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CIK: 0001759354
Total reported value
$223.2M
$223.2M
46 檔
43.9%
During the Q1 2024 filing period, KilterHowling LLC (CIK: 0001759354) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $223.2M across 46 reported positions.
During Q1 2024, KilterHowling LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHZ, VOO, QQQ) accounted for 43.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 21.02% | -1.78% | +2.64% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.99% | +0.73% | +2.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.31% | +1.54% | +1.89% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 12.30% | -0.13% | +2.42% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 9.25% | -0.70% | +2.76% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 7.05% | -0.38% | +2.45% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.95% | — | +2.44% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.93% | +0.77% | +6.55% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | +0.08% | — | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.08% | +0.02% | +0.25% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.04% | +0.14% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.12% | +11.44% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.77% | +0.01% | -1.71% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | — | +13.10% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.01% | +13.87% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.03% | +11.80% | |
| 17 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.52% | -0.08% | -2.60% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | +0.02% | +0.10% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | — | +17.34% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.04% | +34.25% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | — | +38.34% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.06% | +37.76% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.21% | +27.82% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.16% | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.34% | +0.01% | +0.30% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.02% | +0.27% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | — | +25.68% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.02% | — | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 0.28% | +0.07% | — | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.24% | — | -0.73% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | +0.02% | — | |
| 32 | SDG | Ish Msci Glob Sust Deve Goal | ETF-Other | 0.23% | -0.01% | -0.17% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.23% | — | +0.07% | |
| 34 | BALL | Ball CORP | Stock-Consumer Disc | 0.22% | -0.01% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | — | — | |
| 36 | WAT | Waters CORP | Stock-Healthcare | 0.21% | +0.02% | — | |
| 37 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.20% | — | — | |
| 38 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.20% | — | +0.45% | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.20% | — | +0.31% | |
| 40 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.17% | -0.03% | -2.64% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.16% | +0.09% | NEW | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | -0.40% | -3.51% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.08% | — | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.15% | — | — | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.14% | — | — | |
| 46 | UMC | United Microelectron-sp Adr | Stock-Other | 0.07% | — | +6.73% |
According to official SEC Form 13F filings, KilterHowling LLC reported a total U.S. public equity portfolio value of $223.2M across 46 disclosed positions in Q1 2024.
During Q1 2024, KilterHowling LLC's top holdings by market value included SCHZ (21.0%)、VOO (14.0%)、QQQ (12.3%). The largest single position, SCHZ, represented 21.0% of total portfolio value.
In Q1 2024, KilterHowling LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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