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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 9 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 URI UNITED RENTALS INC Industrials 1,614.0 $1.3M 0.04% +643.0 +66.2% $777.71 +20.7%
162 LDUR PIMCO ETF TR 13,082.0 $1.3M 0.04% +5K +59.3% $95.75 -0.3%
163 NYT NEW YORK TIMES CO MTN BE Communication Services 16,070.0 $1.3M 0.04% +1K +9.0% $77.90 -3.8%
164 SRE SEMPRA Utilities 12,997.0 $1.2M 0.04% +3K +28.1% $95.79 -3.1%
165 EQT EQT CORP Energy 21,308.0 $1.2M 0.04% +15K +240.1% $58.39 -0.8%
166 TXN TEXAS INSTRS INC Technology 5,573.0 $1.2M 0.04% +883.0 +18.8% $223.11 +38.6%
167 PWR QUANTA SVCS INC Industrials 2,072.0 $1.2M 0.04% +1K +202.0% $587.42 +23.2%
168 FIVE FIVE BELOW INC Consumer Cyclical 5,407.0 $1.2M 0.04% +671.0 +14.2% $225.06 -2.5%
169 CRM SALESFORCE INC Technology 6,521.0 $1.2M 0.04% +728.0 +12.6% $181.22 -0.6%
170 BURL BURLINGTON STORES INC Consumer Cyclical 3,494.0 $1.2M 0.04% +3K +382.6% $337.29 -3.8%
171 TSN TYSON FOODS INC Consumer Defensive 18,412.0 $1.2M 0.04% +761.0 +4.3% $63.99 +1.7%
172 GRMN GARMIN LTD Technology 4,401.0 $1.2M 0.04% +624.0 +16.5% $264.36 -8.9%
173 VEU VANGUARD INTL EQUITY INDEX F 14,265.0 $1.1M 0.04% +7K +97.4% $80.51 +2.4%
174 EVR EVERCORE INC Financial Services 3,182.0 $1.1M 0.04% +63.0 +2.0% $357.53 -3.2%
175 ALL ALLSTATE CORP Financial Services 5,138.0 $1.1M 0.04% +3K +125.5% $213.87 +1.3%
176 KO COCA COLA CO Consumer Defensive 14,281.0 $1.1M 0.04% +2K +17.6% $75.18 +8.4%
177 NOW SERVICENOW INC Technology 11,060.0 $1.1M 0.03% +3K +45.3% $96.44 +5.9%
178 ULTA ULTA BEAUTY INC Consumer Cyclical 1,955.0 $1.1M 0.03% +265.0 +15.7% $539.44 -4.5%
179 MCK MCKESSON CORP Healthcare 1,200.0 $1.0M 0.03% +92.0 +8.3% $867.39 -11.7%
180 CTVA CORTEVA INC Basic Materials 12,813.0 $1.0M 0.03% +504.0 +4.1% $81.16 -2.0%
Page 9 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%