James Luthardt Portfolio
Invests via KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | Managed by James Paul Luthardt
Invests via KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
Managed by James Paul Luthardt
Automatically Tracked
James Luthardt Profile
Seasoned private equity and growth investor focused on technology and services, with operational experience driving revenue and margin expansion across portfolio companies. James Luthardt combines deal origination, PE-style operational oversight, and board leadership to scale businesses and execute exits. Background blends investment banking and corporate finance with hands-on COO/CFO roles, emphasizing financial discipline, KPIs and go-to-market scaling. Active in late-stage VC/GP co-investments and strategic M&A.
Seasoned private equity and growth investor focused on technology and services, with operational experience driving revenue and margin expansion across portfolio companies. James Luthardt combines deal origination, PE-style operational oversight, and board leadership to scale businesses and execute exits. Background blends investment banking and corporate finance with hands-on COO/CFO roles, emphasizing financial discipline, KPIs and go-to-market scaling. Active in late-stage VC/GP co-investments and strategic M&A.
Investment Philosophy & Strategy
Operator-investor who targets growth-stage tech and services businesses where operational intervention can unlock value. Prioritizes deals with clear revenue unit economics, margin expansion paths and repeatable go-to-market motion. Uses PE-style diligence, KPI-driven performance plans, board-level governance and selective co-investments to align incentives. Time horizon favoring medium-term value creation via strategic M&A or exits; disciplined on capital efficiency, covenant-lite structures, and downside protection.
Operator-investor who targets growth-stage tech and services businesses where operational intervention can unlock value. Prioritizes deals with clear revenue unit economics, margin expansion paths and repeatable go-to-market motion. Uses PE-style diligence, KPI-driven performance plans, board-level governance and selective co-investments to align incentives. Time horizon favoring medium-term value creation via strategic M&A or exits; disciplined on capital efficiency, covenant-lite structures, and downside protection.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-3.57%
Gain
Monthly
-0.13%
Yearly
-1.57%
Drawdown
37.17%
$376.78M
Equity
Holdings
$376.78M
Investment
$304.61M
$67.42M
Profit -$190,006.22
Realized
-$4.74M
Unrealized
$72.16M
Dividends
$4.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$190,006.22
Win %
69%
This Week
Compared To Last Week
Gain
0.67%
Profit
$2.49M
Win %
69%
This Month
Compared to last month
Gain
1.44%
Profit
$5.36M
Win %
69%
This Year
Compared to last year
Gain
14.25%
Profit
$47M
Win %
65%
ABT Abbott Laboratories
+10.71%
+$43,172.96 
VRSK Verisk Analytics Inc.
+5.36%
+$36,501.46 
TYL Tyler Technologies Inc.
+5.27%
+$15,972.99 
BSX Boston Scientific Corporation
+4.47%
+$18,865 
WM Waste Management, Inc.
+4.28%
+$115,067.88 
SYK Stryker Corporation
+3.93%
+$40,313.1 
ORLY O'Reilly Automotive Inc.
+3.89%
+$13,572.3 
ROL Rollins, Inc.
+3.73%
+$20,330.99 
RSG Republic Services, Inc.
+3.51%
+$75,521.82 
NDAQ Nasdaq, Inc.
+3.48%
+$23,509.74 
IDXX IDEXX Laboratories, Inc.
+3.48%
+$14,798.7 
PTC PTC Inc.
+3.36%
+$10,138.45 
UNP Union Pacific Corporation
+3.35%
+$113,206.15 
T AT&T Inc.
+3.29%
+$5,968.53 
WCN Waste Connections Inc.
+2.98%
+$20,279.7 
SHOP Shopify Inc.
+2.92%
+$50,689.41 
VZ Verizon Communications Inc.
+2.92%
+$13,168.55 
ISRG Intuitive Surgical, Inc.
+2.89%
+$18,040.2 
PEP PepsiCo, Inc.
+2.78%
+$26,853.71 
KO The Coca-Cola Company
+2.78%
+$10,689.72 
RPM RPM International Inc.
