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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 29 of 46  ·  920 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VMC VULCAN MATLS CO Basic Materials 1,645.0 $494K 0.02% NEW $300.40 -8.3%
562 TDIV FIRST TR EXCHANGE TRADED FD 4,976.0 $492K 0.02% NEW $98.83 +18.3%
563 HXL HEXCEL CORP NEW Industrials 5,991.0 $491K 0.02% NEW $82.02 +7.5%
564 SCHC SCHWAB STRATEGIC TR 9,944.0 $490K 0.02% NEW $49.30 +2.9%
565 W WAYFAIR INC Consumer Cyclical 4,445.0 $490K 0.02% NEW $110.13 -33.2%
566 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,840.0 $490K 0.02% NEW $101.14 -1.2%
567 AEP AMERICAN ELEC PWR CO INC Utilities 4,121.0 $486K 0.02% NEW $118.02 +9.8%
568 SHEL SHELL PLC Energy 6,613.0 $484K 0.02% NEW $73.25 +14.6%
569 TW TRADEWEB MKTS INC Financial Services 4,548.0 $484K 0.02% NEW $106.34 -5.1%
570 QUAL ISHARES TR 2,363.0 $481K 0.02% NEW $203.73 +5.6%
571 DELL DELL TECHNOLOGIES INC Technology 4,138.0 $480K 0.02% NEW $115.94 +166.5%
572 ITA ISHARES TR 2,054.0 $479K 0.02% NEW $233.38 -1.0%
573 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,333.0 $478K 0.02% NEW $358.29 +144.2%
574 EFV ISHARES TR 6,429.0 $477K 0.02% NEW $74.27 +6.5%
575 SDY SPDR SERIES TRUST 3,252.0 $477K 0.02% NEW $146.71 +2.2%
576 FYX FIRST TR EXCHANGE-TRADED ALP 3,940.0 $476K 0.02% NEW $120.78 +11.8%
577 GSG ISHARES S&P GSCI COMMODITY- Financial Services 19,019.0 $473K 0.02% NEW $24.85 +28.4%
578 MASI MASIMO CORP Healthcare 3,362.0 $471K 0.02% NEW $140.20 +27.4%
579 PCTY PAYLOCITY HLDG CORP Technology 3,230.0 $470K 0.02% NEW $145.52 -25.4%
580 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,048.0 $469K 0.02% NEW $93.00 +12.1%
Page 29 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%