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Portfolio (Quarterly) Guide ↗

Krilogy Financial LLC

· CIK 0001659047
13F Portfolio $3.1B AUM 990 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 148 New 352 Added 366 Reduced 87 Exited
Page 4 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FMC FMC CORP Basic Materials 14,409.0 $253K 0.01% NEW $17.58 -25.4%
62 RLI RLI CORP Financial Services 4,242.0 $250K 0.01% NEW $58.99 -10.9%
63 TYL TYLER TECHNOLOGIES INC Technology 735.0 $250K 0.01% NEW $339.84 -7.8%
64 LHX L3HARRIS TECHNOLOGIES INC Industrials 704.0 $249K 0.01% NEW $353.61 -11.8%
65 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,248.0 $245K 0.01% NEW $75.29 -7.4%
66 PR PERMIAN RESOURCES CORP Energy 11,973.0 $244K 0.01% NEW $20.42 +0.1%
67 NFG NATIONAL FUEL GAS CO Energy 2,729.0 $243K 0.01% NEW $89.15 -9.2%
68 PODD INSULET CORP Healthcare 1,207.0 $243K 0.01% NEW $201.47 -23.1%
69 CG CARLYLE GROUP INC Financial Services 4,700.0 $241K 0.01% NEW $51.28 -11.4%
70 SSD SIMPSON MFG INC Industrials 1,409.0 $239K 0.01% NEW $169.86 +8.9%
71 ENTERGY CORP NEW 2,069.0 $239K 0.01% NEW $115.53
72 RKLB ROCKET LAB CORP Industrials 2,875.0 $238K 0.01% NEW $82.93 +63.7%
73 AWR AMER STATES WTR CO Utilities 3,146.0 $238K 0.01% NEW $75.51 +1.5%
74 FN FABRINET Technology 353.0 $237K 0.01% NEW $672.64 +4.6%
75 SCZ ISHARES TR 2,819.0 $237K 0.01% NEW $83.97 +1.4%
76 WAT WATERS CORP Healthcare 740.0 $236K 0.01% NEW $319.04 +7.3%
77 MSM MSC INDL DIRECT INC Industrials 2,474.0 $233K 0.01% NEW $94.17 +13.1%
78 SPOT SPOTIFY TECHNOLOGY S A Communication Services 429.0 $228K 0.01% NEW $531.45 -2.2%
79 SNPS SYNOPSYS INC Technology 516.0 $228K 0.01% NEW $441.15 +18.9%
80 NE NOBLE CORP PLC Energy 4,667.0 $226K 0.01% NEW $48.50 +7.2%
Page 4 of 8  ·  148 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 30.4%
Financial Services 12.9%
Industrials 11.5%
Consumer Cyclical 9.8%
Communication Services 9.7%
Healthcare 8.1%
Consumer Defensive 5.1%
Basic Materials 4.1%
Utilities 3.9%
Energy 2.9%