Fund HoldingsKIRTLAND HILLS CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$181.36M
Total Bought
$64.30M
Total Sold
$5.58M
Net Transaction
+$58.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES015,760,370+15,760,370015,7608.69%+15,760
SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES011,192,579+11,192,579011,1936.17%+11,193
SCHWAB TREASURY OBLIG MONEY ULTRA08,690,235+8,690,23508,6904.79%+8,690
INVSC S P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
59,05379,652+20,5999,70114,2707.87%+4,569
SCHWAB GOVERNMENT MONEY ULTRA02,136,089+2,136,08902,1361.18%+2,136
VANGUARD LARGE CAP ETF03,489+3,48909190.51%+919
ISHARES CORE MSCI INTERNATIONAL ETF
CORE MSCI INTL
011,615+11,61508230.45%+823
SCHWAB TREASURY OBLIG MONEY INV0760,774+760,77407610.42%+761
SCHWAB GOVERNMENT MONEY INV0746,122+746,12207460.41%+746
PALANTIR TECHNOLOGIES INCLASS A(PLTR)11,96827,312+15,3443031,0160.56%+713
ISHARES RUSSELL 1000 GROWTH ETF01,707+1,70706410.35%+641
MSCI INC(MSCI)3,3183,834+5161,5992,2351.23%+636
AMENTUM HLDGS INC018,542+18,54205980.33%+598
ISHARES RUSSELL 1000 VALUE ETF03,043+3,04305780.32%+578
SHERWIN-WILLIAMS CO(SHW)04,875+4,87501,8611.03%+1,861
NIKE INC CLASS B(NKE)014,219+14,21901,2570.69%+1,257
BLACKROCK INC CLASS EQUITY(BLK)2,6302,743+1132,0712,6051.44%+534
VANGUARD MID CAP ETF01,975+1,97505210.29%+521
TESLA INC(TSLA)3,6544,724+1,0707231,2360.68%+513
LOCKHEED MARTIN CORP(LMT)4,0604,108+481,8962,4011.32%+505
MASTERCARD INC CLASS A(MA)08,591+8,59104,2422.34%+4,242
LOWES COS INC(LOW)09,412+9,41202,5491.41%+2,549
META PLATFORMS INC CLASS A(META)4,1474,433+2862,0912,5371.40%+446
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM)2,9475,379+2,4325129340.52%+422
BLACKSTONE INC(BX)8,1078,935+8281,0041,3680.75%+365
INTERCONTINENTAL EXCHANG(ICE)13,89914,112+2131,9032,2671.25%+364
VANGUARD S&P 500 ETF7211,365+6443617200.40%+359
NORTHROP GRUMMAN CORP(NOC)8451,348+5033697120.39%+343
SALESFORCE INC(CRM)3,3134,283+9708521,1720.65%+320
NVIDIA CORP(NVDA)26,41029,484+3,0743,2633,5811.97%+318
AMAZON.COM INC(AMZN)9,11111,152+2,0411,7612,0781.15%+317
APPLE INC(AAPL)14,46514,432-333,0473,3631.85%+316
ISHARES S&P 500 GROWTH ETF03,152+3,15203020.17%+302
RTX CORP(RTX)8,3109,324+1,0148341,1300.62%+295
PARKER-HANNIFIN CORP(PH)02,175+2,17501,3740.76%+1,374
ISHARES S&P 500 VALUE ETF01,426+1,42602810.16%+281
BOEING CO(BA)01,839+1,83902800.15%+280
KLA CORP(KLAC)0358+35802770.15%+277
ZOETIS INC CLASS A(ZTS)8,0938,590+4971,4031,6780.93%+275
SERVICENOW INC(NOW)1,1901,351+1619361,2080.67%+272
WASTE CONNECTIONS INC F(WCN)01,454+1,45402600.14%+260
EATON CORP PLC F(ETN)0782+78202590.14%+259
THERMO FISHER SCIENTIFIC(TMO)1,9712,180+2091,0901,3490.74%+259
ACCENTURE PLC IRELAND FCLASS A
SHS CLASS A
04,324+4,32401,5280.84%+1,528
INVSC WATER RESC PORTFOLIO ETF
WATER RES ETF
03,476+3,47602450.14%+245
WALMART INC(WMT)03,012+3,01202430.13%+243
