KilterHowling

BOULDER, COfiles as KilterHowling LLC

$223m in 50 US stocks at the end of 30 June 2026. The top 10 are 85.1% of the money. It changed about 4.6% of the portfolio this quarter.

Value

$223m

Stocks

Top 10 share

85.1%

Turnover

4.6%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Index FDSVXF
0.2% of the fund
Vanguard Intl Equity Index FVWO
0.1% of the fund
T Rowe Price Exchange-TradedTDVG
<0.1% of the fund
Thermo Fisher ScientificTMO
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVOO
15.7% of the fund
+3%
Ishares TRSHYG
7.0% of the fund
+2%
Vanguard Tax-Managed FDSVEA
5.1% of the fund
+8%
AppleAAPL
2.8% of the fund
+37%
Berkshire HathawayBRK-B
1.2% of the fund
+15%
Eli LillyLLY
1.0% of the fund
+2%
Amazon.comAMZN
1.0% of the fund
+13%
JPMorgan ChaseJPM
0.9% of the fund
+3%
NvidiaNVDA
0.7% of the fund
+3%
MicrosoftMSFT
0.7% of the fund
+11%
VisaV
0.7% of the fund
+5%
ExxonMobil HoldingsXOM
0.6% of the fund
+4%

Cut

Sold some of their stake.

Ishares TREAGG
0.5% of the fund
-3%
Vanguard Index FDSVTI
0.3% of the fund
-59%
Ishares TRBGRN
0.2% of the fund
-4%
Spdr Series TrustSHE
0.2% of the fund
-6%
Ishares TRCRBN
0.1% of the fund
-6%
Schwab Strategic TRSCHB
0.1% of the fund
-64%
Spdr Series TrustBIL
<0.1% of the fund
-15%

Sold out

Sold their entire stake.

