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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 52 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ALIT ALIGHT INC Technology 134,968.0 $76K 0.00% $11.20 +19.7%
1022 EAF GRAFTECH INTL LTD SR NT Industrials 12,000.0 $71K 0.00% -8K -40.0% $5.91 +13.0%
1023 TDUP THREDUP INC Consumer Cyclical 10,284.0 $70K 0.00% NEW $6.85 -59.9%
1024 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 15,630.0 $65K 0.00% +254.0 +1.6% $4.16 +116.1%
1025 SFIX STITCH FIX INC Consumer Cyclical 15,670.0 $64K 0.00% +2K +13.5% $4.11 -18.7%
1026 ACDC PROFRAC HLDG CORP Energy 11,025.0 $64K 0.00% NEW $5.81 -23.6%
1027 CRM CALL SALESFORCE INC Technology 400.0 $63K 0.00% NEW $156.66 +31.1%
1028 BDN BRANDYWINE RLTY TR Real Estate 19,722.0 $63K 0.00% +5K +36.9% $3.17 -4.4%
1029 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 641.0 $62K 0.00% NEW $95.98 +36.0%
1030 CCC CCC INTELLIGENT SOLUTIONS HL Technology 11,897.0 $61K 0.00% -27K -69.1% $5.16 +44.4%
1031 BBAI BIGBEAR AI HLDGS INC Technology 16,191.0 $59K 0.00% +5K +40.7% $3.67 -16.3%
1032 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 500.0 $58K 0.00% NEW $116.67 +49.1%
1033 TBLA TABOOLA.COM LTD Communication Services 11,538.0 $58K 0.00% NEW $5.00 -26.4%
1034 PLUG PLUG PWR INC Industrials 21,226.0 $58K 0.00% +501.0 +2.4% $2.71 -18.8%
1035 MNKD MANNKIND CORP Healthcare 13,135.0 $56K 0.00% +2K +13.8% $4.26 +0.0%
1036 GDRX GOODRX HLDGS INC Healthcare 18,071.0 $52K 0.00% +1K +8.4% $2.88 +23.6%
1037 RCKT ROCKET PHARMACEUTICALS INC Healthcare 14,295.0 $49K 0.00% -2K -10.4% $3.42 +1.8%
1038 BX CALL BLACKSTONE INC Financial Services 400.0 $47K 0.00% NEW $117.67 +20.1%
1039 RPAY REPAY HLDGS CORP Technology 10,568.0 $44K 0.00% -670.0 -6.0% $4.20 -8.1%
1040 ZS CALL ZSCALER INC Technology 300.0 $42K 0.00% NEW $141.15 +23.9%
Page 52 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%