KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
CIK 0002019084 · BRATENAHL, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$351.5M
2026 Q2
Positions
166
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
7.4%
AMZN
AMAZON.COM INC
4.9%
QQQ
INVESCO QQQ TR
3.7%
NVDA
NVIDIA CORP
3.0%
SNOW
SNOWFLAKE INC CLASS A
2.9%
GOOGL
ALPHABET INC CLASS A
2.8%
ASML
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
2.7%
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.