The Analysis of KIRTLAND HILLS CAPITAL MANAGEMENT, LLC's Holdings & P&L


Currently, KIRTLAND HILLS CAPITAL MANAGEMENT, LLC holds 156 types of securities in its portfolio with a total value $315.0M. In the most recent quarter, they have increased their positions in N/A (+5.4K shares, valued at $3.5M), N/A (+13.2K shares, valued at $2.7M), AMZN (+9.0K shares, valued at $2.3M); decreased their positions in VB (-2.5K shares, valued at $718.4K), N/A (-3.4K shares, valued at $444.7K), BN (-4.8K shares, valued at $223.0K); initiated new positions in VGT (+20.5K shares, valued at $2.1M), CVX (+6.4K shares, valued at $1.2M), TMC (+192.1K shares, valued at $1.1M).


1M P&L
+15.4M+4.93%
3M P&L
+1.6M+0.49%
HY P&L
-159.1M-32.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A51.8M
20.5%
2Internet Retail23.7M
9.4%
3Software - Infrastructure21.7M
8.6%

Top Industries by Stock Count

1N/A43 stocks
30.9%
2Software - Application8 stocks
5.8%
3Software - Infrastructure7 stocks
5.0%
Stock Holdings
INVESCO S&P 500 EQUAL WEIGHT ETF
INVESCO S&P 500 EQUAL WEIGHT ETF
11.38%
Shares129.0K
Event2026-03-31
Filed2026-05-13
AMZN
AMAZON.COM INC
14.41%
Shares71.2K
Event2026-03-31
Filed2026-05-13
NVDA
NVIDIA CORP
8.44%
Shares49.6K
Event2026-03-31
Filed2026-05-13
ALPHABET INC CLASS A
ALPHABET INC CLASS A
1.70%
Shares27.1K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
INVESCO QQQ TR
66.88%
Shares13.5K
Event2026-03-31
Filed2026-05-13
PLTR
PALANTIR TECHNOLOGIES INCLASS A
5.62%
Shares48.5K
Event2026-03-31
Filed2026-05-13
BN
BROOKFIELD CORP FCLASS A
-3.05%
Shares153.5K
Event2026-03-31
Filed2026-05-13
ASML
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
3.83%
Shares4.8K
Event2026-03-31
Filed2026-05-13
SNOW
SNOWFLAKE INC CLASS A
7.31%
Shares41.7K
Event2026-03-31
Filed2026-05-13
META
META PLATFORMS INC CLASS A
14.72%
Shares9.2K
Event2026-03-31
Filed2026-05-13
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
6.94%
Shares15.1K
Event2026-03-31
Filed2026-05-13
MSFT
MICROSOFT CORP
7.63%
Shares13.3K
Event2026-03-31
Filed2026-05-13
MA
MASTERCARD INC CLASS A
3.44%
Shares10.1K
Event2026-03-31
Filed2026-05-13
AAPL
APPLE INC
-1.72%
Shares18.8K
Event2026-03-31
Filed2026-05-13
PH
PARKER-HANNIFIN CORP
2.45%
Shares5.2K
Event2026-03-31
Filed2026-05-13
V
VISA INC CLASS A
4.29%
Shares15.7K
Event2026-03-31
Filed2026-05-13
BLK
BLACKROCK INC NEW
-1.52%
Shares4.4K
Event2026-03-31
Filed2026-05-13
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
29.41%
Shares7.0K
Event2026-03-31
Filed2026-05-13
VEA
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
0.23%
Shares62.1K
Event2026-03-31
Filed2026-05-13
QQQM
INVESCO NASDAQ 100 ETF
99.28%
Shares15.3K
Event2026-03-31
Filed2026-05-13
TSLA
TESLA INC
0.79%
Shares10.1K
Event2026-03-31
Filed2026-05-13
MELI
