,902.0 $599K 0.02% -399.0 -12.1% $206.33 +9.2%
572 FAST FASTENAL CO Industrials 12,431.0 $597K 0.02% +630.0 +5.3% $48.03 +6.7%
573 WMB WILLIAMS COS INC Energy 8,019.0 $596K 0.02% -46.0 -0.6% $74.34 -5.2%
574 O REALTY INCOME CORP Real Estate 9,604.0 $595K 0.02% +54.0 +0.6% $61.96 +1.0%
575 IWM ISHARES TR 1,978.0 $594K 0.02% +167.0 +9.2% $300.39 -0.1%
576 XYL XYLEM INC Industrials 5,023.0 $594K 0.02% +2K +98.9% $118.21 -4.1%
577 UCTT ULTRA CLEAN HLDGS INC Technology 4,130.0 $589K 0.02% +121.0 +3.0% $142.59 -46.4%
578 DEM WISDOMTREE TR 10,891.0 $586K 0.02% +137.0 +1.3% $53.79 +2.4%
579 WAB WABTEC Industrials 2,172.0 $586K 0.02% -137.0 -5.9% $269.66 +10.4%
580 KEX KIRBY CORP Industrials 4,304.0 $585K 0.02% -84.0 -1.9% $135.97 +2.9%
Page 29 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%