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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 40 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AKAM AKAMAI TECHNOLOGIES INC Technology 2,791.0 $270K 0.01% -319.0 -10.3% $96.81 +52.1%
782 PATK PATRICK INDS INC Consumer Cyclical 2,614.0 $269K 0.01% NEW $102.90 -11.7%
783 AYI ACUITY INC Industrials 948.0 $269K 0.01% -17.0 -1.8% $283.48 +1.4%
784 RMBS RAMBUS INC DEL Technology 2,238.0 $269K 0.01% +81.0 +3.8% $120.03 +19.1%
785 CSTM CONSTELLIUM SE Basic Materials 9,054.0 $269K 0.01% -199.0 -2.1% $29.66 +12.1%
786 DJD INVESCO EXCHANGE TRADED FD T 4,462.0 $268K 0.01% $60.13 +4.4%
787 ROK ROCKWELL AUTOMATION INC Industrials 664.0 $267K 0.01% +37.0 +5.9% $402.81 +12.3%
788 BNOV INNOVATOR ETFS TRUST 5,874.0 $267K 0.01% $45.49 +4.3%
789 BKMC BNY MELLON ETF TRUST 2,301.0 $267K 0.01% NEW $115.95 +2.3%
790 LBRDK LIBERTY BROADBAND CORP Communication Services 4,835.0 $266K 0.01% NEW $55.04 -38.3%
791 IPGP IPG PHOTONICS CORP Technology 2,203.0 $266K 0.01% NEW $120.71 -1.4%
792 DASH DOORDASH INC Communication Services 1,479.0 $265K 0.01% -752.0 -33.7% $179.33 -10.6%
793 IDXX IDEXX LABS INC Healthcare 465.0 $265K 0.01% -41.0 -8.1% $569.95 -1.9%
794 SMBC SOUTHERN MO BANCORP INC Financial Services 4,017.0 $264K 0.01% $65.75 +4.9%
795 KEY KEYCORP Financial Services 12,093.0 $262K 0.01% -2K -15.2% $21.67 -0.5%
796 TREX TREX INC Industrials 6,369.0 $262K 0.01% -131.0 -2.0% $41.14 -4.8%
797 ICHR ICHOR HOLDINGS Technology 4,108.0 $262K 0.01% NEW $63.68 +8.3%
798 STNG SCORPIO TANKERS INC Energy 3,524.0 $261K 0.01% -53.0 -1.5% $74.02 +8.4%
799 FNDF SCHWAB STRATEGIC TR 5,022.0 $259K 0.01% NEW $51.57 +3.5%
800 SMG SCOTTS MIRACLE-GRO CO Basic Materials 4,141.0 $259K 0.01% NEW $62.44 -5.3%
Page 40 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%