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Portfolio (Quarterly) Guide ↗

Krilogy Financial LLC

· CIK 0001659047
13F Portfolio $2.9B AUM 920 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 920 New
Page 14 of 46  ·  920 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VHT VANGUARD WORLD FD 4,900.0 $1.4M 0.05% NEW $293.89 -5.1%
262 PNFP PINNACLE FINL PARTNERS INC Financial Services 14,949.0 $1.4M 0.05% NEW $95.90 +2.5%
263 MCD MCDONALDS CORP Consumer Cyclical 4,580.0 $1.4M 0.05% NEW $312.93 -9.5%
264 NEE NEXTERA ENERGY INC Utilities 16,739.0 $1.4M 0.05% NEW $85.47 +2.3%
265 HDV ISHARES TR 11,060.0 $1.4M 0.05% NEW $129.20 -78.6%
266 DE DEERE & CO Industrials 2,766.0 $1.4M 0.05% NEW $516.56 +3.0%
267 COP CONOCOPHILLIPS Energy 14,503.0 $1.4M 0.05% NEW $98.45 +17.2%
268 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 35,943.0 $1.4M 0.05% NEW $39.72 -16.5%
269 ADBE ADOBE INC Technology 4,675.0 $1.4M 0.05% NEW $304.72 -20.4%
270 TXT TEXTRON INC Industrials 15,005.0 $1.4M 0.05% NEW $94.64 -1.5%
271 VT VANGUARD INTL EQUITY INDEX F 9,649.0 $1.4M 0.05% NEW $145.84 +7.7%
272 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,091.0 $1.4M 0.05% NEW $341.74 +15.5%
273 IVW ISHARES TR 11,236.0 $1.4M 0.05% NEW $124.31 +10.9%
274 MANH MANHATTAN ASSOCIATES INC Technology 7,867.0 $1.4M 0.05% NEW $177.27 -20.8%
275 IWD ISHARES TR 6,347.0 $1.4M 0.05% NEW $219.10 +8.7%
276 ITOT ISHARES TR 9,082.0 $1.4M 0.05% NEW $151.62 +8.1%
277 NSC NORFOLK SOUTHN CORP Industrials 4,754.0 $1.4M 0.05% NEW $288.26 +11.9%
278 MLI MUELLER INDS INC Industrials 10,181.0 $1.4M 0.05% NEW $133.82 +2.3%
279 BBY BEST BUY INC Consumer Cyclical 20,340.0 $1.4M 0.05% NEW $66.75 -4.2%
280 EXEL EXELIXIS INC Healthcare 30,902.0 $1.3M 0.05% NEW $43.61 +16.2%
Page 14 of 46  ·  920 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 29.3%
Financial Services 12.8%
Industrials 11.3%
Consumer Cyclical 10.3%
Communication Services 9.9%
Healthcare 8.9%
Consumer Defensive 5.3%
Basic Materials 4.3%
Utilities 3.7%
Energy 2.5%