Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC (CIK 2019084) reported $351.5M across 164 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RSP ($26.1M, 7.43%), AMZN ($17.4M, 4.94%), QQQ ($13.1M, 3.73%), NVDA ($10.4M, 2.97%), SNOW ($10.4M, 2.95%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RSPINVESCO S&P 500 EQUAL WEIGHT ETF$26.1M7.43%122,712Trimmed
2AMZNAMAZON.COM INC$17.4M4.94%72,899Added
3QQQINVESCO QQQ TR$13.1M3.73%17,805Added
4NVDANVIDIA CORP$10.4M2.97%52,093Added
5SNOWSNOWFLAKE INC CLASS A$10.4M2.95%40,675Trimmed
6GOOGLALPHABET INC CLASS A$9.8M2.78%27,315Added
7ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS$9.6M2.74%4,840Added
8TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS$7.3M2.08%15,289Added
9BNBROOKFIELD CORP FCLASS A$6.4M1.81%149,506Trimmed
10PLTRPALANTIR TECHNOLOGIES INCLASS A$5.9M1.68%50,554Added
11AAPLAPPLE INC$5.8M1.66%20,203Added
12VVISA INC CLASS A$5.5M1.57%16,120Added
13METAMETA PLATFORMS INC CLASS A$5.5M1.56%9,732Added
14MSFTMICROSOFT CORP$5.4M1.54%14,550Added
15LRCXLAM RESH CORP$5.2M1.49%12,101Added
16MAMASTERCARD INC CLASS A$5.2M1.47%10,078Added
17PHPARKER-HANNIFIN CORP$5.1M1.45%5,210Added
18VOOVANGUARD S&P 500 ETF$5.0M1.42%7,282Added
19QQQMINVESCO NASDAQ 100 ETF$4.6M1.32%15,291Added
20CRWDCROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES$4.6M1.31%6,014Added
21VEAVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES$4.4M1.25%61,749Trimmed
22TSLATESLA INC$4.3M1.21%10,150Added
23BLKBLACKROCK INC NEW$4.3M1.21%4,433Added
24VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES$3.6M1.04%30,529Added
25USMVISHARES MSCI USA MIN VOLFACTOR ETF$3.6M1.03%37,460Added

Source: SEC Form 13F filings · as of 2026-06-30