KIRTLAND HILLS CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0002019084 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 8, 2024

Total Value ($000): $181,360 (100.0% shares, 0.0% debt)

Holdings (133)

SWVXX SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES 8.7%
Value ($000) $15,760 Shares 15,760,370 Est. Cost $1.00 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF 7.9%
Value ($000) $14,270 Shares 79,652 Est. Cost $168.24 Unrealized
SNAXX SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES 6.2%
Value ($000) $11,193 Shares 11,192,579 Est. Cost $1.00 Unrealized
SCOXX SCHWAB TREASURY OBLIG MONEY ULTRA 4.8%
Value ($000) $8,690 Shares 8,690,235 Est. Cost $1.00 Unrealized
MA MASTERCARD INC CLASS A 2.3%
Value ($000) $4,242 Shares 8,591 Est. Cost $452.59 Unrealized +2.0%
NVDA NVIDIA CORP 2.0%
Value ($000) $3,581 Shares 29,484 Est. Cost $100.38 Unrealized +17.6%
V VISA INC CLASS A 2.0%
Value ($000) $3,563 Shares 12,958 Est. Cost $272.36 Unrealized -1.7%
AAPL APPLE INC 1.9%
Value ($000) $3,363 Shares 14,432 Est. Cost $180.25 Unrealized +23.1%
INTU INTUIT 1.6%
Value ($000) $2,940 Shares 4,735 Est. Cost $631.25 Unrealized +0.3%
GOOGL ALPHABET INC CLASS A 1.5%
Value ($000) $2,804 Shares 16,908 Est. Cost $143.58 Unrealized +16.1%
BLACKROCK INC CLASS EQUITY 1.4%
Value ($000) $2,605 Shares 2,743 Est. Cost $785.96 Unrealized
LOW LOWES COS INC 1.4%
Value ($000) $2,549 Shares 9,412 Est. Cost $222.03 Unrealized +6.4%
META META PLATFORMS INC CLASS A 1.4%
Value ($000) $2,537 Shares 4,433 Est. Cost $448.21 Unrealized +14.3%
J JACOBS SOLUTIONS INC 1.3%
Value ($000) $2,427 Shares 18,542 Est. Cost $115.29 Unrealized +3.3%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $2,401 Shares 4,108 Est. Cost $417.08 Unrealized +23.8%
MSFT MICROSOFT CORP 1.3%
Value ($000) $2,316 Shares 5,383 Est. Cost $399.89 Unrealized +5.8%
ICE INTERCONTINENTAL EXCHANG 1.2%
Value ($000) $2,267 Shares 14,112 Est. Cost $130.13 Unrealized +16.6%
MSCI MSCI INC 1.2%
Value ($000) $2,235 Shares 3,834 Est. Cost $546.59 Unrealized -2.4%
SGUXX SCHWAB GOVERNMENT MONEY ULTRA 1.2%
Value ($000) $2,136 Shares 2,136,089 Est. Cost $1.00 Unrealized
MCO MOODYS CORP 1.2%
Value ($000) $2,109 Shares 4,444 Est. Cost $380.01 Unrealized +20.7%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $2,080 Shares 10,068 Est. Cost $159.15 Unrealized +21.2%
AMZN AMAZON.COM INC 1.1%
Value ($000) $2,078 Shares 11,152 Est. Cost $169.77 Unrealized +7.5%
DHR DANAHER CORP 1.1%
Value ($000) $2,017 Shares 7,254 Est. Cost $241.47 Unrealized +8.7%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $1,928 Shares 3,297 Est. Cost $488.97 Unrealized +12.1%
SHW SHERWIN-WILLIAMS CO 1.0%
Value ($000) $1,861 Shares 4,875 Est. Cost $316.73 Unrealized +8.9%
ROP ROPER TECHNOLOGIES INC 1.0%
Value ($000) $1,782 Shares 3,203 Est. Cost $539.21 Unrealized +1.0%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $1,738 Shares 1,960 Est. Cost $706.75 Unrealized +22.0%
ZTS ZOETIS INC CLASS A 0.9%
Value ($000) $1,678 Shares 8,590 Est. Cost $183.26 Unrealized -1.0%
AMT AMERICAN TOWER CORP NEW REIT 0.9%
Value ($000) $1,617 Shares 6,955 Est. Cost $186.13 Unrealized +13.3%
RSG REPUBLIC SVCS INC 0.9%
Value ($000) $1,598 Shares 7,955 Est. Cost $173.91 Unrealized +13.8%
ACN ACCENTURE PLC IRELAND FCLASS A 0.8%
