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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 15 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CRS CARPENTER TECHNOLOGY CORP Industrials 1,071.0 $456K 0.01% +388.0 +56.8% $426.16 +1.9%
282 FHN FIRST HORIZON CORPORATION Financial Services 18,443.0 $442K 0.01% +944.0 +5.4% $23.98 +1.0%
283 AR ANTERO RESOURCES CORP Energy 11,762.0 $441K 0.01% +2K +20.6% $37.49 -2.0%
284 MSCI MSCI INC Financial Services 774.0 $437K 0.01% +246.0 +46.6% $564.90 +4.2%
285 ARW ARROW ELECTRS INC Technology 2,543.0 $437K 0.01% +80.0 +3.2% $171.84 +26.5%
286 MSTR STRATEGY INC Technology 2,828.0 $421K 0.01% +383.0 +15.7% $148.94 +7.4%
287 EFG ISHARES TR 3,473.0 $417K 0.01% +2K +94.0% $120.06 +1.2%
288 HPE HEWLETT PACKARD ENTERPRISE C Technology 15,958.0 $413K 0.01% +3K +19.1% $25.89 +45.2%
289 AXTA AXALTA COATING SYS LTD Basic Materials 14,330.0 $412K 0.01% +1K +7.9% $28.74 +1.7%
290 APLD APPLIED DIGITAL CORP Technology 13,682.0 $412K 0.01% +5K +51.6% $30.09 +52.4%
291 NET CLOUDFLARE INC Technology 2,082.0 $411K 0.01% +653.0 +45.7% $197.38 +9.5%
292 WBD WARNER BROS DISCOVERY INC Communication Services 14,809.0 $406K 0.01% +369.0 +2.6% $27.39 -1.3%
293 MSI MOTOROLA SOLUTIONS INC Technology 907.0 $403K 0.01% +400.0 +78.9% $444.43 -9.1%
294 KHC KRAFT HEINZ CO Consumer Defensive 17,834.0 $403K 0.01% +2K +16.1% $22.59 +5.3%
295 XEL XCEL ENERGY INC Utilities 4,918.0 $399K 0.01% +69.0 +1.4% $81.05 +0.0%
296 HTRB HARTFORD FDS EXCHANGE TRADED 11,411.0 $388K 0.01% +5K +74.8% $34.00 -1.2%
297 POST POST HLDGS INC Consumer Defensive 3,851.0 $383K 0.01% +1K +35.1% $99.55 -2.4%
298 VTRS VIATRIS INC Healthcare 27,201.0 $381K 0.01% +12K +78.9% $14.01 +18.8%
299 CSRE COHEN & STEERS ETF TRUST 13,322.0 $380K 0.01% +3K +29.4% $28.50 +1.1%
300 EXLS EXLSERVICE HLDGS INC Technology 11,818.0 $372K 0.01% +7K +128.8% $31.48 -6.3%
Page 15 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%