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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 17 of 70  ·  1,392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EAGG ISHARES TR 257.0 $12K 0.01% NEW $47.85 -1.2%
322 AMP AMERIPRISE FINL INC Financial Services 25.0 $12K 0.01% NEW $490.36 -7.1%
323 CGGR CAPITAL GROUP GROWTH ETF 275.0 $12K 0.01% NEW $44.47 +5.4%
324 OXY OCCIDENTAL PETE CORP Energy 297.0 $12K 0.01% NEW $41.12 +39.7%
325 UPS UNITED PARCEL SERVICE INC Industrials 122.0 $12K 0.01% NEW $99.20 +2.8%
326 FORTINET INC 152.0 $12K 0.01% NEW $79.41
327 BRW SABA CAPITAL INCOME & OPRNT Financial Services 1,715.0 $12K 0.01% NEW $7.01 -3.1%
328 AON AON PLC Financial Services 34.0 $12K 0.01% NEW $352.88 -9.5%
329 FCX FREEPORT-MCMORAN INC Basic Materials 234.0 $12K 0.01% NEW $50.79 +26.7%
330 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 81.0 $12K 0.01% NEW $146.58 -11.7%
331 SCHP SCHWAB STRATEGIC TR 447.0 $12K 0.01% NEW $26.49 +0.9%
332 TXN TEXAS INSTRS INC Technology 68.0 $12K 0.01% NEW $173.50 +87.3%
333 RLI RLI CORP Financial Services 184.0 $12K 0.01% NEW $63.98 -18.2%
334 CME CME GROUP INC Financial Services 43.0 $12K 0.01% NEW $273.09 +3.5%
335 GSK GSK PLC Healthcare 239.0 $12K 0.01% NEW $49.04 +5.0%
336 CEG CONSTELLATION ENERGY CORP Utilities 33.0 $12K 0.01% NEW $353.27 -14.6%
337 SO SOUTHERN CO Utilities 132.0 $12K 0.01% NEW $87.20 +7.9%
338 SIX FLAGS ENTERTAINMENT CORP 747.0 $11K 0.01% NEW $15.34
339 HON HONEYWELL INTL INC Industrials 58.0 $11K 0.01% NEW $195.10 +18.8%
340 CI THE CIGNA GROUP Healthcare 41.0 $11K 0.01% NEW $275.24 +2.0%
Page 17 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%