Value ($000) $1,528 Shares 4,324 Est. Cost $354.02 Unrealized -8.8%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $1,472 Shares 7,092 Est. Cost $191.27 Unrealized +6.8%
PH PARKER-HANNIFIN CORP 0.8%
Value ($000) $1,374 Shares 2,175 Est. Cost $499.39 Unrealized +12.2%
GD GENERAL DYNAMICS CORP 0.8%
Value ($000) $1,373 Shares 4,544 Est. Cost $259.49 Unrealized +10.4%
BX BLACKSTONE INC 0.8%
Value ($000) $1,368 Shares 8,935 Est. Cost $120.09 Unrealized +11.3%
TMO THERMO FISHER SCIENTIFIC 0.7%
Value ($000) $1,349 Shares 2,180 Est. Cost $560.87 Unrealized +5.0%
ORCL ORACLE CORP 0.7%
Value ($000) $1,337 Shares 7,846 Est. Cost $112.35 Unrealized +27.3%
SNOW SNOWFLAKE INC CLASS A 0.7%
Value ($000) $1,305 Shares 11,361 Est. Cost $178.78 Unrealized -31.2%
NKE NIKE INC CLASS B 0.7%
Value ($000) $1,257 Shares 14,219 Est. Cost $90.40 Unrealized -15.9%
TSLA TESLA INC 0.7%
Value ($000) $1,236 Shares 4,724 Est. Cost $202.10 Unrealized +12.8%
LIN LINDE PLC F 0.7%
Value ($000) $1,211 Shares 2,540 Est. Cost $422.36 Unrealized +6.1%
SYK STRYKER CORP 0.7%
Value ($000) $1,210 Shares 3,350 Est. Cost $330.34 Unrealized +3.1%
NOW SERVICENOW INC 0.7%
Value ($000) $1,208 Shares 1,351 Est. Cost $152.83 Unrealized +7.6%
HD HOME DEPOT INC 0.7%
Value ($000) $1,201 Shares 2,965 Est. Cost $347.89 Unrealized +1.4%
CNSWF CONSTELLATION SOFTWARE F 0.7%
Value ($000) $1,201 Shares 369 Est. Cost $2729.38 Unrealized +13.3%
CRM SALESFORCE INC 0.6%
Value ($000) $1,172 Shares 4,283 Est. Cost $277.29 Unrealized -8.5%
TTD THE TRADE DESK INC CLASS A 0.6%
Value ($000) $1,145 Shares 10,439 Est. Cost $77.20 Unrealized +29.2%
RTX RTX CORP 0.6%
Value ($000) $1,130 Shares 9,324 Est. Cost $89.47 Unrealized +24.2%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $1,107 Shares 1,930 Est. Cost $520.97 Unrealized
SPGI S&P GLOBAL INC 0.6%
Value ($000) $1,094 Shares 2,117 Est. Cost $427.27 Unrealized +14.6%
VB VANGUARD SMALL CAP ETF 0.6%
Value ($000) $1,075 Shares 4,531 Est. Cost $221.04 Unrealized
VRSK VERISK ANALYTICS INC CLASS A 0.6%
Value ($000) $1,039 Shares 3,878 Est. Cost $237.23 Unrealized +13.1%
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.6%
Value ($000) $1,016 Shares 27,312 Est. Cost $26.65 Unrealized +15.2%
CME CME GROUP INC CLASS A 0.5%
Value ($000) $985 Shares 4,466 Est. Cost $197.23 Unrealized -0.4%
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $972 Shares 1,870 Est. Cost $481.84 Unrealized +8.1%
SBUX STARBUCKS CORP 0.5%
Value ($000) $937 Shares 9,615 Est. Cost $88.61 Unrealized -6.5%
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.5%
Value ($000) $934 Shares 5,379 Est. Cost $157.42 Unrealized
TYL TYLER TECHNOLOGIES INC 0.5%
Value ($000) $924 Shares 1,583 Est. Cost $432.45 Unrealized +30.2%
VV VANGUARD LARGE CAP ETF 0.5%
Value ($000) $919 Shares 3,489 Est. Cost $263.29 Unrealized
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $903 Shares 3,104 Est. Cost $46.33 Unrealized +13.4%
HON HONEYWELL INTL INC 0.5%
Value ($000) $893 Shares 4,322 Est. Cost $180.75 Unrealized +4.2%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $892 Shares 2,998 Est. Cost $232.50 Unrealized +13.2%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $888 Shares 4,210 Est. Cost $175.47 Unrealized +16.8%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $836 Shares 9,977 Est. Cost $64.30 Unrealized +22.6%
