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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 33 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SDY SPDR SERIES TRUST 3,217.0 $490K 0.01% -35.0 -1.1% $152.17 +4.1%
642 LASR NLIGHT INC Technology 6,999.0 $487K 0.01% $69.62 -31.9%
643 THC TENET HEALTHCARE CORP Healthcare 2,601.0 $487K 0.01% -550.0 -17.4% $187.08 +50.1%
644 OHI OMEGA HEALTHCARE INVS INC Real Estate 10,203.0 $486K 0.01% -184.0 -1.8% $47.68 -2.2%
645 MSGE SPHERE ENTERTAINMENT CO Communication Services 2,800.0 $484K 0.01% $173.03 -53.8%
646 RACE FERRARI N V Consumer Cyclical 1,301.0 $484K 0.01% $372.29 +17.3%
647 SR SPIRE INC Utilities 6,191.0 $483K 0.01% +100.0 +1.6% $78.09 +3.6%
648 BOTJ BANK OF THE JAMES FINL GP IN Financial Services 18,900.0 $482K 0.01% -10K -34.6% $25.52 +6.1%
649 BKDV BNY MELLON ETF TRUST II 14,390.0 $482K 0.01% +775.0 +5.7% $33.49 +4.1%
650 SCHC SCHWAB STRATEGIC TR 9,982.0 $480K 0.01% +168.0 +1.7% $48.12 +6.5%
651 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,830.0 $480K 0.01% -2K -24.8% $99.29 -7.7%
652 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,893.0 $478K 0.01% NEW $81.16 -10.5%
653 VTEB VANGUARD MUN BD FDS 9,439.0 $477K 0.01% $50.58 -2.1%
654 HSY HERSHEY CO Consumer Defensive 2,715.0 $476K 0.01% $175.45 +6.3%
655 TW TRADEWEB MKTS INC Financial Services 4,775.0 $476K 0.01% -3K -38.3% $99.66 +7.4%
656 MANH MANHATTAN ASSOCIATES INC Technology 3,414.0 $475K 0.01% +561.0 +19.7% $139.25 +54.1%
657 CMCSA COMCAST CORP NEW Communication Services 19,350.0 $475K 0.01% -20K -50.5% $24.55 +9.4%
658 EFG ISHARES TR 3,793.0 $472K 0.01% +320.0 +9.2% $124.41 +1.0%
659 WEC WEC ENERGY GROUP INC Utilities 4,033.0 $471K 0.01% +1K +42.8% $116.77 -9.2%
660 F FORD MTR CO Consumer Cyclical 33,877.0 $471K 0.01% +3K +8.8% $13.90 +3.7%
Page 33 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%