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Kilterhowling LLC
CIK:0001759354
Investment Adviser
$258M AUM
46 holdings
Boulder, CO, USA
KilterHowling LLC is an SEC registered investment adviser. It blends technology and personal service, focusing on balancing risk and return.
Investment Strategy
Focused on designing portfolios that deliver risk-return profiles to help clients achieve their financial goals.
Latest 13F Filing Activity
Kilterhowling LLC filed their most recent 13F report on Jun 30, 2025 disclosing 46 equity positions with a total 13F market value of $168M. The fund increased holdings in Invesco QQQ TR, Vanguard Index FDS, Vanguard Specialized Funds among other positions. Kilterhowling LLC reduced exposure to Berkshire Hathaway Inc. Del, Costco WHSL Corp. New, Wec Energy Group Inc. among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHZ | SCHWAB STRATEGIC TR | 16.49% | $27.7M | 1,190,816 | $23.33 | $23.24 | +$995.2K |
V VOO | VANGUARD INDEX FDS | 15.80% | $26.5M | 46,704 | $414.84 | $568.03 | +$2.7M |
V VIG | VANGUARD SPECIALIZED FUNDS | 15.64% | $26.2M | 128,232 | $173.23 | $204.67 | +$1.9M |
Q QQQ | INVESCO QQQ TR | 13.78% | $23.1M | 41,937 | $403.16 | $551.64 | +$2.9M |
S SHYG | ISHARES TR | 8.19% | $13.8M | 318,795 | $41.67 | $43.14 | +$748.4K |
Industry Allocation
ELECTRONIC COMPUTERS
+2.6%
SEMICONDUCTORS & RELATED DEVICES
+1.6%
SERVICES-PREPACKAGED SOFTWARE
+1.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.6%
FIRE, MARINE & CASUALTY INSURANCE
+1.3%
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