Fund HoldingsKilter Group LLC

Total Portfolio Value
$232.15M
Total Bought
$19.69M
Total Sold
$10.22M
Net Transaction
+$9.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR058,771+58,77106,5452.82%+6,545
ISHARES TR27,57731,661+4,08418,88920,6828.91%+1,793
ISHARES TR21,32428,878+7,5544,5786,3172.72%+1,739
ISHARES TR64,28268,954+4,67213,63214,5606.27%+927
ISHARES INC
CORE MSCI EMKT
207,744210,756+3,01213,96514,7006.33%+736
ISHARES TR0178,150+178,150013,2455.71%+13,245
ALPHABET INC(GOOG)2,5635,064+2,5018041,4530.63%+648
ISHARES TR155,447173,380+17,93319,16019,6118.45%+451
ISHARES TR
CORE UNIVRSL USD
175,167185,364+10,1978,1528,5623.69%+410
VANGUARD INDEX FDS044,600+44,60008,7513.77%+8,751
GOLDMAN SACHS ETF TR99,875104,881+5,0068,5018,8793.82%+378
BLACKROCK ETF TRUST
ISHA I IN TE ETF
249,411259,833+10,4228,3058,5613.69%+256
BLACKROCK ETF TRUST
ISHA US THEM ETF
214,939235,781+20,8428,2888,5403.68%+252
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
04,368+4,36802600.11%+260
ISHARES TR
MSCI USA MMENTM
29,36031,511+2,1517,3497,5623.26%+213
ISHARES TR28,01230,236+2,2242,8483,0451.31%+197
ISHARES TR19,84621,950+2,1041,8902,0840.90%+194
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
04,013+4,01301930.08%+193
ISHARES TR06,657+6,65704310.19%+431
BANK NEW YORK MELLON CORP0951+95101130.05%+113
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
01,366+1,36601130.05%+113
DUKE ENERGY CORP NEW(DUK)0756+7560990.04%+99
ISHARES TR4,0024,917+9153854620.20%+77
ISHARES TR0792+7920620.03%+62
EXXON MOBIL CORP0769+76901300.06%+130
ISHARES TR
BROAD USD HIGH
01,522+1,5220560.02%+56
GABELLI DIVID & INCOME TR
COM
01,600+1,6000430.02%+43
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
0614+6140490.02%+49
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
012,089+12,08904080.18%+408
VERIZON COMMUNICATIONS INC(VZ)01,179+1,1790590.03%+59
SOUTHERN CO(SO)0505+5050490.02%+49
AT&T INC(T)02,445+2,4450710.03%+71
SM ENERGY COMPANY(SM)01,157+1,1570360.02%+36
PROCTER & GAMBLE CO(PG)01,565+1,56502260.10%+226
SCHWAB STRATEGIC TR01,636+1,6360440.02%+44
ISHARES TR01,899+1,89901090.05%+109
JOHNSON & JOHNSON(JNJ)0349+3490850.04%+85
BLACKROCK UTILS INFRASTRUCTU01,000+1,0000260.01%+26
NUVEEN S&P 500 DYNAMIC OVERW
COM
01,634+1,6340260.01%+26
HALLIBURTON CO(HAL)01,031+1,0310400.02%+40
EATON CORP PLC(ETN)0667+66702390.10%+239
COHEN & STEERS INFRASTRUCTUR(UTF)01,000+1,0000260.01%+26
CALAMOS STRATEGIC TOTAL RETU(CSQ)01,500+1,5000260.01%+26
BLACKROCK ETF TRUST II016,672+16,67208660.37%+866
MONDELEZ INTL INC(MDLZ)0469+4690270.01%+27
