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Kirtland Hills Capital Management, LLC

CIK:0002019084
Investment Adviser
$217M AUM
148 holdings
Cleveland, OH, United States
Founded:2015
Latest filing:Jun 30, 2025

Kirtland Hills Capital Management, LLC is an SEC-registered investment management firm headquartered in Cleveland, Ohio and founded in 2015 by James Paul Luthardt. The firm began as a family office before serving select family offices, corporate executives, business owners, high-net-worth families, and professional athletes, and has evolved into a leading data science and quantitative asset management consultant for family offices and other sophisticated investors. Employee count is not publicly disclosed.

Investment Strategy

Kirtland Hills Capital Management employs a research-intensive, long-term focused investment approach, combining advanced quantitative tools with qualitative integration to achieve capital preservation and above-average risk-adjusted returns. The firm utilizes a blend of macroeconomic analysis, fundamental research to identify public securities trading at a margin of safety, and quantitative portfolio construction tools with specific risk and return targets. The objective is to invest in a select number of companies capable of compounding shareholder value over multi-decade horizons, while maintaining low correlation to the markets.

Top Buys
A
AMZNAMAZON.COM INC
+$3.3M
B
BNBROOKFIELD CORP FCLASS A
+$3.1M
N
NVDANVIDIA CORP
+$2.6M
R
RSPINVSC S P 500 EQUAL WEIGHT ETF IV
+$2.2M
S
SNOWSNOWFLAKE INC CLASS A
+$2.2M
Top Sells
N
NKENIKE INC CLASS B
-$814.3K
S
SBUXSTARBUCKS CORP
-$690.6K
U
UNHUNITEDHEALTH GROUP INC
-$547.9K
V
VBVANGUARD SMALL CAP ETF IV
-$476.2K
A
AMTMAMENTUM HLDGS INC EQUITYCLASS EQUITY
-$348.4K

Top Holdings

R
RSPINVSC S P 500 EQUAL WEIGHT ETF IV
+7.3%$15.8M
A
AMZNAMAZON.COM INC
+3.4%$7.3M
N
NVDANVIDIA CORP
+3.0%$6.4M
P
PLTRPALANTIR TECHNOLOGIES INCLASS A
+2.9%$6.3M
M
MAMASTERCARD INC CLASS A
+2.4%$5.2M

Equity Positions (144)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
R
RSP
INVSC S P 500 EQUAL WEIGHT ETF IV7.28%$15.8M86,921$171.72$181.74+$2.2M
A
AMZN
AMAZON.COM INC3.35%$7.3M33,143$199.73$219.39+$3.3M
N
NVDA
NVIDIA CORP2.96%$6.4M40,625$104.81$157.99+$2.6M
P
PLTR
PALANTIR TECHNOLOGIES INCLASS A2.92%$6.3M46,534$53.80$136.32+$2.1M
M
MA
MASTERCARD INC CLASS A2.39%$5.2M9,237$483.48$561.94+$557.7K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+16.3%
SERVICES-BUSINESS SERVICES, NEC
+8.4%
SEMICONDUCTORS & RELATED DEVICES
+6.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.1%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.4%