+2.75%
+$7,776.4 
COST Costco Wholesale Corporation
+2.65%
+$56,621.91 
CP Canadian Pacific Kansas City Limited
+2.62%
+$26,532.15 
SPGI S&P Global Inc.
+2.56%
+$32,978.08 
TSCO Tractor Supply Company
+2.54%
+$11,103.98 
WMT Walmart Inc.
+2.47%
+$10,466.7 
MA Mastercard Incorporated
+2.44%
+$131,145.14 
MCO Moody's Corporation
+2.31%
+$61,197.11 
XLV Health Care Select Sector SPDR Fund
+2.2%
+$5,112.12 
J Jacobs Solutions Inc.
+2.17%
+$68,845 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.14%
+$39,441.6 
SCHD Schwab U.S. Dividend Equity ETF
+2.09%
+$14,734.58 
LOW Lowe's Companies Inc.
+2.08%
+$39,710.19 
MSCI MSCI Inc.
+2.08%
+$68,128.17 
MSFT Microsoft Corp.
+2.06%
+$108,042.35 
V Visa Inc. Class A
+1.94%
+$108,267.9 
PHO Invesco Water Resources ETF
+1.91%
+$4,530.62 
VNQ Vanguard Real Estate ETF
+1.87%
+$32,062.96 
PG Procter & Gamble Co
+1.81%
+$12,939.04 
ICE Intercontinental Exchange, Inc.
+1.65%
+$47,069.5 
CHD Church & Dwight Co., Inc.
+1.63%
+$4,602.54 
FAST Fastenal Co.
+1.39%
+$4,133.93 
CVX Chevron Corporation
+1.37%
+$15,988.56 
EPD Enterprise Products Partners L.P.
+1.36%
+$17,293.59 
LLY Eli Lilly and Company
+1.31%
+$6,037.66 
SHW The Sherwin-Williams Company
+1.3%
+$29,435.34 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
+1.3%
+$2,900.31 
DHR Danaher Corporation
+1.24%
+$19,820.4 
ET Energy Transfer L.P.
+1.23%
+$4,876.23 
JNJ Johnson & Johnson
+1.15%
+$11,962.08 
AAPL Apple Inc.
+1.14%
+$69,869.04 
XOM Exxon Mobil Corporation
+1.1%
+$10,597.35 
HD The Home Depot, Inc.
+1.07%
+$12,573.14 
ECL Ecolab Inc.
+1.06%
+$6,958.38 
UBER Uber Technologies, Inc.
+1%
+$24,980.6 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$14,901.32 
USMV iShares MSCI USA Min Vol Factor ETF
+0.99%
+$33,053.35 
TW Tradeweb Markets Inc.
+0.93%
+$3,810.76 
SNOW Snowflake Inc.
+0.84%
+$94,806.07 
NFLX Netflix, Inc.
+0.81%
+$3,295.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$210,224.36 
IWD iShares Russell 1000 Value ETF
+0.75%
+$5,614.34 
BX Blackstone Inc.
+0.72%
+$9,636.08 
IVE ISHARES S&P 500 VALUE ETF
+0.72%
+$2,505.67 
NOW ServiceNow, Inc.
+0.66%
+$7,877.04 
APD Air Products and Chemicals, Inc.
+0.62%
+$5,294.25 
NSRGY Nestle S.A. Sponsored ADR
+0.62%
+$2,579.84 
LRLCY L'Oreal S.A. Unsponsored ADR
+0.58%
+$3,319.51 
LIN Linde plc
+0.57%
+$12,643.6 
MELI MercadoLibre, Inc.
+0.56%
+$20,561.62 
BKNG Booking Holdings Inc.
+0.52%
+$110,437.5 
HON Honeywell International Inc.
+0.52%
+$3,224.03 
PH Parker-Hannifin Corporation
+0.5%
+$24,713.37 
GD General Dynamics Corporation
+0.47%
+$8,687.72 
BABA Alibaba Group Holding Limited SP ADR
+0.43%
+$6,995.16 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$2,879.64 
TMO Thermo Fisher Scientific Inc.
