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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 7 of 50  ·  981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GDX VANECK ETF TRUST 46,940.0 $4.6M 0.15% +3K +6.6% $97.66 -12.9%
122 JNJ JOHNSON & JOHNSON Healthcare 19,524.0 $4.6M 0.15% +2K +11.1% $234.54 -0.1%
123 MRVL MARVELL TECHNOLOGY INC Technology 33,976.0 $4.5M 0.15% -13K -27.0% $133.37 +47.2%
124 VO VANGUARD INDEX FDS 14,957.0 $4.5M 0.15% -258.0 -1.7% $302.75 -74.2%
125 VB VANGUARD INDEX FDS 16,097.0 $4.5M 0.14% -472.0 -2.9% $279.58 +3.4%
126 SMH VANECK ETF TRUST 9,458.0 $4.3M 0.14% -2K -18.4% $454.82 +26.7%
127 BAC BANK AMERICA CORP Financial Services 80,338.0 $4.3M 0.14% +5K +6.1% $53.51 -3.2%
128 LMT LOCKHEED MARTIN CORP Industrials 7,051.0 $4.3M 0.14% +177.0 +2.6% $607.49 -12.2%
129 PEP PEPSICO INC Consumer Defensive 26,799.0 $4.2M 0.14% +743.0 +2.9% $158.38 -4.9%
130 JEPQ J P MORGAN EXCHANGE TRADED F 72,231.0 $4.2M 0.14% -15K -17.0% $58.53 +2.9%
131 VBR VANGUARD INDEX FDS 18,333.0 $4.2M 0.14% $228.26 +1.9%
132 DIS DISNEY WALT CO Communication Services 40,175.0 $4.2M 0.13% +3K +6.9% $103.90 -0.9%
133 C CITIGROUP INC Financial Services 32,216.0 $4.2M 0.13% +7K +29.6% $129.34 -3.3%
134 VRT VERTIV HOLDINGS CO Industrials 14,135.0 $4.2M 0.13% +2K +16.0% $294.14 +11.3%
135 BMY BRISTOL-MYERS SQUIBB CO Healthcare 70,047.0 $4.1M 0.13% -3K -4.7% $58.96 +0.8%
136 AMD ADVANCED MICRO DEVICES INC Technology 14,649.0 $4.1M 0.13% -987.0 -6.3% $278.26 +68.0%
137 BX BLACKSTONE INC Financial Services 31,662.0 $4.1M 0.13% +7K +27.3% $128.13 -7.5%
138 CRH PLC 35,362.0 $4.0M 0.13% +12K +49.6% $114.36
139 MS MORGAN STANLEY Financial Services 21,558.0 $4.0M 0.13% +3K +16.7% $187.32 +7.3%
140 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,824.0 $4.0M 0.13% +7K +537.6% $515.98 -13.1%
Page 7 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%