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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 42 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SON SONOCO PRODS CO Consumer Cyclical 5,261.0 $296K 0.01% -258.0 -4.7% $56.35 +5.6%
822 ALLY ALLY FINL INC Financial Services 6,428.0 $295K 0.01% NEW $45.95 -6.6%
823 VOTE TCW ETF TRUST 3,350.0 $295K 0.01% $88.17 +2.5%
824 AMLP ALPS ETF TR 5,692.0 $295K 0.01% -42.0 -0.7% $51.85 +5.6%
825 DFUS DIMENSIONAL ETF TRUST 3,593.0 $294K 0.01% $81.94 +2.1%
826 AWR AMER STATES WTR CO Utilities 3,558.0 $294K 0.01% +412.0 +13.1% $82.63 +7.3%
827 IPGP IPG PHOTONICS CORP Technology 2,502.0 $294K 0.01% +299.0 +13.6% $117.32 -37.6%
828 IBDR ISHARES TR 12,096.0 $293K 0.01% -208K -94.5% $24.23 +0.0%
829 FTRE FORTREA HLDGS INC Healthcare 16,812.0 $293K 0.01% -1K -7.4% $17.40 +5.7%
830 CSTM CONSTELLIUM SE Basic Materials 9,177.0 $292K 0.01% +123.0 +1.4% $31.87 -15.2%
831 PATK PATRICK INDS INC Consumer Cyclical 3,253.0 $292K 0.01% +639.0 +24.4% $89.78 -7.1%
832 VONG VANGUARD SCOTTSDALE FDS 2,277.0 $291K 0.01% $127.81 -1.4%
833 RMBS RAMBUS INC DEL Technology 2,190.0 $291K 0.01% -48.0 -2.1% $132.74 -31.3%
834 RHI ROBERT HALF INC. Industrials 9,450.0 $290K 0.01% +400.0 +4.4% $30.70 +45.8%
835 SJM SMUCKER J M CO Consumer Defensive 2,576.0 $290K 0.01% NEW $112.50 +10.5%
836 DASH DOORDASH INC Communication Services 1,567.0 $289K 0.01% +88.0 +6.0% $184.53 +21.1%
837 HYG ISHARES TR 3,608.0 $289K 0.01% $79.97 -0.5%
838 GTES GATES INDL CORP PLC Industrials 10,278.0 $287K 0.01% -1K -11.0% $27.97 -7.4%
839 SF STIFEL FINL CORP Financial Services 4,110.0 $287K 0.01% -8K -64.9% $69.77 +16.0%
840 NVST ENVISTA HOLDINGS CORPORATION Healthcare 10,821.0 $285K 0.01% +1K +15.9% $26.35 +3.2%
Page 42 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%