$98.1 Million is the total value of KilterHowling LLC's 50 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WAT | WATERS CORP | $269,108 | -16.7% | 867 | 0.0% | 0.27% | -5.5% | |
TMO | THERMO FISHER SCIENTIFIC INC | $237,353 | -11.4% | 402 | 0.0% | 0.24% | +0.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 29.5% |
ISHARES TR | 8 | Q3 2023 | 16.9% |
ISHARES TR | 8 | Q3 2023 | 9.4% |
VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 8.4% |
INVESCO QQQ TR | 8 | Q3 2023 | 8.8% |
ISHARES INC | 8 | Q3 2023 | 8.0% |
ISHARES TR | 8 | Q3 2023 | 8.3% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 7.3% |
APPLE INC | 8 | Q3 2023 | 2.5% |
ISHARES TR | 8 | Q3 2023 | 6.3% |
View KilterHowling LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-08 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-04 |
13F-HR | 2023-05-04 |
13F-HR | 2023-05-04 |
13F-HR | 2023-05-04 |
13F-HR | 2023-05-04 |
13F-HR | 2023-05-04 |
View KilterHowling LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.