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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 6 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMAT APPLIED MATLS INC Technology 7,628.0 $5.5M 0.16% +246.0 +3.3% $722.96 -31.4%
102 PM PHILIP MORRIS INTL INC Consumer Defensive 30,335.0 $5.5M 0.16% -795.0 -2.5% $180.91 +5.0%
103 DFGP DIMENSIONAL ETF TRUST 100,017.0 $5.4M 0.16% +4K +4.2% $54.46 -1.9%
104 IBDV ISHARES TR 246,320.0 $5.4M 0.16% -2K -0.7% $21.80 -0.7%
105 SYY SYSCO CORP Consumer Defensive 64,144.0 $5.4M 0.16% +2K +3.1% $83.58 -1.3%
106 IBDS ISHARES TR 218,269.0 $5.3M 0.16% -5K -2.1% $24.22 -0.2%
107 IBDY ISHARES TR 204,922.0 $5.3M 0.16% -3K -1.4% $25.75 -1.3%
108 IBDZ ISHARES TR 201,927.0 $5.3M 0.16% -2K -1.1% $26.05 -1.6%
109 ACTG ACACIA RESH CORP Industrials 1,127,831.0 $5.3M 0.15% $4.66 -2.4%
110 IBDU ISHARES TR 226,780.0 $5.3M 0.15% $23.16 -0.3%
111 BIL SPDR SERIES TRUST 57,220.0 $5.2M 0.15% +4K +7.3% $91.64 -0.1%
112 RSP INVESCO EXCHANGE TRADED FD T 24,619.0 $5.2M 0.15% $212.77 +4.4%
113 IBDT ISHARES TR 207,145.0 $5.2M 0.15% +1K +0.6% $25.25 -0.2%
114 MRK MERCK & CO INC Healthcare 40,378.0 $5.2M 0.15% -281.0 -0.7% $128.50 +18.5%
115 GLW CORNING INC Technology 20,269.0 $5.2M 0.15% +461.0 +2.3% $255.43 -40.3%
116 IBCA ISHARES TR 201,612.0 $5.2M 0.15% -4K -2.1% $25.61 -1.9%
117 IBCB ISHARES TR 203,685.0 $5.1M 0.15% NEW $25.16 -2.0%
118 IBGC ISHARES TR 198,927.0 $5.0M 0.15% NEW $25.04 -3.3%
119 VO VANGUARD INDEX FDS 60,839.0 $4.9M 0.14% +46K +306.8% $80.57 +3.1%
120 VB VANGUARD INDEX FDS 16,080.0 $4.9M 0.14% $303.12 +0.9%
Page 6 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%