Fund HoldingsKilter Group LLC

Total Portfolio Value
$276.12M
Total Bought
$65.30M
Total Sold
$45.20M
Net Transaction
+$20.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR31,66152,932+21,27120,68239,64014.36%+18,959
BLACKROCK ETF TRUST
ISHA LA CORE ETF
413163,657+163,244178,2432.99%+8,226
VANGUARD INDEX FDS44,60077,434+32,8348,75116,8756.11%+8,125
ISHARES TR
CORE UNIVRSL USD
185,364350,137+164,7738,56216,1595.85%+7,597
BLACKROCK ETF TRUST
ISHARES US EQUIT
333,533355,152+21,61919,40524,1548.75%+4,749
ISHARES TR173,380170,351-3,02919,61123,4288.48%+3,817
NUSHARES ETF TR
NUVEN AA-BBB CLO
0139,201+139,20103,4911.26%+3,491
BLACKROCK ETF TRUST
ISHA I IN TE ETF
259,833227,170-32,6638,56111,9764.34%+3,415
BLACKROCK ETF TRUST
ISHA US THEM ETF
235,781262,956+27,1758,54011,3364.11%+2,796
ISHARES TR28,87834,326+5,4486,3178,3213.01%+2,004
ISHARES TR
MSCI USA MMENTM
31,51127,850-3,6617,5629,5483.46%+1,985
ISHARES TR58,77164,295+5,5246,5458,0002.90%+1,454
COMPASS INC(COMP)129,703128,205-1,4989481,5810.57%+633
GOLDMAN SACHS ETF TR104,881100,593-4,2888,8799,4983.44%+619
ISHARES TR
CORE INTL AGGR
51,59262,621+11,0292,5823,1691.15%+587
HIMS & HERS HEALTH INC(HIMS)31,19633,756+2,5606481,1700.42%+523
MICRON TECHNOLOGY INC(MU)450454+41525240.19%+372
META PLATFORMS INC(META)9211,512+5915278510.31%+324
ALPHABET INC(GOOG)5,0645,001-631,4531,7670.64%+314
NVIDIA CORPORATION(NVDA)8,3048,795+4911,4481,7600.64%+312
APPLE INC(AAPL)6,9647,061+971,7672,0430.74%+276
ALPHABET INC(GOOG)2,2742,550+2766549110.33%+257
INTERNATIONAL BUSINESS MACHS(IBM)6,5266,514-121,5821,8320.66%+250
BLACKROCK ETF TRUST
ISHA SYST AL ETF
07,764+7,76402180.08%+218
SCHWAB STRATEGIC TR478,650+8,60312130.08%+212
TAIWAN SEMICONDUCTOR MANUFAC(TSM)5385+38021840.07%+182
AMAZON COM INC(AMZN)6,3836,339-441,3291,5110.55%+181
ADVANCED MICRO DEVICES INC(AMD)410423+13832460.09%+162
REDDIT INC(RDDT)3,1253,12504215420.20%+122
VISA INC(V)2,2502,304+546807900.29%+110
BROADCOM INC(AVGO)738887+1492283350.12%+107
EA SERIES TRUST
ALPHA ARCH 1-3
7,0837,940+8578249300.34%+106
ELI LILLY & CO(LLY)268287+192463440.12%+98
BLACKROCK ETF TRUST II16,67218,365+1,6938669610.35%+95
MICROSOFT CORP(MSFT)2,1242,361+2377868810.32%+94
ASML HLDG NV
N Y REGISTRY SHS
2158+37281150.04%+88
APPLIED MATLS INC236229-7811660.06%+85
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
111,804+1,7931840.03%+84
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
02,279+2,2790830.03%+83
ISHARES TR1,8281,82801832640.10%+81
LAM RESEARCH CORP(LRCX)287321+34611390.05%+78
INTEL CORP(INTC)768794+26341110.04%+77
TESLA INC(TSLA)438550+1121632310.08%+69
VANECK ETF TRUST
