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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 39 of 46  ·  920 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 HAYW HAYWARD HLDGS INC Industrials 16,586.0 $273K 0.01% NEW $16.44 -15.0%
762 OWL BLUE OWL CAPITAL INC Financial Services 18,657.0 $273K 0.01% NEW $14.61 -30.9%
763 NUE NUCOR CORP Basic Materials 1,531.0 $272K 0.01% NEW $177.66 +35.3%
764 SLB SLB LIMITED Energy 5,473.0 $272K 0.01% NEW $49.70 +16.7%
765 CSHI NEOS ETF TRUST 5,467.0 $271K 0.01% NEW $49.64 +0.3%
766 DFUS DIMENSIONAL ETF TRUST 3,593.0 $271K 0.01% NEW $75.53 +8.3%
767 VOTE TCW ETF TRUST 3,334.0 $271K 0.01% NEW $81.39 +8.4%
768 NET CLOUDFLARE INC Technology 1,429.0 $271K 0.01% NEW $189.35 +14.9%
769 TFX TELEFLEX INCORPORATED Healthcare 2,593.0 $270K 0.01% NEW $104.20 +26.6%
770 CMDT PIMCO ETF TR 9,285.0 $269K 0.01% NEW $29.01 +16.4%
771 COKE COCA COLA CONS INC Consumer Defensive 1,798.0 $268K 0.01% NEW $149.16 +18.3%
772 CSRE COHEN & STEERS ETF TRUST 10,297.0 $268K 0.01% NEW $26.04 +11.0%
773 VIS VANGUARD WORLD FD 838.0 $268K 0.01% NEW $319.92 +6.9%
774 HPQ HP INC Technology 13,770.0 $268K 0.01% NEW $19.46 +25.5%
775 MSGE SPHERE ENTERTAINMENT CO Communication Services 2,797.0 $267K 0.01% NEW $95.58 -26.2%
776 LFUS LITTELFUSE INC Technology 917.0 $266K 0.01% NEW $290.49 +64.1%
777 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 2,383.0 $265K 0.01% NEW $111.32 -49.0%
778 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,329.0 $265K 0.01% NEW $113.79 -29.2%
779 SMCI SUPER MICRO COMPUTER INC Technology 8,595.0 $265K 0.01% NEW $30.80 +20.4%
780 BNOV INNOVATOR ETFS TRUST 5,874.0 $264K 0.01% NEW $44.91 +6.0%
Page 39 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%