Kirtland Hills Capital Management, LLC

13F filer · CIK 0002019084

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$351MU.S. long equity reported on 13F

Positions1226 new · 1 closed

Net flow last quarter-$5.34MBuys minus sells

Top 10 positions weight27.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026122 positions
AMZNAmazon Com Inc	$17.4M	4.94%	0.00%	+2.4%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$13.1M	3.73%	Not reported	+31.9%	Q2 2025
NVDANvidia Corp	$10.4M	2.97%	0.00%	+4.9%	Q1 2024
SNOWSnowflake Inc.	$10.4M	2.95%	0.01%	-2.4%	Q1 2024
GOOGLAlphabet Inc.	$9.76M	2.78%	0.00%	+0.9%	Q1 2024
ASMLAsml Holding NV	$9.63M	2.74%	0.00%	+0.9%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.3M	2.08%	0.00%	+1.2%	Q1 2024
BNBROOKFIELD Corp	$6.37M	1.81%	Not reported	-2.6%	Q2 2025
PLTRPalantir Technologies Inc.	$5.9M	1.68%	0.00%	+4.3%	Q1 2024
AAPLApple Inc.	$5.85M	1.66%	0.00%	+7.6%	Q1 2024
VVisa Inc.	$5.53M	1.57%	0.00%	+2.7%	Q1 2024
METAMeta Platforms, Inc.	$5.48M	1.56%	Not reported	+6.2%	Q1 2024
MSFTMicrosoft Corp	$5.43M	1.54%	0.00%	+9.6%	Q1 2024
LRCXLam Research Corp	$5.24M	1.49%	0.00%	+4.2%	Q1 2024
MAMastercard Inc	$5.18M	1.47%	0.00%	+0.2%	Q1 2024
PHParker-Hannifin Corp	$5.1M	1.45%	0.00%	+0.6%	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$4.59M	1.31%	0.00%	+2.7%	Q1 2024
TSLATesla, Inc.	$4.27M	1.21%	0.00%	0.0%	Q1 2024
BLKBlackRock, Inc.	$4.26M	1.21%	0.00%	+0.4%	Q1 2024
AMATApplied Materials Inc	$3.53M	1.00%	0.00%	+0.6%	Q1 2024
PANWPalo Alto Networks Inc	$3.41M	0.97%	0.00%	+4.6%	Q1 2025
MELIMercadolibre Inc	$3.39M	0.96%	0.00%	-0.4%	Q1 2025
