Portfolio (Quarterly) Guide ↗

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

· CIK 0002019084

13F Portfolio $351M AUM 166 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 94 Added 23 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	T	AT&T INC	Communication Services	8,466	$220K	0.07%	SOLD

Sector Allocation

Technology 37.8%

Financial Services 21.6%

Consumer Cyclical 13.1%

Industrials 11.6%

Communication Services 6.6%

Basic Materials 3.1%

Healthcare 2.8%

Consumer Defensive 2.0%

Energy 1.3%

Utilities 0.2%