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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 24 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 -6.0 -85.7% $1.00
462 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 -6.0 -85.7% $1.00
463 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 -6.0 -85.7% $1.00
Page 24 of 24  ·  463 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%