Position in KD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$127,056
-$30,554 QoQ
Shares Held
11,234
-6.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 665 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Krilogy Financial LLC holds $5,106,574 across 8 Information Technology Services names. KD ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
7,752 | $2,179,939 | |
| 2 | IT |
Gartner Inc
|
7,806 | $1,011,813 | |
| 3 | ACN |
Accenture plc
|
5,188 | $645,594 | |
| 4 | APLD |
Applied Digital Corp.
|
14,243 | $531,263 | |
| 5 | CDW |
CDW Corp
|
2,262 | $318,127 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
1,704 | $233,362 | |
| 7 | KD |
Kyndryl Holdings, Inc.
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|
11,234 | $127,056 | |
| 8 | BBAI |
BigBear.ai Holdings, Inc.
|
16,191 | $59,420 |
All Filings in KD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,056 | 11,234 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $157,610 | 12,013 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $338,932 | 12,761 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $289,188 | 9,630 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||