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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 77 of 79  ·  1,580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 RB GLOBAL INC 1.0 $117.0 NEW $117.00
1522 RXST RXSIGHT INC Healthcare 24.0 $116.0 NEW $4.83 +31.9%
1523 TLT ISHARES TR 1.0 $104.0 $104.00 -21.0%
1524 BHE BENCHMARK ELECTRS INC Technology 1.0 $99.0 NEW $99.00 -26.6%
1525 ISTB ISHARES TR 2.0 $97.0 NEW $48.50 -1.4%
1526 DGS WISDOMTREE TR 1.0 $97.0 $97.00 -32.7%
1527 BNTX BIONTECH SE Healthcare 1.0 $94.0 NEW $94.00 +10.4%
1528 PBA PEMBINA PIPELINE CORP Energy 2.0 $93.0 +1.0 +100.0% $46.50 +4.1%
1529 GRC GORMAN RUPP CO Industrials 1.0 $92.0 NEW $92.00 -18.1%
1530 FROG JFROG LTD Technology 1.0 $91.0 NEW $91.00 -3.7%
1531 IHE ISHARES TR 1.0 $85.0 NEW $85.00 +23.2%
1532 SPYV SPDR SERIES TRUST 1.0 $85.0 -720.0 -99.9% $85.00 -25.4%
1533 PHIN PHINIA INC Consumer Cyclical 1.0 $83.0 $83.00 -16.8%
1534 OGS ONE GAS INC Utilities 1.0 $78.0 NEW $78.00 +2.4%
1535 RAMP LIVERAMP HLDGS INC Technology 2.0 $76.0 $38.00 -0.7%
1536 MARA MARA HOLDINGS INC Financial Services 5.0 $70.0 -25.0 -83.3% $14.00 -19.2%
1537 IVAL EA SERIES TRUST 2.0 $65.0 $32.50 +14.9%
1538 BITO PROSHARES TR 8.0 $64.0 NEW $8.00 +34.2%
1539 HTO H2O AMERICA Utilities 1.0 $61.0 NEW $61.00 +5.4%
1540 VNQI VANGUARD INTL EQUITY INDEX F 1.0 $61.0 $61.00 -25.8%
Page 77 of 79  ·  1,580 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%