KILNER CAPITAL ADVISORS, LLC
Long book
$104.4M
Q1 2026
Positions
18
Top-10 weight
94%
concentration
Last quarter
+11.8%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsKILNER CAPITAL ADVISORS, LLC is a wealth-management firm allocating client money, running a $104.4M US long book across 18 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL US TARGET VALUE, DIMENSIONAL US CORE EQUITY 2, AVANTIS US SMALL CAP EQUITY, AVANTIS US LARGE CAP VALUE, DIMENSIONAL INTERNATIONAL SM.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+3.5%
Q1 2026
+11.8%
Sector allocation
Technology 72%
Healthcare 28%
Long book by quarter
What does KILNER CAPITAL own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|