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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 10 of 70  ·  1,392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LIT GLOBAL X FDS 391.0 $25K 0.01% NEW $64.86 +33.1%
182 PFF ISHARES TR 810.0 $25K 0.01% NEW $30.96 +1.2%
183 CB CHUBB LIMITED Financial Services 79.0 $25K 0.01% NEW $312.13 +4.3%
184 SPGI S&P GLOBAL INC Financial Services 47.0 $25K 0.01% NEW $522.60 -21.1%
185 BMY BRISTOL-MYERS SQUIBB CO Healthcare 451.0 $24K 0.01% NEW $53.94 +7.6%
186 SYK STRYKER CORPORATION Healthcare 68.0 $24K 0.01% NEW $351.47 -10.9%
187 NEE NEXTERA ENERGY INC Utilities 295.0 $24K 0.01% NEW $80.28 +9.2%
188 SUSC ISHARES TR 1,010.0 $24K 0.01% NEW $23.39 -1.2%
189 ACN ACCENTURE PLC IRELAND Technology 87.0 $23K 0.01% NEW $268.31 -34.0%
190 NOW SERVICENOW INC Technology 150.0 $23K 0.01% NEW $153.19 -34.8%
191 DHR DANAHER CORPORATION Healthcare 100.0 $23K 0.01% NEW $228.92 -24.5%
192 IBIT ISHARES BITCOIN TRUST ETF Financial Services 460.0 $23K 0.01% NEW $49.65 -13.4%
193 IWP ISHARES TR 166.0 $23K 0.01% NEW $136.95 +2.8%
194 KMI KINDER MORGAN INC DEL Energy 821.0 $23K 0.01% NEW $27.49 +19.6%
195 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 64.0 $22K 0.01% NEW $350.56 +10.6%
196 RPV INVESCO EXCHANGE TRADED FD T 213.0 $22K 0.01% NEW $103.36 +8.7%
197 ETHU VOLATILITY SHS TR 400.0 $22K 0.01% NEW $54.70 -61.9%
198 BLUEROCK PVT REAL ESTATE FD 1,458.0 $22K 0.01% NEW $15.00
199 VZ VERIZON COMMUNICATIONS INC Communication Services 536.0 $22K 0.01% NEW $40.73 +18.7%
200 IWD ISHARES TR 104.0 $22K 0.01% NEW $209.67 +13.7%
Page 10 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%