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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 15 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HDSN HUDSON TECHNOLOGIES INC Basic Materials 20.0 $118.0 NEW $5.90 -13.1%
282 FSS FEDERAL SIGNAL CORP Industrials 1.0 $109.0 NEW $109.00 +6.9%
283 AVNS AVANOS MED INC Healthcare 7.0 $99.0 NEW $14.14 +75.0%
284 THRY THRYV HLDGS INC Communication Services 35.0 $96.0 NEW $2.74 +32.7%
285 IPAR INTERPARFUMS INC Consumer Defensive 1.0 $91.0 NEW $91.00 +1.8%
286 AAOI APPLIED OPTOELECTRONICS INC Technology 1.0 $85.0 NEW $85.00 +109.0%
287 OCFC OCEANFIRST FINL CORP Financial Services 4.0 $73.0 NEW $18.25 +4.2%
288 ARI APOLLO COML REAL ESTATE FIN Real Estate 6.0 $64.0 NEW $10.67 +3.5%
289 MFA MFA FINL INC Real Estate 6.0 $58.0 NEW $9.67 -1.1%
290 MONOPAR THERAPEUTICS INC 1.0 $55.0 NEW $55.00
291 UPBOUND GROUP INC 3.0 $55.0 NEW $18.33
292 RAMP LIVERAMP HLDGS INC Technology 2.0 $54.0 NEW $27.00 +39.5%
293 MBWM MERCANTILE BK CORP Financial Services 1.0 $51.0 NEW $51.00 +3.7%
294 PBA PEMBINA PIPELINE CORP Energy 1.0 $45.0 NEW $45.00 +7.3%
295 LOB LIVE OAK BANCSHARES INC Financial Services 1.0 $34.0 NEW $34.00 +11.3%
296 AIRO AIRO GROUP HLDGS INC Industrials 4.0 $31.0 NEW $7.75 -9.7%
297 LUNR INTUITIVE MACHINES INC Industrials 1.0 $19.0 NEW $19.00 +83.5%
298 PSO PEARSON PLC Communication Services 1.0 $14.0 NEW $14.00 +8.6%
299 MGNI MAGNITE INC Communication Services 1.0 $12.0 NEW $12.00 +10.7%
300 SMR NUSCALE PWR CORP Utilities 1.0 $11.0 NEW $11.00 +11.1%
Page 15 of 16  ·  314 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 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%