KilterHowling LLC

Registered adviser

CIK

1759354

Location

BOULDER, CO

Portfolio Value

Small $223,188,609

Diversification

Diversified

Filing Date

Global Rank

#6,166 / 8,827 ▼ 45

Top Industry

Consumer Electronics 21.5%

Period ended 4 months ago

Filed Aug 11, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 169684

Roster of Nov 1, 2026

Regulatory AUM

$292,860,794

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$292,860,794	Individuals and high net worth (95%)
Apr 2025 to Mar 2026	$257,755,145	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$218,521,319	Individuals and high net worth (98%)
May 2023 to Mar 2024	$196,337,027	Individuals and high net worth (98%)
Apr 2023	$196,337,027	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$200,681,431	Individuals and high net worth (99%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.0% of the book (60%+)

Turnover

Low turnover

12.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 81.1%; sector active share 74.3% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.9%

−1.3 pts

Top 5

76.5%

−1.5 pts

Top 10

91.0%

−0.5 pts

HHI

1,239

Diversified−50

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.2%	$194,537,599	30
Technology	5.3%	$11,743,970	6
Financial Services	2.8%	$6,323,329	3
Healthcare	1.3%	$2,792,930	3
Consumer Cyclical	1.1%	$2,500,032	2
Communication Services	1.0%	$2,237,784	2
Energy	0.6%	$1,374,446	1
Industrials	0.4%	$974,244	1
Consumer Defensive	0.2%	$462,795	1
Utilities	0.1%	$241,480	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+14,409	17,287	$1,489,102
VEA	Vanguard FTSE Developed Markets ETF	+11,304	159,796	$11,385,465
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+7,523	366,816	$15,556,666
IWF	iShares Russell 1000 Growth ETF	+6,286	8,379	$1,040,420
AAPL	Apple Inc.	+5,721	21,260	$6,151,793
SCHZ	Schwab U.S. Aggregate Bond ETF	+2,932	1,347,082	$31,158,006
USMV	iShares MSCI USA Min Vol Factor ETF	+2,670	142,089	$13,705,904
VIG	Vanguard Specialized Funds	+1,988	139,303	$32,961,875
AVDE	Avantis International Equity ETF	+1,652	111,310	$9,928,852
VOO	VANGUARD 500 INDEX FUND	+1,361	51,152	$35,131,705
AMZN	Amazon Com Inc	+1,035	9,290	$2,214,178
BRK-B	Berkshire Hathaway Inc	+706	5,523	$2,763,653
MSFT	Microsoft Corp	+416	4,117	$1,535,723
XOM	ExxonMobil Holdings Corp	+344	10,053	$1,374,446
V	Visa Inc.	+223	4,297	$1,474,257
NVDA	Nvidia Corp	+211	8,185	$1,637,736
JPM	Jpmorgan Chase & Co	+176	6,371	$2,085,419
GOOG	Alphabet Inc.	+75	4,970	$1,756,050
LLY	ELI LILLY & Co	+41	1,889	$2,265,723
WEC	Wec Energy Group, Inc.	+18	2,068	$241,480
IWV	iShares Russell 3000 ETF	+10	4,324	$1,843,753
AVGO	Broadcom Inc.	+8	4,326	$1,634,146
IWS	iShares Russell Mid-Cap Value ETF	+8	2,324	$382,530
IWM	iShares Russell 2000 ETF	+4	1,683	$505,657
IWB	iShares Russell 1000 ETF	+4	1,719	$703,930
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	−17,486	9,783	$283,315
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−2,505	1,713	$633,878
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	−669	23,040	$1,092,326
—		−422	2,407	$220,577
QQQ	Invesco Qqq Trust, Series 1	−383	42,485	$31,285,954
BGRN	iShares USD Green Bond ETF	−345	7,496	$355,857
—		−146	2,183	$337,142
CRBN	iShares Low Carbon Optimized MSCI ACWI ETF	−78	1,294	$327,343
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	−61	6,062	$499,145
ESGU	iShares ESG Aware MSCI USA ETF	−56	8,753	$1,432,603
SDG	iShares MSCI Global Sustainable Development Goals ETF	−14	5,295	$473,537
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
—		1,562	$384,580
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	4,850	$289,496
TDVG	T. Rowe Price Dividend Growth ETF	4,246	$208,181
TMO	Thermo Fisher Scientific Inc.	403	$202,048
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AOM	iShares Core 40/60 Moderate Allocation ETF	5,000	$236,850
AKRE	Professionally Managed Portfolios	3,973	$209,973
WMT	Walmart Inc.	1,640	$203,819
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $223,188,609 total · filing declares 50 positions · $223,189,595 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	51,152	+1,361	$35,131,705	+18.1%	19	before history	15.74%
VIG	Vanguard Specialized Funds	Added	139,303	+1,988	$32,961,875	+11.6%	19	before history	14.77%
