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Kirtland Hills Capital Management’s Global X Defense Tech ETF SHLD Stock Holding History

Kirtland Hills Capital Management’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84M Buy
26,303
+10,846
+70% +$808K 0.59% 52
2025
Q4 		$1M Buy
15,457
+5,134
+50% +$338K 0.35% 75
2025
Q3 		$725K Buy
10,323
+3,400
+49% +$213K 0.29% 92
2025
Q2 		$417K Buy
+6,923
New +$372K 0.19% 112

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Kirtland Hills Capital Management's SHLD Position: Q1 2026 in Review

Kirtland Hills Capital Management increased its Global X Defense Tech ETF (SHLD) stake by 70% in Q1 2026, buying an estimated $808K and bringing the position to 26,303 shares worth $1.84M. The position accounts for 0.59% of the portfolio, ranked #52.

Kirtland Hills Capital Management first reported a position in SHLD in Q2 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Kirtland Hills Capital Management held 26,303 shares of Global X Defense Tech ETF worth $1.84M as of Q1 2026.
  • Kirtland Hills Capital Management bought 10,846 Global X Defense Tech ETF shares in Q1 2026, an estimated $808K.
  • Global X Defense Tech ETF made up 0.59% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #52 holding.
  • Kirtland Hills Capital Management first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.