Kilterhowling

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "AVGO",
  "CMI",
  null,
  null,
  "IWS",
  "MSFT",
  "ORCL",
  "IWF",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "PG",
  null,
  "NOW",
  "IBM",
  "IWV",
  null,
  "VIG",
  null,
  "WEC",
  "IWP",
  "AMZN",
  "SCHB",
  "VUG",
  "VEA",
  "VOO",
  "V",
  "WAT",
  "ESGU",
  "BALL",
  "BRK-B",
  "COST",
  "USMV",
  "IWB",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "LLY",
  null,
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 44
Total Value: 154671282
Accession Number: 0001759354-25-000003
Form Type: 13F-HR
CIK: kilterhowling
Manager Name: Kilterhowling

Data Enrichment

84% identified

37 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $154.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 3

Sort by:

808524839

Shares:1.2M

Value:$26.7M

% of Portfolio:17.2% ($26.7M/$154.7M)

921908844

VIG|921908844

Shares:126.2K

Value:$24.3M

% of Portfolio:15.7% ($24.3M/$154.7M)

922908363

VOO|922908363

Shares:45.8K

Value:$23.8M

% of Portfolio:15.4% ($23.8M/$154.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:41.4K

Value:$20.2M

% of Portfolio:13.1% ($20.2M/$154.7M)

46434V407

Shares:308.5K

Value:$13.0M

% of Portfolio:8.4% ($13.0M/$154.7M)

46429B697

USMV|46429B697

Shares:128.6K

Value:$11.9M

% of Portfolio:7.7% ($11.9M/$154.7M)

921943858

VEA|921943858

Shares:135.0K

Value:$7.2M

% of Portfolio:4.7% ($7.2M/$154.7M)

Apple Inc.

AAPL|037833100

Shares:19.1K

Value:$3.8M

% of Portfolio:2.4% ($3.8M/$154.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.7K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$154.7M)

464287689

IWV|464287689

Shares:5.2K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$154.7M)

922908736

VUG|922908736

Shares:3.6K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$154.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.2K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$154.7M)

MICROSOFT CORP

MSFT|594918104

Shares:3.0K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$154.7M)

AMAZON COM INC

AMZN|023135106

Shares:6.9K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$154.7M)

VISA INC.

V|92826C839

Shares:2.8K

Value:$991.9K

% of Portfolio:0.6% ($991.9K/$154.7M)

NVIDIA CORP

NVDA|67066G104

Shares:8.2K

Value:$962.9K

% of Portfolio:0.6% ($962.9K/$154.7M)

46435G425

ESGU|46435G425

Shares:7.4K

Value:$907.8K

% of Portfolio:0.6% ($907.8K/$154.7M)

Broadcom Inc.

AVGO|11135F101

Shares:4.2K

Value:$875.0K

% of Portfolio:0.6% ($875.0K/$154.7M)

Alphabet Inc.

GOOG|02079K107

Shares:5.5K

Value:$855.5K

% of Portfolio:0.6% ($855.5K/$154.7M)

