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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 139 项
建仓 16
增持 88
减持 25
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
J
JACOBS SOLUTIONS INC
+$2.9M
24,500
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$1.8M
45,131
+41%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$1.5M
83,733
-3%
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。
清仓
—
AMG PANTHEON CREDIT SOLUTIONS FD S CL
-$1.0M
0
-100%
增持
TSLA
TESLA INC
-$772.8K
7,672
+18%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$763.4K
4,613
+63%
建仓
MELI
MERCADOLIBRE INC
+$720.1K
343
增持
AMZN
AMAZON.COM INC
+$687.9K
23,221
+53%
增持
IBIT
ISHARES BITCOIN ETF
+$661.7K
18,800
+306%
清仓
DIS
DISNEY WALT CO
-$642.0K
0
-100%
建仓
NET
CLOUDFLARE INC CLASS A
+$636.5K
5,899
减持
NKE
NIKE INC CLASS B
-$626.3K
14,604
-23%
增持
NVDA
NVIDIA CORP
-$621.5K
37,370
+14%
增持
MSFT
MICROSOFT CORP
+$610.3K
9,418
+39%
增持
TTD
THE TRADE DESK INC CLASS A
-$606.4K
14,777
+29%
增持
VOO
VANGUARD S&P 500 ETF
+$605.1K
4,023
+62%
建仓
BLPRCRI
BLACKSTONE PRIVATE CREDIT FUND CLASS S
+$589.3K
23,238
增持
AAPL
APPLE INC
-$568.9K
18,209
+10%
增持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$557.1K
2,675
+60%
建仓
UBER
UBER TECHNOLOGIES INC
+$551.4K
7,329
增持
SNOW
SNOWFLAKE INC CLASS A
+$528.0K
20,820
+31%
建仓
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
+$521.6K
5,793
增持
COST
COSTCO WHSL CORP NEW
+$475.3K
2,304
+16%
建仓
QQQM
INVESCO NASDAQ 100 ETF
+$471.6K
2,579
增持
FTNT
FORTINET INC
+$457.3K
7,872
+148%
清仓
CSGP
COSTAR GROUP INC
-$451.5K
0
-100%
减持
—
ACCENTURE PLC IRELAND FCLASS A
-$427.7K
4,057
-9%
清仓
IQV
IQVIA HLDGS INC
-$419.9K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$411.3K
2,453
减持
ZTS
ZOETIS INC CLASS A
-$406.2K
6,657
-22%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$399.7K
6,866
增持
RSG
REPUBLIC SVCS INC
+$395.3K
8,287
+3%
增持
BX
BLACKSTONE INC
-$341.7K
10,292
+5%
减持
TMO
THERMO FISHER SCIENTIFIC
-$334.8K
1,918
-14%
清仓
EW
EDWARDS LIFESCIENCES COR
-$332.8K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$326.7K
7,656
+7%
增持
TXN
TEXAS INSTRS INC
-$325.1K
10,915
+5%
增持
PEP
PEPSICO INC
+$322.9K
8,552
+45%
建仓
ADSK
AUTODESK INC
+$322.3K
1,242
增持
DHR
DANAHER CORP
-$295.7K
7,349
+1%
增持
V
VISA INC CLASS A
+$291.5K
13,594
+3%
增持
JPM
JPMORGAN CHASE & CO
+$290.8K
5,790
+32%
清仓
—
EATON CORP PLC F
-$275.8K
0
-100%
减持
LOW
LOWES COS INC
-$271.9K
9,429
-0%
增持
META
META PLATFORMS INC CLASS A
+$267.8K
6,545
+27%
增持
ORCL
ORACLE CORP
-$256.4K
8,324
+5%
减持
DDOG
DATADOG INC CLASS A
-$252.4K
4,409
-4%
建仓
—
MONDAY COM LTD F
+$239.9K
974
减持
RTX
RTX CORP
-$239.5K
10,016
-49%
建仓
T
AT&T INC
+$229.9K
8,466
建仓
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
+$227.4K
2,089
清仓
ESS
ESSEX PPTY TR INC REIT
-$223.7K
0
-100%
建仓
ET
ENERGY TRANSFER L P LP
+$220.1K
12,742
减持
INTU
INTUIT
-$212.3K
4,801
-0%
清仓
IWP
ISHARES RUSSELL MID CAP GROWTH ETF
-$210.2K
0
-100%
建仓
VUG
VANGUARD GROWTH ETF
+$209.2K
594
增持
NOW
SERVICENOW INC
-$207.6K
1,796
+19%
清仓
SYY
SYSCO CORP
-$204.1K
0
-100%
清仓
MTD
METTLER-TOLEDO INTL INC
-$203.1K
0
-100%
建仓
RSPS
INVSC SP 500 EQL WGHT CNSMR STPL ETF
+$203.1K
6,670
增持
MCO
MOODYS CORP
-$194.2K
4,535
+1%
增持
ICE
INTERCONTINENTAL EXCHANG
+$189.4K
14,582
+2%
减持
SBUX
STARBUCKS CORP
-$177.0K
8,474
-11%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$170.8K
739
+58%
增持
CME
CME GROUP INC CLASS A
+$170.7K
4,553
+3%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$165.1K
6,545
+45%
增持
