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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001759354
Total reported value
$223.2M
$223.2M
44 檔
48.4%
At the close of Q1 2025, KilterHowling LLC disclosed equity holdings valued at approximately $223.2M, spread across 44 reported holdings.
During Q1 2025, 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, VIG, VOO) accounted for 48.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 17.25% | -1.78% | +2.26% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 15.72% | -0.13% | +2.72% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.37% | +0.73% | +3.46% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.07% | +1.54% | +2.61% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 8.41% | -0.70% | -47.69% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 7.68% | -0.38% | +1.72% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.66% | +0.30% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.77% | +0.48% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | +0.08% | +1.13% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.08% | +0.02% | +0.25% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 0.90% | +0.04% | +0.14% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.01% | +1.08% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | — | +0.07% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.12% | +1.06% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.04% | +1.77% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.03% | +3.70% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.59% | +0.01% | -3.30% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.06% | +3.03% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.08% | +1.97% | |
| 20 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.52% | -0.08% | -5.37% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.02% | +0.10% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.21% | -18.68% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | — | — | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.02% | +8.65% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.34% | +0.01% | +0.24% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.02% | +0.10% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.16% | — | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 0.27% | +0.07% | — | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.23% | — | +0.03% | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.21% | — | -5.84% | |
| 31 | SDG | Ish Msci Glob Sust Deve Goal | ETF-Other | 0.21% | -0.01% | -6.28% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.20% | +0.02% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | — | -3.88% | |
| 34 | WAT | Waters CORP | Stock-Healthcare | 0.20% | +0.02% | — | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.19% | — | +0.40% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.17% | — | — | |
| 37 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.17% | -0.03% | -5.15% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.01% | — | |
| 39 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.16% | — | -10.13% | |
| 40 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.16% | — | -9.56% | |
| 41 | BALL | Ball CORP | Stock-Consumer Disc | 0.15% | -0.01% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | -0.40% | -4.58% | |
| 43 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.14% | -0.01% | +0.81% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.14% | -0.22% | +0.30% |
According to official SEC Form 13F filings, KilterHowling LLC reported a total U.S. public equity portfolio value of $223.2M across 44 disclosed positions in Q1 2025.
During Q1 2025, KilterHowling LLC's top holdings by market value included SCHZ (17.3%)、VIG (15.7%)、VOO (15.4%). The largest single position, SCHZ, represented 17.3% 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 Q1 2025, 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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