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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 21 of 46  ·  920 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BSTP INNOVATOR ETFS TRUST 21,930.0 $823K 0.03% NEW $37.55 +4.5%
402 CHWY CHEWY INC Consumer Cyclical 26,157.0 $822K 0.03% NEW $31.43 -32.6%
403 VLO VALERO ENERGY CORP Energy 4,485.0 $822K 0.03% NEW $183.29 +31.1%
404 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 10,957.0 $811K 0.03% NEW $74.03 +4.0%
405 CME CME GROUP INC Financial Services 2,850.0 $810K 0.03% NEW $284.05 -1.7%
406 EVEREST GROUP LTD 2,469.0 $808K 0.03% NEW $327.10
407 FORTINET INC 9,716.0 $807K 0.03% NEW $83.07
408 OMC OMNICOM GROUP INC Communication Services 9,986.0 $802K 0.03% NEW $80.36 -6.9%
409 IJJ ISHARES TR 5,743.0 $792K 0.03% NEW $137.84 +3.2%
410 LDUR PIMCO ETF TR 8,212.0 $789K 0.03% NEW $96.14 -0.7%
411 SHY ISHARES TR 9,519.0 $789K 0.03% NEW $82.87 -0.8%
412 PYPL PAYPAL HLDGS INC Financial Services 13,912.0 $787K 0.03% NEW $56.60 -22.7%
413 TTC TORO CO Industrials 8,817.0 $787K 0.03% NEW $89.26 +2.6%
414 GRMN GARMIN LTD Technology 3,777.0 $782K 0.03% NEW $206.92 +15.0%
415 JLL JONES LANG LASALLE INC Real Estate 2,158.0 $771K 0.03% NEW $357.21 -18.8%
416 WEST WESTROCK COFFEE CO Consumer Defensive 165,102.0 $769K 0.03% NEW $4.66 +69.7%
417 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,227.0 $769K 0.03% NEW $626.49 -27.2%
418 SO SOUTHERN CO Utilities 8,688.0 $766K 0.03% NEW $88.16 +6.4%
419 SLV ISHARES SILVER TR Financial Services 7,741.0 $761K 0.03% NEW $98.34 -31.4%
420 VYM VANGUARD WHITEHALL FDS 5,123.0 $760K 0.03% NEW $148.40 +6.7%
Page 21 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%