KIRTLAND HILLS CAPITAL MANAGEMENT, LLC — 13F holdings

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC reported 166 holdings worth $351M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. RSP INVESCO EXCHANGE TRADED FD T — $26.1M (7.4%)
2. AMZN AMAZON COM INC — $17.4M (4.9%)
3. QQQ Invesco Qqq Tr — $13.1M (3.7%)
4. NVDA NVIDIA CORPORATION — $10.4M (3.0%)
5. SNOW SNOWFLAKE INC — $10.4M (2.9%)
6. GOOGL ALPHABET INC — $9.76M (2.8%)
7. ASML ASML Holding N V — $9.63M (2.7%)
8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $7.30M (2.1%)
9. BN Brookfield Corp — $6.37M (1.8%)
10. PLTR PALANTIR TECHNOLOGIES INC — $5.90M (1.7%)