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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 70 of 70  ·  1,392 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1.0 $16.0 NEW $16.00 -1.8%
1382 GVAL CAMBRIA ETF TR $12.0 NEW
1383 PEB PEBBLEBROOK HOTEL TR Real Estate 1.0 $12.0 NEW $12.00 +25.2%
1384 EWZS ISHARES TR 1.0 $10.0 NEW $10.00 +41.2%
1385 QQQM INVESCO EXCH TRADED FD TR II $7.0 NEW
1386 FIRST FNDTN INC 1.0 $7.0 NEW $7.00
1387 GAMESTOP CORP NEW 2.0 $7.0 NEW $3.50
1388 OPENDOOR TECHNOLOGIES INC 7.0 $7.0 NEW $1.00
1389 OPENDOOR TECHNOLOGIES INC 7.0 $4.0 NEW $0.57
1390 GOAU ETF SER SOLUTIONS $3.0 NEW
1391 OPENDOOR TECHNOLOGIES INC 7.0 $3.0 NEW $0.43
1392 SCHH SCHWAB STRATEGIC TR $2.0 NEW
Page 70 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%