KilterHowling LLC

CIK: 0001759354Latest portfolio: $197.3M · Q4 2025

Holdings

51

Total Value

$197.3M

New Positions

6

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
VOOVANGUARD INDEX FDS
48,970$30.7M15.57%+2K
2
VIGVANGUARD SPECIALIZED FUNDS
135,572$29.8M15.10%+5K
3
SCHZSCHWAB STRATEGIC TR
1,256,444$29.4M14.88%+33K
4
NDQINVESCO QQQ TR
42,893$26.3M13.36%+625
5
USMVISHARES TR
137,205$12.9M6.55%+4K
6
SHYGISHARES TR
261,395$11.2M5.68%-66,939
7
VEAVANGUARD TAX-MANAGED FDS
135,532$8.5M4.29%+314
8
AKREPROFESIONALLY MANAGED PORTFO
105,087$6.9M3.49%NEW
9
VBILVANGUARD INSTL INDEX FD
70,588$5.3M2.70%NEW
10
AAPLAPPLE INC
13,906$3.8M1.92%-4,319
11
AOMISHARES TR
62,237$3.0M1.51%NEW
12
BRK/BBERKSHIRE HATHAWAY INC DEL
4,667$2.3M1.19%+3
13
JPMJPMORGAN CHASE & CO.
5,413$1.7M0.88%+145
14
AMZNAMAZON COM INC
7,388$1.7M0.86%+258
15
GOOGALPHABET INC
5,351$1.7M0.85%+179
16
IWVISHARES TR
4,306$1.7M0.84%-924
17
MSFTMICROSOFT CORP
3,255$1.6M0.80%+125
18
AVGOBROADCOM INC
4,083$1.4M0.72%-77
19
VUGVANGUARD INDEX FDS
2,875$1.4M0.71%-732
20
NVDANVIDIA CORPORATION
7,313$1.4M0.69%-881
21
VVISA INC
3,115$1.1M0.55%+161
22
ESGUISHARES TR
7,261$1.1M0.55%-278
23
IWFISHARES TR
2,091$989K0.50%+2
24
XOMEXXON MOBIL CORP
7,787$937K0.47%+524
25
EAGGISHARES TR
17,371$831K0.42%-159

Quarterly Changes

New Positions

Closed Positions

  • XLYCLOSED
    $200.1M

Increased Positions

NameSharesChange
SCHZ1.3M+33K
VIG136K+5K
USMV137K+4K
VOO49K+2K
NDQ43K+625
XOM8K+524
VEA136K+314
AMZN7K+258
GOOG5K+179
V3K+161

Decreased Positions

NameSharesChange
SHYG261K-66939
AAPL14K-4319
IWV4K-924
NVDA7K-881
VUG3K-732
ESGU7K-278
EAGG17K-159
ORCL3K-101
AVGO4K-77
COST573-77

Sector Breakdown

Financial Services0.0% ($3.0710297962936315e+99T)
Technology0.0% ($3780157414131364.0T)
Healthcare0.0% ($736.3B)
Unknown0.0% ($263.5B)
Consumer Cyclical0.0% ($1.7B)
Communication Services0.0% ($1.7B)
Consumer Defensive0.0% ($494.5M)
Energy0.0% ($937K)
Industrials0.0% ($697K)
Utilities0.0% ($214K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$197.3M51
Q3 2025Nov 13, 2025$179.6B46
Q2 2025Aug 13, 2025$167.9B0
Q1 2025May 14, 2025$154.7B44
Q4 2024Feb 13, 2025$174.7B48

Fund Information

CIK0001759354
Most Recent FilingFeb 13, 2026
Number of Filings5

KilterHowling LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $197.3M across 51 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 15.6% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.