UNPUnion Pacific Corp	$3.35M	0.95%	0.00%	+5.0%	Q1 2024
AVGOBroadcom Inc.	$3.33M	0.95%	0.00%	+16.6%	Q1 2024
MSCIMSCI Inc.	$3.06M	0.87%	0.01%	+3.8%	Q1 2024
JJacobs Solutions Inc.	$2.98M	0.85%	0.02%	-3.3%	Q1 2024
TXNTexas Instruments Inc	$2.94M	0.84%	0.00%	+0.2%	Q1 2024
NETCloudflare, Inc.	$2.87M	0.82%	Not reported	+3.2%	Q1 2025
KLACKla Corp	$2.74M	0.78%	0.00%	0.0%	Q4 2024
WMWaste Management Inc	$2.68M	0.76%	0.00%	+3.9%	Q1 2024
ICEIntercontinental Exchange, Inc.	$2.59M	0.74%	0.00%	+2.8%	Q1 2024
UBERUber Technologies, Inc	$2.56M	0.73%	0.00%	+3.8%	Q1 2025
JPMJPMorgan Chase & Co	$2.51M	0.71%	0.00%	+11.3%	Q1 2024
MCOMoodys Corp	$2.36M	0.67%	0.00%	-0.8%	Q1 2024
SHWSherwin Williams Co	$2.36M	0.67%	0.00%	+0.8%	Q1 2024
LMTLockheed Martin Corp	$2.35M	0.67%	0.00%	+0.2%	Q1 2024
LINLinde PLC	$2.34M	0.67%	0.00%	+4.2%	Q1 2024
NOBLNoble International, Ltd.	$2.29M	0.65%	Not reported	+23.9%	Q2 2025
COSTCostco Wholesale Corp	$2.2M	0.63%	0.00%	+1.0%	Q1 2024
SHLDSears Holdings Corp	$2.19M	0.62%	0.03%	+39.4%	Q2 2025
RSGRepublic Services, Inc.	$2.15M	0.61%	0.00%	+1.6%	Q1 2024
IBITiShares Bitcoin Trust ETF	$2.13M	0.61%	0.00%	+4.7%	Q4 2024
SMHMarket Vectors ETF Trust	$2.06M	0.59%	Not reported	+6.7%	Q4 2025
RTXRTX Corp	$2.05M	0.58%	0.00%	+4.8%	Q1 2024
LOWLowes Companies Inc	$2.01M	0.57%	0.00%	+0.1%	Q1 2024
GLDSPDR Gold Trust	$1.96M	0.56%	0.00%	+15.5%	Q4 2025
GDGeneral Dynamics Corp	$1.79M	0.51%	0.00%	+0.2%	Q1 2024
SHOPShopify Inc.	$1.57M	0.45%	0.00%	-2.3%	Q1 2024
ANETArista Networks, Inc.	$1.55M	0.44%	0.00%	+5.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.55M	0.44%	Not reported	+8.2%	Q1 2024

