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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 19 of 46  ·  920 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ECL ECOLAB INC Basic Materials 3,355.0 $952K 0.03% NEW $283.63 -6.4%
362 VTR VENTAS INC Real Estate 12,253.0 $935K 0.03% NEW $76.28 +15.7%
363 WWD WOODWARD INC Industrials 2,819.0 $934K 0.03% NEW $331.18 +7.7%
364 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,471.0 $931K 0.03% NEW $376.97 +3.0%
365 IQVIA HLDGS INC 3,857.0 $923K 0.03% NEW $239.43
366 TXN TEXAS INSTRS INC Technology 4,690.0 $922K 0.03% NEW $196.60 +61.0%
367 ESGE ISHARES INC 19,327.0 $921K 0.03% NEW $47.63 +14.7%
368 HAS HASBRO INC Consumer Cyclical 10,245.0 $916K 0.03% NEW $89.41 -1.3%
369 MCK MCKESSON CORP Healthcare 1,108.0 $916K 0.03% NEW $826.66 -8.8%
370 LGLV SPDR SERIES TRUST 5,001.0 $912K 0.03% NEW $182.28 -1.4%
371 DINO HF SINCLAIR CORP Energy 18,455.0 $911K 0.03% NEW $49.35 +39.2%
372 THC TENET HEALTHCARE CORP Healthcare 4,775.0 $907K 0.03% NEW $189.92 -4.7%
373 CONFLUENT INC 29,590.0 $903K 0.03% NEW $30.53
374 CTVA CORTEVA INC Basic Materials 12,309.0 $894K 0.03% NEW $72.63 +10.0%
375 FIVE FIVE BELOW INC Consumer Cyclical 4,736.0 $893K 0.03% NEW $188.57 +14.1%
376 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 15,720.0 $893K 0.03% NEW $56.78 -7.8%
377 SPMD SPDR SERIES TRUST 14,576.0 $890K 0.03% NEW $61.08 +6.7%
378 URI UNITED RENTALS INC Industrials 971.0 $885K 0.03% NEW $911.54 +8.5%
379 DVY ISHARES TR 5,923.0 $882K 0.03% NEW $148.94 +4.3%
380 KO COCA COLA CO Consumer Defensive 12,147.0 $881K 0.03% NEW $72.56 +13.0%
Page 19 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%