Investor
KilterHowling LLC
CIK 0001759354 · filed 2026-05-12 · SEC filing
13F book
$198.3M
Positions
49
3 new · 5 sold
Largest name
15.7%
Schwab Us Aggregate Bond
Est. mark
−$6.02M
Price effect on 46 names still held. Flow $7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Us Aggregate Bond | — | 1.34M | $31.2M | 15.7% | −$188.5K | Added$1.85M |
| Vanguard Index Fds | — | 49.8K | $29.8M | 15.0% | −$1.45M | Added−$957.6K |
| Vanguard Specialized Funds | — | 137.3K | $29.5M | 14.9% | −$639.9K | Added−$265K |
| Invesco Qqq Tr | — | 42.9K | $24.7M | 12.5% | −$1.59M | Cut−$1.61M |
| Ishares Tr | — | 359.3K | $15.2M | 7.7% | −$146.4K | Added$4M |
| Ishares Tr | — | 139.4K | $12.9M | 6.5% | −$194.8K | Added$10.5K |
| Vanguard Tax-Managed Fds | — | 148.5K | $9.52M | 4.8% | $218.2K | Added$1.05M |
| American Centy Etf Tr | — | 109.7K | $9.3M | 4.7% | — | New |
| Apple Inc. | AAPL | 15.5K | $3.94M | 2.0% | −$251.3K | Added$163.1K |
| Berkshire Hathaway Inc Del | — | 4.82K | $2.31M | 1.2% | −$109.4K | Added−$37.6K |
| Jpmorgan Chase & Co. | — | 6.2K | $1.82M | 0.9% | −$152.1K | Added$78K |
| Amazon Com Inc | AMZN | 8.26K | $1.72M | 0.9% | −$166.6K | Added$14K |
| Eli Lilly & Co | LLY | 1.85K | $1.7M | 0.9% | −$106K | Added$962.7K |
| Exxon Mobil Corp | — | 9.71K | $1.65M | 0.8% | $384K | Added$710.1K |
| Ishares Tr | — | 4.31K | $1.6M | 0.8% | −$69.4K | Added−$66.4K |
| Alphabet Inc | — | 4.89K | $1.4M | 0.7% | −$131.9K | Cut−$275K |
| Nvidia Corp | NVDA | 7.97K | $1.39M | 0.7% | −$88.5K | Added$26.8K |
| Microsoft Corp | MSFT | 3.7K | $1.37M | 0.7% | −$369K | Added−$203.9K |
| Vanguard Index Fds | — | 4.22K | $1.35M | 0.7% | −$11.1K | Added$1.09M |
| Broadcom Inc. | AVGO | 4.32K | $1.34M | 0.7% | −$149.4K | Added−$76.7K |
| Vanguard Growth Etf | — | 2.88K | $1.26M | 0.6% | −$146.8K | Added−$145.5K |
| Ishares Tr | — | 8.81K | $1.25M | 0.6% | −$54.9K | Added$164K |
| Visa Inc. | V | 4.07K | $1.23M | 0.6% | −$151K | Added$138.8K |
| Ishares Tr | — | 23.7K | $1.13M | 0.6% | −$5.2K | Added$296.2K |
| Ishares Tr | — | 2.09K | $892.5K | 0.4% | −$98.1K | Added−$97.3K |
| Cummins Inc | CMI | 1.37K | $735K | 0.4% | $37.7K | Held |
| Schwab Strategic Tr | — | 27.3K | $684.4K | 0.3% | −$11K | Added$429.2K |
| Ishares Tr | — | 1.72K | $611.6K | 0.3% | −$28.8K | Added−$27.4K |
| Oracle Corp | — | 3.43K | $504.1K | 0.3% | −$163.7K | Added−$163.4K |
| Procter And Gamble Co | PG | 3.15K | $455.6K | 0.2% | $3.5K | Cut−$1.38K |
| Ishares Tr | — | 5.31K | $445.7K | 0.2% | −$1.23K | Added$65.8K |
| Vanguard World Fd | — | 6.12K | $439.2K | 0.2% | $600 | Added$49.4K |
| Ishares Tr | — | 1.68K | $416.5K | 0.2% | $2.88K | Added$26.2K |
| Alphabet Inc | — | 1.35K | $387.3K | 0.2% | −$34.3K | Cut−$37.1K |
| Ishares Tr | — | 7.84K | $372.2K | 0.2% | −$2.63K | Added$100.3K |
| Ishares Tr | — | 2.88K | $368.3K | 0.2% | −$25.3K | Added−$25.2K |
| Ishares Tr | — | 2.32K | $337.6K | 0.2% | $10.9K | Added$11.9K |
| Ishares Tr | — | 1.37K | $305.7K | 0.2% | −$9.71K | Added$15.7K |
| Spdr Series Trust | — | 2.33K | $297.6K | 0.1% | −$8.97K | Added$19.5K |
| Ball Corp | BALL | 4.58K | $270.8K | 0.1% | $28.1K | Cut$28K |
| Spdr Series Trust | — | 2.83K | $259.2K | 0.1% | $669 | Cut−$245 |
| Waters Corp | — | 867 | $258.2K | 0.1% | −$71.1K | Held |
| International Business Machs | — | 1K | $243.1K | 0.1% | −$54K | Cut−$54.6K |
| Wec Energy Group, Inc. | WEC | 2.05K | $237.4K | 0.1% | $21.1K | Added$22.6K |
| Ishares Tr | — | 5K | $236.8K | 0.1% | −$1.8K | Cut−$2.73M |
| Ishares Tr | — | 1.09K | $233.9K | 0.1% | $3.46K | Added$4.53K |
| Profesionally Managed Portfo | — | 3.97K | $210K | 0.1% | −$50.3K | Cut−$6.67M |
| Walmart Inc. | WMT | 1.64K | $203.8K | 0.1% | — | New |
| Spdr S&P 500 Etf Tr | — | 311 | $202.3K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.