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Portfolio (Quarterly) Guide ↗

Kilter Group LLC

· CIK 0002058915
13F Portfolio $232M AUM 1,568 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 314 New 644 Added 270 Reduced 139 Exited
Page 3 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ASTRAZENECA PLC 59 $5K 0.00% SOLD
42 EMXC ISHARES INC 54 $4K 0.00% SOLD
43 EVENTBRITE INC 851 $4K 0.00% SOLD
44 JBT MAREL CORPORATION 24 $4K 0.00% SOLD
45 DYNAVAX TECHNOLOGIES CORP 218 $3K 0.00% SOLD
46 NOVT NOVANTA INC Technology 25 $3K 0.00% SOLD
47 GNW GENWORTH FINL INC Financial Services 312 $3K 0.00% SOLD
48 BXP BXP INC Real Estate 40 $3K 0.00% SOLD
49 DAYFORCE INC 37 $3K 0.00% SOLD
50 BWA BORGWARNER INC Consumer Cyclical 55 $2K 0.00% SOLD
51 ASGN ASGN INC Technology 47 $2K 0.00% SOLD
52 INDIVIOR PLC 60 $2K 0.00% SOLD
53 TEGNA INC 103 $2K 0.00% SOLD
54 GKOS GLAUKOS CORP Healthcare 16 $2K 0.00% SOLD
55 ALIT ALIGHT INC Technology 851 $2K 0.00% SOLD
56 ZS ZSCALER INC Technology 7 $2K 0.00% SOLD
57 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 25 $2K 0.00% SOLD
58 USFR WISDOMTREE TR 29 $1K 0.00% SOLD
59 GUESS INC 82 $1K 0.00% SOLD
60 PRVA PRIVIA HEALTH GROUP INC Healthcare 55 $1K 0.00% SOLD
Page 3 of 7  ·  139 positions
Sector Allocation
Technology 30.9%
Financial Services 20.3%
Communication Services 13.0%
Consumer Cyclical 10.8%
Healthcare 9.3%
Industrials 5.7%
Consumer Defensive 3.6%
Energy 2.7%
Utilities 1.6%
Basic Materials 1.2%