QQQ	Invesco Qqq Trust, Series 1	Reduced	42,485	-383	$31,285,954	+26.4%	19	before history	14.02%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	1,347,082	+2,932	$31,158,006	−0.2%	19	before history	13.96%
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	Added	366,816	+7,523	$15,556,666	+2.3%	19	before history	6.97%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	142,089	+2,670	$13,705,904	+6.0%	19	before history	6.14%
VEA	Vanguard FTSE Developed Markets ETF	Added	159,796	+11,304	$11,385,465	+19.7%	6	$53.24	5.10%
AVDE	Avantis International Equity ETF	Added	111,310	+1,652	$9,928,852	+6.7%	2	$86.93	4.45%
AAPL	Apple Inc. Technology	Added	21,260	+5,721	$6,151,793	+56.0%	19	before history	2.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,523	+706	$2,763,653	+19.7%	19	before history	1.24%
LLY	ELI LILLY & Co Healthcare	Added	1,889	+41	$2,265,723	+33.3%	17	$774.21	1.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,290	+1,035	$2,214,178	+28.8%	19	before history	0.99%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,371	+176	$2,085,419	+14.4%	19	before history	0.93%
IWV	iShares Russell 3000 ETF	Added	4,324	+10	$1,843,753	+15.3%	19	before history	0.83%
GOOG	Alphabet Inc. Communication Services	Added	4,970	+75	$1,756,050	+25.1%	14	$164.22	0.79%
NVDA	Nvidia Corp Technology	Added	8,185	+211	$1,637,736	+17.8%	14	$48.98	0.73%
AVGO	Broadcom Inc. Technology	Added	4,326	+8	$1,634,146	+22.3%	11	unpriced	0.73%
MSFT	Microsoft Corp Technology	Added	4,117	+416	$1,535,723	+12.1%	19	before history	0.69%
VUG	VANGUARD GROWTH INDEX FUND	Added	17,287	+14,409	$1,489,102	+18.5%	17	unpriced	0.67%
V	Visa Inc. Financial Services	Added	4,297	+223	$1,474,257	+19.7%	14	$274.37	0.66%
ESGU	iShares ESG Aware MSCI USA ETF	Reduced	8,753	-56	$1,432,603	+15.0%	19	before history	0.64%
XOM	ExxonMobil Holdings Corp Energy	Added	10,053	+344	$1,374,446	−16.6%	12	$119.73	0.62%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	Reduced	23,040	-669	$1,092,326	−3.1%	19	before history	0.49%
IWF	iShares Russell 1000 Growth ETF	Added	8,379	+6,286	$1,040,420	+16.6%	19	before history	0.47%
CMI	Cummins Inc Industrials	Held	1,366	0	$974,244	+32.6%	19	before history	0.44%
IWB	iShares Russell 1000 ETF	Added	1,719	+4	$703,930	+15.1%	19	before history	0.32%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	1,713	-2,505	$633,878	−53.2%	11	unpriced	0.28%
IWM	iShares Russell 2000 ETF	Added	1,683	+4	$505,657	+21.4%	19	before history	0.23%
ORCL	Oracle Corp Technology	Added	3,429	+3	$502,519	−0.3%	15	$83.64	0.23%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Reduced	6,062	-61	$499,145	+13.6%	19	before history	0.22%
GOOGL	Alphabet Inc. Communication Services	Added	1,348	+1	$481,734	+24.4%	5	$169.48	0.22%
SDG	iShares MSCI Global Sustainable Development Goals ETF	Reduced	5,295	-14	$473,537	+6.2%	19	before history	0.21%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,156	+2	$462,795	+1.6%	19	before history	0.21%
		Added	2,878	+3	$421,367	+14.4%	19	before history	0.19%
		NEW	1,562	NEW	$384,580	NEW	1	$229.16	0.17%
IWS	iShares Russell Mid-Cap Value ETF	Added	2,324	+8	$382,530	+13.3%	19	before history	0.17%
BGRN	iShares USD Green Bond ETF	Reduced	7,496	-345	$355,857	−4.4%	19	before history	0.16%
		Reduced	2,183	-146	$337,142	+13.3%	15	$86.17	0.15%
CRBN	iShares Low Carbon Optimized MSCI ACWI ETF	Reduced	1,294	-78	$327,343	+7.1%	15	unpriced	0.15%
WAT	Waters Corp Healthcare	Held	867	0	$325,159	+25.9%	19	before history	0.15%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	NEW	4,850	NEW	$289,496	NEW	1	$58.77	0.13%
BALL	BALL Corp Consumer Cyclical	Held	4,581	0	$285,854	+5.6%	19	before history	0.13%
SCHB	Schwab U.S. Broad Market ETF	Reduced	9,783	-17,486	$283,315	−58.6%	8	unpriced	0.13%
IBM	International Business Machines Corp Technology	Held	1,003	0	$282,053	+16.0%	8	$197.29	0.13%
IWD	iShares Russell 1000 Value ETF	Added	1,098	+3	$266,188	+13.8%	5	unpriced	0.12%
WEC	Wec Energy Group, Inc. Utilities	Added	2,068	+18	$241,480	+1.7%	7	$97.54	0.11%
SPY	Spdr S&P 500 ETF Trust	Held	311	0	$232,245	+14.8%	2	$679.90	0.10%
		Reduced	2,407	-422	$220,577	−14.9%	3	$91.55	0.10%
TDVG	T. Rowe Price Dividend Growth ETF	NEW	4,246	NEW	$208,181	NEW	1	$47.36	0.09%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	403	NEW	$202,048	NEW	1	$480.05	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.