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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 41 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CDW CDW CORP Technology 2,262.0 $318K 0.01% NEW $140.64 -2.4%
802 SCHR SCHWAB STRATEGIC TR 12,825.0 $316K 0.01% +4K +53.8% $24.66 -1.1%
803 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,050.0 $316K 0.01% -123.0 -10.5% $301.03 -21.5%
804 IGF ISHARES TR 4,744.0 $316K 0.01% +678.0 +16.7% $66.61 -1.8%
805 MORN MORNINGSTAR INC Financial Services 2,013.0 $314K 0.01% NEW $156.02 +38.4%
806 DUK DUKE ENERGY CORP NEW Utilities 2,457.0 $311K 0.01% $126.59 -5.3%
807 VPLS VANGUARD MALVERN FDS 4,000.0 $310K 0.01% $77.58 -1.6%
808 HII HUNTINGTON INGALLS INDS INC Industrials 1,107.0 $310K 0.01% -2K -60.9% $279.96 +6.5%
809 BKR BAKER HUGHES COMPANY Energy 5,554.0 $308K 0.01% -110.0 -1.9% $55.50 +12.3%
810 BAX BAXTER INTL INC Healthcare 14,457.0 $308K 0.01% +3K +30.5% $21.32 +23.5%
811 NUE NUCOR CORP Basic Materials 1,377.0 $307K 0.01% +32.0 +2.4% $222.75 +9.4%
812 VMI VALMONT INDS INC Industrials 528.0 $305K 0.01% -49.0 -8.5% $577.60 -15.9%
813 ESTC ELASTIC N V Technology 5,348.0 $305K 0.01% -2K -26.3% $57.02 +50.7%
814 RLI RLI CORP Financial Services 5,160.0 $305K 0.01% +918.0 +21.6% $59.07 +10.7%
815 OMC OMNICOM GROUP INC Communication Services 4,180.0 $304K 0.01% -4K -47.5% $72.83 +20.2%
816 DLTR DOLLAR TREE INC Consumer Defensive 2,505.0 $303K 0.01% NEW $120.95 +8.7%
817 SMBC SOUTHERN MO BANCORP INC Financial Services 3,966.0 $302K 0.01% -51.0 -1.3% $76.21 -2.4%
818 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,400.0 $301K 0.01% NEW $88.60 -36.6%
819 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,765.0 $298K 0.01% -21K -70.3% $34.00 +8.5%
820 PJAN INNOVATOR ETFS TRUST 6,011.0 $297K 0.01% $49.49 +1.9%
Page 41 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%