Ishares TRAOM
-100%
Profesionally Managed PortfoAKRE
-100%
WalmartWMT
-100%

Holdings

Vanguard Index FDSVOO
Share
15.7%
Value
$35m
Shares
51,152
+3%
Vanguard Specialized FundsVIG
Share
14.8%
Value
$33m
Shares
139,303
Held
Invesco QQQ TRQQQ
Share
14.0%
Value
$31m
Shares
42,485
Held
Schwab Strategic TRSCHZ
Share
14.0%
Value
$31m
Shares
1,347,082
Held
Ishares TRSHYG
Share
7.0%
Value
$16m
Shares
366,816
+2%
Ishares TRUSMV
Share
6.1%
Value
$14m
Shares
142,089
Held
Vanguard Tax-Managed FDSVEA
Share
5.1%
Value
$11m
Shares
159,796
+8%
American Centy ETF TRAVDE
Share
4.4%
Value
$10m
Shares
111,310
Held
AppleAAPL
Share
2.8%
Value
$6m
Shares
21,260
+37%
Berkshire HathawayBRK-B
Share
1.2%
Value
$3m
Shares
5,523
+15%
Eli LillyLLY
Share
1.0%
Value
$2m
Shares
1,889
+2%
Amazon.comAMZN
Share
1.0%
Value
$2m
Shares
9,290
+13%
JPMorgan ChaseJPM
Share
0.9%
Value
$2m
Shares
6,371
+3%
Ishares TRIWV
Share
0.8%
Value
$2m
Shares
4,324
Held
AlphabetGOOG
Share
0.8%
Value
$2m
Shares
4,970
Held
NvidiaNVDA
Share
0.7%
Value
$2m
Shares
8,185
+3%
BroadcomAVGO
Share
0.7%
Value
$2m
Shares
4,326
Held
MicrosoftMSFT
Share
0.7%
Value
$2m
Shares
4,117
+11%
Vanguard Index FDSVUG
Share
0.7%
Value
$1m
Shares
17,287
Held
VisaV
Share
0.7%
Value
$1m
Shares
4,297
+5%
Ishares TRESGU
Share
0.6%
Value
$1m
Shares
8,753
Held
ExxonMobil HoldingsXOM
Share
0.6%
Value
$1m
Shares
10,053
+4%
Ishares TREAGG
Share
0.5%
Value
$1m
Shares
23,040
-3%
Ishares TRIWF
Share
0.5%
Value
$1m
Shares
8,379
Held
CumminsCMI
Share
0.4%
Value
$974,392
Shares
1,366
Held
Ishares TRIWB
Share
0.3%
Value
$703,864
Shares
1,719
Held
Vanguard Index FDSVTI
Share
0.3%
Value
$633,791
Shares
1,713
-59%
Ishares TRIWM
Share
0.2%
Value
$505,665
Shares
1,683
Held
OracleORCL
Share
0.2%
Value
$502,459
Shares
3,429
Held
Vanguard World FDVSGX
Share
0.2%
Value
$499,186
Shares
6,062
Held
AlphabetGOOGL
Share
0.2%
Value
$481,621
Shares
1,348
Held
Ishares TRSDG
Share
0.2%
Value
$473,534
Shares
5,295
Held
Procter & GamblePG
Share
0.2%
Value
$462,821
Shares
3,156
Held
Ishares TRIWP
Share
0.2%
Value
$421,405
Shares
2,878
Held
Vanguard Index FDSVXF
Share
0.2%
Value
$384,580
Shares
1,562
New
Ishares TRIWS
Share
0.2%
Value
$382,453
Shares
2,324
Held
Ishares TRBGRN
Share
0.2%
Value
$355,862
Shares
7,496
-4%
Spdr Series TrustSHE
Share
0.2%
Value
$337,177
Shares
2,183
-6%
Ishares TRCRBN
Share
0.1%
Value
$327,236
Shares
1,294
-6%
WatersWAT
Share
0.1%
Value
$325,160
Shares
867
Held
Vanguard Intl Equity Index FVWO
Share
0.1%
Value
$289,496
Shares
4,850
New
BallBALL
Share
0.1%
Value
$285,883
Shares
4,581
Held
Schwab Strategic TRSCHB
Share
0.1%
Value
$283,314
Shares
9,783
-64%
International Business MachinesIBM
Share
0.1%
Value
$281,992
Shares
1,003
Held
Ishares TRIWD
Share
0.1%
Value
$266,211
Shares
1,098
Held
WEC Energy GroupWEC
Share
0.1%
Value
$241,504
Shares
2,068
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.1%
Value
$232,418
Shares
311
Held
Spdr Series TrustBIL
Share
<0.1%
Value
$220,571
Shares
2,407
-15%
T Rowe Price Exchange-TradedTDVG
Share
<0.1%
Value
$208,197
Shares
4,246
New
Thermo Fisher ScientificTMO
Share
<0.1%
Value
$202,296
Shares
403
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	15.7%	$35m	51,152	+3%
Vanguard Specialized FundsVIG	14.8%	$33m	139,303	Held
Invesco QQQ TRQQQ	14.0%	$31m	42,485	Held
Schwab Strategic TRSCHZ	14.0%	$31m	1,347,082	Held
Ishares TRSHYG	7.0%	$16m	366,816	+2%
Ishares TRUSMV	6.1%	$14m	142,089	Held
Vanguard Tax-Managed FDSVEA	5.1%	$11m	159,796	+8%
American Centy ETF TRAVDE	4.4%	$10m	111,310	Held
AppleAAPL	2.8%	$6m	21,260	+37%
Berkshire HathawayBRK-B	1.2%	$3m	5,523	+15%
Eli LillyLLY	1.0%	$2m	1,889	+2%
Amazon.comAMZN	1.0%	$2m	9,290	+13%
JPMorgan ChaseJPM	0.9%	$2m	6,371	+3%
Ishares TRIWV	0.8%	$2m	4,324	Held
AlphabetGOOG	0.8%	$2m	4,970	Held
NvidiaNVDA	0.7%	$2m	8,185	+3%
BroadcomAVGO	0.7%	$2m	4,326	Held
MicrosoftMSFT	0.7%	$2m	4,117	+11%
Vanguard Index FDSVUG	0.7%	$1m	17,287	Held
VisaV	0.7%	$1m	4,297	+5%
Ishares TRESGU	0.6%	$1m	8,753	Held
ExxonMobil HoldingsXOM	0.6%	$1m	10,053	+4%
Ishares TREAGG	0.5%	$1m	23,040	-3%
Ishares TRIWF	0.5%	$1m	8,379	Held
CumminsCMI	0.4%	$974,392	1,366	Held
Ishares TRIWB	0.3%	$703,864	1,719	Held
Vanguard Index FDSVTI	0.3%	$633,791	1,713	-59%
Ishares TRIWM	0.2%	$505,665	1,683	Held
OracleORCL	0.2%	$502,459	3,429	Held
Vanguard World FDVSGX	0.2%	$499,186	6,062	Held
AlphabetGOOGL	0.2%	$481,621	1,348	Held
Ishares TRSDG	0.2%	$473,534	5,295	Held
Procter & GamblePG	0.2%	$462,821	3,156	Held
Ishares TRIWP	0.2%	$421,405	2,878	Held
Vanguard Index FDSVXF	0.2%	$384,580	1,562	New
Ishares TRIWS	0.2%	$382,453	2,324	Held
Ishares TRBGRN	0.2%	$355,862	7,496	-4%
Spdr Series TrustSHE	0.2%	$337,177	2,183	-6%
Ishares TRCRBN	0.1%	$327,236	1,294	-6%
WatersWAT	0.1%	$325,160	867	Held
Vanguard Intl Equity Index FVWO	0.1%	$289,496	4,850	New
BallBALL	0.1%	$285,883	4,581	Held
Schwab Strategic TRSCHB	0.1%	$283,314	9,783	-64%
International Business MachinesIBM	0.1%	$281,992	1,003	Held
Ishares TRIWD	0.1%	$266,211	1,098	Held
WEC Energy GroupWEC	0.1%	$241,504	2,068	Held
State STR Spdr S&P 500 ETF TSPY	0.1%	$232,418	311	Held
Spdr Series TrustBIL	<0.1%	$220,571	2,407	-15%
T Rowe Price Exchange-TradedTDVG	<0.1%	$208,197	4,246	New
Thermo Fisher ScientificTMO	<0.1%	$202,296	403	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 33.0% since 30 June 2025.

Where the money is

Technology5.3%

Financial services2.8%

Health care1.3%

Media & telecom1.0%

Retail & consumer1.0%

Energy0.6%

Industrials0.4%

Everyday goods0.2%

Materials0.1%

Utilities0.1%

Other87.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.