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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 40 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 IQVIA HLDGS INC 1,721.0 $333K 0.01% -188.0 -9.8% $193.22
782 AZO AUTOZONE INC Consumer Cyclical 104.0 $332K 0.01% NEW $3195.94 -7.4%
783 CRWV COREWEAVE INC Technology 3,339.0 $332K 0.01% NEW $99.54 -11.7%
784 LW LAMB WESTON HLDGS INC Consumer Defensive 7,679.0 $332K 0.01% +3K +58.5% $43.18 +24.3%
785 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,525.0 $330K 0.01% NEW $216.60 -4.7%
786 LSTR LANDSTAR SYS INC Industrials 1,595.0 $330K 0.01% -44.0 -2.7% $206.81 -9.8%
787 ET ENERGY TRANSFER L P Energy 17,251.0 $330K 0.01% $19.12 +10.8%
788 FLS FLOWSERVE CORP Industrials 4,446.0 $330K 0.01% -4K -46.7% $74.16 +7.1%
789 ROK ROCKWELL AUTOMATION INC Industrials 665.0 $329K 0.01% $495.08 -11.7%
790 HHS HARTE HANKS INC Communication Services 152,379.0 $329K 0.01% +34K +28.9% $2.16 +70.4%
791 TCBX THIRD COAST BANCSHARES INC Financial Services 8,145.0 $329K 0.01% $40.40 +12.6%
792 CCK CROWN HLDGS INC Consumer Cyclical 2,938.0 $329K 0.01% -3K -48.7% $111.82 +6.8%
793 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 4,217.0 $328K 0.01% +708.0 +20.2% $77.87 -8.1%
794 IJK ISHARES TR 2,786.0 $327K 0.01% $117.49 -1.7%
795 STT STATE STR CORP Financial Services 1,917.0 $325K 0.01% +326.0 +20.5% $169.60 +10.3%
796 RSPT INVESCO EXCHANGE TRADED FD T 5,000.0 $322K 0.01% $64.50 -0.7%
797 SPG SIMON PPTY GROUP INC NEW Real Estate 1,434.0 $321K 0.01% -47.0 -3.2% $223.65 -2.4%
798 CARR CARRIER GLOBAL CORPORATION Industrials 4,366.0 $320K 0.01% -233.0 -5.1% $73.35 -17.7%
799 NCNO NCINO INC Technology 19,514.0 $319K 0.01% NEW $16.35 +26.1%
800 NEBIUS GROUP N.V. 1,155.0 $319K 0.01% -59.0 -4.9% $276.17
Page 40 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%