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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 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 BLACKROCK UTILS INFRASTRUCTU 1,000 $8.0 SOLD
162 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 2 $6.0 SOLD
163 DDD 3D SYS CORP DEL Technology 3 $6.0 SOLD
164 BFLY BUTTERFLY NETWORK INC Healthcare 1 $5.0 SOLD
165 DNUT KRISPY KREME INC Consumer Defensive 1 $4.0 SOLD
166 QSI QUANTUM SI INC Healthcare 4 $4.0 SOLD
167 RBBN RIBBON COMMUNICATIONS INC Communication Services 1 $3.0 SOLD
168 XXII 22ND CENTY GROUP INC Consumer Defensive 1 $3.0 SOLD
Page 9 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%