MERCADOLIBRE INC
35.45%
Shares2.0K
Event2026-03-31
Filed2026-05-13
USMV
ISHARES MSCI USA MIN VOLFACTOR ETF
52.67%
Shares34.8K
Event2026-03-31
Filed2026-05-13
ICE
INTERCONTINENTAL EXCHANG
6.31%
Shares20.5K
Event2026-03-31
Filed2026-05-13
VB
VANGUARD SMALL-CAP INDEXFUND ETF SHARES
-18.17%
Shares11.4K
Event2026-03-31
Filed2026-05-13
MSCI
MSCI INC
7.95%
Shares5.3K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
BROADCOM INC
5.23%
Shares7.6K
Event2026-03-31
Filed2026-05-13
J
JACOBS SOLUTIONS INC
0.00%
Shares24.5K
Event2026-03-31
Filed2026-05-13
LRCX
LAM RESH CORP
1.72%
Shares11.6K
Event2026-03-31
Filed2026-05-13
UNP
UNION PAC CORP
9.24%
Shares11.7K
Event2026-03-31
Filed2026-05-13
IBIT
ISHARES BITCOIN TRUST ETF
-0.70%
Shares61.0K
Event2026-03-31
Filed2026-05-13
CRWD
CROWDSTRIKE HLDGS INC CLASS A
8.49%
Shares5.9K
Event2026-03-31
Filed2026-05-13
WM
WASTE MGMT INC DEL
23.60%
Shares11.6K
Event2026-03-31
Filed2026-05-13
UBER
UBER TECHNOLOGIES INC
-7.04%
Shares34.2K
Event2026-03-31
Filed2026-05-13
LMT
LOCKHEED MARTIN CORP
2.75%
Shares4.6K
Event2026-03-31
Filed2026-05-13
MCO
MOODYS CORP
0.15%
Shares5.3K
Event2026-03-31
Filed2026-05-13
NET
CLOUDFLARE INC CLASS A
7.96%
Shares11.3K
Event2026-03-31
Filed2026-05-13
COST
COSTCO WHSL CORP NEW
0.43%
Shares2.3K
Event2026-03-31
Filed2026-05-13
TXN
TEXAS INSTRS INC
-4.91%
Shares9.8K
Event2026-03-31
Filed2026-05-13
SHW
SHERWIN-WILLIAMS CO
-0.01%
Shares6.8K
Event2026-03-31
Filed2026-05-13
LOW
LOWES COS INC
-1.93%
Shares9.1K
Event2026-03-31
Filed2026-05-13
JPM
JPMORGAN CHASE & CO
0.13%
Shares6.9K
Event2026-03-31
Filed2026-05-13
LINDE PLC F
LINDE PLC F
21.46%
Shares4.3K
Event2026-03-31
Filed2026-05-13
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
New
Shares20.5K
Event2026-03-31
Filed2026-05-13
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
741.01%
Shares25.1K
Event2026-03-31
Filed2026-05-13
RSG
REPUBLIC SVCS INC
4.26%
Shares9.9K
Event2026-03-31
Filed2026-05-13
GLD
SPDR GOLD SHARES
77.37%
Shares4.6K
Event2026-03-31
Filed2026-05-13
AMAT
APPLIED MATLS INC
2.73%
Shares4.8K
Event2026-03-31
Filed2026-05-13
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
13.43%
Shares13.7K
Event2026-03-31
Filed2026-05-13
RTX
RTX CORP
3.92%
Shares10.3K
Event2026-03-31
Filed2026-05-13
SHOP
SHOPIFY INC FCLASS A
9.86%
Shares14.0K
Event2026-03-31
Filed2026-05-13
SHLD
GLOBAL X DEFENSE TECH ETF
70.17%
Shares26.3K
Event2026-03-31
Filed2026-05-13
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
129.46%
Shares16.4K
Event2026-03-31
Filed2026-05-13
PANW
PALO ALTO NETWORKS INC
20.95%
Shares9.6K
Event2026-03-31
Filed2026-05-13
CME
CME GROUP INC CLASS A
5.47%
Shares5.9K
Event2026-03-31
Filed2026-05-13
VNQ
VANGUARD REAL ESTATE INDEX FUND ETF SHARES
7.88%
Shares17.5K
Event2026-03-31
Filed2026-05-13
KLAC
KLA CORP
