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Portfolio (Quarterly) Guide ↗

Kilter Group LLC

· CIK 0002058915
13F Portfolio $227M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1392 New
Page 15 of 70  ·  1,392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PHK PIMCO HIGH INCOME FD Financial Services 2,749.0 $13K 0.01% NEW $4.86 -7.0%
282 DHF BNY MELLON HIGH YIELD STRATE Financial Services 5,384.0 $13K 0.01% NEW $2.48 -2.0%
283 DSM BNY MELLON STRATEGIC MUN BD Financial Services 2,162.0 $13K 0.01% NEW $6.17 -2.4%
284 BLOCK INC 204.0 $13K 0.01% NEW $65.09
285 AEF ABRDN EMERGING MARKETS EX CH Financial Services 1,891.0 $13K 0.01% NEW $7.00 +38.6%
286 O REALTY INCOME CORP Real Estate 235.0 $13K 0.01% NEW $56.32 +10.9%
287 AFL AFLAC INC Financial Services 120.0 $13K 0.01% NEW $110.28 +5.9%
288 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 2,074.0 $13K 0.01% NEW $6.36 -0.3%
289 VLT INVESCO HIGH INCOME TR II Financial Services 1,181.0 $13K 0.01% NEW $11.17 -6.5%
290 MFM MFS MUN INCOME TR Financial Services 2,426.0 $13K 0.01% NEW $5.43 -1.5%
291 EMF TEMPLETON EMERGING MKTS FD Financial Services 772.0 $13K 0.01% NEW $17.04 +33.9%
292 HIGHLAND OPPS & INCOME FD 2,192.0 $13K 0.01% NEW $5.98
293 FFC FLAHERTY & CRUMRINE PFD SECS Financial Services 792.0 $13K 0.01% NEW $16.51 -3.9%
294 VIRTUS CONVERTIBLE & INC FD 945.0 $13K 0.01% NEW $13.78
295 DMO WESTERN ASSET MTG DEFINED OP Financial Services 1,177.0 $13K 0.01% NEW $11.06 -0.2%
296 ETB EATON VANCE TAX MNGED BUY WR Financial Services 851.0 $13K 0.01% NEW $15.27 +0.9%
297 CCL CARNIVAL CORP Consumer Cyclical 425.0 $13K 0.01% NEW $30.54 -12.5%
298 VIRTUS CONVERTIBLE & INCOME 852.0 $13K 0.01% NEW $15.15
299 ESGE ISHARES INC 292.0 $13K 0.01% NEW $44.17 +23.5%
300 MMU WESTERN ASSET MANAGED MUNS F Financial Services 1,235.0 $13K 0.01% NEW $10.44 -2.5%
Page 15 of 70  ·  1,392 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 33.6%
Financial Services 23.5%
Healthcare 11.4%
Communication Services 10.8%
Consumer Cyclical 10.6%
Industrials 4.1%
Consumer Defensive 2.7%
Energy 1.2%
Utilities 0.8%
Real Estate 0.7%