BKNG BOOKING HLDGS INC 0.5%
Value ($000) $830 Shares 197 Est. Cost $3508.24 Unrealized +8.1%
IDEV ISHARES CORE MSCI INTERNATIONAL ETF 0.5%
Value ($000) $823 Shares 11,615 Est. Cost $70.83 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $768 Shares 4,434 Est. Cost $149.87 Unrealized +9.6%
SCHZ SCHWAB TREASURY OBLIG MONEY INV 0.4%
Value ($000) $761 Shares 760,774 Est. Cost $1.00 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $747 Shares 3,029 Est. Cost $235.50 Unrealized -0.4%
SNVXX SCHWAB GOVERNMENT MONEY INV 0.4%
Value ($000) $746 Shares 746,122 Est. Cost $1.00 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $744 Shares 4,375 Est. Cost $157.68 Unrealized +3.3%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $725 Shares 4,476 Est. Cost $150.02 Unrealized +1.8%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $720 Shares 1,365 Est. Cost $500.10 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $712 Shares 1,348 Est. Cost $457.77 Unrealized +4.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $641 Shares 1,707 Est. Cost $375.38 Unrealized
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value ($000) $619 Shares 743 Est. Cost $882.78 Unrealized
LRLCY L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.3%
Value ($000) $611 Shares 6,804 Est. Cost $95.48 Unrealized
AMTM AMENTUM HLDGS INC 0.3%
Value ($000) $598 Shares 18,542 Est. Cost $28.49 Unrealized 0.0%
TW TRADEWEB MKTS INC CLASS A 0.3%
Value ($000) $594 Shares 4,805 Est. Cost $100.53 Unrealized +12.7%
AVGO BROADCOM INC 0.3%
Value ($000) $584 Shares 3,383 Est. Cost $154.81 Unrealized +2.1%
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.3%
Value ($000) $582 Shares 2,076 Est. Cost $299.63 Unrealized -5.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $578 Shares 3,043 Est. Cost $189.80 Unrealized
WDAY WORKDAY INC CLASS A 0.3%
Value ($000) $541 Shares 2,214 Est. Cost $282.53 Unrealized -16.4%
ECL ECOLAB INC 0.3%
Value ($000) $540 Shares 2,115 Est. Cost $207.94 Unrealized +15.9%
IDXX IDEXX LABS INC 0.3%
Value ($000) $535 Shares 1,059 Est. Cost $546.49 Unrealized -11.1%
CP CANADIAN PACIFIC KANSA F 0.3%
Value ($000) $534 Shares 6,239 Est. Cost $82.86 Unrealized -1.7%
IQV IQVIA HLDGS INC 0.3%
Value ($000) $523 Shares 2,206 Est. Cost $233.46 Unrealized +1.1%
VO VANGUARD MID CAP ETF 0.3%
Value ($000) $521 Shares 1,975 Est. Cost $263.83 Unrealized
PTC PTC INC 0.3%
Value ($000) $516 Shares 2,857 Est. Cost $180.13 Unrealized -2.4%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $513 Shares 6,803 Est. Cost $86.08 Unrealized -11.9%
SCHW CHARLES SCHWAB CORP 0.3%
Value ($000) $508 Shares 7,843 Est. Cost $64.26 Unrealized +0.5%
VZ VERIZON COMMUNICATIONS I 0.3%
Value ($000) $481 Shares 10,716 Est. Cost $35.94 Unrealized +6.8%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $480 Shares 978 Est. Cost $389.89 Unrealized +19.4%
DIS DISNEY WALT CO 0.3%
Value ($000) $480 Shares 4,985 Est. Cost $102.44 Unrealized -11.6%
ROL ROLLINS INC 0.3%
Value ($000) $474 Shares 9,370 Est. Cost $43.06 Unrealized +12.8%
ABT ABBOTT LABS 0.3%
Value ($000) $474 Shares 4,154 Est. Cost $110.36 Unrealized -3.0%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $465 Shares 2,300 Est. Cost $187.98 Unrealized +7.7%
ADBE ADOBE INC 0.2%
