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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 14 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MANU MANCHESTER UTD PLC NEW Communication Services 87,966.0 $1.5M 0.05% +39K +78.0% $17.25 +14.3%
262 CMP COMPASS MINERALS INTL INC Basic Materials 58,651.0 $1.5M 0.05% +38K +188.7% $25.85 +21.9%
263 T AT&T INC Communication Services 57,113.0 $1.5M 0.05% +2K +3.4% $26.40 -5.2%
264 CF CF INDUSTRIES HOLD Basic Materials 12,067.0 $1.5M 0.05% +8K +191.5% $124.71 -4.5%
265 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,841.0 $1.5M 0.05% -4K -39.6% $254.43 -12.4%
266 ITW ILLINOIS TOOL WKS INC Industrials 5,571.0 $1.5M 0.05% -170.0 -3.0% $265.60 -5.7%
267 IVE ISHARES TR 6,743.0 $1.5M 0.05% +737.0 +12.3% $218.61 +4.2%
268 CI THE CIGNA GROUP Healthcare 5,294.0 $1.5M 0.05% +2K +51.0% $276.36 +1.6%
269 AA ALCOA CORP Basic Materials 20,736.0 $1.5M 0.05% -147.0 -0.7% $70.41 +5.9%
270 HDV ISHARES TR 10,868.0 $1.5M 0.05% -192.0 -1.7% $133.68 -79.3%
271 RBLX ROBLOX CORP Technology 24,004.0 $1.5M 0.05% -17K -41.5% $60.44 -23.9%
272 NSC NORFOLK SOUTHN CORP Industrials 4,765.0 $1.4M 0.05% $302.63 +5.8%
273 VT VANGUARD INTL EQUITY INDEX F 9,649.0 $1.4M 0.05% $148.79 +5.8%
274 MPWR MONOLITHIC PWR SYS INC Technology 1,023.0 $1.4M 0.05% +699.0 +215.7% $1402.81 +18.5%
275 HCA HCA HEALTHCARE INC Healthcare 2,966.0 $1.4M 0.05% +2K +107.8% $482.98 -18.7%
276 IWD ISHARES TR 6,351.0 $1.4M 0.05% $224.94 +5.9%
277 MCD MCDONALDS CORP Consumer Cyclical 4,634.0 $1.4M 0.05% +54.0 +1.2% $306.94 -9.0%
278 VCSH VANGUARD SCOTTSDALE FDS 17,870.0 $1.4M 0.05% -286.0 -1.6% $79.32 -0.4%
279 XBI SPDR SERIES TRUST 10,391.0 $1.4M 0.04% -51K -83.0% $135.46 -1.6%
280 CMI CUMMINS INC Industrials 2,305.0 $1.4M 0.04% +40.0 +1.8% $608.95 +9.8%
Page 14 of 50  ·  981 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%