KilterHowling
Latest statistics and disclosures from KilterHowling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VIG, SCHZ, QQQ, USMV, and represent 65.46% of KilterHowling's stock portfolio.
- Added to shares of these 10 stocks: AKRE (+$6.9M), VBIL (+$5.3M), AOM, VIG, VOO, SCHZ, QQQ, USMV, AOA, BIL.
- Started 6 new stock positions in AOM, AKRE, TMO, BIL, VBIL, AOA.
- Reduced shares in these 10 stocks: SHYG, AAPL, IWV, VUG, , NVDA, COST, ESGU, AVGO, LLY.
- Sold out of its position in XLY.
- KilterHowling was a net buyer of stock by $15M.
- KilterHowling has $197M in assets under management (AUM), dropping by 9.85%.
- Central Index Key (CIK): 0001759354
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Portfolio Holdings for KilterHowling
KilterHowling holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.6 | $31M | +3% | 49k | 627.13 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 15.1 | $30M | +4% | 136k | 219.78 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 14.9 | $29M | +2% | 1.3M | 23.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 13.4 | $26M | 43k | 614.31 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 6.5 | $13M | +2% | 137k | 94.16 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 5.7 | $11M | -20% | 261k | 42.87 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.3 | $8.5M | 136k | 62.47 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 3.5 | $6.9M | NEW | 105k | 65.51 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 2.7 | $5.3M | NEW | 71k | 75.43 |
|
| Apple (AAPL) | 1.9 | $3.8M | -23% | 14k | 271.87 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 1.5 | $3.0M | NEW | 62k | 47.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.3M | 4.7k | 502.65 |
|
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.7M | +2% | 5.4k | 322.23 |
|
| Amazon (AMZN) | 0.9 | $1.7M | +3% | 7.4k | 230.82 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.7M | +3% | 5.4k | 313.82 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.8 | $1.7M | -17% | 4.3k | 386.82 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.6M | +3% | 3.3k | 483.57 |
|
| Broadcom (AVGO) | 0.7 | $1.4M | 4.1k | 346.14 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $1.4M | -20% | 2.9k | 487.91 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.4M | -10% | 7.3k | 186.49 |
|
| Visa Com Cl A (V) | 0.6 | $1.1M | +5% | 3.1k | 350.76 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $1.1M | -3% | 7.3k | 148.97 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $990k | 2.1k | 473.37 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $937k | +7% | 7.8k | 120.34 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.4 | $831k | 17k | 47.85 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $737k | -2% | 686.00 | 1074.27 |
|
| Cummins (CMI) | 0.4 | $697k | 1.4k | 510.53 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $667k | -2% | 3.4k | 194.93 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $639k | 1.7k | 373.47 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $494k | -11% | 573.00 | 862.86 |
|
| Procter & Gamble Company (PG) | 0.2 | $457k | 3.2k | 143.33 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $424k | 1.4k | 312.99 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $394k | 2.9k | 136.93 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $390k | 1.6k | 246.22 |
|
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $390k | 5.4k | 71.62 |
|
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $380k | 4.5k | 84.22 |
|
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| Waters Corporation (WAT) | 0.2 | $329k | 867.00 | 379.83 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $326k | 2.3k | 141.06 |
|
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| International Business Machines (IBM) | 0.2 | $298k | 1.0k | 296.14 |
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| Ishares Tr Low Carbon Optim (CRBN) | 0.1 | $290k | -4% | 1.3k | 230.52 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $286k | NEW | 3.2k | 89.56 |
|
| Spdr Series Trust State Street Spd (SHE) | 0.1 | $278k | -3% | 2.1k | 132.06 |
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.1 | $272k | 5.7k | 47.94 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $260k | 777.00 | 335.11 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $259k | NEW | 2.8k | 91.39 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $255k | 9.7k | 26.23 |
|
|
| Ball Corporation (BALL) | 0.1 | $243k | 4.6k | 52.98 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $234k | NEW | 404.00 | 580.16 |
|
| Servicenow (NOW) | 0.1 | $232k | +400% | 1.5k | 153.19 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $229k | 1.1k | 210.43 |
|
|
| Wec Energy Group (WEC) | 0.1 | $215k | 2.0k | 105.45 |
|
Past Filings by KilterHowling
SEC 13F filings are viewable for KilterHowling going back to 2023
- KilterHowling 2025 Q4 filed Feb. 13, 2026
- KilterHowling 2025 Q3 filed Nov. 13, 2025
- KilterHowling 2025 Q2 filed Aug. 13, 2025
- KilterHowling 2025 Q1 filed May 14, 2025
- KilterHowling 2024 Q4 filed Feb. 13, 2025
- KilterHowling 2024 Q3 filed Nov. 12, 2024
- KilterHowling 2024 Q2 filed Aug. 14, 2024
- KilterHowling 2024 Q1 filed May 10, 2024
- KilterHowling 2023 Q4 filed Feb. 8, 2024
- KilterHowling 2023 Q3 filed Nov. 8, 2023
- KilterHowling 2023 Q2 filed Aug. 8, 2023
- KilterHowling 2021 Q4 filed May 4, 2023
- KilterHowling 2022 Q1 filed May 4, 2023
- KilterHowling 2022 Q2 filed May 4, 2023
- KilterHowling 2022 Q3 filed May 4, 2023
- KilterHowling 2022 Q4 filed May 4, 2023