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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 14 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CCL CARNIVAL CORP Consumer Cyclical 20,230.0 $552K 0.02% +4K +28.5% $27.31 -4.9%
262 ATI ATI INC Industrials 3,510.0 $547K 0.02% +38.0 +1.1% $155.83 +4.1%
263 RBC RBC BEARINGS INC Industrials 954.0 $545K 0.02% +108.0 +12.8% $571.61 -2.0%
264 EVRG EVERGY INC Utilities 6,536.0 $536K 0.02% +1K +23.1% $82.00 +2.4%
265 OSK OSHKOSH CORP Industrials 3,707.0 $533K 0.02% +52.0 +1.4% $143.78 -10.6%
266 WDAY WORKDAY INC Technology 4,245.0 $530K 0.02% +756.0 +21.7% $124.87 +2.6%
267 AXON AXON ENTERPRISE INC Industrials 1,344.0 $528K 0.02% +734.0 +120.3% $393.08 -1.8%
268 FAST FASTENAL CO Industrials 11,801.0 $528K 0.02% +2K +21.0% $44.72 -1.7%
269 HSY HERSHEY CO Consumer Defensive 2,713.0 $519K 0.02% +69.0 +2.6% $191.36 +1.8%
270 RSG REPUBLIC SVCS INC Industrials 2,457.0 $515K 0.02% +1K +151.2% $209.68 -0.4%
271 UAL UNITED AIRLS HLDGS INC Industrials 5,342.0 $508K 0.02% +421.0 +8.6% $95.03 +5.2%
272 OC OWENS CORNING NEW Industrials 4,296.0 $506K 0.02% +875.0 +25.6% $117.86 -0.4%
273 GTO INVESCO ACTIVELY MANAGED EXC 10,361.0 $489K 0.02% +563.0 +5.8% $47.22 -1.3%
274 AMKR AMKOR TECHNOLOGY INC Technology 7,767.0 $489K 0.02% +147.0 +1.9% $62.90 +4.5%
275 HST HOST HOTELS & RESORTS INC Real Estate 23,575.0 $485K 0.02% +2K +11.3% $20.57 +8.8%
276 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,941.0 $484K 0.02% +101.0 +2.1% $97.97 +1.2%
277 ES EVERSOURCE ENERGY Utilities 6,933.0 $480K 0.01% +685.0 +11.0% $69.18 +1.2%
278 WCN WASTE CONNECTIONS INC Industrials 2,931.0 $469K 0.01% +875.0 +42.6% $159.99 -2.7%
279 FISV FISERV INC Technology 7,485.0 $467K 0.01% +3K +52.0% $62.44 -8.5%
280 IRM IRON MTN INC DEL Real Estate 3,885.0 $457K 0.01% +577.0 +17.4% $117.73 +7.4%
Page 14 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%