KilterHowling LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), KilterHowling LLC reported 48 stock positions worth $174.7 million. Its top holding was Schwab US Aggregate Bond ETF (SCHZ) at 14.8% of the portfolio, followed by iShares 0-5 YR HY Corp. Bond (SHYG, 14.5%) and Vanguard Dividend Apprec ETF (VIG, 14.3%). Compared with Q3 2024, it opened 2 new positions, sold out of 4, added to 28 and reduced 10. The biggest buy was iShares 0-5 YR HY Corp. Bond (SHYG, shares +77%) and the biggest sale an exit from SS SPDR BB 1-3M T-Bill ETF (BIL).
- Most Recent 13F
- Q2 2026
- Location
- BOULDER, CO
- CIK
- 0001759354
- Portfolio Value
- $174.7M (Q4 2024)
- SEC Filing
- 0001759354-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 48 stocks · $174.7M
| SCHZ Schwab US Aggregate Bond ETF | 14.79% | 1,139,786 | $25.9M | Add +43.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 14.49% | 589,614 | $25.3M | Add +76.8% |
| VIG Vanguard Dividend Apprec ETF | 14.29% | 122,826 | $25.0M | Add +23.7% |
| VOO Vanguard S&P 500 ETF | 14.05% | 44,257 | $24.6M | Add +4.5% |
| QQQ Invesco QQQ Trust Series 1 | 12.20% | 40,340 | $21.3M | Add +0.7% |
| USMV iShares MSCI USA Min Vol Fac | 6.72% | 126,417 | $11.7M | Add +1.7% |
| COWZ Pacer US Cash Cows 100 ETF | 5.99% | 183,182 | $10.5M | Add +3.1% |
| AAPL Apple Inc. | 2.58% | 19,028 | $4.5M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.25% | 4,612 | $2.2M | Add +1.3% |
| IWV iShares Russell 3000 ETF | 1.02% | 5,190 | $1.8M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.89% | 6,800 | $1.6M | Add +4.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.87% | 3,597 | $1.5M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.82% | 5,174 | $1.4M | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.71% | 3,018 | $1.2M | Add +15.8% |
| NVDA Nvidia Corp. | 0.59% | 7,911 | $1.0M | Reduce -23.4% |
| ESGU iShares ESG Aware MSCI USA | 0.58% | 7,610 | $1.0M | Reduce -21.5% |
| GOOG Alphabet Inc. Class C | 0.57% | 5,387 | $999K | Add +280.2% |
| V Visa Inc. Class A | 0.56% | 2,775 | $975K | Add +10.8% |
| AVGO Broadcom Inc. | 0.55% | 4,087 | $966K | Reduce -20.1% |
| XOM Exxon Mobil Corp. | 0.52% | 8,498 | $912K | Add +58.3% |
| IWF iShares Russell 1000 Growth | 0.49% | 2,083 | $855K | Add +0.1% |
| EAGG iShares ESG Aware US Aggrega | 0.48% | 18,017 | $835K | Add +5.7% |
| TSLA Tesla Inc. | 0.40% | 2,056 | $692K | Reduce -15.6% |
| IWB iShares Russell 1000 ETF | 0.32% | 1,693 | $563K | Add +0.4% |
| ORCL Oracle Corp. | 0.32% | 3,238 | $558K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.31% | 622 | $543K | No change |
| PG The Procter & Gamble Co. | 0.30% | 3,099 | $526K | Add +4.9% |
| CMI Cummins Inc. | 0.28% | 1,354 | $494K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.22% | 2,864 | $393K | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.20% | 1,571 | $351K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 567 | $342K | Reduce -0.3% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.20% | 4,647 | $341K | Add +7.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.19% | 5,700 | $340K | Reduce -8.6% |
| WAT Waters Corp. | 0.19% | 867 | $331K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.17% | 2,272 | $299K | Add +0.4% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.16% | 1,422 | $286K | Reduce -10.1% |
| SHE SS SPDR MSCI U Gend Div ETF | 0.16% | 2,343 | $286K | Reduce -12.7% |
| BGRN iShares Usd Green Bond ETF | 0.15% | 5,808 | $271K | Add +1.9% |
| NOW ServiceNow Inc. | 0.15% | 268 | $263K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 991 | $253K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 807 | $241K | Reduce -3.2% |
| BALL Ball Corp. | 0.13% | 4,545 | $225K | No change |