MOODYS CORP(MCO)4,4444,44401,8712,1091.16%+238
ORACLE CORP(ORCL)7,8447,846+21,1081,3370.74%+229
DANAHER CORP(DHR)7,1967,254+581,7982,0171.11%+219
ELI LILLY AND CO(LLY)0244+24402170.12%+217
ARISTA NETWORKS INC0533+53302050.11%+205
VISA INC CLASS A(V)012,958+12,95803,5631.96%+3,563
JPMORGAN CHASE & CO(JPM)04,210+4,21008880.49%+888
THE TRADE DESK INC CLASS A(TTD)9,82010,439+6199591,1450.63%+186
VANGUARD SMALL CAP ETF4,0884,531+4438911,0750.59%+183
UNITEDHEALTH GROUP INC(UNH)3,4283,297-1311,7461,9281.06%+182
CONSTELLATION SOFTWARE F359369+101,0301,2010.66%+171
TEXAS INSTRS INC(TXN)9,83510,068+2331,9132,0801.15%+167
TYLER TECHNOLOGIES INC(TYL)1,5211,583+627659240.51%+159
S&P GLOBAL INC(SPGI)2,1132,117+49421,0940.60%+151
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
N Y REGISTRY SHS
469743+2744806190.34%+139
HOME DEPOT INC(HD)3,0952,965-1301,0651,2010.66%+136
UNION PAC CORP(UNP)03,029+3,02907470.41%+747
SPDR S&P 500 ETF(SPY)1,7991,930+1319791,1070.61%+128
INTUITIVE SURGICAL INC846978+1323764800.26%+104
BROADCOM INC(AVGO)2993,383+3,0844805840.32%+103
LAM RESH CORP CLASS EQUITY(LRCX)265470+2052823840.21%+101
AUTODESK INC1,0351,272+2372563500.19%+94
AIR PRODS & CHEMS INC3,1012,998-1038008920.49%+92
LINDE PLC F(LIN)2,5512,540-111,1201,2110.67%+92
GENERAL DYNAMICS CORP(GD)4,4234,544+1211,2831,3730.76%+90
APPLIED MATLS INC1,5902,300+7103754650.26%+89
ROPER TECHNOLOGIES INC(ROP)3,0103,203+1931,6971,7820.98%+85
TRADEWEB MKTS INC CLASS A(TW)4,8054,80505095940.33%+85
REPUBLIC SVCS INC(RSG)7,8507,955+1051,5261,5980.88%+72
STRYKER CORP(SYK)3,3483,350+21,1391,2100.67%+71
SHOPIFY INC FCLASS A(SHOP)3,4073,693+2862252960.16%+71
ADOBE INC(ADBE)608786+1783384070.22%+69
WORKDAY INC CLASS A(WDAY)02,214+2,21405410.30%+541
BOSTON SCIENTIFIC CORP(BSX)9,9779,97707688360.46%+68
SNOWFLAKE INC CLASS A(SNOW)011,361+11,36101,3050.72%+1,305
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS06,804+6,80406110.34%+611
AMERICAN TOWER CORP NEW REIT(AMT)7,9806,955-1,0251,5511,6170.89%+66
COSTCO WHSL CORP NEW(COST)1,9671,960-71,6721,7380.96%+66
TRACTOR SUPPLY CO(TSCO)3,1033,104+18389030.50%+65
CME GROUP INC CLASS A(CME)04,466+4,46609850.54%+985
IQVIA HLDGS INC(IQV)2,2062,20604665230.29%+56
VANGUARD REAL ESTATE ETF3,9783,97803333880.21%+54
BOOKING HLDGS INC(BKNG)196197+17778300.46%+53
DATADOG INC CLASS A(DDOG)2,6243,368+7443403880.21%+47
CANADIAN PACIFIC KANSA F(CP)6,2006,239+394885340.29%+46
RPM INTL INC(RPM)3,0423,043+13283680.20%+41
MCCORMICK & CO INC(MKC)4,3254,193-1323073450.19%+38
ECOLAB INC(ECL)2,1142,115+15035400.30%+37
THE COCA-COLA CO(KO)4,1704,179+92653000.17%+35
MEDTRONIC PLC F(MDT)3,0773,07702422770.15%+35
FASTENAL CO(FAST)3,3383,347+92102390.13%+29
O REILLY AUTOMOTIVE INC(ORLY)27427402893160.17%+26
JOHNSON & JOHNSON(JNJ)4,7864,476-3107007250.40%+26
VERIZON COMMUNICATIONS I(VZ)11,11710,716-4014584810.27%+23
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