SEMICONDUCTR ETF
2462460941610.06%+67
AMPLIFY ETF TR2,1272,12701602230.08%+63
DELL TECHNOLOGIES INC(DELL)198219+2132940.03%+62
BLACKROCK ETF TRUST
ISHARES DEFENSE
5752,487+1,91219790.03%+60
VANGUARD INDEX FDS646648+23864450.16%+59
STATE STR SPDR S&P 500 ETF T(SPY)57657603754300.16%+56
AMPHENOL CORP281455+17436800.03%+45
INVESCO QQQ TR254258+41471900.07%+43
GOLDMAN SACHS GROUP INC(GS)159175+161351770.06%+42
WESTERN DIGITAL CORP(WDC)116115-131730.03%+42
GLOBAL X FDS
US INFR DEV ETF
5,1705,17002633050.11%+42
EATON CORP PLC(ETN)667658-92392800.10%+42
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
4,0134,768+7551932310.08%+38
ROYAL BK CDA(RY)12193+1812400.01%+38
GE AEROSPACE(GE)186241+5553900.03%+37
CROWDSTRIKE HLDGS INC(CRWD)8792+534700.03%+36
ROCKET LAB CORP(RKLB)983958-2563970.04%+34
VANGUARD INDEX FDS68668602202540.09%+34
CATERPILLAR INC(CAT)9796-1691020.04%+34
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
5756-122540.02%+32
BRIGHTSPRING HEALTH SVCS INC(BTSG)446722+27619500.02%+31
ISHARES TR1,4321,43202042350.09%+31
KULICKE & SOFFA INDS INC(KLIC)174317+14311420.02%+31
NOVARTIS AG(NVS)13209+1962330.01%+31
BERKSHIRE HATHAWAY INC DEL1107187490.27%+31
QUALCOMM INC(QCOM)253338+8533620.02%+30
CISCO SYS INC(CSCO)1,1421,003-139891180.04%+29
ABBVIE INC(ABBV)450498+48981250.05%+27
BANCO SANTANDER SA(SAN)9662,768+1,80211380.01%+27
ALLIENT INC174358+18410370.01%+27
UNITEDHEALTH GROUP INC(UNH)176178+248740.03%+26
BHP BILLITON LIMITED9318+3091260.01%+26
SEI EXCHANGE TRADED FUNDS01,010+1,0100250.01%+25
PLEXUS CORP(PLXS)74134+6015400.01%+25
ISHARES TR
FUTU AI TECH ETF
852852040650.02%+25
HSBC HLDGS PLC(HSBC)55310+2555290.01%+25
KLA CORP(KLAC)17165+14825500.02%+25
BLUE BIRD CORP0312+3120250.01%+25
MYR GROUP INC(MYRG)049+490250.01%+25
ISHARES TR1,7141,71401551790.06%+24
FORTINET INC(FTNT)211267+5617410.01%+24
QUALYS INC(QLYS)82223+1417310.01%+23
PALO ALTO NETWORKS INC(PANW)95113+1815390.01%+23
CMS ENERGY CORP(CMS)42341+2993260.01%+23
MITSUBISHI UFJ FINANCIAL GRO(MUFG)1481,263+1,1153250.01%+23
KAISER ALUMINIUM CORPORATION(KALU)0114+1140220.01%+22
SANDISK CORP(SNDK)1514-110320.01%+22
BANK OF NY MELLON CORP951933-181131350.05%+22
APPLIED INDL TECHNOLOGIES IN(AIT)67117+5018400.01%+22
CLEAR SECURE INC(YOU)417746+32920420.02%+21
COMFORT SYS USA INC(FIX)1924+526480.02%+21
BRINKER INTL INC(EAT)101209+10814350.01%+21
PACS GROUP INC(PACS)440815+37514350.01%+21
ISHARES TR37037001371580.06%+21
UBS GROUP AG(UBS)10420+4100210.01%+20
POWER INTEGRATIONS INC(POWI)0243+2430200.01%+20
BANK MONTREAL MEDIUM22132+1103230.01%+20
Page 1 of 18
Kilter Group LLC — 13F Holdings — Q2 2026 | TickerTrail