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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 9 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KLAC KLA CORP Technology 12,036.0 $3.6M 0.11% +11K +875.4% $301.70 -38.4%
162 CMBS ISHARES TR 72,956.0 $3.5M 0.10% +791.0 +1.1% $48.65 -0.4%
163 CB CHUBB LIMITED Financial Services 10,405.0 $3.5M 0.10% +1K +11.9% $340.74 +0.6%
164 BX BLACKSTONE INC Financial Services 30,067.0 $3.5M 0.10% -2K -5.0% $117.67 +20.1%
165 VV VANGUARD INDEX FDS 10,071.0 $3.5M 0.10% +51.0 +0.5% $343.89 +2.2%
166 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,687.0 $3.4M 0.10% -123.0 -3.2% $935.59 -0.2%
167 BA BOEING CO Industrials 15,655.0 $3.4M 0.10% +6K +59.0% $216.47 -0.6%
168 PCG PG&E CORP Utilities 200,332.0 $3.4M 0.10% -1K -0.6% $16.82 +6.8%
169 NVT NVENT ELEC PLC Industrials 19,815.0 $3.4M 0.10% -3K -13.1% $169.61 -9.0%
170 SCHZ SCHWAB STRATEGIC TR 143,080.0 $3.3M 0.10% $23.13 -1.4%
171 DFGR DIMENSIONAL ETF TRUST 113,307.0 $3.3M 0.10% -966.0 -0.8% $28.97 +1.9%
172 RDI READING INTL INC Communication Services 2,540,688.0 $3.3M 0.10% +29K +1.1% $1.28 +38.3%
173 RYN RAYONIER INC Real Estate 152,802.0 $3.3M 0.10% +120K +369.7% $21.28 -0.0%
174 DFAW DIMENSIONAL ETF TRUST 39,033.0 $3.2M 0.10% -3K -7.7% $82.79 +2.5%
175 GDX VANECK ETF TRUST 42,708.0 $3.2M 0.10% -4K -9.0% $75.45 +32.3%
176 GS GOLDMAN SACHS GROUP INC Financial Services 3,152.0 $3.2M 0.09% $1011.47 -0.9%
177 FORTINET INC 20,445.0 $3.1M 0.09% -808.0 -3.8% $153.62
178 MA MASTERCARD INCORPORATED Financial Services 6,080.0 $3.1M 0.09% +1K +24.0% $513.60 +11.7%
179 SCHD SCHWAB STRATEGIC TR 97,857.0 $3.1M 0.09% +2K +2.2% $31.71 +9.8%
180 TLH ISHARES TR 30,743.0 $3.1M 0.09% -1K -3.5% $100.35 -3.3%
Page 9 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%