13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001759354
Total reported value
$223.2M
$223.2M
48 檔
54.7%
During the Q4 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 48 reported positions.
During Q4 2024, KilterHowling LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 14.79% | -1.78% | +186.59% | |
| 2 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 14.49% | -0.70% | +76.77% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.29% | -0.13% | +23.71% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.05% | +0.73% | +4.53% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.20% | +1.54% | +0.73% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 6.72% | -0.38% | +1.66% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.99% | — | +3.08% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.58% | +0.77% | +3.27% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | +0.08% | +1.27% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.02% | +0.02% | +0.31% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.12% | +4.06% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.04% | +0.11% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.01% | -0.21% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | — | +15.85% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.03% | -23.36% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.58% | +0.01% | -21.51% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.08% | +280.17% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.04% | +10.78% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.06% | -20.14% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.21% | +58.34% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | +0.02% | +0.10% | |
| 22 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.48% | -0.08% | +5.66% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | — | -15.56% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | +0.01% | +0.36% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.02% | +0.06% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.16% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.02% | +4.91% | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 0.28% | +0.07% | — | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.22% | — | +0.07% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.20% | +0.02% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | — | -0.35% | |
| 32 | SDG | Ish Msci Glob Sust Deve Goal | ETF-Other | 0.20% | -0.01% | +7.00% | |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.19% | — | -8.60% | |
| 34 | WAT | Waters CORP | Stock-Healthcare | 0.19% | +0.02% | — | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.17% | — | +0.44% | |
| 36 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.16% | — | -10.06% | |
| 37 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.16% | — | -12.74% | |
| 38 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.15% | -0.03% | +1.95% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.15% | — | — | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | +0.01% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | -0.40% | -3.24% | |
| 42 | BALL | Ball CORP | Stock-Consumer Disc | 0.13% | -0.01% | — | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.13% | -0.22% | +201.06% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.02% | — | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.13% | +0.09% | NEW | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.12% | — | +0.56% | |
| 47 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.12% | -0.01% | — | |
| 48 | UMC | United Microelectron-sp Adr | Stock-Other | 0.04% | — | — |
According to official SEC Form 13F filings, KilterHowling LLC reported a total U.S. public equity portfolio value of $223.2M across 48 disclosed positions in Q4 2024.
During Q4 2024, KilterHowling LLC's top holdings by market value included SCHZ (14.8%)、SHYG (14.5%)、VIG (14.3%). The largest single position, SCHZ, represented 14.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHZ, SHYG, VIG) accounted for 54.7% of total reported equity market value during Q4 2024.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.