KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

Est. AUM

$314.2M

13F long equity, this entity only

Positions

155

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$26.1M	128972	8.30%	SOLE
2	AMAZON.COM INC	COM	$18.1M	71190	5.77%	SOLE
3	NVIDIA CORP	COM	$10.0M	49639	3.19%	SOLE
4	ALPHABET INC CLASS A	COM	$9.2M	27069	2.92%	SOLE
5	INVESCO QQQ TR	ETF	$8.8M	13497	2.81%	SOLE
6	PALANTIR TECHNOLOGIES INCLASS A	COM	$7.4M	48450	2.35%	SOLE
7	BROOKFIELD CORP FCLASS A	COM	$7.1M	153530	2.26%	SOLE
8	ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS	ADR	$6.9M	4796	2.20%	SOLE
9	SNOWFLAKE INC CLASS A	COM	$6.5M	41673	2.06%	SOLE
10	META PLATFORMS INC CLASS A	COM	$6.2M	9164	1.97%	SOLE
11	TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS	ADR	$5.8M	15110	1.86%	SOLE
12	MICROSOFT CORP	COM	$5.7M	13273	1.82%	SOLE
13	MASTERCARD INC CLASS A	COM	$5.1M	10061	1.63%	SOLE
14	APPLE INC	COM	$5.1M	18782	1.63%	SOLE
15	PARKER-HANNIFIN CORP	COM	$5.0M	5181	1.58%	SOLE
16	VISA INC CLASS A	COM	$4.9M	15691	1.55%	SOLE
17	BLACKROCK INC NEW	COM	$4.7M	4416	1.49%	SOLE
18	VANGUARD S&P 500 ETF	ETF	$4.6M	7041	1.46%	SOLE
19	VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES	ETF	$4.2M	62100	1.35%	SOLE
20	INVESCO NASDAQ 100 ETF	ETF	$4.1M	15287	1.31%	SOLE
21	TESLA INC	COM	$4.0M	10148	1.26%	SOLE
22	MERCADOLIBRE INC	COM	$3.7M	2006	1.18%	SOLE
23	ISHARES MSCI USA MIN VOLFACTOR ETF	ETF	$3.3M	34793	1.04%	SOLE
24	INTERCONTINENTAL EXCHANG	COM	$3.3M	20465	1.03%	SOLE
25	VANGUARD SMALL-CAP INDEXFUND ETF SHARES	ETF	$3.2M	11395	1.03%	SOLE
26	MSCI INC	COM	$3.2M	5269	1.02%	SOLE
27	BROADCOM INC	COM	$3.2M	7563	1.01%	SOLE
28	JACOBS SOLUTIONS INC	COM	$3.1M	24500	0.99%	SOLE
29	LAM RESH CORP	COM	$3.1M	11613	0.98%	SOLE
30	UNION PAC CORP	COM	$2.9M	11713	0.93%	SOLE
31	ISHARES BITCOIN TRUST ETF	ETF	$2.7M	60992	0.87%	SOLE
32	CROWDSTRIKE HLDGS INC CLASS A	COM	$2.7M	5855	0.87%	SOLE
33	WASTE MGMT INC DEL	COM	$2.6M	11553	0.83%	SOLE
34	UBER TECHNOLOGIES INC	COM	$2.6M	34220	0.82%	SOLE
35	LOCKHEED MARTIN CORP	COM	$2.6M	4601	0.81%	SOLE
36	MOODYS CORP	COM	$2.5M	5262	0.79%	SOLE
37	CLOUDFLARE INC CLASS A	COM	$2.4M	11328	0.75%	SOLE
38	COSTCO WHSL CORP NEW	COM	$2.3M	2333	0.75%	SOLE
39	TEXAS INSTRS INC	COM	$2.3M	9838	0.74%	SOLE
40	SHERWIN-WILLIAMS CO	COM	$2.3M	6798	0.72%	SOLE
41	LOWES COS INC	COM	$2.2M	9087	0.71%	SOLE
42	JPMORGAN CHASE & CO	COM	$2.2M	6889	0.69%	SOLE
43	LINDE PLC F	FGO	$2.1M	4330	0.68%	SOLE
44	VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES	ETF	$2.1M	20462	0.67%	SOLE
45	VANGUARD GROWTH INDEX FUND ETF SHARES	ETF	$2.1M	25104	0.66%	SOLE
46	REPUBLIC SVCS INC	COM	$2.0M	9911	0.65%	SOLE
47	SPDR GOLD SHARES	ETF	$2.0M	4617	0.64%	SOLE
48	APPLIED MATLS INC	COM	$2.0M	4849	0.62%	SOLE
49	ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS	ADR	$1.9M	13716	0.59%	SOLE
50	RTX CORP	COM	$1.9M	10305	0.59%	SOLE

1–50 of 155

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.