KHCM
Kirtland Hills Capital Management Portfolio holdings
AUM
$217M
1-Year Est. Return
25.51%
1 Year Est. Return
+25.51%
AUM
$217M
AUM Growth
+$52.8M
(+32%)
Holding
154
Top Buys
| 1 | +$3.1M | |
| 2 | +$2.18M | |
| 3 | +$1.26M | |
| 4 |
Uber
UBER
|
+$1.16M |
| 5 |
Mercado Libre
MELI
|
+$957K |
Top Sells
| 1 | +$814K | |
| 2 | +$807K | |
| 3 | +$691K | |
| 4 |
AMTM
Amentum Holdings
AMTM
|
+$348K |
| 5 |
McCormick & Company Non-Voting
MKC
|
+$307K |
Sector Composition
| 1 | Technology | 30.28% |
| 2 | Financials | 15.27% |
| 3 | Industrials | 9.09% |
| 4 | Consumer Discretionary | 8.64% |
| 5 | Communication Services | 5.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Sherwin-Williams
SHW
$83.3B
| $2.21M | 1.02% |
6,448
+556
|
|
||
27
Republic Services
RSG
$69.7B
| $2.16M | 0.99% |
8,749
+462
|
|
||
28
Lockheed Martin
LMT
$112B
| $2.1M | 0.97% |
4,536
+2
|
|
||
29
Lowe's Companies
LOW
$136B
| $2.08M | 0.96% |
9,376
-53
|
|
||
30
Roper Technologies
ROP
$51.5B
| $2.06M | 0.95% |
3,630
+275
|
|
||
31
ServiceNow
NOW
$193B
| $2M | 0.92% |
1,947
+151
|
|
||
32
Waste Management
WM
$86.5B
| $1.95M | 0.9% |
8,537
+881
|
|
||
33
iShares Bitcoin Trust
IBIT
$84.7B
| $1.93M | 0.89% |
31,517
+12,717
|
|
||
|
34
Mercado Libre
MELI
$110B
| $1.85M | 0.85% |
709
+366
|
|
||
|
35
Uber
UBER
$196B
| $1.85M | 0.85% |
19,797
+12,468
|
|
||
36
Oracle
ORCL
$808B
| $1.82M | 0.84% |
8,331
+7
|
|
||
37
JPMorgan Chase
JPM
$818B
| $1.81M | 0.84% |
6,259
+469
|
|
||
38
Vanguard Small-Cap ETF
VB
$68.4B
| $1.81M | 0.83% |
7,641
-3,406
|
|
||
39
Cloudflare
NET
$75.9B
| $1.8M | 0.83% |
9,168
+3,269
|
|
||
40
Parker-Hannifin
PH
$97.7B
| $1.79M | 0.82% |
2,556
+151
|
|
||
41
Salesforce
CRM
$243B
| $1.78M | 0.82% |
6,528
+155
|
|
||
42
Broadcom
AVGO
$1.67T
| $1.71M | 0.79% |
6,219
+51
|
|
||
43
Danaher
DHR
$158B
| $1.63M | 0.75% |
8,240
+891
|
|
||
44
Vanguard FTSE Developed Markets ETF
VEA
$180B
| $1.59M | 0.73% |
27,808
+22,104
|
|
||
45
Blackstone
BX
$121B
| $1.55M | 0.72% |
10,380
+88
|
|
||
46
RTX Corp
RTX
$240B
| $1.44M | 0.67% |
9,883
-133
|
|
||
47
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $1.43M | 0.66% |
15,213
+9,420
|
|
||
48
Linde
LIN
$209B
| $1.41M | 0.65% |
3,014
+322
|
|
||
49
CME Group
CME
$97.2B
| $1.39M | 0.64% |
5,046
+493
|
|
||
50
General Dynamics
GD
$94.8B
| $1.39M | 0.64% |
4,763
+12
|
|