Value ($000) $407 Shares 786 Est. Cost $565.78 Unrealized -3.1%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $388 Shares 3,978 Est. Cost $81.61 Unrealized
DDOG DATADOG INC CLASS A 0.2%
Value ($000) $388 Shares 3,368 Est. Cost $123.63 Unrealized -5.5%
LAM RESH CORP CLASS EQUITY 0.2%
Value ($000) $384 Shares 470 Est. Cost $867.31 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $373 Shares 3,178 Est. Cost $98.09 Unrealized +12.2%
RPM RPM INTL INC 0.2%
Value ($000) $368 Shares 3,043 Est. Cost $111.21 Unrealized +4.1%
CHD CHURCH & DWIGHT INC 0.2%
Value ($000) $356 Shares 3,398 Est. Cost $97.81 Unrealized +3.1%
ADSK AUTODESK INC 0.2%
Value ($000) $350 Shares 1,272 Est. Cost $252.55 Unrealized -0.3%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $345 Shares 4,193 Est. Cost $64.75 Unrealized +16.0%
EW EDWARDS LIFESCIENCES COR 0.2%
Value ($000) $338 Shares 5,128 Est. Cost $84.00 Unrealized -13.5%
NSRGY NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $338 Shares 3,357 Est. Cost $103.62 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $324 Shares 457 Est. Cost $56.38 Unrealized +18.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $321 Shares 3,797 Est. Cost $56.01 Unrealized +33.7%
ORLY O REILLY AUTOMOTIVE INC 0.2%
Value ($000) $316 Shares 274 Est. Cost $69.94 Unrealized +5.0%
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $302 Shares 3,152 Est. Cost $95.75 Unrealized
KO THE COCA-COLA CO 0.2%
Value ($000) $300 Shares 4,179 Est. Cost $56.70 Unrealized +15.8%
SHOP SHOPIFY INC FCLASS A 0.2%
Value ($000) $296 Shares 3,693 Est. Cost $78.03 Unrealized -11.5%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $281 Shares 1,426 Est. Cost $197.17 Unrealized
BA BOEING CO 0.2%
Value ($000) $280 Shares 1,839 Est. Cost $171.47 Unrealized 0.0%
KLAC KLA CORP 0.2%
Value ($000) $277 Shares 358 Est. Cost $775.08 Unrealized 0.0%
MDT MEDTRONIC PLC F 0.2%
Value ($000) $277 Shares 3,077 Est. Cost $80.66 Unrealized +0.2%
SCHX SCHWAB US LARGE CAP ETF 0.1%
Value ($000) $271 Shares 4,000 Est. Cost $61.30 Unrealized
WCN WASTE CONNECTIONS INC F 0.1%
Value ($000) $260 Shares 1,454 Est. Cost $179.61 Unrealized 0.0%
ETN EATON CORP PLC F 0.1%
Value ($000) $259 Shares 782 Est. Cost $301.25 Unrealized 0.0%
MTD METTLER-TOLEDO INTL INC 0.1%
Value ($000) $255 Shares 170 Est. Cost $1232.79 Unrealized +13.9%
ESS ESSEX PPTY TR INC REIT 0.1%
Value ($000) $247 Shares 837 Est. Cost $221.27 Unrealized +24.2%
PHO INVSC WATER RESC PORTFOLIO ETF 0.1%
Value ($000) $245 Shares 3,476 Est. Cost $70.54 Unrealized
WMT WALMART INC 0.1%
Value ($000) $243 Shares 3,012 Est. Cost $72.48 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value ($000) $239 Shares 3,347 Est. Cost $33.99 Unrealized -3.1%
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $226 Shares 1,349 Est. Cost $143.27 Unrealized +17.4%
EPD ENTERPRISE PRODS PART LP 0.1%
Value ($000) $225 Shares 7,743 Est. Cost $28.39 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $223 Shares 387 Est. Cost $519.17 Unrealized
LLY ELI LILLY AND CO 0.1%
Value ($000) $217 Shares 244 Est. Cost $890.31 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CLASS A 0.1%
Value ($000) $206 Shares 2,797 Est. Cost $68.90 Unrealized -2.5%
SYY SYSCO CORP 0.1%
Value ($000) $206 Shares 2,634 Est. Cost $74.59 Unrealized -3.3%
ARISTA NETWORKS INC 0.1%
Value ($000) $205 Shares 533 Est. Cost $383.82 Unrealized