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KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0002019084
持仓数
156
前50大市值合计
$233.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 100 项
增持 70
减持 30
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$984.7K
26,410
+948%
增持
VB
VANGUARD SMALL CAP ETF
+$481.2K
4,088
+120%
增持
AAPL
APPLE INC
+$413.7K
14,465
+1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
RSP
INVSC S P 500 EQUAL WEIGHT ETF
+$323.4K
59,053
+4%
增持
MSFT
MICROSOFT CORP
+$227.7K
5,309
+2%
增持
GOOGL
ALPHABET INC. CLASS A
+$223.7K
15,814
+1%
减持
EL
ESTEE LAUDERCO INC CLASS A
-$191.7K
5,442
-9%
增持
ORCL
ORACLE CORP
+$187.1K
7,844
+0%
增持
V
VISA INC CLASS A
-$184.0K
12,850
+0%
减持
NKE
NIKE INC CLASS B
-$176.3K
9,381
-1%
增持
COST
COSTCO WHOLESALE CO
+$174.8K
1,967
+1%
增持
META
META PLATFORMS INC CLASS A
+$163.4K
4,147
+1%
增持
TXN
TEXAS INSTRUMENTS
+$157.8K
9,835
+3%
减持
DG
DOLLAR GENERAL CORP
-$156.1K
8,607
-8%
增持
SNOW
SNOWFLAKE INC CLASS A
-$152.5K
9,159
+4%
增持
DEO
DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS
+$131.3K
2,624
+76%
增持
ROP
ROPER TECHNOLOGIES
+$127.7K
3,010
+0%
减持
LOW
LOWES COMPANIES INC
-$127.2K
9,411
-1%
增持
DXCM
DEXCOM INC
+$126.2K
2,624
+57%
增持
INTU
INTUIT INC
+$123.8K
4,731
+0%
增持
NOW
SERVICE NOW INC
+$122.9K
1,190
+5%
增持
JPM
JPMORGAN CHASE & CO
-$122.1K
4,786
+14%
增持
CSGP
COSTAR GROUP INC
-$120.9K
7,361
+0%
减持
MCO
MOODYS CORP
+$113.3K
4,444
-0%
增持
TSM
TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$113.0K
2,947
+5%
增持
TSLA
TESLA INC
+$112.5K
3,654
+4%
增持
TTD
THE TRADE DESK INC CLASS A
+$111.6K
9,820
+1%
增持
PH
PARKER-HANNIFIN CORP
-$105.2K
2,145
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$101.8K
1,461
+0%
减持
MA
MASTERCARD INC CLASS A
-$99.9K
8,520
-0%
增持
AVGO
BROADCOM INC
+$98.5K
299
+3%
减持
SHW
SHERWIN WILLIAMS CO
-$88.9K
4,369
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$81.1K
11,968
+16%
减持
CME
CME GROUP INC CLASS A
-$80.0K
4,685
-1%
增持
ZTS
ZOETIS INC CLASS A
+$77.7K
8,093
+0%
减持
AMT
AMERN TOWER CORP REIT
+$77.3K
7,980
-2%
减持
—
ACCENTURE PLC FCLASS A
-$65.8K
4,224
-2%
增持
—
ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$65.4K
469
+3%
增持
AMZN
AMAZON.COM INC
+$64.3K
9,111
+1%
减持
HON
HONEYWELL INTL INC
+$63.1K
4,734
-1%
增持
AMAT
APPLIED MATERIALS
+$59.9K
1,590
+4%
增持
ISRG
INTUITIVE SURGICAL
+$56.4K
846
+1%
增持
ICE
INTERCONTINENTAL EXC
+$54.7K
13,899
+0%
增持
CNSWF
CONSTELLATION SOFTWR F
+$51.9K
359
+1%
增持
UNP
UNION PACIFIC CORP
-$51.8K
2,731
+0%
