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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 7 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CAT CATERPILLAR INC Industrials 4,572.0 $4.9M 0.14% -170.0 -3.6% $1064.84 -23.4%
122 EMBX VANECK FDS 93,614.0 $4.8M 0.14% +4K +4.1% $51.31 +0.1%
123 BAC BANK OF AMER CORP Financial Services 84,273.0 $4.8M 0.14% +4K +4.9% $56.98 +10.9%
124 VIG VANGUARD SPECIALIZED FUNDS 20,286.0 $4.8M 0.14% -724.0 -3.5% $236.62 +3.5%
125 VRT VERTIV HOLDINGS CO Industrials 14,208.0 $4.8M 0.14% +73.0 +0.5% $334.82 -22.0%
126 MS MORGAN STANLEY Financial Services 22,726.0 $4.8M 0.14% +1K +5.4% $209.04 +2.5%
127 JNJ JOHNSON & JOHNSON Healthcare 18,676.0 $4.7M 0.14% -848.0 -4.3% $253.98 +7.7%
128 C CITIGROUP INC Financial Services 33,784.0 $4.7M 0.14% +2K +4.9% $139.96 -5.1%
129 MO ALTRIA GROUP INC Consumer Defensive 65,121.0 $4.7M 0.14% -8K -10.7% $71.95 -8.2%
130 INTC INTEL CORP Technology 33,390.0 $4.7M 0.14% -21K -38.2% $139.63 -33.5%
131 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4,605.0 $4.4M 0.13% +856.0 +22.8% $965.00 -13.7%
132 BLK BLACKROCK INC Financial Services 4,607.0 $4.4M 0.13% -935.0 -16.9% $961.56 +20.5%
133 CNC CENTENE CORP DEL Healthcare 68,383.0 $4.4M 0.13% +1K +2.0% $64.19 +0.8%
134 JEPQ J P MORGAN EXCHANGE TRADED F 71,412.0 $4.4M 0.13% -819.0 -1.1% $61.46 -2.6%
135 VBR VANGUARD INDEX FDS 18,026.0 $4.4M 0.13% -307.0 -1.7% $243.00 +2.9%
136 GH GUARDANT HEALTH INC Healthcare 28,924.0 $4.3M 0.13% -4K -10.8% $150.03 +8.9%
137 PNC PNC FINL SVCS GROUP INC Financial Services 17,215.0 $4.2M 0.12% +2K +11.8% $246.22 +0.1%
138 SCHB SCHWAB STRATEGIC TR 146,351.0 $4.2M 0.12% -33K -18.5% $28.96 +2.7%
139 UNH UNITEDHEALTH GROUP INC Healthcare 10,051.0 $4.2M 0.12% +1K +12.3% $415.62 -6.5%
140 BMY BRISTOL-MYERS SQUIBB CO Healthcare 72,415.0 $4.2M 0.12% +2K +3.4% $57.62 +17.3%
Page 7 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%