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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 34 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DRS LEONARDO DRS INC Industrials 11,028.0 $471K 0.01% +3K +46.5% $42.67 -4.6%
662 RF REGIONS FINANCIAL CORP NEW Financial Services 15,574.0 $470K 0.01% +4K +37.6% $30.20 +0.7%
663 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,613.0 $469K 0.01% +909.0 +129.1% $290.67 -8.2%
664 JMEE J P MORGAN EXCHANGE TRADED F 5,969.0 $466K 0.01% -204.0 -3.3% $78.03 -0.2%
665 IRM IRON MTN INC DEL Real Estate 3,686.0 $466K 0.01% -199.0 -5.1% $126.31 -3.4%
666 LINE LINEAGE INC Real Estate 10,735.0 $464K 0.01% NEW $43.25 -3.8%
667 STE STERIS PLC Healthcare 2,202.0 $464K 0.01% +450.0 +25.7% $210.57 +13.0%
668 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 4,043.0 $463K 0.01% -3K -45.2% $114.41 -16.1%
669 ILF ISHARES TR 13,623.0 $460K 0.01% -474.0 -3.4% $33.75 +2.8%
670 ICHR ICHOR HOLDINGS Technology 4,093.0 $460K 0.01% $112.28 -46.4%
671 XEL XCEL ENERGY INC Utilities 5,713.0 $459K 0.01% +795.0 +16.2% $80.30 -5.0%
672 GFS GLOBALFOUNDRIES INC Technology 5,556.0 $458K 0.01% $82.41 -41.7%
673 NWSA NEWS CORP NEW Communication Services 18,348.0 $456K 0.01% +7K +66.2% $24.83 +22.4%
674 JBL JABIL INC Technology 1,181.0 $455K 0.01% +518.0 +78.1% $385.48 -18.7%
675 AIG AMERICAN INTL GROUP INC Financial Services 6,105.0 $455K 0.01% NEW $74.53 +2.1%
676 ALGN ALIGN TECHNOLOGY INC Healthcare 2,690.0 $454K 0.01% -463.0 -14.7% $168.66 -3.6%
677 OIH VANECK ETF TRUST 1,218.0 $453K 0.01% -46.0 -3.6% $371.98 +11.7%
678 TENB TENABLE HLDGS INC Technology 12,204.0 $450K 0.01% NEW $36.88 -6.8%
679 CME CME GROUP INC Financial Services 2,035.0 $449K 0.01% -955.0 -31.9% $220.87 +24.5%
680 CR CRANE COMPANY Industrials 2,011.0 $449K 0.01% +857.0 +74.3% $223.07 -6.6%
Page 34 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%