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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 28 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PLD PROLOGIS INC. Real Estate 4,068.0 $578K 0.02% -449.0 -9.9% $142.17 +3.4%
542 TCBK TRICO BANCSHARES Financial Services 11,650.0 $576K 0.02% NEW $49.48 +3.7%
543 CMDT PIMCO ETF TR 17,344.0 $571K 0.02% +8K +86.8% $32.95 +2.5%
544 WMB WILLIAMS COS INC Energy 8,065.0 $571K 0.02% -189.0 -2.3% $70.86 +10.7%
545 SR SPIRE INC Utilities 6,091.0 $570K 0.02% $93.54 -7.8%
546 RGLD ROYAL GOLD INC Basic Materials 2,169.0 $569K 0.02% +60.0 +2.8% $262.13 -13.8%
547 ORI OLD REP INTL CORP Financial Services 13,426.0 $558K 0.02% -5K -25.9% $41.58 -5.2%
548 DEM WISDOMTREE TR 10,754.0 $558K 0.02% $51.89 +6.7%
549 CINF CINCINNATI FINL CORP Financial Services 3,413.0 $558K 0.02% -117.0 -3.3% $163.36 +2.3%
550 CCL CARNIVAL CORP Consumer Cyclical 20,230.0 $552K 0.02% +4K +28.5% $27.31 -2.2%
551 ATI ATI INC Industrials 3,510.0 $547K 0.02% +38.0 +1.1% $155.83 +8.3%
552 RBC RBC BEARINGS INC Industrials 954.0 $545K 0.02% +108.0 +12.8% $571.61 +2.2%
553 SCHP SCHWAB STRATEGIC TR 20,227.0 $542K 0.02% NEW $26.78 -0.2%
554 ROKU ROKU INC Communication Services 4,793.0 $536K 0.02% -888.0 -15.6% $111.87 +14.1%
555 EVRG EVERGY INC Utilities 6,536.0 $536K 0.02% +1K +23.1% $82.00 +2.6%
556 ILF ISHARES TR 14,097.0 $535K 0.02% -600.0 -4.1% $37.94 -6.8%
557 OSK OSHKOSH CORP Industrials 3,707.0 $533K 0.02% +52.0 +1.4% $143.78 -10.0%
558 CHWY CHEWY INC Consumer Cyclical 19,713.0 $532K 0.02% -6K -24.6% $26.97 -21.2%
559 J P MORGAN EXCHANGE TRADED F 11,227.0 $531K 0.02% $47.33
560 AGX ARGAN INC Industrials 882.0 $531K 0.02% -66.0 -7.0% $601.83 +11.4%
Page 28 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%