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Portfolio (Quarterly) Guide ↗

Krilogy Financial LLC

· CIK 0001659047
13F Portfolio $2.9B AUM 920 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 920 New
Page 37 of 46  ·  920 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DRS LEONARDO DRS INC Industrials 7,532.0 $306K 0.01% NEW $40.63 +11.1%
722 IJS ISHARES TR 2,520.0 $306K 0.01% NEW $121.38 +8.4%
723 KEY KEYCORP Financial Services 14,261.0 $304K 0.01% NEW $21.29 +1.5%
724 CACI CACI INTL INC Technology 471.0 $303K 0.01% NEW $642.78 -20.7%
725 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,029.0 $302K 0.01% NEW $293.15 -5.6%
726 AYI ACUITY INC Industrials 965.0 $301K 0.01% NEW $311.55 -4.8%
727 VLUE ISHARES TR 2,076.0 $300K 0.01% NEW $144.75 +34.6%
728 SMMU PIMCO ETF TR 5,922.0 $300K 0.01% NEW $50.65 -0.5%
729 VCR VANGUARD WORLD FD 739.0 $299K 0.01% NEW $404.21 -0.3%
730 TKO TKO GROUP HOLDINGS INC Communication Services 1,465.0 $298K 0.01% NEW $203.50 -5.9%
731 TPC TUTOR PERINI CORP Industrials 3,846.0 $297K 0.01% NEW $77.34 -3.5%
732 SFLO VICTORY PORTFOLIOS II 9,850.0 $297K 0.01% NEW $30.19 +9.6%
733 NWL NEWELL BRANDS INC Consumer Defensive 67,691.0 $296K 0.01% NEW $4.37 -16.0%
734 DUK DUKE ENERGY CORP NEW Utilities 2,485.0 $295K 0.01% NEW $118.80 +5.5%
735 BP BP PLC Energy 7,982.0 $293K 0.01% NEW $36.76 +12.6%
736 ARW ARROW ELECTRS INC Technology 2,463.0 $290K 0.01% NEW $117.74 +84.6%
737 OKE ONEOK INC NEW Energy 3,740.0 $290K 0.01% NEW $77.50 +15.9%
738 CPRT COPART INC Industrials 6,970.0 $290K 0.01% NEW $41.54 -19.5%
739 HHS HARTE HANKS INC Communication Services 92,000.0 $289K 0.01% NEW $3.14 -10.2%
740 QRVO QORVO INC Technology 3,486.0 $288K 0.01% NEW $82.50 +27.5%
Page 37 of 46  ·  920 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 29.3%
Financial Services 12.8%
Industrials 11.3%
Consumer Cyclical 10.3%
Communication Services 9.9%
Healthcare 8.9%
Consumer Defensive 5.3%
Basic Materials 4.3%
Utilities 3.7%
Energy 2.5%