46435U549

Shares:17.0K

Value:$798.1K

% of Portfolio:0.5% ($798.1K/$154.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524839)✕	1.2M	QoQ +2.26% (+25.8K) YoY +79.12% (-514.8K)	All Managers (Combined)	$26.7M	17.2% ($26.7M/$154.7M)	QoQ +3.20% (+$829.0K) YoY -10.86% (-$3.3M)
(VIGcusip921908844)	126.2K	QoQ +2.71% (-3.3K) YoY +31.51% (+30.2K)	All Managers (Combined)	$24.3M	15.7% ($24.3M/$154.7M)	QoQ -2.61% (-$652.5K) YoY +38.79% (+$6.8M)
(VOOcusip922908363)	45.8K	QoQ +3.46% (-1.5K) YoY +10.52% (+4.4K)	All Managers (Combined)	$23.8M	15.4% ($23.8M/$154.7M)	QoQ -3.15% (-$774.3K) YoY +19.40% (+$3.9M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	41.4K	QoQ +2.60% (-1.1K) YoY +4.88% (+1.9K)	All Managers (Combined)	$20.2M	13.1% ($20.2M/$154.7M)	QoQ -5.16% (-$1.1M) YoY +15.34% (+$2.7M)
(cusip46434V407)✕	308.5K	QoQ -47.68% (-281.2K) YoY -0.32% (-1.0K)	All Managers (Combined)	$13.0M	8.4% ($13.0M/$154.7M)	QoQ -48.62% (-$12.3M) YoY -1.23% (-$163.1K)
(USMVcusip46429B697)	128.6K	QoQ +1.71% (+2.2K) YoY +7.03% (+8.5K)	All Managers (Combined)	$11.9M	7.7% ($11.9M/$154.7M)	QoQ +1.22% (+$143.7K) YoY +18.33% (+$1.8M)
(VEAcusip921943858)	135.0K	QoQ NEW(+135.0K) YoY NEW(+135.0K)	All Managers (Combined)	$7.2M	4.7% ($7.2M/$154.7M)	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
Apple Inc.(AAPLcusip037833100)	19.1K	QoQ +0.47% (-91) YoY +19.52% (+3.1K)	All Managers (Combined)	$3.8M	2.4% ($3.8M/$154.7M)	QoQ -16.22% (-$731.2K) YoY +37.65% (+$1.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.7K	QoQ +1.12% (+52) YoY +2.57% (+117)	All Managers (Combined)	$2.4M	1.5% ($2.4M/$154.7M)	QoQ +10.02% (+$218.2K) YoY +25.19% (+$481.7K)
(IWVcusip464287689)	5.2K	QoQ +0.25% (-13) YoY +1.14% (+59)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$154.7M)	QoQ -6.54% (-$117.1K) YoY +8.36% (+$129.1K)
(VUGcusip922908736)	3.6K	QoQ +0.13% (-5) YoY +0.50% (+18)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$154.7M)	QoQ -7.81% (-$118.5K) YoY +13.28% (+$163.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.2K	QoQ +1.08% (-56) YoY +3.74% (+189)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$154.7M)	QoQ -6.99% (-$99.7K) YoY +31.28% (+$315.9K)
MICROSOFT CORP(MSFTcusip594918104)	3.0K	QoQ +0.06% (+2) YoY +22.26% (+550)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$154.7M)	QoQ +7.20% (+$89.0K) YoY +27.34% (+$284.2K)
AMAZON COM INC(AMZNcusip023135106)	6.9K	QoQ +1.05% (-72) YoY +9.37% (+589)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$154.7M)	QoQ -15.20% (-$236.8K) YoY +16.46% (+$186.6K)
VISA INC.(Vcusip92826C839)	2.8K	QoQ +1.76% (+49) YoY +23.15% (+531)	All Managers (Combined)	$991.9K	0.6% ($991.9K/$154.7M)	QoQ +1.69% (+$16.6K) YoY +55.00% (+$352.0K)
NVIDIA CORP(NVDAcusip67066G104)	8.2K	QoQ +3.70% (-293) YoY +687.33% (+7.2K)	All Managers (Combined)	$962.9K	0.6% ($962.9K/$154.7M)	QoQ -7.18% (-$74.5K) YoY +2.23% (+$21.1K)
(ESGUcusip46435G425)	7.4K	QoQ -3.29% (-251) YoY -22.42% (-2.1K)	All Managers (Combined)	$907.8K	0.6% ($907.8K/$154.7M)	QoQ -9.74% (-$98.0K) YoY -16.75% (-$182.7K)
Broadcom Inc.(AVGOcusip11135F101)	4.2K	QoQ +3.03% (-124) YoY +823.46% (+3.8K)	All Managers (Combined)	$875.0K	0.6% ($875.0K/$154.7M)	QoQ -9.41% (-$91.0K) YoY +44.77% (+$270.6K)
Alphabet Inc.(GOOGcusip02079K107)	5.5K	QoQ +1.96% (-106) YoY +288.47% (+4.1K)	All Managers (Combined)	$855.5K	0.6% ($855.5K/$154.7M)	QoQ -14.35% (-$143.4K) YoY +297.34% (+$640.2K)
(cusip46435U549)✕	17.0K	QoQ -5.37% (-968) YoY +8.20% (+1.3K)	All Managers (Combined)	$798.1K	0.5% ($798.1K/$154.7M)	QoQ -4.45% (-$37.2K) YoY +7.63% (+$56.6K)