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CIK: 0002058915
Total reported value
$276.1M
$276.1M
43 檔
30.9%
According to the latest 13F quarterly dataset, Kilter Group LLC managed an equity portfolio of $276.1M at the end of Q1 2025, spanning 43 distinct U.S. exchange-listed positions.
Kilter Group LLC executed strategic sector rebalancing during Q1 2025, establishing 5 new positions while fully exiting 6 holdings and trimming 16 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, IVW) accounted for 30.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
OEF
市值: $3.9M
Top Position Liquidated / Trimmed
IFRA
前期市值: $1.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.19% | +5.45% | -6.11% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 10.53% | -2.15% | +22.73% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.69% | +0.03% | +4.32% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.24% | +0.39% | +4.21% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.13% | -3.27% | +46.96% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.03% | -2.84% | -26.50% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.89% | +2.16% | -1.68% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.80% | +0.08% | -49.07% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.11% | — | +3.25% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.04% | — | -20.56% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.96% | -1.67% | +75.88% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.55% | -4.20% | — | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.54% | +0.20% | +3.97% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.47% | — | — | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | -0.02% | +0.19% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.01% | -0.74% | — | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 0.95% | -0.82% | +72.28% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 0.95% | -0.28% | -33.47% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.93% | -0.02% | -2.65% | |
| 20 | COMP | Compass Inc - Class A | Stock-Real Estate | 0.88% | +0.16% | -5.00% | |
| 21 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.85% | +0.14% | +1.03% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.02% | -1.16% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | — | +0.58% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.41% | -0.02% | -0.48% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.03% | -0.17% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.02% | -0.56% | |
| 27 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.39% | +0.02% | +0.07% | |
| 28 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.39% | -0.01% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.02% | -2.18% | |
| 30 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.27% | — | — | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.26% | -0.03% | +0.39% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | -0.23% | -32.89% | |
| 33 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.22% | +0.01% | — | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.22% | — | — | |
| 35 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.21% | -0.05% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.01% | +3.93% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | -0.01% | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.20% | -0.01% | +0.13% | |
| 39 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.18% | +0.01% | — | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.17% | -0.15% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | -0.02% | -5.28% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.13% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.05% | -8.33% |
According to official SEC Form 13F filings, Kilter Group LLC reported a total U.S. public equity portfolio value of $276.1M across 43 disclosed positions in Q1 2025.
During Q1 2025, Kilter Group LLC's top holdings by market value included IVV (20.2%)、QUAL (10.5%)、IVW (9.7%). The largest single position, IVV, represented 20.2% of total portfolio value.
In Q1 2025, Kilter Group LLC made 42 total portfolio adjustments, initiating 5 new buys, adding to 15 positions, trimming 16 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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