Q1 2026Reported May 13, 2026116 positions
AMZNAmazon Com Inc	$18.1M	5.75%	0.00%	+14.4%	Q1 2024
NVDANvidia Corp	$10M	3.18%	0.00%	+8.4%	Q1 2024
GOOGLAlphabet Inc.	$9.18M	2.91%	0.00%	+1.7%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$8.83M	2.80%	Not reported	+66.9%	Q2 2025
PLTRPalantir Technologies Inc.	$7.38M	2.34%	0.00%	+5.6%	Q1 2024
BNBROOKFIELD Corp	$7.09M	2.25%	Not reported	-3.1%	Q2 2025
ASMLAsml Holding NV	$6.92M	2.20%	0.00%	+3.8%	Q1 2024
SNOWSnowflake Inc.	$6.47M	2.05%	0.01%	+7.3%	Q1 2024
METAMeta Platforms, Inc.	$6.19M	1.96%	Not reported	+14.7%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.83M	1.85%	0.00%	+6.9%	Q1 2024
MSFTMicrosoft Corp	$5.73M	1.82%	0.00%	+7.6%	Q1 2024
MAMastercard Inc	$5.12M	1.63%	0.00%	+3.4%	Q1 2024
AAPLApple Inc.	$5.12M	1.63%	0.00%	-1.7%	Q1 2024
PHParker-Hannifin Corp	$4.96M	1.57%	0.00%	+2.5%	Q1 2024
VVisa Inc.	$4.87M	1.55%	0.00%	+4.3%	Q1 2024
BLKBlackRock, Inc.	$4.68M	1.49%	0.00%	-1.5%	Q1 2024
TSLATesla, Inc.	$3.95M	1.25%	0.00%	+0.8%	Q1 2024
MELIMercadolibre Inc	$3.71M	1.18%	0.00%	+35.5%	Q1 2025
ICEIntercontinental Exchange, Inc.	$3.25M	1.03%	0.00%	+6.3%	Q1 2024
MSCIMSCI Inc.	$3.22M	1.02%	0.01%	+8.0%	Q1 2024
AVGOBroadcom Inc.	$3.18M	1.01%	0.00%	+5.2%	Q1 2024
JJacobs Solutions Inc.	$3.12M	0.99%	0.02%	Not reported	Q1 2024
LRCXLam Research Corp	$3.08M	0.98%	0.00%	+1.7%	Q1 2024
UNPUnion Pacific Corp	$2.93M	0.93%	0.00%	+9.2%	Q1 2024
IBITiShares Bitcoin Trust ETF	$2.73M	0.87%	0.00%	-0.7%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$2.72M	0.87%	0.00%	+8.5%	Q1 2024
WMWaste Management Inc	$2.6M	0.83%	0.00%	+23.6%	Q1 2024
UBERUber Technologies, Inc	$2.58M	0.82%	0.00%	-7.0%	Q1 2025
LMTLockheed Martin Corp	$2.55M	0.81%	0.00%	+2.8%	Q1 2024
MCOMoodys Corp	$2.47M	0.78%	0.00%	+0.2%	Q1 2024
NETCloudflare, Inc.	$2.35M	0.75%	Not reported	+8.0%	Q1 2025
COSTCostco Wholesale Corp	$2.34M	0.74%	0.00%	+0.4%	Q1 2024
TXNTexas Instruments Inc	$2.32M	0.74%	0.00%	-4.9%	Q1 2024
SHWSherwin Williams Co	$2.27M	0.72%	0.00%	0.0%	Q1 2024
LOWLowes Companies Inc	$2.23M	0.71%	0.00%	-1.9%	Q1 2024
JPMJPMorgan Chase & Co	$2.15M	0.68%	0.00%	+0.1%	Q1 2024
LINLinde PLC	$2.14M	0.68%	0.00%	+21.5%	Q1 2024
RSGRepublic Services, Inc.	$2.04M	0.65%	0.00%	+4.3%	Q1 2024
GLDSPDR Gold Trust	$2.01M	0.64%	0.00%	+77.4%	Q4 2025
AMATApplied Materials Inc	$1.96M	0.62%	0.00%	+2.7%	Q1 2024
BABAAlibaba Group Holding Ltd	$1.86M	0.59%	0.00%	+13.4%	Q1 2025
RTXRTX Corp	$1.86M	0.59%	0.00%	+3.9%	Q1 2024
SHOPShopify Inc.	$1.85M	0.59%	0.00%	+9.9%	Q1 2024
SHLDSears Holdings Corp	$1.84M	0.59%	0.02%	+70.2%	Q2 2025
NOBLNoble International, Ltd.	$1.77M	0.56%	Not reported	+129.5%	Q2 2025
PANWPalo Alto Networks Inc	$1.72M	0.55%	0.00%	+21.0%	Q1 2025
CMECme Group Inc.	$1.69M	0.54%	0.00%	+5.5%	Q1 2024
KLACKla Corp	$1.64M	0.52%	0.00%	Not reported	Q4 2024
GDGeneral Dynamics Corp	$1.61M	0.51%	0.00%	+4.6%	Q1 2024
ORCLOracle Corp	$1.56M	0.50%	0.00%	Not reported	Q1 2024

