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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 51 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 KURA KURA ONCOLOGY INC Healthcare 10,509.0 $115K 0.00% NEW $10.97 +6.7%
1002 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 13,428.0 $115K 0.00% +2K +14.7% $8.56 -3.3%
1003 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 26,348.0 $111K 0.00% -7K -20.6% $4.21 -1.7%
1004 SNAP SNAP INC Communication Services 24,418.0 $108K 0.00% NEW $4.44 +17.3%
1005 KRNY KEARNY FINL CORP MD Financial Services 11,396.0 $108K 0.00% +83.0 +0.7% $9.46 +2.2%
1006 AIOT POWERFLEET INC Technology 27,877.0 $107K 0.00% +11K +61.3% $3.83 -21.1%
1007 CFFN CAPITOL FED FINL INC Financial Services 12,526.0 $107K 0.00% -2K -11.6% $8.51 -0.2%
1008 RXT RACKSPACE TECHNOLOGY INC Technology 15,935.0 $104K 0.00% +1K +7.8% $6.53 -50.2%
1009 VNDA VANDA PHARMACEUTICALS INC Healthcare 16,308.0 $100K 0.00% NEW $6.12 -12.1%
1010 COUR COURSERA INC Consumer Defensive 17,651.0 $100K 0.00% +1K +8.5% $5.64 +3.7%
1011 BUR BURFORD CAPITAL LIMITED Financial Services 23,885.0 $98K 0.00% NEW $4.10 +3.9%
1012 GNL GLOBAL NET LEASE INC Real Estate 10,761.0 $96K 0.00% $8.94 +1.7%
1013 AMPL AMPLITUDE INC Technology 11,881.0 $91K 0.00% +526.0 +4.6% $7.65 +69.0%
1014 TDOC TELADOC HEALTH INC Healthcare 10,475.0 $89K 0.00% NEW $8.48 -23.5%
1015 TLS TELOS CORP MD Technology 19,288.0 $89K 0.00% +1K +6.4% $4.60 -3.7%
1016 ACVA ACV AUCTIONS INC Consumer Cyclical 11,889.0 $85K 0.00% NEW $7.19 +6.7%
1017 MPT MEDICAL PROPERTIES TRUST INC Financial Services 17,535.0 $81K 0.00% +2K +13.5% $4.62 -11.7%
1018 EOLS EVOLUS INC Healthcare 11,587.0 $80K 0.00% NEW $6.94 +20.3%
1019 CDXS CODEXIS INC Healthcare 34,825.0 $79K 0.00% -1K -4.0% $2.26 -30.1%
1020 ASAN ASANA INC Technology 11,209.0 $78K 0.00% NEW $7.00 +35.7%
Page 51 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 33.1%
Financial Services 12.9%
Industrials 11.9%
Consumer Cyclical 8.6%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Utilities 4.0%
Energy 3.0%
Basic Materials 2.7%