KHCM
Kirtland Hills Capital Management Portfolio holdings
AUM
$253M
1-Year Est. Return
27%
1 Year Est. Return
+27%
AUM
$253M
AUM Growth
+$35.8M
(+17%)
Holding
159
Top Buys
| 1 | +$2.45M | |
| 2 | +$2.37M | |
| 3 | +$1.2M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.11M |
| 5 |
Uber
UBER
|
+$1.02M |
Top Sells
| 1 | +$459K | |
| 2 | +$403K | |
| 3 | +$274K | |
| 4 |
MongoDB
MDB
|
+$259K |
| 5 |
Atlassian
TEAM
|
+$257K |
Sector Composition
| 1 | Technology | 29.85% |
| 2 | Financials | 15.38% |
| 3 | Consumer Discretionary | 9.93% |
| 4 | Industrials | 8.56% |
| 5 | Communication Services | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mercado Libre
MELI
$102B
| $2.45M | 0.97% |
1,050
+341
|
|
||
27
Moody's
MCO
$86.6B
| $2.41M | 0.95% |
5,061
+147
|
|
||
28
Oracle
ORCL
$567B
| $2.38M | 0.94% |
8,450
+119
|
|
||
29
Lowe's Companies
LOW
$138B
| $2.34M | 0.93% |
9,313
-63
|
|
||
30
Sherwin-Williams
SHW
$80.9B
| $2.26M | 0.9% |
6,539
+91
|
|
||
31
Blackstone
BX
$119B
| $2.25M | 0.89% |
13,184
+2,804
|
|
||
32
Lockheed Martin
LMT
$110B
| $2.25M | 0.89% |
4,501
-35
|
|
||
33
Cloudflare
NET
$72.8B
| $2.21M | 0.88% |
10,317
+1,149
|
|
||
34
Vanguard Small-Cap ETF
VB
$70.9B
| $2.17M | 0.86% |
8,519
+878
|
|
||
35
Costco
COST
$393B
| $2.15M | 0.85% |
2,318
+13
|
|
||
36
JPMorgan Chase
JPM
$864B
| $2.14M | 0.85% |
6,771
+512
|
|
||
37
Broadcom
AVGO
$1.92T
| $2.12M | 0.84% |
6,434
+215
|
|
||
38
Republic Services
RSG
$65.4B
| $2.08M | 0.82% |
9,063
+314
|
|
||
39
Parker-Hannifin
PH
$112B
| $2.08M | 0.82% |
2,739
+183
|
|
||
40
Texas Instruments
TXN
$165B
| $1.96M | 0.77% |
10,654
-85
|
|
||
41
Waste Management
WM
$85.4B
| $1.96M | 0.77% |
8,856
+319
|
|
||
42
Roper Technologies
ROP
$47.6B
| $1.94M | 0.77% |
3,881
+251
|
|
||
43
Union Pacific
UNP
$140B
| $1.87M | 0.74% |
7,913
+3,178
|
|
||
44
ServiceNow
NOW
$180B
| $1.81M | 0.72% |
1,965
+18
|
|
||
45
Shopify
SHOP
$214B
| $1.8M | 0.71% |
12,109
+3,168
|
|
||
46
Alibaba
BABA
$374B
| $1.75M | 0.69% |
9,767
+4,992
|
|
||
47
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
| $1.69M | 0.67% |
17,712
+2,499
|
|
||
48
RTX Corp
RTX
$238B
| $1.65M | 0.65% |
9,851
-32
|
|
||
49
General Dynamics
GD
$92.2B
| $1.63M | 0.65% |
4,793
+30
|
|
||
50
Danaher
DHR
$163B
| $1.61M | 0.64% |
8,131
-109
|
|