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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 135 项
建仓 9
增持 97
减持 17
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES
-$15.8M
0
-100%
清仓
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES
-$11.2M
0
-100%
清仓
SCOXX
SCHWAB TREASURY OBLIG MONEY ULTRA
-$8.7M
0
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。
-100%
清仓
J
JACOBS SOLUTIONS INC
-$2.4M
0
-100%
清仓
SGUXX
SCHWAB GOVERNMENT MONEY ULTRA
-$2.1M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$1.4M
31,997
+17%
增持
TSLA
TESLA INC
+$1.4M
6,499
+38%
增持
AMZN
AMAZON.COM INC
+$1.2M
15,134
+36%
增持
VB
VANGUARD SMALL CAP ETF
+$1.2M
9,296
+105%
增持
SNOW
SNOWFLAKE INC CLASS A
+$1.2M
15,920
+40%
建仓
—
AMG PANTHEON CREDIT SOLUTIONS FD S CL
+$1.0M
96,154
增持
NVDA
NVIDIA CORP
+$833.6K
32,870
+11%
增持
RSP
INVSC S P 500 EQUAL WEIGHT ETF IV
+$808.9K
86,055
+8%
增持
AAPL
APPLE INC
+$793.0K
16,595
+15%
清仓
SCHZ
SCHWAB TREASURY OBLIG MONEY INV
-$760.8K
0
-100%
清仓
SNVXX
SCHWAB GOVERNMENT MONEY INV
-$746.1K
0
-100%
增持
GOOGL
ALPHABET INC CLASS A
+$684.9K
18,431
+9%
增持
V
VISA INC CLASS A
+$626.5K
13,255
+2%
增持
VOO
VANGUARD S&P 500 ETF
+$621.5K
2,490
+82%
增持
MSFT
MICROSOFT CORP
+$537.1K
6,770
+26%
增持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$536.3K
1,667
+124%
减持
AMT
AMERICAN TOWER CORP NEW REIT
-$536.0K
5,896
-15%
增持
CRM
SALESFORCE INC
+$497.1K
4,993
+17%
增持
META
META PLATFORMS INC CLASS A
+$476.8K
5,148
+16%
增持
AVGO
BROADCOM INC
+$441.3K
4,420
+31%
增持
RTX
RTX CORP
+$400.7K
19,540
+110%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$387.1K
2,833
+36%
增持
NOW
SERVICENOW INC
+$386.1K
1,504
+11%
增持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$371.4K
6,611
+23%
增持
LMT
LOCKHEED MARTIN CORP
-$371.1K
4,178
+2%
增持
MA
MASTERCARD INC CLASS A
+$357.0K
8,734
+2%
清仓
ADSK
AUTODESK INC
-$350.4K
0
-100%
增持
DHR
DANAHER CORP
-$348.1K
7,269
+0%
增持
—
BLACKROCK INC NEW
+$330.3K
2,863
+4%
减持
ELV
ELEVANCE HEALTH INC
-$325.4K
1,754
-6%
增持
BX
BLACKSTONE INC
+$315.4K
9,765
+9%
建仓
FTNT
FORTINET INC
+$299.4K
3,169
减持
ZTS
ZOETIS INC CLASS A
-$282.3K
8,568
-0%
清仓
BA
BOEING CO
-$279.6K
0
-100%
清仓
SCHX
SCHWAB US LARGE CAP ETF
-$271.4K
0
-100%
增持
DDOG
DATADOG INC CLASS A
+$266.9K
4,580
+36%
增持
UNH
UNITEDHEALTH GROUP INC
-$252.2K
3,312
+0%
建仓
TEAM
ATLASSIAN CORP CLASS A
+$248.2K
1,020
建仓
CDNS
CADENCE DESIGN SYS INC
+$246.1K
819
建仓
IBIT
ISHARES BITCOIN ETF
+$245.6K
4,630
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$224.7K
4,698
清仓
IVV
ISHARES CORE S&P 500 ETF
-$222.9K
0
-100%
增持
LOW
LOWES COS INC
-$212.3K
9,469
+1%
建仓
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$212.1K
468
建仓
IWP
ISHARES RUSSELL MID CAP GROWTH ETF
+$210.2K
1,658
清仓
MDLZ
MONDELEZ INTL INC CLASS A
-$206.0K
0
-100%
增持
TTD
THE TRADE DESK INC CLASS A
+$204.5K
11,479
+10%
建仓
VWO
VANGUARD FTSE EMERGING MARK ETF IV
+$201.4K
4,574
增持
TMO
THERMO FISHER SCIENTIFIC
-$193.9K
2,219
+2%
增持
BKNG
BOOKING HLDGS INC
+$183.9K
204
+4%
增持
NKE
NIKE INC CLASS B
+$183.7K
19,038
+34%
增持
—
LAM RESH CORP CLASS EQUITY
+$178.9K
7,788
+1557%
增持
JPM
JPMORGAN CHASE & CO
+$164.6K
4,390
+4%
增持
DIS
DISNEY WALT CO
+$162.4K
5,765
+16%
增持
MSCI
MSCI INC
+$161.2K
3,993
+4%
增持
ADBE
ADOBE INC
+$158.7K
1,272
+62%
增持
PEP
PEPSICO INC
+$154.7K
5,910
+35%
增持
SHOP
SHOPIFY INC FCLASS A
+$146.8K
4,164
