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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 8 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPYG SPDR SERIES TRUST 14,479.0 $1.6M 0.05% +131.0 +0.9% $109.59 +7.9%
142 VOO VANGUARD INDEX FDS 2,395.0 $1.5M 0.05% +314.0 +15.1% $644.77 +6.3%
143 SIRI SIRIUSXM HOLDINGS INC Communication Services 62,154.0 $1.5M 0.05% +9K +16.0% $24.73 +16.8%
144 CSCO CISCO SYS INC Technology 18,157.0 $1.5M 0.05% +750.0 +4.3% $84.50 +42.5%
145 MANU MANCHESTER UTD PLC NEW Communication Services 87,966.0 $1.5M 0.05% +39K +78.0% $17.25 +15.9%
146 CMP COMPASS MINERALS INTL INC Basic Materials 58,651.0 $1.5M 0.05% +38K +188.7% $25.85 +18.3%
147 T AT&T INC Communication Services 57,113.0 $1.5M 0.05% +2K +3.4% $26.40 -4.3%
148 CF CF INDUSTRIES HOLD Basic Materials 12,067.0 $1.5M 0.05% +8K +191.5% $124.71 -2.4%
149 IVE ISHARES TR 6,743.0 $1.5M 0.05% +737.0 +12.3% $218.61 +4.3%
150 CI THE CIGNA GROUP Healthcare 5,294.0 $1.5M 0.05% +2K +51.0% $276.36 +3.6%
151 MPWR MONOLITHIC PWR SYS INC Technology 1,023.0 $1.4M 0.05% +699.0 +215.7% $1402.81 +13.3%
152 HCA HCA HEALTHCARE INC Healthcare 2,966.0 $1.4M 0.05% +2K +107.8% $482.98 -18.4%
153 MCD MCDONALDS CORP Consumer Cyclical 4,634.0 $1.4M 0.05% +54.0 +1.2% $306.94 -8.0%
154 CMI CUMMINS INC Industrials 2,305.0 $1.4M 0.04% +40.0 +1.8% $608.95 +5.0%
155 MKTX MARKETAXESS HLDGS INC Financial Services 7,884.0 $1.4M 0.04% +77.0 +1.0% $173.50 -21.0%
156 DG DOLLAR GEN CORP Consumer Defensive 11,000.0 $1.4M 0.04% +1K +11.4% $123.47 -14.4%
157 GILD GILEAD SCIENCES INC Healthcare 9,608.0 $1.3M 0.04% +5K +108.5% $138.56 -3.0%
158 MRSH MARSH & MCLENNAN COS INC Financial Services 7,093.0 $1.3M 0.04% +5K +194.9% $182.57 -10.1%
159 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,883.0 $1.3M 0.04% +460.0 +13.4% $329.96 +5.0%
160 JCI JOHNSON CONTROLS INTERNATION Industrials 9,138.0 $1.3M 0.04% +2K +23.1% $137.55 +0.6%
Page 8 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%