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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 32 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HOOD ROBINHOOD MKTS INC Financial Services 5,032.0 $437K 0.01% -2K -26.0% $86.85 -14.7%
622 ARW ARROW ELECTRS INC Technology 2,543.0 $437K 0.01% +80.0 +3.2% $171.84 +29.8%
623 J JACOBS SOLUTIONS INC Industrials 3,459.0 $437K 0.01% -883.0 -20.3% $126.25 -8.2%
624 DAR DARLING INGREDIENTS INC Consumer Defensive 7,208.0 $435K 0.01% NEW $60.36 -1.7%
625 ETSY INC 7,228.0 $431K 0.01% -7K -49.0% $59.61
626 LAMR LAMAR ADVERTISING CO Real Estate 3,167.0 $428K 0.01% -325.0 -9.3% $135.15 +14.0%
627 LH LABCORP HOLDINGS INC Healthcare 1,592.0 $424K 0.01% -99.0 -5.8% $266.36 -3.0%
628 BKDV BNY MELLON ETF TRUST II 13,615.0 $422K 0.01% $31.00 +6.1%
629 MSTR STRATEGY INC Technology 2,828.0 $421K 0.01% +383.0 +15.7% $148.94 +7.4%
630 FLR FLUOR CORP Industrials 8,790.0 $421K 0.01% -852.0 -8.8% $47.88 -2.1%
631 BOH BANK HAWAII CORP Financial Services 5,359.0 $420K 0.01% -119.0 -2.2% $78.39 +0.0%
632 BBJP J P MORGAN EXCHANGE TRADED F 5,759.0 $419K 0.01% $72.76 +3.7%
633 EFG ISHARES TR 3,473.0 $417K 0.01% +2K +94.0% $120.06 +2.4%
634 IRIDIUM COMMUNICATIONS INC 9,575.0 $416K 0.01% NEW $43.41
635 FDS FACTSET RESH SYS INC Financial Services 1,792.0 $415K 0.01% -2K -54.3% $231.85 -0.4%
636 HPE HEWLETT PACKARD ENTERPRISE C Technology 15,958.0 $413K 0.01% +3K +19.1% $25.89 +47.0%
637 TXG 10X GENOMICS INC Healthcare 16,366.0 $413K 0.01% $25.24 -2.5%
638 AXTA AXALTA COATING SYS LTD Basic Materials 14,330.0 $412K 0.01% +1K +7.9% $28.74 +4.4%
639 APLD APPLIED DIGITAL CORP Technology 13,682.0 $412K 0.01% +5K +51.6% $30.09 +50.0%
640 NET CLOUDFLARE INC Technology 2,082.0 $411K 0.01% +653.0 +45.7% $197.38 +10.2%
Page 32 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%