Q4 2025Reported Feb 13, 2026122 positions
AMZNAmazon Com Inc	$14.4M	5.04%	0.00%	+40.5%	Q1 2024
NVDANvidia Corp	$8.54M	2.99%	0.00%	+3.8%	Q1 2024
SNOWSnowflake Inc.	$8.52M	2.99%	0.01%	+51.6%	Q1 2024
GOOGLAlphabet Inc.	$8.33M	2.92%	0.00%	+3.0%	Q1 2024
PLTRPalantir Technologies Inc.	$8.15M	2.86%	0.00%	-2.1%	Q1 2024
BNBROOKFIELD Corp	$7.27M	2.55%	Not reported	+24.6%	Q2 2025
MSFTMicrosoft Corp	$5.96M	2.09%	0.00%	+9.6%	Q1 2024
MAMastercard Inc	$5.55M	1.95%	0.00%	+3.7%	Q1 2024
VVisa Inc.	$5.28M	1.85%	0.00%	+3.6%	Q1 2024
METAMeta Platforms, Inc.	$5.27M	1.85%	Not reported	+15.2%	Q1 2024
AAPLApple Inc.	$5.2M	1.82%	0.00%	+0.2%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$4.97M	1.74%	Not reported	+337.4%	Q2 2025
ASMLAsml Holding NV	$4.94M	1.73%	0.00%	+11.3%	Q1 2024
BLKBlackRock, Inc.	$4.8M	1.68%	0.00%	+12.0%	Q1 2024
TSLATesla, Inc.	$4.53M	1.59%	0.00%	+8.6%	Q1 2024
PHParker-Hannifin Corp	$4.45M	1.56%	0.00%	+84.6%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.29M	1.51%	0.00%	+11.9%	Q1 2024
JJacobs Solutions Inc.	$3.25M	1.14%	0.02%	Not reported	Q1 2024
ICEIntercontinental Exchange, Inc.	$3.12M	1.09%	0.00%	+18.2%	Q1 2024
INTUIntuit Inc.	$3.1M	1.09%	0.00%	-0.9%	Q1 2024
IBITiShares Bitcoin Trust ETF	$3.05M	1.07%	0.00%	+39.4%	Q4 2024
UBERUber Technologies, Inc	$3.01M	1.05%	0.00%	+21.7%	Q1 2025
MELIMercadolibre Inc	$2.98M	1.05%	0.00%	+41.1%	Q1 2025
MSCIMSCI Inc.	$2.8M	0.98%	0.01%	+3.9%	Q1 2024
MCOMoodys Corp	$2.68M	0.94%	0.00%	+3.8%	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$2.53M	0.89%	0.00%	+4.6%	Q1 2024
AVGOBroadcom Inc.	$2.49M	0.87%	0.00%	+11.7%	Q1 2024
UNPUnion Pacific Corp	$2.48M	0.87%	0.00%	+35.5%	Q1 2024
LOWLowes Companies Inc	$2.23M	0.78%	0.00%	-0.5%	Q1 2024
JPMJPMorgan Chase & Co	$2.22M	0.78%	0.00%	+1.6%	Q1 2024
SHWSherwin Williams Co	$2.2M	0.77%	0.00%	+4.0%	Q1 2024
LMTLockheed Martin Corp	$2.17M	0.76%	0.00%	-0.5%	Q1 2024
BXBlackstone Inc.	$2.14M	0.75%	0.00%	+5.3%	Q1 2024
NETCloudflare, Inc.	$2.07M	0.73%	Not reported	+1.7%	Q1 2025
SHOPShopify Inc.	$2.06M	0.72%	0.00%	+5.6%	Q1 2024
WMWaste Management Inc	$2.05M	0.72%	0.00%	+5.5%	Q1 2024
RSGRepublic Services, Inc.	$2.01M	0.71%	0.00%	+4.9%	Q1 2024
COSTCostco Wholesale Corp	$2M	0.70%	0.00%	+0.2%	Q1 2024
LRCXLam Research Corp	$1.95M	0.69%	0.00%	+0.4%	Q1 2024
DHRDanaher Corp	$1.92M	0.67%	0.00%	+3.0%	Q1 2024
RTXRTX Corp	$1.82M	0.64%	0.00%	+0.7%	Q1 2024
TXNTexas Instruments Inc	$1.79M	0.63%	0.00%	-2.9%	Q1 2024
BABAAlibaba Group Holding Ltd	$1.77M	0.62%	0.00%	+23.8%	Q1 2025
ROPRoper Technologies Inc	$1.76M	0.62%	0.00%	+1.6%	Q1 2024
GDGeneral Dynamics Corp	$1.63M	0.57%	0.00%	+0.7%	Q1 2024
ORCLOracle Corp	$1.62M	0.57%	0.00%	-1.8%	Q1 2024
UNHUnitedhealth Group Inc	$1.57M	0.55%	0.00%	+12.4%	Q1 2024
SPGIS&P Global Inc.	$1.57M	0.55%	0.00%	+7.4%	Q1 2024
CMECme Group Inc.	$1.54M	0.54%	0.00%	+9.4%	Q1 2024
LINLinde PLC	$1.52M	0.53%	0.00%	+8.0%	Q1 2024