0.00%
Shares907
Event2026-03-31
Filed2026-05-13
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
4.62%
Shares5.1K
Event2026-03-31
Filed2026-05-13
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
19.09%
Shares4.6K
Event2026-03-31
Filed2026-05-13
ORCL
ORACLE CORP
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-13
ANET
ARISTA NETWORKS INC
1.89%
Shares8.7K
Event2026-03-31
Filed2026-05-13
DHR
DANAHER CORP
-4.99%
Shares8.0K
Event2026-03-31
Filed2026-05-13
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
0.00%
Shares19.6K
Event2026-03-31
Filed2026-05-13
SMH
VANECK SEMICONDUCTOR ETF
241.30%
Shares2.9K
Event2026-03-31
Filed2026-05-13
BLACKSTONE INC
BLACKSTONE INC
-24.54%
Shares10.5K
Event2026-03-31
Filed2026-05-13
SPY
STATE STREET SPDR S&P 500 ETF TRUST
0.05%
Shares1.9K
Event2026-03-31
Filed2026-05-13
SPGI
S&P GLOBAL INC
-3.30%
Shares2.9K
Event2026-03-31
Filed2026-05-13
EPD
ENTERPRISE PRODS PART LP
86.02%
Shares33.9K
Event2026-03-31
Filed2026-05-13
HON
HONEYWELL INTL INC
12.77%
Shares5.6K
Event2026-03-31
Filed2026-05-13
CVX
CHEVRON CORP NEW
New
Shares6.4K
Event2026-03-31
Filed2026-05-13
IWR
ISHARES RUSSELL MID-CAP ETF
0.00%
Shares11.5K
Event2026-03-31
Filed2026-05-13
NOW
SERVICENOW INC
26.99%
Shares11.4K
Event2026-03-31
Filed2026-05-13
HD
HOME DEPOT INC
-2.34%
Shares3.4K
Event2026-03-31
Filed2026-05-13
VV
VANGUARD LARGE-CAP INDEXFUND ETF SHARES
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-13
TMC
TMC THE METALS CO INC F
New
Shares192.1K
Event2026-03-31
Filed2026-05-13
PEP
PEPSICO INC
-3.29%
Shares7.1K
Event2026-03-31
Filed2026-05-13
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
90.24%
Shares11.4K
Event2026-03-31
Filed2026-05-13
SYK
STRYKER CORP
-4.31%
Shares3.2K
Event2026-03-31
Filed2026-05-13
ITA
ISHARES U.S. AEROSPACE &DEFENSE ETF
232.51%
Shares4.9K
Event2026-03-31
Filed2026-05-13
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
0.00%
Shares11.6K
Event2026-03-31
Filed2026-05-13
NOC
NORTHROP GRUMMAN CORP
7.07%
Shares1.7K
Event2026-03-31
Filed2026-05-13
XOM
EXXON MOBIL CORP
34.78%
Shares6.7K
Event2026-03-31
Filed2026-05-13
TMO
THERMO FISHER SCIENTIFIC
-3.58%
Shares1.9K
Event2026-03-31
Filed2026-05-13
JNJ
JOHNSON & JOHNSON
0.62%
Shares4.2K
Event2026-03-31
Filed2026-05-13
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
139.10%
Shares6.0K
Event2026-03-31
Filed2026-05-13
QUAL
ISHARES MSCI USA QUALITYFACTOR ETF
217.87%
Shares4.5K
Event2026-03-31
Filed2026-05-13
CANADIAN PACIFIC KAN F
CANADIAN PACIFIC KAN F
4.00%
Shares11.2K
Event2026-03-31
Filed2026-05-13
SCHW
CHARLES SCHWAB CORP
5.31%
Shares9.9K
Event2026-03-31
Filed2026-05-13
APD
AIR PRODS & CHEMS INC
-9.25%
Shares2.9K
Event2026-03-31
Filed2026-05-13
TECB
ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF
11.77%
Shares13.7K
