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Portfolio (Quarterly) Guide ↗

Krilogy Financial LLC

· CIK 0001659047
13F Portfolio $3.1B AUM 990 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 148 New 352 Added 366 Reduced 87 Exited
Page 10 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NTRS NORTHERN TR CORP Financial Services 6,518.0 $1.0M 0.03% +696.0 +11.9% $156.78 +7.0%
182 LIN LINDE PLC Basic Materials 2,026.0 $1.0M 0.03% +168.0 +9.0% $499.22 +3.7%
183 FERG FERGUSON ENTERPRISES INC Industrials 3,876.0 $996K 0.03% +1K +37.0% $257.05 -13.1%
184 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 7,377.0 $992K 0.03% +5K +196.0% $134.45 -15.7%
185 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 13,710.0 $988K 0.03% +3K +25.1% $72.06 +4.5%
186 MCO MOODYS CORP Financial Services 2,202.0 $988K 0.03% +1K +83.5% $448.46 +0.1%
187 TRGP TARGA RES CORP Energy 4,095.0 $982K 0.03% +2K +118.9% $239.81 +15.4%
188 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 6,125.0 $980K 0.03% +332.0 +5.7% $159.95 +11.0%
189 BKLC BNY MELLON ETF TRUST 7,263.0 $975K 0.03% +6K +327.5% $134.31 +6.3%
190 VXUS VANGUARD STAR FDS 11,781.0 $973K 0.03% +3K +33.5% $82.63 +2.2%
191 MPC MARATHON PETE CORP Energy 4,207.0 $952K 0.03% +567.0 +15.6% $226.23 +12.6%
192 IT GARTNER INC Technology 6,113.0 $951K 0.03% +2K +36.8% $155.53 +2.9%
193 DIA STATE STR SPDR DOW JONES IND Financial Services 1,956.0 $950K 0.03% +200.0 +11.4% $485.63 +4.2%
194 DELL DELL TECHNOLOGIES INC Technology 4,910.0 $948K 0.03% +772.0 +18.7% $193.08 +52.9%
195 VIKING HOLDINGS LTD 11,798.0 $947K 0.03% +924.0 +8.5% $80.31
196 SF STIFEL FINL CORP Financial Services 11,724.0 $947K 0.03% +4K +58.1% $80.76 -10.1%
197 TW TRADEWEB MKTS INC Financial Services 7,741.0 $944K 0.03% +3K +70.2% $121.96 -12.9%
198 SO SOUTHERN CO Utilities 9,783.0 $928K 0.03% +1K +12.6% $94.90 -0.4%
199 CRWD CROWDSTRIKE HLDGS INC Technology 2,185.0 $914K 0.03% +143.0 +7.0% $418.20 +58.6%
200 ADI ANALOG DEVICES INC Technology 2,564.0 $907K 0.03% +751.0 +41.4% $353.80 +12.2%
Page 10 of 18  ·  352 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 30.4%
Financial Services 12.9%
Industrials 11.5%
Consumer Cyclical 9.8%
Communication Services 9.7%
Healthcare 8.1%
Consumer Defensive 5.1%
Basic Materials 4.1%
Utilities 3.9%
Energy 2.9%