Q3 2025Reported Nov 14, 2025120 positions
AMZNAmazon Com Inc	$9.73M	3.85%	0.00%	+33.7%	Q1 2024
PLTRPalantir Technologies Inc.	$8.54M	3.38%	0.00%	+0.7%	Q1 2024
NVDANvidia Corp	$8.23M	3.25%	0.00%	+8.5%	Q1 2024
GOOGLAlphabet Inc.	$6.29M	2.49%	0.00%	+2.5%	Q1 2024
MSFTMicrosoft Corp	$5.83M	2.31%	0.00%	+9.4%	Q1 2024
BNBROOKFIELD Corp	$5.81M	2.30%	Not reported	+68.9%	Q2 2025
SNOWSnowflake Inc.	$5.78M	2.29%	0.01%	+11.2%	Q1 2024
MAMastercard Inc	$5.33M	2.11%	0.00%	+1.5%	Q1 2024
METAMeta Platforms, Inc.	$5.09M	2.02%	Not reported	+3.3%	Q1 2024
VVisa Inc.	$4.96M	1.96%	0.00%	+2.9%	Q1 2024
AAPLApple Inc.	$4.86M	1.92%	0.00%	+4.3%	Q1 2024
BLKBlackRock, Inc.	$4.67M	1.85%	0.00%	+17.7%	Q1 2024
TSLATesla, Inc.	$4.12M	1.63%	0.00%	+15.1%	Q1 2024
ASMLAsml Holding NV	$4.02M	1.59%	0.00%	+15.5%	Q1 2024
JJacobs Solutions Inc.	$3.67M	1.45%	0.02%	Not reported	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.53M	1.40%	0.00%	+23.6%	Q1 2024
INTUIntuit Inc.	$3.22M	1.27%	0.00%	-1.8%	Q1 2024
UBERUber Technologies, Inc	$2.96M	1.17%	0.00%	+52.8%	Q1 2025
IBITiShares Bitcoin Trust ETF	$2.86M	1.13%	0.00%	+39.8%	Q4 2024
ICEIntercontinental Exchange, Inc.	$2.74M	1.09%	0.00%	+5.7%	Q1 2024
MSCIMSCI Inc.	$2.66M	1.05%	0.01%	+3.8%	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$2.53M	1.00%	0.00%	+4.0%	Q1 2024
MELIMercadolibre Inc	$2.45M	0.97%	0.00%	+48.1%	Q1 2025
MCOMoodys Corp	$2.41M	0.95%	0.00%	+3.0%	Q1 2024
ORCLOracle Corp	$2.38M	0.94%	0.00%	+1.4%	Q1 2024
LOWLowes Companies Inc	$2.34M	0.93%	0.00%	-0.7%	Q1 2024
SHWSherwin Williams Co	$2.26M	0.90%	0.00%	+1.4%	Q1 2024
BXBlackstone Inc.	$2.25M	0.89%	0.00%	+27.0%	Q1 2024
LMTLockheed Martin Corp	$2.25M	0.89%	0.00%	-0.8%	Q1 2024
NETCloudflare, Inc.	$2.21M	0.88%	Not reported	+12.5%	Q1 2025
COSTCostco Wholesale Corp	$2.15M	0.85%	0.00%	+0.6%	Q1 2024
JPMJPMorgan Chase & Co	$2.14M	0.85%	0.00%	+8.2%	Q1 2024
AVGOBroadcom Inc.	$2.12M	0.84%	0.00%	+3.5%	Q1 2024
RSGRepublic Services, Inc.	$2.08M	0.82%	0.00%	+3.6%	Q1 2024
PHParker-Hannifin Corp	$2.08M	0.82%	0.00%	+7.2%	Q1 2024
TXNTexas Instruments Inc	$1.96M	0.77%	0.00%	-0.8%	Q1 2024
WMWaste Management Inc	$1.96M	0.77%	0.00%	+3.7%	Q1 2024
ROPRoper Technologies Inc	$1.94M	0.77%	0.00%	+6.9%	Q1 2024
UNPUnion Pacific Corp	$1.87M	0.74%	0.00%	+67.1%	Q1 2024
NOWServiceNow, Inc.	$1.81M	0.72%	0.00%	+0.9%	Q1 2024
SHOPShopify Inc.	$1.8M	0.71%	0.00%	+35.4%	Q1 2024
BABAAlibaba Group Holding Ltd	$1.75M	0.69%	0.00%	+104.5%	Q1 2025
RTXRTX Corp	$1.65M	0.65%	0.00%	-0.3%	Q1 2024
GDGeneral Dynamics Corp	$1.63M	0.65%	0.00%	+0.6%	Q1 2024
DHRDanaher Corp	$1.61M	0.64%	0.00%	-1.3%	Q1 2024
LINLinde PLC	$1.57M	0.62%	0.00%	+9.5%	Q1 2024
LRCXLam Research Corp	$1.52M	0.60%	0.00%	+8.6%	Q1 2024
HDHome Depot, Inc.	$1.49M	0.59%	0.00%	-0.9%	Q1 2024
UNHUnitedhealth Group Inc	$1.47M	0.58%	0.00%	+32.7%	Q1 2024
CMECme Group Inc.	$1.39M	0.55%	0.00%	+1.9%	Q1 2024

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