SHOP
SHOPIFY INC FCLASS A
+$161.9K
7,229
+74%
增持
NSRGY
NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$161.8K
4,136
+19%
减持
AMT
AMERICAN TOWER CORP NEW REIT
+$158.9K
5,570
-6%
增持
NOC
NORTHROP GRUMMAN CORP
+$156.6K
1,607
+6%
增持
EPD
ENTERPRISE PRODS PART LP
+$148.0K
12,472
+64%
增持
UNP
UNION PAC CORP
+$140.3K
3,967
+23%
减持
PTC
PTC INC
-$140.1K
2,800
-5%
增持
ROP
ROPER TECHNOLOGIES INC
+$136.8K
3,355
+1%
增持
SHW
SHERWIN-WILLIAMS CO
+$134.2K
5,892
+9%
减持
ADBE
ADOBE INC
-$133.5K
1,239
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$130.0K
3,403
+3%
增持
—
LINDE PLC F
+$129.3K
2,692
+4%
增持
ABT
ABBOTT LABS
+$123.1K
4,633
+8%
增持
VZ
VERIZON COMMUNICATIONS I
+$122.9K
12,751
+16%
减持
WDAY
WORKDAY INC CLASS A
-$120.5K
2,370
-5%
增持
HON
HONEYWELL INTL INC
-$118.6K
4,424
+1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$118.4K
1,707
-2%
增持
GOOGL
ALPHABET INC CLASS A
+$111.1K
23,817
+29%
增持
SPY
SPDR S&P 500 ETF
-$110.5K
1,895
+0%
增持
CNSWF
CONSTELLATION SOFTWARE F
+$110.1K
382
+1%
增持
WCN
WASTE CONNECTIONS INC F
+$101.1K
1,916
+19%
增持
HD
HOME DEPOT INC
+$99.4K
3,589
+19%
增持
CRM
SALESFORCE INC
-$93.6K
6,373
+28%
增持
—
BLACKROCK INC NEW
-$87.4K
3,251
+14%
减持
ELV
ELEVANCE HEALTH INC
+$84.8K
1,724
-2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$84.2K
10,504
+3%
增持
VRSK
VERISK ANALYTICS INC CLASS A
+$81.5K
3,993
+1%
增持
KLAC
KLA CORP
+$81.3K
757
+20%
减持
GOOG
ALPHABET INC CLASS C
-$80.2K
1,530
-7%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$78.8K
6,471
+41%
减持
ROL
ROLLINS INC
+$78.2K
9,218
-2%
增持
MSCI
MSCI INC
-$78.0K
4,238
+6%
增持
NFLX
NETFLIX INC
+$77.5K
534
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$74.1K
4,534
+9%
增持
ISRG
INTUITIVE SURGICAL INC
+$71.7K
1,365
+21%
增持
KO
THE COCA-COLA CO
+$69.1K
4,838
+6%
增持
BKNG
BOOKING HLDGS INC
-$66.8K
207
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$64.8K
5,704
+21%
增持
ORLY
O REILLY AUTOMOTIVE INC
+$63.2K
285
+1%
增持
GD
GENERAL DYNAMICS CORP
+$62.1K
4,751
+0%
增持
—
ARISTA NETWORKS INC
+$61.9K
5,402
+85%
减持
LRLCY
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
+$60.5K
7,517
-3%
增持
—
EXXON MOBIL CORP
+$59.0K
4,055
+16%
增持
RPM
RPM INTL INC
-$55.6K
3,093
+2%
增持
VB
VANGUARD SMALL CAP ETF
+$53.2K
11,047
+19%
增持
PH
PARKER-HANNIFIN CORP
-$53.2K
2,405
+9%
增持
CP
CANADIAN PACIFIC KAN F
+$52.4K
7,090
+8%
减持
TSCO
TRACTOR SUPPLY CO
-$48.9K
15,611
-0%
减持
JNJ
JOHNSON & JOHNSON
+$42.2K
4,350
-2%
减持
IDXX
IDEXX LABS INC
-$38.7K
988
-8%
增持
LLY
ELI LILLY AND CO
+$37.7K
327
+7%
增持
WMT
WALMART INC
+$37.3K
3,561
+9%
增持
MA
MASTERCARD INC CLASS A
+$34.0K
8,956
+3%
增持
TW
TRADEWEB MKTS INC CLASS A
+$32.7K
4,799
+3%
减持
FAST
FASTENAL CO
+$31.4K
3,364
-0%
增持
SPGI
S&P GLOBAL INC
-$30.8K
2,278
+5%
增持
APD
AIR PRODS & CHEMS INC
-$30.0K
3,299
+7%
增持
AVGO
BROADCOM INC
+$29.9K
6,168
+40%
增持
SYK
STRYKER CORP
-$28.8K
3,417
+1%
增持
—
LAM RESH CORP
+$25.6K
9,225
+18%
增持
TEAM
ATLASSIAN CORP CLASS A
+$24.7K
1,346
+32%
增持
CDNS
CADENCE DESIGN SYS INC
-$21.0K
865
+6%
增持
SCHW
CHARLES SCHWAB CORP
+$20.4K
7,552
+1%
增持
ECL
ECOLAB INC
+$19.8K
2,199
+2%
增持
PG
PROCTER & GAMBLE CO
+$17.2K
5,177
+0%
增持
AMAT
APPLIED MATLS INC
+$16.7K
3,855
+22%
增持
TYL
TYLER TECHNOLOGIES INC
+$16.5K
1,732
+3%
减持
MKC
MCCORMICK & CO INC
-$10.7K
4,072
-2%
增持
NEE
NEXTERA ENERGY INC
+$4.7K
4,245
+10%
增持
VO
VANGUARD MID CAP ETF
+$4.7K
2,617
+8%
增持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$4.6K
8,574
+30%
减持
—
MEDTRONIC PLC F
+$2.9K
2,547
-2%
增持
CHD
CHURCH & DWIGHT INC
+$2.6K
3,404
+0%
