Fund Holdings — Kilter Group LLC

Total Portfolio Value
$232.15M
Total Bought
$19.64M
Total Sold
$10.35M
Net Transaction
+$9.28M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
▲▼
Change
▲▼
ISHARES TR17,10258,771+41,6691,9486,5452.82%+4,597
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 TR175,204178,150+2,94612,51113,2455.71%+734
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 FDS43,72244,600+8788,3508,7513.77%+400
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
5854,368+3,783352600.11%+225
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
5354,013+3,478261930.08%+167
STATE STR SPDR S&P 500 ETF T(SPY)5760-5763935200.22%+127
ISHARES TR6,6576,65703164310.19%+115
BANK NEW YORK MELLON CORP119951+832141130.05%+99
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
1871,366+1,179161130.05%+97
DUKE ENERGY CORP NEW(DUK)142756+61417990.04%+82
ISHARES TR4,0024,917+9153854620.20%+77
ISHARES TR0792+7920620.03%+62
EXXON MOBIL CORP664769+105801300.06%+51
ISHARES TR
BROAD USD HIGH
2071,522+1,3158560.02%+48
GABELLI DIVID & INCOME TR
COM
01,600+1,6000430.02%+43
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
86614+5287490.02%+42
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
10,82012,089+1,2693714080.18%+38
VERIZON COMMUNICATIONS INC(VZ)5361,179+64322590.03%+37
SOUTHERN CO(SO)132505+37312490.02%+37
AT&T INC(T)1,4162,445+1,02935710.03%+36
SM ENERGY COMPANY(SM)751,157+1,0821360.02%+35
PROCTER & GAMBLE CO(PG)1,3481,565+2171932260.10%+33
SCHWAB STRATEGIC TR4471,636+1,18912440.02%+32
ISHARES TR1,8991,8990801090.05%+30
JOHNSON & JOHNSON(JNJ)270349+7956850.04%+29
BLACKROCK UTILS INFRASTRUCTU(BUI)01,000+1,0000260.01%+26
NUVEEN S&P 500 DYNAMIC OVERW
COM
01,634+1,6340260.01%+26
HALLIBURTON CO(HAL)4981,031+53314400.02%+26
EATON CORP PLC(ETN)66766702122390.10%+26
COHEN & STEERS INFRASTRUCTUR(UTF)01,000+1,0000260.01%+26
CALAMOS STRATEGIC TOTAL RETU(CSQ)01,500+1,5000260.01%+26
BLACKROCK ETF TRUST II15,92016,672+7528408660.37%+26
MONDELEZ INTL INC(MDLZ)59469+4103270.01%+24
COHEN & STEERS REIT & PFD &
COM
01,200+1,2000240.01%+24
COMFORT SYS USA INC(FIX)319+163260.01%+23
CISCO SYS INC(CSCO)8491,142+29365890.04%+23
CHEVRON CORPORATION(CVX)138210+7221430.02%+22
LIBERTY ALL STAR EQUITY FD(USA)04,000+4,0000220.01%+22
EXELON CORP(EXC)283698+41512340.01%+22
COCA COLA CO(KO)509755+24636570.02%+22
MICRON TECHNOLOGY INC(MU)458450-81311520.07%+21
T-MOBILE US INC(TMUS)198291+9340610.03%+21
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
325671+34619390.02%+20
PHIBRO ANIMAL HEALTH CORP(PAHC)0364+3640200.01%+20
PRIMORIS SVCS CORP(PRIM)28164+1363230.01%+20
CLEAR SECURE INC(YOU)23417+3941200.01%+19
BLACKROCK ETF TRUST
ISHARES DEFENSE
0575+5750190.01%+19
FABRINET(FN)1044+345230.01%+18
TRUIST FINL CORP(TFC)151548+3977250.01%+18
ASML HLDG NV
N Y REGISTRY SHS
1021+1111280.01%+17
TAKEDA PHARMACEUTICAL CO LTD(TAK)29942+9130170.01%+17
BLACKROCK ETF TRUST
ISHA LA CORE ETF
0413+4130170.01%+17
ENI SPA(E)2299+2970170.01%+17
APPLIED INDL TECHNOLOGIES IN(AIT)467+631180.01%+17
SHELL PLC(SHEL)118272+1549250.01%+17
ANHEUSER BUSCH INBEV SA NV(BUD)83314+2315220.01%+16
LOCKHEED MARTIN CORP(LMT)1438+247230.01%+16
APPLIED MATLS INC251236-1565810.03%+16
GLOBAL X FDS
US INFR DEV ETF
5,1705,17002472630.11%+16
INTUITIVE SURGICAL INC24864-18414300.01%+15
BRIGHTSPRING HEALTH SVCS INC(BTSG)106446+3404190.01%+15
ALPHABET INC(GOOG)2,0422,274+2326396540.28%+15
MATADOR RES CO(MTDR)2235+2330150.01%+15
NETFLIX INC.(NFLX)803935+13275900.04%+15
PLEXUS CORP(PLXS)374+710150.01%+15
BRINKER INTL INC(EAT)0101+1010140.01%+14
STEPSTONE GROUP INC(STEP)0299+2990140.01%+14
CONSOLIDATED EDISON INC(ED)70183+1137210.01%+14
NABORS INDUSTRIES LTD(NBR)40185+1452160.01%+14
MEDPACE HLDGS INC(MEDP)028+280130.01%+13
MUELLER WTR PRODS INC(MWA)0481+4810130.01%+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
79114+3525370.02%+12
SOUTHERN COPPER CORP(SCCO)2694+684160.01%+12
EATON VANCE TAX ADVT DIV INC
COM
0500+5000120.01%+12
AZZ INC7104+971130.01%+12
CARLISLE COS INC(CSL)339+361130.01%+12
PACS GROUP INC(PACS)57440+3832140.01%+12
ARLO TECHNOLOGIES INC(ARLO)0800+8000110.00%+11
NORTHROP GRUMMAN CORP(NOC)1428+148190.01%+11
LEMAITRE VASCULAR INC(LMAT)0101+1010110.00%+11
KULICKE & SOFFA INDS INC(KLIC)9174+1650110.00%+11
ZURN ELKAY WATER SOLNS CORP(ZWS)0243+2430110.00%+11
CRESCENT ENERGY COMPANY(CRGY)213935+7222130.01%+11
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Kilter Group LLC — 13F Holdings — Q1 2026 | TickerTrail