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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 17 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EA ELECTRONIC ARTS INC Communication Services 1,242.0 $253K 0.01% -123.0 -9.0% $203.37 -1.2%
322 NVST ENVISTA HOLDINGS CORPORATION Healthcare 9,336.0 $252K 0.01% -814.0 -8.0% $26.94 -13.0%
323 EPR EPR PPTYS Real Estate 4,492.0 $251K 0.01% -810.0 -15.3% $55.89 +4.9%
324 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,748.0 $246K 0.01% -3K -37.2% $42.73 +0.5%
325 PCTY PAYLOCITY HLDG CORP Technology 2,435.0 $245K 0.01% -795.0 -24.6% $100.66 +12.3%
326 NWL NEWELL BRANDS INC Consumer Defensive 57,603.0 $245K 0.01% -10K -14.9% $4.25 -14.4%
327 VCIT VANGUARD SCOTTSDALE FDS 2,944.0 $245K 0.01% -5K -64.9% $83.14 -1.1%
328 EBAY EBAY INC. Consumer Cyclical 2,393.0 $244K 0.01% -16.0 -0.7% $101.95 +13.5%
329 CBSH COMMERCE BANCSHARES INC Financial Services 4,744.0 $239K 0.01% -624.0 -11.6% $50.45 +3.8%
330 SSNC SS&C TECH HLDGS Technology 3,352.0 $239K 0.01% -378.0 -10.1% $71.30 -6.0%
331 RHI ROBERT HALF INC. Industrials 9,050.0 $239K 0.01% -9K -50.1% $26.40 +3.4%
332 UNM UNUM GROUP Financial Services 2,993.0 $236K 0.01% -633.0 -17.5% $78.98 +7.0%
333 INVH INVITATION HOMES INC Real Estate 8,977.0 $236K 0.01% -5K -36.9% $26.27 +11.5%
334 HUBS HUBSPOT INC Technology 1,056.0 $235K 0.01% -996.0 -48.5% $222.98 -9.4%
335 BP BP PLC Energy 4,920.0 $234K 0.01% -3K -38.4% $47.63 -6.9%
336 VMI VALMONT INDS INC Industrials 577.0 $232K 0.01% -50.0 -8.0% $401.75 +27.8%
337 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,942.0 $231K 0.01% -2K -12.1% $16.57 -3.9%
338 EWZ ISHARES INC 5,562.0 $231K 0.01% -200.0 -3.5% $41.47 -12.3%
339 ACGL ARCH CAP GROUP LTD Financial Services 2,351.0 $228K 0.01% -1K -30.7% $97.10 -0.8%
340 CNH INDL N V 21,895.0 $228K 0.01% -15K -40.0% $10.41
Page 17 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%