+13%
增持
ICE
INTERCONTINENTAL EXCHANG
-$143.1K
14,253
+1%
增持
TXN
TEXAS INSTRS INC
-$134.6K
10,374
+3%
增持
GD
GENERAL DYNAMICS CORP
-$123.8K
4,742
+4%
增持
—
LINDE PLC F
-$123.1K
2,598
+2%
增持
KLAC
KLA CORP
+$121.5K
633
+77%
增持
—
ARISTA NETWORKS INC
+$118.2K
2,920
+448%
增持
NFLX
NETFLIX INC
+$118.0K
496
+9%
增持
VO
VANGUARD MID CAP ETF
+$117.3K
2,417
+22%
增持
ISRG
INTUITIVE SURGICAL INC
+$106.7K
1,125
+15%
增持
WDAY
WORKDAY INC CLASS A
+$103.2K
2,497
+13%
减持
IQV
IQVIA HLDGS INC
-$102.8K
2,137
-3%
增持
PG
PROCTER & GAMBLE CO
+$98.3K
5,167
+17%
增持
HON
HONEYWELL INTL INC
+$95.0K
4,376
+1%
增持
IDXX
IDEXX LABS INC
-$89.8K
1,077
+2%
增持
GOOG
ALPHABET INC CLASS C
+$89.3K
1,653
+23%
减持
JNJ
JOHNSON & JOHNSON
-$82.7K
4,444
-1%
增持
INTU
INTUIT
+$82.3K
4,809
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$78.8K
10,243
+3%
增持
COST
COSTCO WHSL CORP NEW
+$78.6K
1,982
+1%
增持
TSCO
TRACTOR SUPPLY CO
-$71.0K
15,679
+405%
减持
SBUX
STARBUCKS CORP
-$69.8K
9,508
-1%
减持
—
MEDTRONIC PLC F
-$69.6K
2,597
-16%
增持
LRLCY
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
-$63.9K
7,767
+14%
减持
CSGP
COSTAR GROUP INC
-$61.7K
6,307
-7%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$60.8K
1,747
+2%
增持
CP
CANADIAN PACIFIC KANSA F
-$57.6K
6,578
+5%
增持
NSRGY
NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$54.1K
3,474
+3%
减持
MTD
METTLER-TOLEDO INTL INC
-$51.8K
166
-2%
增持
WMT
WALMART INC
+$51.4K
3,261
+8%
增持
VRSK
VERISK ANALYTICS INC CLASS A
+$49.4K
3,952
+2%
增持
ROP
ROPER TECHNOLOGIES INC
-$49.3K
3,333
+4%
增持
AMAT
APPLIED MATLS INC
+$48.5K
3,156
+37%
增持
TYL
TYLER TECHNOLOGIES INC
+$47.0K
1,684
+6%
减持
SCHW
CHARLES SCHWAB CORP
+$46.4K
7,494
-4%
增持
—
ACCENTURE PLC IRELAND FCLASS A
+$44.8K
4,472
+3%
增持
NEE
NEXTERA ENERGY INC
-$44.1K
3,861
+2%
增持
VZ
VERIZON COMMUNICATIONS I
-$42.7K
10,968
+2%
减持
CME
CME GROUP INC CLASS A
+$39.2K
4,412
-1%
增持
ROL
ROLLINS INC
-$37.9K
9,406
+0%
增持
ECL
ECOLAB INC
-$34.9K
2,156
+2%
增持
WM
WASTE MGMT INC DEL
-$31.1K
7,142
+1%
增持
SHW
SHERWIN-WILLIAMS CO
-$30.4K
5,384
+10%
增持
PH
PARKER-HANNIFIN CORP
+$28.1K
2,205
+1%
减持
MKC
MCCORMICK & CO INC
-$27.7K
4,163
-1%
增持
HD
HOME DEPOT INC
-$26.5K
3,021
+2%
增持
PTC
PTC INC
+$25.9K
2,948
+3%
减持
ESS
ESSEX PPTY TR INC REIT
-$23.4K
784
-6%
增持
RSG
REPUBLIC SVCS INC
+$23.2K
8,057
+1%
增持
CNSWF
CONSTELLATION SOFTWARE F
-$23.1K
380
+3%
增持
LLY
ELI LILLY AND CO
+$20.1K
306
+25%
减持
TW
TRADEWEB MKTS INC CLASS A
+$17.9K
4,676
-3%
增持
ORLY
O REILLY AUTOMOTIVE INC
+$17.7K
281
+3%
增持
WCN
WASTE CONNECTIONS INC F
+$17.1K
1,615
+11%
增持
—
EATON CORP PLC F
+$16.6K
831
+6%
增持
KO
THE COCA-COLA CO
-$16.2K
4,563
+9%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$15.8K
4,527
+14%
减持
EPD
ENTERPRISE PRODS PART LP
+$13.5K
7,619
-2%
增持
UNP
UNION PAC CORP
-$13.1K
3,217
+6%
增持
MCO
MOODYS CORP
+$12.0K
4,481
+1%
增持
ABT
ABBOTT LABS
+$10.1K
4,276
+3%
增持
ORCL
ORACLE CORP
-$9.9K
7,964
+2%
增持
SPGI
S&P GLOBAL INC
-$8.2K
2,179
+3%
增持
RPM
RPM INTL INC
+$6.4K
3,044
+0%
减持
EW
EDWARDS LIFESCIENCES COR
-$5.6K
4,495
-12%
增持
APD
AIR PRODS & CHEMS INC
+$4.9K
3,094
+3%
增持
FAST
FASTENAL CO
+$4.0K
3,380
+1%
增持
SYK
STRYKER CORP
+$2.3K
3,368
+1%
增持
—
EXXON MOBIL CORP
+$1.9K
3,481
+10%
增持
SYY
SYSCO CORP
-$1.5K
2,670
+1%
减持
SPY
SPDR S&P 500 ETF IV
+$549
1,890
-2%
增持
NOC
NORTHROP GRUMMAN CORP
-$308
1,516
+12%
增持
CHD
CHURCH & DWIGHT INC
+$270
3,401
+0%
