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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 79 of 79  ·  1,580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1.0 $18.0 -20.0 -95.2% $18.00 -12.6%
1562 STEW SRH TOTAL RETURN FUND INC Financial Services 1.0 $17.0 -728.0 -99.9% $17.00 +8.5%
1563 ETB EATON VANCE TAX MNGED BUY WR Financial Services 1.0 $15.0 -862.0 -99.9% $15.00 +4.1%
1564 ADTRAN HOLDINGS INC 1.0 $14.0 NEW $14.00
1565 ASST STRIVE INC Communication Services 1.0 $11.0 $11.00 +146.7%
1566 EATON VANCE TAX-MANAGED GLOB 1.0 $10.0 -2K -99.9% $10.00
1567 LAND GLADSTONE LD CORP Real Estate 1.0 $9.0 NEW $9.00 +9.2%
1568 EMF TEMPLETON EMERGING MKTS FD Financial Services $9.0 -100.0%
1569 GDL GDL FD Financial Services 1.0 $8.0 -2K -99.9% $8.00 +5.4%
1570 ENVX ENOVIX CORPORATION Industrials 1.0 $7.0 $7.00 -52.6%
1571 GAMESTOP CORP NEW 2.0 $6.0 $3.00
1572 HIGHLAND OPPS & INCOME FD 1.0 $5.0 -2K -100.0% $5.00
1573 22ND CENTY GROUP INC 1.0 $5.0 NEW $5.00
1574 EVEX EVE HLDG INC Industrials 1.0 $3.0 $3.00 -26.0%
1575 AEF ABRDN EMERGING MARKETS EX CH Financial Services $1.0 -100.0%
1576 DHF BNY MELLON HIGH YIELD STRATE Financial Services $1.0 -100.0%
1577 NLOP NET LEASE OFFICE PROPERTIES Real Estate $1.0 NEW
1578 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 -6.0 -85.7% $1.00
1579 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 -6.0 -85.7% $1.00
1580 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 -6.0 -85.7% $1.00
Page 79 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%