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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 6 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HD HOME DEPOT INC Consumer Cyclical 9,321.0 $3.1M 0.10% +1K +17.0% $337.16 -7.1%
102 CVX CHEVRON CORPORATION Energy 16,033.0 $3.0M 0.10% +3K +23.1% $188.15 +1.7%
103 JTEK J P MORGAN EXCHANGE TRADED F 32,991.0 $3.0M 0.10% +4K +13.3% $90.42 +15.0%
104 SCHD SCHWAB STRATEGIC TR 95,707.0 $2.9M 0.10% +5K +5.5% $30.81 +6.6%
105 IEMG ISHARES INC 38,459.0 $2.9M 0.10% +10K +34.4% $76.64 +5.1%
106 VWO VANGUARD INTL EQUITY INDEX F 49,988.0 $2.9M 0.09% +4K +9.7% $58.21 +1.3%
107 AMAT APPLIED MATLS INC Technology 7,382.0 $2.9M 0.09% +889.0 +13.7% $389.92 +10.8%
108 PANW PALO ALTO NETWORKS INC Technology 17,104.0 $2.9M 0.09% +10K +150.4% $166.97 +56.1%
109 GS GOLDMAN SACHS GROUP INC Financial Services 3,137.0 $2.8M 0.09% +681.0 +27.7% $899.98 +10.8%
110 DHR DANAHER CORP DEL Healthcare 14,382.0 $2.8M 0.09% +5K +55.5% $193.78 -11.2%
111 PG PROCTER & GAMBLE CO Consumer Defensive 18,931.0 $2.7M 0.09% +95.0 +0.5% $143.11 +0.9%
112 MA MASTERCARD INCORPORATED Financial Services 4,904.0 $2.5M 0.08% +2K +49.6% $518.54 -3.9%
113 RGEN REPLIGEN CORP Healthcare 19,557.0 $2.5M 0.08% +9K +81.8% $127.09 -9.5%
114 RL RALPH LAUREN CORP Consumer Cyclical 6,657.0 $2.5M 0.08% +2K +41.0% $369.70 +2.2%
115 SCHM SCHWAB STRATEGIC TR 72,793.0 $2.4M 0.08% +678.0 +0.9% $33.19 +4.6%
116 VICTORY PORTFOLIOS II 80,988.0 $2.3M 0.07% +13K +20.0% $28.83
117 HWM HOWMET AEROSPACE INC Industrials 9,313.0 $2.3M 0.07% +2K +23.0% $247.60 +3.6%
118 IEFA ISHARES TR 23,770.0 $2.3M 0.07% +3K +17.2% $96.18 +1.1%
119 SPSM SPDR SERIES TRUST 43,731.0 $2.3M 0.07% +507.0 +1.2% $51.62 +3.5%
120 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,945.0 $2.2M 0.07% +12K +3264.8% $184.56 -12.7%
Page 6 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%