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Source Capital shares owned by Kilter Group

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Kilter Group from 13F filings

Historical chart of Kilter Group investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Kilter Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Kilter Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 294 45.69
2025-09-30 $13k 290 44.97

More positions owned by Kilter Group

Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Us Aer Def Etf (ITA)

View all positions for Kilter Group

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Diversified Management
Hara Capital
First Trust Advisors
Wells Fargo & Company
Raymond James Financial
Mesirow Financial Investment Management International Equity
Hennion & Walsh Asset Management
Anchor Investment Management
Invesco
Smith Asset Management
Us Bancorp
LPL Financial
Chemistry Wealth Management

View all funds holding Source Capital