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The Analysis of KilterHowling LLC's Holdings & P&L

Currently, KilterHowling LLC holds 49 types of securities in its portfolio with a total value $198.3M. In the most recent quarter, they have increased their positions in AVDE (+109.7K shares, valued at $9.3M), SHYG (+97.9K shares, valued at $4.1M), SCHZ (+87.7K shares, valued at $2.0M); decreased their positions in N/A (-101.1K shares, valued at $5.3M), AOM (-57.2K shares, valued at $2.7M), N/A (-456 shares, valued at $130.8K); initiated new positions in AVDE (+109.7K shares, valued at $9.3M), WMT (+1.6K shares, valued at $203.8K), SPY (+311 shares, valued at $202.3K).

1M P&L

+740.9K+0.51%

3M P&L

-360.1K-0.25%

HY P&L

-5.8M-3.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A120.4M

87.3%

2Consumer Electronics3.9M

2.9%

3Software - Infrastructure1.9M

1.4%

Top Industries by Stock Count

1N/A26 stocks

63.4%

2Software - Infrastructure2 stocks

4.9%

3Internet Retail1 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHZ SCHWAB STRATEGIC TR1.3M shares6.98%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS49.8K shares1.68%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS137.3K shares1.29%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR42.9K shares-0.06%2026-03-312026-05-12

SHYG ISHARES TR359.3K shares37.45%2026-03-312026-05-12

USMV ISHARES TR139.4K shares1.61%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS148.5K shares9.56%2026-03-312026-05-12

AVDE AMERICAN CENTY ETF TR109.7K sharesnew addition2026-03-312026-05-12

Sponsored

AAPL APPLE INC15.5K shares11.74%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.8K shares3.21%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO6.2K shares14.45%2026-03-312026-05-12

AMZN AMAZON COM INC8.3K shares11.74%2026-03-312026-05-12

LLY ELI LILLY & CO1.8K shares169.39%2026-03-312026-05-12

XOM EXXON MOBIL CORP9.7K shares24.68%2026-03-312026-05-12

IWV ISHARES TR4.3K shares0.19%2026-03-312026-05-12

ALPHABET INC ALPHABET INC4.9K shares-8.52%2026-03-312026-05-12

Sponsored

NVDA NVIDIA CORPORATION8.0K shares9.04%2026-03-312026-05-12

MSFT MICROSOFT CORP3.7K shares13.70%2026-03-312026-05-12

VTI VANGUARD INDEX FDS4.2K shares442.86%2026-03-312026-05-12

BROADCOM INC BROADCOM INC4.3K shares5.76%2026-03-312026-05-12

VUG VANGUARD INDEX FDS2.9K shares0.10%2026-03-312026-05-12

ESGU ISHARES TR8.8K shares21.32%2026-03-312026-05-12

V VISA INC4.1K shares30.79%2026-03-312026-05-12

EAGG ISHARES TR23.7K shares36.49%2026-03-312026-05-12

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IWF ISHARES TR2.1K shares0.10%2026-03-312026-05-12

CMI CUMMINS INC1.4K shares0.00%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR27.3K shares180.26%2026-03-312026-05-12

IWB ISHARES TR1.7K shares0.23%2026-03-312026-05-12

ORCL ORACLE CORP3.4K shares0.06%2026-03-312026-05-12

PG PROCTER & GAMBLE CO3.2K shares-1.07%2026-03-312026-05-12

SDG ISHARES TR5.3K shares17.69%2026-03-312026-05-12

VSGX VANGUARD WORLD FD6.1K shares12.49%2026-03-312026-05-12

Sponsored

IWM ISHARES TR1.7K shares5.93%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.3K shares-0.66%2026-03-312026-05-12

BGRN ISHARES TR7.8K shares38.24%2026-03-312026-05-12

IWP ISHARES TR2.9K shares0.03%2026-03-312026-05-12

IWS ISHARES TR2.3K shares0.30%2026-03-312026-05-12

CRBN ISHARES TR1.4K shares9.06%2026-03-312026-05-12

SHE SPDR SERIES TRUST2.3K shares10.59%2026-03-312026-05-12

BALL BALL CORP4.6K shares-0.04%2026-03-312026-05-12

Sponsored

BIL SPDR SERIES TRUST2.8K shares-0.35%2026-03-312026-05-12

WAT WATERS CORP867 shares0.00%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS1.0K shares-0.20%2026-03-312026-05-12