Event2026-03-31
Filed2026-05-13
BKNG
BOOKING HLDGS INC
2213.43%
Shares4.7K
Event2026-03-31
Filed2026-05-13
IWF
ISHARES RUSSELL 1000 GROWTH ETF
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-13
VO
VANGUARD MID-CAP INDEX FUND ETF SHARES
300.08%
Shares10.6K
Event2026-03-31
Filed2026-05-13
ISRG
INTUITIVE SURGICAL INC
6.79%
Shares1.6K
Event2026-03-31
Filed2026-05-13
NBIS
NEBIUS GROUP N V A FCLASS A
25.28%
Shares4.5K
Event2026-03-31
Filed2026-05-13
IEFA
ISHARES CORE MSCI EAFE ETF
New
Shares7.3K
Event2026-03-31
Filed2026-05-13
IWD
ISHARES RUSSELL 1000 VALUE ETF
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-13
PG
PROCTER & GAMBLE CO
-1.39%
Shares4.8K
Event2026-03-31
Filed2026-05-13
ROL
ROLLINS INC
3.94%
Shares12.5K
Event2026-03-31
Filed2026-05-13
SCHD
SCHWAB U.S. DIVIDEND EQUITY ETF
181.66%
Shares21.8K
Event2026-03-31
Filed2026-05-13
CNI
CANADIAN NATL RY CO F
118.03%
Shares6.0K
Event2026-03-31
Filed2026-05-13
ECL
ECOLAB INC
11.25%
Shares2.4K
Event2026-03-31
Filed2026-05-13
NDAQ
NASDAQ INC
12.42%
Shares7.4K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY CLASS B
BERKSHIRE HATHAWAY CLASS B
-0.07%
Shares1.4K
Event2026-03-31
Filed2026-05-13
VRSK
VERISK ANALYTICS INC CLASS A
-10.96%
Shares3.5K
Event2026-03-31
Filed2026-05-13
BSX
BOSTON SCIENTIFIC CORP
-6.12%
Shares9.8K
Event2026-03-31
Filed2026-05-13
ALPHABET INC CLASS C
ALPHABET INC CLASS C
0.92%
Shares1.9K
Event2026-03-31
Filed2026-05-13
WCN
WASTE CONNECTIONS INC F
11.90%
Shares4.0K
Event2026-03-31
Filed2026-05-13
ARM
ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
New
Shares3.0K
Event2026-03-31
Filed2026-05-13
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
-10.34%
Shares6.6K
Event2026-03-31
Filed2026-05-13
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
10.36%
Shares3.6K
Event2026-03-31
Filed2026-05-13
TSCO
TRACTOR SUPPLY CO
-23.81%
Shares14.5K
Event2026-03-31
Filed2026-05-13
IVV
ISHARES CORE S&P 500 ETF
17.22%
Shares735
Event2026-03-31
Filed2026-05-13
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES
New
Shares3.5K
Event2026-03-31
Filed2026-05-13
NFLX
NETFLIX INC
-0.45%
Shares5.5K
Event2026-03-31
Filed2026-05-13
WMT
WALMART INC
4.55%
Shares3.8K
Event2026-03-31
Filed2026-05-13
ROCKET LAB CORP CLASS A
ROCKET LAB CORP CLASS A
70.95%
Shares5.5K
Event2026-03-31
Filed2026-05-13
VZ
VERIZON COMMUNICATIONS I
-13.37%
Shares10.5K
Event2026-03-31
Filed2026-05-13
TW
TRADEWEB MKTS INC CLASS A
-12.80%
Shares4.1K
Event2026-03-31
Filed2026-05-13
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
New
Shares8.0K
Event2026-03-31
Filed2026-05-13
IDXX
IDEXX LABS INC
-19.83%
Shares764
Event2026-03-31
Filed2026-05-13
NEE
NEXTERA ENERGY INC
24.03%
Shares4.9K
Event2026-03-31
Filed2026-05-13
IVW
ISHARES S&P 500 GROWTH ETF
5.84%
Shares3.4K
Event2026-03-31
