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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 6 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IDGT ISHARES TR 11,275.0 $1.3M 0.04% -455.0 -3.9% $114.03 +9.4%
102 MDT MEDTRONIC PLC Healthcare 14,953.0 $1.3M 0.04% -4K -20.2% $85.65 -8.2%
103 QCOM QUALCOMM INC Technology 9,478.0 $1.3M 0.04% -5K -36.5% $134.47 +77.1%
104 TT TRANE TECHNOLOGIES PLC Industrials 2,750.0 $1.3M 0.04% -405.0 -12.8% $460.27 -2.0%
105 GD GENERAL DYNAMICS CORP Industrials 3,754.0 $1.3M 0.04% -2K -39.1% $334.93 +2.4%
106 UNP UNION PAC CORP Industrials 4,929.0 $1.2M 0.04% -164.0 -3.2% $251.07 +5.9%
107 MEDP MEDPACE HLDGS INC Healthcare 2,398.0 $1.2M 0.04% -2K -39.6% $515.65 -16.1%
108 HELO J P MORGAN EXCHANGE TRADED F 18,163.0 $1.2M 0.04% -187.0 -1.0% $66.81 +1.4%
109 TXT TEXTRON INC Industrials 13,290.0 $1.2M 0.04% -2K -11.4% $90.27 +1.7%
110 VHT VANGUARD WORLD FD 4,367.0 $1.2M 0.04% -533.0 -10.9% $274.29 +1.8%
111 BDX BECTON DICKINSON & CO Healthcare 7,683.0 $1.2M 0.04% -772.0 -9.1% $154.82 -4.6%
112 CHDN CHURCHILL DOWNS INC Consumer Cyclical 12,672.0 $1.2M 0.04% -466.0 -3.5% $93.27 -8.7%
113 DCOR DIMENSIONAL ETF TRUST 15,084.0 $1.2M 0.04% -426.0 -2.8% $77.03 +5.0%
114 MLI MUELLER INDS INC Industrials 9,823.0 $1.2M 0.04% -358.0 -3.5% $118.25 +12.8%
115 CMCSA COMCAST CORP NEW Communication Services 39,057.0 $1.1M 0.04% -984.0 -2.5% $29.35 -14.1%
116 AME AMETEK INC Industrials 4,969.0 $1.1M 0.04% -132.0 -2.6% $230.24 -2.5%
117 FXL FIRST TR EXCHANGE-TRADED FD 6,365.0 $1.1M 0.04% -126.0 -1.9% $177.64 +13.8%
118 JAVA J P MORGAN EXCHANGE TRADED F 15,031.0 $1.1M 0.04% -812.0 -5.1% $74.72 +2.6%
119 HII HUNTINGTON INGALLS INDS INC Industrials 2,834.0 $1.1M 0.04% -35.0 -1.2% $396.17 -19.1%
120 ACN ACCENTURE PLC IRELAND Technology 5,772.0 $1.1M 0.04% -2K -23.9% $194.00 -7.6%
Page 6 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%