| SCHB Schwab US Broad Market ETF | 0.13% | 9,613 | $225K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,204 | $221K | New |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 411 | $221K | Add +2.0% |
| IWD iShares Russell 1000 Value E | 0.12% | 1,071 | $207K | Add +0.6% |
| WEC WEC Energy Group Inc. | 0.12% | 1,968 | $202K | New |
| UMC United Microelectron-SP ADR | 0.04% | 11,729 | $71K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −8.25 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.54 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.48 |
| NVDA Nvidia Corp. | Reduce -23.4% | 0.59% | −0.19 |
| ESGU iShares ESG Aware MSCI USA | Reduce -21.5% | 0.58% | −0.19 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.13 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -8.6% | 0.19% | −0.05 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Reduce -10.1% | 0.16% | −0.03 |
| SHE SS SPDR MSCI U Gend Div ETF | Reduce -12.7% | 0.16% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.2% | 0.14% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.20% | −0.01 |
| TSLA Tesla Inc. | Reduce -15.6% | 0.40% | −0.00 |
| AVGO Broadcom Inc. | Reduce -20.1% | 0.55% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.82% | +0.13 |
Portfolio Buys Q3 2024 → Q4 2024
| SHYG iShares 0-5 YR HY Corp. Bond | Add +76.8% | 14.49% | +5.39 |
| SCHZ Schwab US Aggregate Bond ETF | Add +43.3% | 14.79% | +2.92 |
| VIG Vanguard Dividend Apprec ETF | Add +23.7% | 14.29% | +1.94 |
| GOOG Alphabet Inc. Class C | Add +280.2% | 0.57% | +0.42 |
| XOM Exxon Mobil Corp. | Add +58.3% | 0.52% | +0.13 |
| GOOGL Alphabet Inc. Class A | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | Add +4.1% | 0.89% | +0.13 |
| V Visa Inc. Class A | Add +10.8% | 0.56% | +0.13 |
| WEC WEC Energy Group Inc. | New | 0.12% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +4.5% | 14.05% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.22% | +0.01 |
| MSFT Microsoft Corp. | Add +15.8% | 0.71% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.87% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.49% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.13% | −0.00 |
| IWD iShares Russell 1000 Value E | Add +0.6% | 0.12% | −0.01 |
| IWB iShares Russell 1000 ETF | Add +0.4% | 0.32% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.4% | 0.17% | −0.02 |
| BGRN iShares Usd Green Bond ETF | Add +1.9% | 0.15% | −0.02 |
| PG The Procter & Gamble Co. | Add +4.9% | 0.30% | −0.02 |
| ORCL Oracle Corp. | Add +0.1% | 0.32% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +2.0% | 0.13% | −0.03 |
| SDG Ish MSCI Glob Sust Deve Goal | Add +7.0% | 0.20% | −0.04 |
| IWV iShares Russell 3000 ETF | Add +0.3% | 1.02% | −0.04 |
| EAGG iShares ESG Aware US Aggrega | Add +5.7% | 0.48% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.3% | 1.25% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.7% | 12.20% | −0.08 |
| AAPL Apple Inc. | Add +3.3% | 2.58% | −0.12 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.7% | 6.72% | −0.41 |
| COWZ Pacer US Cash Cows 100 ETF | Add +3.1% | 5.99% | −0.46 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 50 | $223.2M | VOO, VIG, QQQ, SCHZ, SHYG |
| Q1 2026 | 49 | $198.3M | SCHZ, VOO, VIG, QQQ, SHYG |
| Q4 2025 | 51 | $197.3M | VOO, VIG, SCHZ, QQQ, USMV |
| Q3 2025 | 46 | $179.6M | VOO, SCHZ, VIG, QQQ, SHYG |
| Q2 2025 | 46 | $167.9M | SCHZ, VOO, VIG, QQQ, SHYG |
| Q1 2025 | 44 | $154.7M | SCHZ, VIG, VOO, QQQ, SHYG |
| Q4 2024 | 48 | $174.7M | SCHZ, SHYG, VIG, VOO, QQQ |
| Q3 2024 | 50 | $159.2M | VOO, VIG, QQQ, SCHZ, SHYG |
| Q2 2024 | 48 | $146.8M | VOO, QQQ, VIG, SCHZ, SHYG |
| Q1 2024 | 46 | $142.4M | SCHZ, VOO, QQQ, VIG, SHYG |