KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
Q2 2026 13F filing
Updated 32 days ago166 disclosed positions worth $351.5M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I IVZ INVESCO S&P 500 EQUAL WEIGHT ETF | $26.1M | 122.7K | 7.43% | — |
| 2 | A AMZN AMAZON.COM INC | $17.4M | 72.9K | 4.94% | — |
| 3 | Q QQQ INVESCO QQQ TR | $13.1M | 17.8K | 3.73% | — |
| 4 | N NVDA NVIDIA CORP | $10.4M | 52.1K | 2.97% | — |
| 5 | S SNOW SNOWFLAKE INC CLASS A | $10.4M | 40.7K | 2.95% | — |
| 6 | G GOOGN ALPHABET INC CLASS A | $9.8M | 27.3K | 2.78% | — |
| 7 | A ASMLF ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9.6M | 4.8K | 2.74% | — |
| 8 | T TSMWF TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $7.3M | 15.3K | 2.08% | — |
| 9 | B BXDIF BROOKFIELD CORP FCLASS A | $6.4M | 149.5K | 1.81% | — |
| 10 | P PLTR PALANTIR TECHNOLOGIES INCLASS A | $5.9M | 50.6K | 1.68% | — |
| 11 | A AAPL APPLE INC | $5.8M | 20.2K | 1.66% | — |
| 12 | V V VISA INC CLASS A | $5.5M | 16.1K | 1.57% | — |
| 13 | M META META PLATFORMS INC CLASS A | $5.5M | 9.7K | 1.56% | — |
| 14 | M MSFT MICROSOFT CORP | $5.4M | 14.6K | 1.54% | — |
| 15 | L LRCX LAM RESH CORP | $5.2M | 12.1K | 1.49% | — |
| 16 | M MA MASTERCARD INC CLASS A | $5.2M | 10.1K | 1.47% | — |
| 17 | P PH PARKER-HANNIFIN CORP | $5.1M | 5.2K | 1.45% | — |
| 18 | V VGES VANGUARD S&P 500 ETF | $5M | 7.3K | 1.42% | — |
| 19 | E ETHA INVESCO NASDAQ 100 ETF | $4.6M | 15.3K | 1.32% | — |
| 20 | C CRWD CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $4.6M | 6.0K | 1.31% | — |
| 21 | V VGES VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $4.4M | 61.7K | 1.25% | — |
| 22 | T TSLA TESLA INC | $4.3M | 10.2K | 1.21% | — |
| 23 | B BSTZ BLACKROCK INC NEW | $4.3M | 4.4K | 1.21% | — |
| 24 | V VGES VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $3.6M | 30.5K | 1.04% | — |
| 25 | E ETHA ISHARES MSCI USA MIN VOLFACTOR ETF | $3.6M | 37.5K | 1.03% | — |
| 26 | A AMAT APPLIED MATLS INC | $3.5M | 4.9K | 1.00% | — |
| 27 | V VGES VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $3.5M | 11.5K | 0.99% | — |
| 28 | P PANW PALO ALTO NETWORKS INC | $3.4M | 10.0K | 0.97% | — |
| 29 | M MELI MERCADOLIBRE INC | $3.4M | 2.0K | 0.96% | — |
| 30 | U UNP UNION PAC CORP | $3.3M | 12.3K | 0.95% | — |
| 31 | A AVGO BROADCOM INC | $3.3M | 8.8K | 0.95% | — |
| 32 | M MSCI MSCI INC | $3.1M | 5.5K | 0.87% | — |
| 33 | J J JACOBS SOLUTIONS INC | $3M | 23.7K | 0.85% | — |
| 34 | T TXN TEXAS INSTRS INC | $2.9M | 9.9K | 0.84% | — |
| 35 | N NET CLOUDFLARE INC CLASS A | $2.9M | 11.7K | 0.82% | — |
| 36 | K KLAC KLA CORP | $2.7M | 9.1K | 0.78% | — |
| 37 | W WM WASTE MGMT INC DEL | $2.7M | 12.0K | 0.76% | — |
| 38 | I ICE INTERCONTINENTAL EXCHANG | $2.6M | 21.0K | 0.74% | — |
| 39 | U UBER UBER TECHNOLOGIES INC | $2.6M | 35.5K | 0.73% | — |
| 40 | J JPM-PM JPMORGAN CHASE & CO | $2.5M | 7.7K | 0.71% | — |
| 41 | M MCO MOODYS CORP | $2.4M | 5.2K | 0.67% | — |
| 42 | S SHW SHERWIN-WILLIAMS CO | $2.4M | 6.9K | 0.67% | — |
| 43 | L LMT LOCKHEED MARTIN CORP | $2.3M | 4.6K | 0.67% | — |
| 44 | L LIN LINDE PLC F | $2.3M | 4.5K | 0.67% | — |
| 45 | K KOLD PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.3M | 40.7K | 0.65% | — |
| 46 | C COST COSTCO WHSL CORP NEW | $2.2M | 2.4K | 0.63% | — |
| 47 | G GOOGN GLOBAL X DEFENSE TECH ETF | $2.2M | 36.7K | 0.62% | — |
| 48 | V VGES VANGUARD GROWTH INDEX FUND ETF SHARES | $2.2M | 25.1K | 0.62% | — |
| 49 | R RSG REPUBLIC SVCS INC | $2.1M | 10.1K | 0.61% | — |
| 50 | I IBIT ISHARES BITCOIN TRUST ETF | $2.1M | 63.9K | 0.60% | — |