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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 10 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AON AON PLC Financial Services 1,995.0 $669K 0.02% -144.0 -6.7% $335.34 -3.1%
182 BOTJ BANK OF THE JAMES FINL GP IN Financial Services 28,900.0 $653K 0.02% -2K -6.5% $22.61 +0.6%
183 DVN DEVON ENERGY CORP NEW Energy 14,242.0 $652K 0.02% -1K -9.3% $45.78 +3.1%
184 BPOP POPULAR INC Financial Services 4,503.0 $650K 0.02% -153.0 -3.3% $144.36 +4.3%
185 FLS FLOWSERVE CORP Industrials 8,336.0 $649K 0.02% -192.0 -2.2% $77.83 -10.6%
186 HAL HALLIBURTON CO Energy 16,899.0 $645K 0.02% -1K -7.0% $38.15 +8.7%
187 SDVY FIRST TR EXCHANGE TRADED FD 15,567.0 $644K 0.02% -777.0 -4.8% $41.34 +0.5%
188 JAAA JANUS DETROIT STR TR 12,490.0 $632K 0.02% -2K -11.1% $50.59 +0.2%
189 KEX KIRBY CORP Industrials 4,388.0 $630K 0.02% -5K -52.6% $143.48 -0.1%
190 OMC OMNICOM GROUP INC Communication Services 7,958.0 $627K 0.02% -2K -20.3% $78.76 -4.9%
191 JHG JANUS HENDERSON GROUP PLC Financial Services 11,978.0 $618K 0.02% -307.0 -2.5% $51.56 +0.5%
192 O REALTY INCOME CORP Real Estate 9,550.0 $617K 0.02% -521.0 -5.2% $64.64 -4.0%
193 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 8,095.0 $617K 0.02% -111.0 -1.4% $76.18 -14.5%
194 IJT ISHARES TR 3,943.0 $615K 0.02% -133.0 -3.3% $156.09 +3.7%
195 RGA REINSURANCE GROUP AMER INC Financial Services 2,948.0 $615K 0.02% -498.0 -14.4% $208.73 +2.5%
196 VEEV VEEVA SYS INC Healthcare 3,653.0 $613K 0.02% -73.0 -2.0% $167.69 -4.5%
197 ARMK ARAMARK Industrials 13,693.0 $607K 0.02% -1K -8.7% $44.31 +15.7%
198 THC TENET HEALTHCARE CORP Healthcare 3,151.0 $605K 0.02% -2K -34.0% $192.00 -9.5%
199 SCHO SCHWAB STRATEGIC TR 24,824.0 $602K 0.02% -27K -51.6% $24.26 -0.5%
200 OVV OVINTIV INC Energy 10,789.0 $601K 0.02% -114.0 -1.1% $55.72 +5.4%
Page 10 of 19  ·  366 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%