COHEN & STEERS REIT & PFD &
COM
01,200+1,2000240.01%+24
COMFORT SYS USA INC(FIX)019+190260.01%+26
CISCO SYS INC(CSCO)8491,142+29365890.04%+23
CHEVRON CORPORATION(CVX)0210+2100430.02%+43
LIBERTY ALL STAR EQUITY FD(USA)04,000+4,0000220.01%+22
EXELON CORP(EXC)0698+6980340.01%+34
COCA COLA CO(KO)0755+7550570.02%+57
MICRON TECHNOLOGY INC(MU)458450-81311520.07%+21
T-MOBILE US INC(TMUS)0291+2910610.03%+61
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
325671+34619390.02%+20
PHIBRO ANIMAL HEALTH CORP(PAHC)0364+3640200.01%+20
PRIMORIS SVCS CORP(PRIM)0164+1640230.01%+23
CLEAR SECURE INC(YOU)0417+4170200.01%+20
BLACKROCK ETF TRUST
ISHARES DEFENSE
0575+5750190.01%+19
FABRINET(FN)044+440230.01%+23
TRUIST FINL CORP(TFC)0548+5480250.01%+25
ASML HLDG NV
N Y REGISTRY SHS
021+210280.01%+28
TAKEDA PHARMACEUTICAL CO LTD(TAK)0942+9420170.01%+17
BLACKROCK ETF TRUST
ISHA LA CORE ETF
0413+4130170.01%+17
ENI SPA(E)0299+2990170.01%+17
APPLIED INDL TECHNOLOGIES IN(AIT)067+670180.01%+18
SHELL PLC(SHEL)0272+2720250.01%+25
ANHEUSER BUSCH INBEV SA NV(BUD)0314+3140220.01%+22
LOCKHEED MARTIN CORP(LMT)038+380230.01%+23
APPLIED MATLS INC251236-1565810.03%+16
GLOBAL X FDS
US INFR DEV ETF
05,170+5,17002630.11%+263
BRIGHTSPRING HEALTH SVCS INC(BTSG)0446+4460190.01%+19
ALPHABET INC(GOOG)2,0422,274+2326396540.28%+15
MATADOR RES CO(MTDR)0235+2350150.01%+15
NETFLIX INC.(NFLX)0935+9350900.04%+90
PLEXUS CORP(PLXS)074+740150.01%+15
BRINKER INTL INC(EAT)0101+1010140.01%+14
STEPSTONE GROUP INC(STEP)0299+2990140.01%+14
CONSOLIDATED EDISON INC(ED)0183+1830210.01%+21
NABORS INDUSTRIES LTD(NBR)0185+1850160.01%+16
MEDPACE HLDGS INC(MEDP)028+280130.01%+13
MUELLER WTR PRODS INC(MWA)0481+4810130.01%+13
SPDR INDEX SHS FDS
ST STR PO EX ETF
0289+2890130.01%+13
CATERPILLAR INC(CAT)9797056690.03%+13
COVISTA INC(CVSA)0114+1140130.01%+13
LAM RESEARCH CORP(LRCX)283287+448610.03%+13
EATON VANCE TAX-MANAGED BUY-(ETV)0935+9350130.01%+13
CHUBB LTD SWITZ
COM
0114+1140370.02%+37
SOUTHERN COPPER CORP(SCCO)094+940160.01%+16
DIMENSIONAL ETF TRUST
INTL COR FIX ETF
0237+2370120.01%+12
EATON VANCE TAX ADVT DIV INC
COM
0500+5000120.01%+12
AZZ INC0104+1040130.01%+13
CARLISLE COS INC(CSL)039+390130.01%+13
PACS GROUP INC(PACS)0440+4400140.01%+14
ARLO TECHNOLOGIES INC(ARLO)0800+8000110.00%+11
NORTHROP GRUMMAN CORP(NOC)028+280190.01%+19
LEMAITRE VASCULAR INC(LMAT)0101+1010110.00%+11
KULICKE & SOFFA INDS INC(KLIC)0174+1740110.00%+11
ZURN ELKAY WATER SOLNS CORP(ZWS)0243+2430110.00%+11
CRESCENT ENERGY COMPANY(CRGY)0935+9350130.01%+13
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