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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 36 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MSI MOTOROLA SOLUTIONS INC Technology 1,030.0 $428K 0.01% +123.0 +13.6% $415.26 +15.7%
702 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 3,788.0 $427K 0.01% $112.74 +18.2%
703 SLV ISHARES SILVER TR Financial Services 7,949.0 $425K 0.01% +653.0 +8.9% $53.47 +17.3%
704 BOH BANK HAWAII CORP Financial Services 5,211.0 $425K 0.01% -148.0 -2.8% $81.49 -4.9%
705 RGLD ROYAL GOLD INC Basic Materials 2,118.0 $423K 0.01% -51.0 -2.4% $199.61 +29.8%
706 IWY ISHARES TR 1,453.0 $422K 0.01% $290.52 -1.7%
707 VLUE ISHARES TR 2,108.0 $421K 0.01% $199.81 +1.4%
708 PBF PBF ENERGY INC Energy 9,212.0 $419K 0.01% NEW $45.52 +61.5%
709 LFUS LITTELFUSE INC Technology 917.0 $418K 0.01% $455.33 -9.5%
710 WELL WELLTOWER INC Real Estate 1,831.0 $416K 0.01% -43.0 -2.3% $227.01 +5.4%
711 TREX TREX INC Industrials 8,218.0 $411K 0.01% +2K +29.0% $50.04 -6.4%
712 AN AUTONATION INC Consumer Cyclical 2,209.0 $410K 0.01% +589.0 +36.4% $185.79 +7.4%
713 KHC KRAFT HEINZ CO Consumer Defensive 17,367.0 $410K 0.01% -467.0 -2.6% $23.62 +8.3%
714 ESGD ISHARES TR 3,980.0 $409K 0.01% $102.81 +4.4%
715 CL COLGATE PALMOLIVE CO Consumer Defensive 4,424.0 $406K 0.01% NEW $91.68 -0.7%
716 FNF FIDELITY NATL FINL INC Financial Services 8,591.0 $405K 0.01% NEW $47.16 +0.3%
717 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 38,073.0 $402K 0.01% +28K +271.4% $10.57 +13.2%
718 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 11,941.0 $399K 0.01% NEW $33.39 -22.6%
719 MTG MGIC INVT CORP WIS Financial Services 14,098.0 $398K 0.01% +4K +38.0% $28.20 +9.6%
720 BKUI BNY MELLON ETF TRUST 7,980.0 $397K 0.01% $49.77 -0.2%
Page 36 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%