KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 0002019084 · BRATENAHL, OH

As of Sep 30, 2025, KIRTLAND HILLS CAPITAL MANAGEMENT, LLC reported 154 positions worth $252.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—92,774 7.6M6.96%
AMAZON.COM INCAMZNEquity44,294$9.7M3.85%
PALANTIR TECHNOLOGIES INCPLTRTechnology46,842$8.5M3.38%
NVIDIA CORPNVDATechnology44,084$8.2M3.25%
ALPHABET INCGOOGLEquity25,854$6.3M2.49%
MICROSOFT CORPMSFTTechnology11,256$5.8M2.31%
BROOKFIELD CORPBNFinancial Services84,732$5.8M2.30%
SNOWFLAKE INCSNOWTechnology25,622$5.8M2.29%
MASTERCARD INCMAFinancial Services9,379$5.3M2.11%
META PLATFORMS INCMETACommunication Services6,937$5.1M2.02%
VISA INC-CLASS A SHARESVFinancial Services14,524$5.0M1.96%
APPLE INCAAPLTechnology19,074$4.9M1.92%
BLACKROCK INCBLKFinancial Services4,002$4.7M1.85%
TESLA INCTSLAConsumer Cyclical9,274$4.1M1.63%
ASML HOLDING NVASMLTechnology4,152$4.0M1.59%
JACOBS SOLUTIONS INCJIndustrials24,500$3.7M1.45%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology12,625$3.5M1.40%
INTUIT INCINTUTechnology4,715$3.2M1.27%
VANGUARD 500 INDEX FUNDVOO—5,197$3.2M1.26%
UBER TECHNOLOGIES INCUBERTechnology30,254$3.0M1.17%
VANGUARD TAX-MANAGED FUNDSVEA—47,817$2.9M1.13%
ISHARES BITCOIN TRUST ETFIBIT—44,064$2.9M1.13%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services16,291$2.7M1.09%
MSCI INCMSCIFinancial Services4,697$2.7M1.05%
CROWDSTRIKE HOLDINGS INCCRWDTechnology5,159$2.5M1.00%