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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 18 of 46  ·  920 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 5,793.0 $1.1M 0.04% NEW $186.13 -2.6%
342 NYT NEW YORK TIMES CO Communication Services 14,747.0 $1.1M 0.04% NEW $72.85 +3.2%
343 TGT TARGET CORP Consumer Defensive 10,236.0 $1.1M 0.04% NEW $103.96 +24.3%
344 IT GARTNER INC Technology 4,469.0 $1.1M 0.04% NEW $236.58 -32.7%
345 DHI D R HORTON INC Consumer Cyclical 6,984.0 $1.0M 0.04% NEW $150.01 -1.8%
346 NOW SERVICENOW INC Technology 7,613.0 $1.0M 0.04% NEW $136.34 -24.8%
347 AMP AMERIPRISE FINL INC Financial Services 2,070.0 $1.0M 0.04% NEW $500.53 -11.9%
348 NPFI NUSHARES ETF TR 39,300.0 $1.0M 0.04% NEW $26.35 -1.0%
349 IDGT ISHARES TR 11,730.0 $1.0M 0.04% NEW $87.59 +42.9%
350 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,401.0 $1.0M 0.03% NEW $297.12 +12.8%
351 MDB MONGODB INC Technology 2,439.0 $1.0M 0.03% NEW $411.25 -27.7%
352 CNR CORE NATURAL RESOURCES INC Energy 10,333.0 $988K 0.03% NEW $95.63 -6.2%
353 CI THE CIGNA GROUP Healthcare 3,505.0 $983K 0.03% NEW $280.38 +1.7%
354 MTCH MATCH GROUP INC NEW Communication Services 30,548.0 $980K 0.03% NEW $32.08 +12.3%
355 LECO LINCOLN ELEC HLDGS INC Industrials 3,780.0 $974K 0.03% NEW $257.64 +2.3%
356 QQQM INVESCO EXCH TRADED FD TR II 3,762.0 $969K 0.03% NEW $257.52 +16.2%
357 IHAK ISHARES TR 19,720.0 $961K 0.03% NEW $48.74 +13.1%
358 MDYV SPDR SERIES TRUST 10,817.0 $960K 0.03% NEW $88.72 +3.2%
359 CRWD CROWDSTRIKE HLDGS INC Technology 2,042.0 $956K 0.03% NEW $468.33 +38.6%
360 SF STIFEL FINL CORP Financial Services 7,417.0 $955K 0.03% NEW $128.82 -45.1%
Page 18 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%