增持
WDAY
WORKDAY INC CLASS A
-$49.7K
2,116
+1%
增持
HD
HOME DEPOT INC
+$48.2K
3,095
+3%
增持
ADBE
ADOBE INC
+$48.0K
608
+3%
减持
RSG
REPUBLIC SERVICES
+$47.1K
7,850
-0%
增持
LRLCY
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
-$46.7K
6,189
+1%
增持
MSCI
MSCI INC
+$46.4K
3,318
+1%
增持
SYK
STRYKER CORP
+$46.0K
3,348
+1%
减持
ANSS
ANSYS INC
-$44.2K
1,582
-7%
增持
DDOG
DATADOG INC CLASS A
+$43.9K
2,624
+3%
增持
—
BLACKROCK INC
+$43.3K
2,630
+1%
增持
—
LAM RESEARCH CORP
+$42.8K
265
+0%
减持
EW
EDWARDS LIFESCIENCES
+$40.1K
6,474
-1%
减持
VEEV
VEEVA SYSTEMS INC CLASS A
-$39.5K
1,167
-6%
增持
ADSK
AUTODESK INC
+$37.0K
1,035
+1%
增持
TYL
TYLER TECHNOLOGIES
+$36.9K
1,521
+0%
增持
SPGI
S&P GLOBAL INC
+$36.9K
2,113
+0%
增持
VZ
VERIZON COMMUNICATN
+$32.1K
11,117
+3%
减持
BX
BLACKSTONE INC
+$29.0K
8,107
-0%
增持
—
LINDE PLC F
+$28.7K
2,551
+0%
减持
APD
AIR PROD & CHEMICALS
+$28.6K
3,101
-1%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$28.3K
3,978
+6%
增持
RTX
RTX CORP
-$27.8K
8,310
+0%
增持
TMO
THERMO FISHER SCNTFC
-$26.8K
1,971
+1%
减持
NSRGY
NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$26.7K
3,405
-6%
增持
GD
GENERAL DYNAMICS CO
+$26.6K
4,423
+3%
增持
CRM
SALESFORCE INC
-$25.8K
3,313
+5%
减持
FAST
FASTENAL CO
-$25.3K
3,338
-5%
增持
DIS
WALT DISNEY CO
-$24.1K
5,573
+2%
减持
MKC
MC CORMICK & CO INC
-$23.5K
4,325
-1%
增持
WM
WASTE MANAGEMENT INC
+$22.6K
6,963
+0%
增持
ABT
ABBOTT LABORATORIES
+$20.7K
4,385
+6%
增持
SCHW
CHARLES SCHWAB CORP
-$20.4K
7,855
+0%
增持
SHOP
SHOPIFY INC FCLASS A
+$17.8K
3,407
+2%
增持
CP
CANADIAN PACIFIC KANSA F
-$17.2K
6,200
+0%
减持
ROL
ROLLINS INC
+$16.8K
9,428
-0%
增持
TSCO
TRACTOR SUPPLY COMP
+$14.6K
3,103
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$14.4K
4,060
+1%
增持
MDLZ
MONDELEZ INTL CLASS A
-$13.6K
3,118
+1%
减持
UNH
UNITEDHEALTH GRP INC
+$12.7K
3,428
-0%
减持
PG
PROCTER & GAMBLE
-$11.9K
4,963
-1%
减持
VOO
VANGUARD S&P 500 ETF
-$11.7K
721
-8%
减持
SYY
SYSCO CORP
-$11.4K
3,328
-0%
增持
PEP
PEPSICO INC
+$11.3K
5,087
+9%
增持
CHD
CHURCH & DWIGHT CO INC I
-$9.4K
3,445
+0%
减持
SBUX
STARBUCKS CORP
-$9.1K
11,849
-7%
增持
DHR
DANAHER CORP
+$8.9K
7,196
+0%
增持
NEE
NEXTERA ENERGY INC
+$7.8K
4,223
+5%
增持
NOC
NORTHROP GRUMMAN CO
+$6.5K
845
+10%
增持
JNJ
JOHNSON & JOHNSON
+$4.3K
4,786
+3%
减持
ECL
ECOLAB INC
+$3.5K
2,114
-1%
减持
EPD
ENTERPRISE PRODS PART LP
+$2.5K
9,062
-1%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$2.2K
3,338
+31%
增持
—
EXXON MOBIL CORP
-$1.6K
3,532
+0%
减持
ELV
ELEVANCE HEALTH INC
-$1.2K
1,927
-2%
减持
SPY
SPDR S&P 500 ETF
-$1.1K
1,799
-5%