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.0K shares0.64%2026-03-312026-05-12

AOM ISHARES TR5.0K shares-91.97%2026-03-312026-05-12

IWD ISHARES TR1.1K shares0.46%2026-03-312026-05-12

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.0K shares-96.22%2026-03-312026-05-12

WMT WALMART INC1.6K sharesnew addition2026-03-312026-05-12

Sponsored

SPY STATE STR SPDR S&P 500 ETF T311 sharesnew addition2026-03-312026-05-12

SCHZ

SCHWAB STRATEGIC TR

6.98%

Shares1.3M

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

1.68%

Shares49.8K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

1.29%

Shares137.3K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-0.06%

Shares42.9K

Event2026-03-31

Filed2026-05-12

SHYG

ISHARES TR

37.45%

Shares359.3K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

1.61%

Shares139.4K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

9.56%

Shares148.5K

Event2026-03-31

Filed2026-05-12

AVDE

AMERICAN CENTY ETF TR

New

Shares109.7K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

11.74%

Shares15.5K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

3.21%

Shares4.8K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

14.45%

Shares6.2K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

11.74%

Shares8.3K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

169.39%

Shares1.8K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

24.68%

Shares9.7K

Event2026-03-31

Filed2026-05-12

IWV

ISHARES TR

0.19%

Shares4.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-8.52%

Shares4.9K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

9.04%

Shares8.0K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

13.70%

Shares3.7K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

442.86%

Shares4.2K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

5.76%

Shares4.3K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

0.10%

Shares2.9K

Event2026-03-31

Filed2026-05-12

ESGU

ISHARES TR

21.32%

Shares8.8K

Event2026-03-31

Filed2026-05-12

VISA INC

30.79%

Shares4.1K

Event2026-03-31

Filed2026-05-12

EAGG

ISHARES TR

36.49%

Shares23.7K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

0.10%

Shares2.1K

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB STRATEGIC TR

180.26%

Shares27.3K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

0.23%

Shares1.7K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

0.06%

Shares3.4K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-1.07%

Shares3.2K

Event2026-03-31

Filed2026-05-12

SDG

ISHARES TR

17.69%

Shares5.3K

Event2026-03-31

Filed2026-05-12

VSGX

VANGUARD WORLD FD

12.49%

Shares6.1K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

5.93%

Shares1.7K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-0.66%

Shares1.3K

Event2026-03-31

Filed2026-05-12

BGRN

ISHARES TR

38.24%

Shares7.8K

Event2026-03-31

Filed2026-05-12

IWP

ISHARES TR

0.03%

Shares2.9K

Event2026-03-31

Filed2026-05-12

IWS

ISHARES TR

0.30%

Shares2.3K

Event2026-03-31

Filed2026-05-12

CRBN

ISHARES TR

9.06%

Shares1.4K

Event2026-03-31

Filed2026-05-12

SHE

SPDR SERIES TRUST

10.59%

Shares2.3K

Event2026-03-31

Filed2026-05-12

BALL

BALL CORP

-0.04%

Shares4.6K

Event2026-03-31

Filed2026-05-12

BIL

SPDR SERIES TRUST

-0.35%

Shares2.8K

Event2026-03-31

Filed2026-05-12

WAT

WATERS CORP

0.00%

Shares867

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

-0.20%

Shares1.0K

Event2026-03-31

Filed2026-05-12

WEC ENERGY GROUP INC

0.64%

Shares2.0K

Event2026-03-31

Filed2026-05-12

AOM

ISHARES TR

-91.97%

Shares5.0K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

0.46%

Shares1.1K

Event2026-03-31

Filed2026-05-12

PROFESIONALLY MANAGED PORTFO

-96.22%

Shares4.0K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares311

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available