KilterHowling LLC Long-Term Concentrated

Location: Boulder, CO

CIK: 0001759354 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $197M (100.0% shares, 0.0% debt)

Holdings (51)

VOO VANGUARD INDEX FDS 15.6%
Value $30.71M Shares 48,970 Est. Cost $431.79 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 15.1%
Value $29.8M Shares 135,572 Est. Cost $181.64 Unrealized
SCHZ SCHWAB STRATEGIC TR 14.9%
Value $29.36M Shares 1,256,444 Est. Cost $30.44 Unrealized
QQQ INVESCO QQQ TR 13.4%
Value $26.35M Shares 42,893 Est. Cost $411.86 Unrealized
USMV ISHARES TR 6.5%
Value $12.92M Shares 137,205 Est. Cost $81.93 Unrealized
SHYG ISHARES TR 5.7%
Value $11.21M Shares 261,395 Est. Cost $41.85 Unrealized
VEA VANGUARD TAX-MANAGED FDS 4.3%
Value $8.467M Shares 135,532 Est. Cost $53.33 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 3.5%
Value $6.884M Shares 105,087 Est. Cost $65.51 Unrealized
VBIL VANGUARD INSTL INDEX FD 2.7%
Value $5.324M Shares 70,588 Est. Cost $75.43 Unrealized
AAPL APPLE INC 1.9%
Value $3.781M Shares 13,906 Est. Cost $167.42 Unrealized +60.3%
AOM ISHARES TR 1.5%
Value $2.971M Shares 62,237 Est. Cost $47.73 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value $2.346M Shares 4,667 Est. Cost $298.74 Unrealized +66.5%
JPM JPMORGAN CHASE & CO. 0.9%
Value $1.744M Shares 5,413 Est. Cost $148.55 Unrealized +108.4%
AMZN AMAZON COM INC 0.9%
Value $1.705M Shares 7,388 Est. Cost $142.10 Unrealized +61.0%
GOOG ALPHABET INC 0.9%
Value $1.679M Shares 5,351 Est. Cost $160.40 Unrealized +78.5%
IWV ISHARES TR 0.8%
Value $1.666M Shares 4,306 Est. Cost $223.22 Unrealized
MSFT MICROSOFT CORP 0.8%
Value $1.574M Shares 3,255 Est. Cost $346.82 Unrealized +44.3%
AVGO BROADCOM INC 0.7%
Value $1.413M Shares 4,083 Est. Cost $154.35 Unrealized +131.3%
VUG VANGUARD INDEX FDS 0.7%
Value $1.403M Shares 2,875 Est. Cost $222.89 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value $1.364M Shares 7,313 Est. Cost $94.84 Unrealized +96.3%
V VISA INC 0.6%
Value $1.093M Shares 3,115 Est. Cost $252.72 Unrealized +34.7%
ESGU ISHARES TR 0.5%
Value $1.082M Shares 7,261 Est. Cost $107.81 Unrealized
IWF ISHARES TR 0.5%
Value $990K Shares 2,091 Est. Cost $305.60 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value $937K Shares 7,787 Est. Cost $105.90 Unrealized +9.1%
EAGG ISHARES TR 0.4%
Value $831K Shares 17,371 Est. Cost $53.25 Unrealized
LLY ELI LILLY & CO 0.4%
Value $737K Shares 686 Est. Cost $345.17 Unrealized +176.8%
CMI CUMMINS INC 0.4%
Value $697K Shares 1,366 Est. Cost $205.83 Unrealized +126.6%
ORCL ORACLE CORP 0.3%
Value $667K Shares 3,424 Est. Cost $80.23 Unrealized +196.7%
IWB ISHARES TR 0.3%
Value $639K Shares 1,711 Est. Cost $264.40 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value $494K Shares 573 Est. Cost $970.56 Unrealized -6.7%
PG PROCTER AND GAMBLE CO 0.2%
Value $457K Shares 3,188 Est. Cost $136.85 Unrealized +7.5%
GOOGL ALPHABET INC 0.2%
Value $424K Shares 1,356 Est. Cost $168.00 Unrealized +70.0%
IWP ISHARES TR 0.2%
Value $394K Shares 2,874 Est. Cost $115.22 Unrealized
IWM ISHARES TR 0.2%
Value $390K Shares 1,585 Est. Cost $222.51 Unrealized
VSGX VANGUARD WORLD FD 0.2%
Value $390K Shares 5,443 Est. Cost $60.79 Unrealized
SDG ISHARES TR 0.2%
Value $380K Shares 4,511 Est. Cost $86.70 Unrealized
WAT WATERS CORP 0.2%
Value $329K Shares 867 Est. Cost $349.78 Unrealized +5.2%
IWS ISHARES TR 0.2%
Value $326K Shares 2,309 Est. Cost $122.12 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $298K Shares 1,005 Est. Cost $188.97 Unrealized +58.1%
CRBN ISHARES TR 0.1%
Value $290K Shares 1,258 Est. Cost $141.63 Unrealized
AOA ISHARES TR 0.1%
Value $286K Shares 3,193 Est. Cost $89.56 Unrealized
SHE SPDR SERIES TRUST 0.1%
Value $278K Shares 2,106 Est. Cost $81.09 Unrealized
BGRN ISHARES TR 0.1%
Value $272K Shares 5,672 Est. Cost $52.58 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $260K Shares 777 Est. Cost $245.06 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $259K Shares 2,839 Est. Cost $91.39 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value $255K Shares 9,730 Est. Cost $37.72 Unrealized
BALL BALL CORP 0.1%
Value $243K Shares 4,583 Est. Cost $87.41 Unrealized -43.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $234K Shares 404 Est. Cost $565.16 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value $232K Shares 1,515 Est. Cost $163.84 Unrealized +4.7%
IWD ISHARES TR 0.1%
Value $229K Shares 1,090 Est. Cost $194.30 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value $215K Shares 2,037 Est. Cost $93.36 Unrealized +18.1%