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Portfolio (Quarterly) Guide ↗

Kilter Group LLC

· CIK 0002058915
13F Portfolio $276M AUM 1,581 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 181 New 537 Added 463 Reduced 168 Exited
Page 1 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 PLUG PLUG PWR INC Industrials 23,750 $54K 0.02% SOLD
2 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 1,634 $26K 0.01% SOLD
3 HON HONEYWELL INTL INC Industrials 80 $18K 0.01% SOLD
4 XLC SELECT SECTOR SPDR TR 162 $18K 0.01% SOLD
5 IBIT ISHARES BITCOIN TRUST ETF Financial Services 460 $18K 0.01% SOLD
6 SKYY FIRST TR EXCHANGE-TRADED FD 150 $16K 0.01% SOLD
7 XLV SELECT SECTOR SPDR TR 93 $14K 0.01% SOLD
8 SPDW SPDR INDEX SHS FDS 289 $13K 0.01% SOLD
9 EATON VANCE TAX-MANAGED BUY- 935 $13K 0.01% SOLD
10 IJT ISHARES TR 88 $13K 0.01% SOLD
11 ETHU VOLATILITY SHS TR 550 $12K 0.01% SOLD
12 CCL CARNIVAL CORP Consumer Cyclical 418 $11K 0.01% SOLD
13 OI O-I GLASS INC Consumer Cyclical 740 $8K 0.00% SOLD
14 BITX VOLATILITY SHS TR 500 $7K 0.00% SOLD
15 TERN TERNS PHARMACEUTICALS INC Healthcare 116 $6K 0.00% SOLD
16 IEFA ISHARES TR 60 $5K 0.00% SOLD
17 WTRG ESSENTIAL UTILS INC Utilities 121 $5K 0.00% SOLD
18 NIC NICOLET BANKSHARES INC Financial Services 32 $5K 0.00% SOLD
19 CTRA COTERRA ENERGY INC Energy 129 $5K 0.00% SOLD
20 LNT ALLIANT ENERGY CORP Utilities 54 $4K 0.00% SOLD
Page 1 of 9  ·  168 positions
Sector Allocation
Technology 39.5%
Financial Services 12.8%
Healthcare 11.6%
Consumer Cyclical 11.1%
Communication Services 9.2%
Industrials 6.2%
Consumer Defensive 3.4%
Energy 2.3%
Utilities 1.7%
Basic Materials 1.3%