§ 13F · FUND PROFILE
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC.
AUM · $351M (13F)Positions · 166Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 123K | $26M | 7.4% | −5% |
| 2 | AMZN | AMAZON.COM INC | 73K | $17M | 4.9% | +2% |
| 3 | QQQ | INVESCO QQQ TR | 18K | $13M | 3.7% | +32% |
| 4 | NVDA | NVIDIA CORP | 52K | $10M | 3.0% | +5% |
| 5 | SNOW | SNOWFLAKE INC CLASS A | 41K | $10M | 2.9% | −2% |
| 6 | GOOGL | ALPHABET INC CLASS A | 27K | $10M | 2.8% | +1% |
| 7 | ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 5K | $10M | 2.7% | +1% |
| 8 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 15K | $7M | 2.1% | +1% |
| 9 | BN | BROOKFIELD CORP FCLASS A | 150K | $6M | 1.8% | −3% |
| 10 | PLTR | PALANTIR TECHNOLOGIES INCLASS A | 51K | $6M | 1.7% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KIRTLAND SIGNAL
AC read
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC is a Other fund managing $351 million in assets. The fund runs a portfolio of 166 positions.
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