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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 3 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 15,789.0 $3.3M 0.11% -155.0 -1.0% $208.99 +3.2%
42 DFGR DIMENSIONAL ETF TRUST 114,273.0 $3.3M 0.10% -3K -2.5% $28.58 +1.3%
43 TLH ISHARES TR 31,857.0 $3.2M 0.10% -596.0 -1.8% $100.54 -1.8%
44 ISRG INTUITIVE SURGICAL INC Healthcare 6,767.0 $3.1M 0.10% -1K -17.3% $458.08 -4.4%
45 TECHNIPFMC PLC 42,116.0 $3.1M 0.10% -1K -2.3% $72.80
46 CB CHUBB LTD SWITZ Financial Services 9,297.0 $3.1M 0.10% -1K -10.7% $328.42 -0.2%
47 ANET ARISTA NETWORKS INC Technology 18,957.0 $3.1M 0.10% -1K -6.2% $161.01 -4.3%
48 RDI READING INTL INC Communication Services 2,512,119.0 $3.0M 0.10% -81K -3.1% $1.18 -11.0%
49 NVT NVENT ELEC PLC Industrials 22,811.0 $3.0M 0.10% -17K -43.3% $129.70 +27.0%
50 UNH UNITEDHEALTH GROUP INC Healthcare 8,951.0 $2.8M 0.09% -1K -10.9% $316.40 +22.8%
51 HON HONEYWELL INTL INC Industrials 12,076.0 $2.8M 0.09% -9K -41.6% $229.38 -0.6%
52 WM WASTE MGMT INC DEL Industrials 12,356.0 $2.8M 0.09% -106.0 -0.8% $224.08 -2.8%
53 LXU LSB INDS INC Basic Materials 178,343.0 $2.7M 0.09% -130K -42.2% $14.99 -13.0%
54 CNC CENTENE CORP DEL Healthcare 67,021.0 $2.6M 0.08% -21K -23.8% $39.00 +51.6%
55 INCY INCYTE CORP Healthcare 27,270.0 $2.6M 0.08% -2K -6.3% $95.32 +1.9%
56 SANDISK CORP 2,826.0 $2.6M 0.08% -898.0 -24.1% $919.58
57 FCX FREEPORT MCMORAN INC Basic Materials 37,112.0 $2.5M 0.08% -8K -17.8% $68.28 -9.2%
58 COF CAPITAL ONE FINL CORP Financial Services 12,613.0 $2.5M 0.08% -2K -12.2% $200.72 -6.4%
59 SPGI S&P GLOBAL INC Financial Services 5,793.0 $2.5M 0.08% -1K -15.0% $436.79 -4.4%
60 SPTL SPDR SERIES TRUST 96,567.0 $2.5M 0.08% -4K -4.0% $26.20 -1.9%
Page 3 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%