Filed2026-05-13
VWO
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
0.83%
Shares7.4K
Event2026-03-31
Filed2026-05-13
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
New
Shares4.3K
Event2026-03-31
Filed2026-05-13
ABT
ABBOTT LABS
-0.31%
Shares4.5K
Event2026-03-31
Filed2026-05-13
ORLY
O REILLY AUTOMOTIVE INC
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-13
SAP SE ORDF
SAP SE ORDF
New
Shares2.3K
Event2026-03-31
Filed2026-05-13
NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
-5.35%
Shares4.0K
Event2026-03-31
Filed2026-05-13
ET
ENERGY TRANSFER L P LP
5.45%
Shares19.9K
Event2026-03-31
Filed2026-05-13
CAT
CATERPILLAR INC
New
Shares454
Event2026-03-31
Filed2026-05-13
LLY
ELI LILLY AND CO
16.03%
Shares398
Event2026-03-31
Filed2026-05-13
ASTS
AST SPACEMOBILE INC CLASS A
New
Shares4.3K
Event2026-03-31
Filed2026-05-13
KO
THE COCA-COLA CO
0.32%
Shares4.7K
Event2026-03-31
Filed2026-05-13
SNWV
COREWEAVE INC CLASS A
New
Shares2.8K
Event2026-03-31
Filed2026-05-13
TYL
TYLER TECHNOLOGIES INC
-38.96%
Shares998
Event2026-03-31
Filed2026-05-13
PTC
PTC INC
-11.26%
Shares2.4K
Event2026-03-31
Filed2026-05-13
IVE
ISHARES S&P 500 VALUE ETF
6.17%
Shares1.5K
Event2026-03-31
Filed2026-05-13
ONDS
ONDAS INC
New
Shares29.2K
Event2026-03-31
Filed2026-05-13
IONQ
IONQ INC
New
Shares6.4K
Event2026-03-31
Filed2026-05-13
FAST
FASTENAL CO
0.26%
Shares6.5K
Event2026-03-31
Filed2026-05-13
RPM
RPM INTL INC
0.07%
Shares2.7K
Event2026-03-31
Filed2026-05-13
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
New
Shares6.3K
Event2026-03-31
Filed2026-05-13
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
13.51%
Shares3.4K
Event2026-03-31
Filed2026-05-13
DDOG
DATADOG INC CLASS A
-28.04%
Shares2.1K
Event2026-03-31
Filed2026-05-13
CHD
CHURCH & DWIGHT INC
0.10%
Shares2.9K
Event2026-03-31
Filed2026-05-13
FTNT
FORTINET INC
-37.26%
Shares3.0K
Event2026-03-31
Filed2026-05-13
PHO
INVESCO WATER RESOURCES ETF
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-13
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
New
Shares2.9K
Event2026-03-31
Filed2026-05-13
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-13
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
New
Shares8.5K
Event2026-03-31
Filed2026-05-13
T
AT&T INC
0.00%
Shares8.5K
Event2026-03-31
Filed2026-05-13
LVMUY
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
-16.72%
Shares2.0K
Event2026-03-31
Filed2026-05-13
XLV
STATE STREET HEALTH CARESELECT SECTOR SPDR ETF
New
Shares1.5K
Event2026-03-31
Filed2026-05-13
CDNS
CADENCE DESIGN SYS INC
-34.29%
Shares615
Event2026-03-31
Filed2026-05-13
BLUE OWL CREDIT INCOME CORP CLASS S
BLUE OWL CREDIT INCOME CORP CLASS S
0.00%
Shares12.6K
Event2026-03-31
Filed2026-05-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available