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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 5 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GDX VANECK ETF TRUST 46,940.0 $4.6M 0.15% +3K +6.6% $97.66 -12.9%
82 JNJ JOHNSON & JOHNSON Healthcare 19,524.0 $4.6M 0.15% +2K +11.1% $234.54 -0.1%
83 BAC BANK AMERICA CORP Financial Services 80,338.0 $4.3M 0.14% +5K +6.1% $53.51 -3.2%
84 LMT LOCKHEED MARTIN CORP Industrials 7,051.0 $4.3M 0.14% +177.0 +2.6% $607.49 -12.2%
85 PEP PEPSICO INC Consumer Defensive 26,799.0 $4.2M 0.14% +743.0 +2.9% $158.38 -4.9%
86 DIS DISNEY WALT CO Communication Services 40,175.0 $4.2M 0.13% +3K +6.9% $103.90 -0.9%
87 C CITIGROUP INC Financial Services 32,216.0 $4.2M 0.13% +7K +29.6% $129.34 -3.3%
88 VRT VERTIV HOLDINGS CO Industrials 14,135.0 $4.2M 0.13% +2K +16.0% $294.14 +11.3%
89 BX BLACKSTONE INC Financial Services 31,662.0 $4.1M 0.13% +7K +27.3% $128.13 -7.5%
90 CRH PLC 35,362.0 $4.0M 0.13% +12K +49.6% $114.36
91 MS MORGAN STANLEY Financial Services 21,558.0 $4.0M 0.13% +3K +16.7% $187.32 +7.3%
92 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,824.0 $4.0M 0.13% +7K +537.6% $515.98 -13.1%
93 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,810.0 $3.8M 0.12% +614.0 +19.2% $987.09 +4.2%
94 CAT CATERPILLAR INC Industrials 4,742.0 $3.7M 0.12% +276.0 +6.2% $772.66 +13.9%
95 EFA ISHARES TR 35,211.0 $3.6M 0.12% +1K +3.0% $103.01 +0.9%
96 PNC PNC FINL SVCS GROUP INC Financial Services 15,398.0 $3.4M 0.11% +2K +12.5% $220.07 -0.4%
97 ORCL ORACLE CORP Technology 18,766.0 $3.3M 0.11% +1K +8.6% $178.34 +7.7%
98 GLW CORNING INC Technology 19,808.0 $3.3M 0.11% +8K +67.7% $166.08 +16.8%
99 VV VANGUARD INDEX FDS 10,020.0 $3.2M 0.10% +107.0 +1.1% $322.55 +6.4%
100 PLTR PALANTIR TECHNOLOGIES INC Technology 22,279.0 $3.2M 0.10% +6K +35.2% $142.76 -4.1%
Page 5 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%