Kirtland Hills Capital Management, LLC Incresed Positions in Q2 2025

Kirtland Hills Capital Management, LLC

  • $203 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
9.92K
+ 42.73%
$167.32 - $223.3 $1.66M - $2.22M
33.1K $7.27M
PLTR
Palantir Technologies Inc.

Technology
1.4K
+ 3.11%
$74.01 - $144.25 $104K - $202K
46.5K $6.34M
NVDA
Nvidia Corp

Technology
3.26K
+ 8.71%
$94.31 - $157.99 $307K - $514K
40.6K $6.42M
SNOW
Snowflake Inc.

Technology
2.23K
+ 10.72%
$130.53 - $223.77 $291K - $499K
23.1K $5.16M
MSFT
Microsoft Corp

Technology
869
+ 9.23%
$354.56 - $497.45 $308K - $432K
10.3K $5.12M
UBER
Uber Technologies, Inc

Technology
12.5K
+ 170.12%
$64.62 - $93.3 $806K - $1.16M
19.8K $1.85M
VEA
Vanguard Ftse Developed Market

ETFs
22.1K
+ 387.52%
$45.65 - $57.01 $1.01M - $1.26M
27.8K $1.59M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.19K
+ 3.81%
$152.93 - $181.74 $488K - $579K
86.9K $15.8M
META
Meta Platforms, Inc.

Communication Services
171
+ 2.61%
$484.66 - $738.09 $82.9K - $126K
6.72K $4.96M
MELI
Mercadolibre Inc

Consumer Cyclical
366
+ 106.71%
$1794.73 - $2613.63 $657K - $957K
709 $1.85M
ASML
Asml Holding Nv

Technology
921
+ 34.43%
$595.37 - $815.24 $548K - $751K
3.6K $2.88M
CRWD
Crowd Strike Holdings, Inc.

Technology
347
+ 7.52%
$321.63 - $509.31 $112K - $177K
4.96K $2.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.64K
+ 19.13%
$141.37 - $228.57 $232K - $375K
10.2K $2.31M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.42K
+ 162.61%
$85.42 - $94.39 $805K - $889K
15.2K $1.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.12K
+ 27.89%
$456.74 - $568.03 $512K - $637K
5.15K $2.92M
VUG
Vanguard Growth ETF

ETFs
1.83K
+ 308.08%
$329.49 - $438.4 $603K - $802K
2.42K $1.06M
GOOGL
Alphabet Inc.

Communication Services
1.4K
+ 5.87%
$144.7 - $178.6 $202K - $250K
25.2K $4.44M
DGRO
Ishares Core Dividend Growth E

ETFs
11.1K
+ 162.26%
$55.22 - $63.94 $615K - $712K
18K $1.15M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.78K
+ 107.91%
$171.4 - $227.1 $477K - $632K
5.36K $1.22M
AVGO
Broadcom Inc.

Technology
51
+ 0.83%
$146.29 - $275.65 $7.46K - $14.1K
6.22K $1.71M
ORCL
Oracle Corp

Technology
7
+ 0.08%
$122.82 - $218.63 $860 - $1.53K
8.33K $1.82M
PANW
Palo Alto Networks Inc

Technology
2.45K
+ 99.67%
$152.44 - $204.64 $373K - $500K
4.9K $1M
NOW
Service Now, Inc.

Technology
151
+ 8.41%
$721.65 - $1040.18 $109K - $157K
1.95K $2M
TSLA
Tesla, Inc.

Consumer Cyclical
386
+ 5.03%
$221.86 - $362.89 $85.6K - $140K
8.06K $2.56M
BLK
Black Rock Inc.

Financial Services
149
+ 4.58%
$815.72 - $1049.25 $122K - $156K
3.4K $3.57M
JPM
Jpmorgan Chase & CO

Financial Services
469
+ 8.1%
$210.28 - $289.91 $98.6K - $136K
6.26K $1.81M
MCO
Moodys Corp

Financial Services
379
+ 8.36%
$396.7 - $501.59 $150K - $190K
4.91K $2.46M
LRCX
Lam Research Corp

Technology
1.24K
+ 13.47%
$59.09 - $97.34 $73.4K - $121K
10.5K $1.02M
SHOP
Shopify Inc.

Technology
1.71K
+ 23.68%
$76.89 - $115.35 $132K - $197K
8.94K $1.03M
PH
Parker Hannifin Corp

Industrials
151
+ 6.28%
$517.23 - $700.54 $78.1K - $106K
2.56K $1.79M
ICE
Intercontinental Exchange, Inc.

Financial Services
838
+ 5.75%
$151.62 - $183.47 $127K - $154K
15.4K $2.83M
AMAT
Applied Materials Inc

Technology
918
+ 23.81%
$126.95 - $183.52 $117K - $168K
4.77K $873K
TTD
Trade Desk, Inc.

Technology
516
+ 3.49%
$45.27 - $79.4 $23.4K - $41K
15.3K $1.1M
MA
Mastercard Inc

Financial Services
281
+ 3.14%
$479.92 - $590.74 $135K - $166K
9.24K $5.19M
SCHW
Schwab Charles Corp

Financial Services
1.85K
+ 24.54%
$69.06 - $91.24 $128K - $169K
9.41K $858K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.69K
+ 128.58%
$99.37 - $134.05 $267K - $360K
4.78K $541K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
606
+ 82.0%
$483.48 - $539.8 $293K - $327K
1.35K $653K
ANET
Arista Networks, Inc.

Technology
1.18K
+ 21.9%
$64.37 - $102.31 $76.1K - $121K
6.59K $673K
V
Visa Inc.

Financial Services
524
+ 3.85%
$308.27 - $373.31 $162K - $196K
14.1K $5.01M
NFLX
Netflix Inc

Communication Services
17
+ 3.18%
$855.86 - $1339.13 $14.5K - $22.8K
551 $737K
KLAC
Kla Corp

Technology
76
+ 10.04%
$576.53 - $902.94 $43.8K - $68.6K
833 $746K
SPGI
S&P Global Inc.

Financial Services
337
+ 14.79%
$438.31 - $527.29 $148K - $178K
2.62K $1.38M
MSCI
Msci Inc.

Financial Services
287
+ 6.77%
$506.56 - $576.74 $145K - $166K
4.53K $2.61M
VNQ
Vanguard Specialized Funds Van

ETFs
2.4K
+ 36.65%
$79.79 - $91.42 $191K - $219K
8.94K $796K
CME
Cme Group Inc.

Financial Services
493
+ 10.83%
$252.37 - $290.71 $124K - $143K
5.05K $1.39M
WM
Waste Management Inc

Industrials
881
+ 11.51%
$216.47 - $242.1 $191K - $213K
8.54K $1.95M
MNDY
Monday.Com Ltd.

Technology
306
+ 31.42%
$217.77 - $314.48 $66.6K - $96.2K
1.28K $402K
SHW
Sherwin Williams CO

Basic Materials
556
+ 9.44%
$313.51 - $363.51 $174K - $202K
6.45K $2.21M
UNP
Union Pacific Corp

Industrials
768
+ 19.36%
$208.27 - $238.46 $160K - $183K
4.74K $1.09M
Activity Summary
Buys All Purchases 106 New Holdings 18 Increased Positions 88 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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