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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 16 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GD GENERAL DYNAMICS CORP Industrials 3,754.0 $1.3M 0.04% -2K -39.1% $334.93 +2.9%
302 JCI JOHNSON CONTROLS INTERNATION Industrials 9,138.0 $1.3M 0.04% +2K +23.1% $137.55 +1.9%
303 URI UNITED RENTALS INC Industrials 1,614.0 $1.3M 0.04% +643.0 +66.2% $777.71 +23.8%
304 LDUR PIMCO ETF TR 13,082.0 $1.3M 0.04% +5K +59.3% $95.75 -0.2%
305 NYT NEW YORK TIMES CO MTN BE Communication Services 16,070.0 $1.3M 0.04% +1K +9.0% $77.90 -3.7%
306 SPYV SPDR SERIES TRUST 21,293.0 $1.2M 0.04% $58.56 +4.3%
307 SRE SEMPRA Utilities 12,997.0 $1.2M 0.04% +3K +28.1% $95.79 -4.4%
308 EQT EQT CORP Energy 21,308.0 $1.2M 0.04% +15K +240.1% $58.39 -3.7%
309 ED CONSOLIDATED EDISON INC Utilities 11,250.0 $1.2M 0.04% $110.52 -2.6%
310 TXN TEXAS INSTRS INC Technology 5,573.0 $1.2M 0.04% +883.0 +18.8% $223.11 +45.6%
311 UNP UNION PAC CORP Industrials 4,929.0 $1.2M 0.04% -164.0 -3.2% $251.07 +8.0%
312 MEDP MEDPACE HLDGS INC Healthcare 2,398.0 $1.2M 0.04% -2K -39.6% $515.65 -16.8%
313 KMI KINDER MORGAN INC DEL Energy 38,859.0 $1.2M 0.04% $31.79 +3.4%
314 PWR QUANTA SVCS INC Industrials 2,072.0 $1.2M 0.04% +1K +202.0% $587.42 +26.3%
315 FIVE FIVE BELOW INC Consumer Cyclical 5,407.0 $1.2M 0.04% +671.0 +14.2% $225.06 -1.8%
316 HELO J P MORGAN EXCHANGE TRADED F 18,163.0 $1.2M 0.04% -187.0 -1.0% $66.81 +1.6%
317 MOH MOLINA HEALTHCARE INC Healthcare 8,062.0 $1.2M 0.04% NEW $148.87 +18.4%
318 TXT TEXTRON INC Industrials 13,290.0 $1.2M 0.04% -2K -11.4% $90.27 +2.6%
319 VHT VANGUARD WORLD FD 4,367.0 $1.2M 0.04% -533.0 -10.9% $274.29 +1.1%
320 BDX BECTON DICKINSON & CO Healthcare 7,683.0 $1.2M 0.04% -772.0 -9.1% $154.82 -4.6%
Page 16 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%