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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 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 HOLOGIC INC 26 $2K 0.00% SOLD
42 SBET SHARPLINK INC Financial Services 301 $2K 0.00% SOLD
43 RITM RITHM CAPITAL CORP Real Estate 187 $2K 0.00% SOLD
44 RPM RPM INTL INC Basic Materials 17 $2K 0.00% SOLD
45 HIW HIGHWOODS PPTYS INC Real Estate 78 $2K 0.00% SOLD
46 AMERICAN COASTAL INS CORP 138 $2K 0.00% SOLD
47 ACHR ARCHER AVIATION INC Industrials 294 $2K 0.00% SOLD
48 HOMB HOME BANCSHARES INC Financial Services 56 $2K 0.00% SOLD
49 CLBK COLUMBIA FINL INC Financial Services 83 $1K 0.00% SOLD
50 CMPS COMPASS PATHWAYS PLC Healthcare 250 $1K 0.00% SOLD
51 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 200 $1K 0.00% SOLD
52 OWL BLUE OWL CAPITAL INC Financial Services 150 $1K 0.00% SOLD
53 PMT PENNYMAC MTG INVT TR Real Estate 115 $1K 0.00% SOLD
54 SERV SERVE ROBOTICS INC Industrials 154 $1K 0.00% SOLD
55 LADR LADDER CAP CORP Real Estate 132 $1K 0.00% SOLD
56 CDP COPT DEFENSE PROPERTIES Real Estate 42 $1K 0.00% SOLD
57 VNT VONTIER CORPORATION Technology 36 $1K 0.00% SOLD
58 RUN SUNRUN INC Energy 93 $1K 0.00% SOLD
59 ATR APTARGROUP INC Healthcare 10 $1K 0.00% SOLD
60 VYX NCR VOYIX CORPORATION Technology 197 $1K 0.00% SOLD
Page 3 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%