+0.43%
+$4,243.24 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$1,880.94 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$3,271.86 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$3,021 
IWR iShares Russell Mid-Cap ETF
+0.29%
+$3,665.28 
LMT Lockheed Martin Corporation
+0.28%
+$6,579.43 
NET Cloudflare Inc.
+0.25%
+$7,816.32 
VB Vanguard Small-Cap ETF
+0.22%
+$7,463.73 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.19%
+$2,060.1 
XLU Utilities Select Sector SPDR Fund
+0.13%
+$379.74 
PLTR Palantir Technologies Inc.
+0.12%
+$7,752 
CME CME Group Inc.
+0.05%
+$771.55 
69120V101
0%
$0 
ANET
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
D66992104
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
ASTS AST SpaceMobile, Inc.
-18.93%
-$53,764.2 
RKLB Rocket Lab Corporation
-11.94%
-$49,704.2 
SNWV Sanuwave Health Inc.
-9.22%
-$1,859.25 
MRVL Marvell Technology, Inc.
-8.82%
-$65,356.2 
TMC TMC the metals company Inc.
-7.91%
-$62,445.18 
ARM Arm Holdings plc American Depositary Receipt
-6.95%
-$57,873.62 
IONQ IonQ, Inc.
-6.4%
-$15,336 
ONDS Ondas Holdings Inc.
-6.17%
-$12,711.14 
LRCX Lam Research Corporation
-5.14%
-$200,091.99 
ORCL Oracle Corporation
-5.01%
-$55,118.64 
AVGO Broadcom Inc.
-4.43%
-$132,087.8 
CAT Caterpillar Inc.
-4.3%
-$17,871.71 
SMH VanEck Semiconductor ETF
-3.89%
-$67,666 
TXN Texas Instruments Inc
-3.51%
-$103,938.47 
AMAT Applied Materials, Inc.
-3.06%
-$85,851.54 
ITA iShares U.S. Aerospace & Defense ETF
-3%
-$34,465.44 
GOOGL Alphabet Inc
-2.74%
-$275,291.73 
NVDA NVIDIA Corporation
-2.71%
-$286,218.47 
GOOG Alphabet Inc
-2.67%
-$18,450.8 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$4,718.01 
KLAC KLA Corporation
-1.96%
-$39,817.3 
VGT Vanguard Information Technology ETF
-1.94%
-$369,952.96 
META Meta Platforms Inc Class A
-1.92%
-$119,956.76 
GLD SPDR Gold Shares
-1.86%
-$31,949.64 
IWF iShares Russell 1000 Growth ETF
-1.83%
-$15,431.28 
FTNT Fortinet Inc.
-1.7%
-$8,307.6 
QQQM Invesco NASDAQ 100 ETF
-1.55%
-$70,014.46 
QQQ Invesco QQQ Trust, Series 1
-1.53%
-$148,601.97 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$7,063.98 
RTX RTX Corporation
-1.37%
-$27,617.5 
CRWD CrowdStrike Holdings, Inc.
-1.33%
-$64,236.38 
IBIT iShares Bitcoin Trust
-1.32%
-$29,581.12 
IWP iShares Russell Mid-Cap Growth ETF
-1.32%
-$3,067.3 
VUG Vanguard Growth ETF
-1.24%
-$164,180.16 
SCHF Schwab International Equity ETF
-1.18%
-$2,772.9 
CDNS Cadence Design Systems, Inc.
-1.16%
-$2,650.65 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$5,053.24 
BLK BlackRock, Inc.
-1.13%
-$54,360.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$47,817 
JPM JPMorgan Chase & Co.
-1.08%
-$25,902.57 
TSLA Tesla, Inc.
-1.03%
-$41,402.83 
AMZN Amazon.com Inc
-0.94%
-$170,877.36 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-0.93%
-$9,157.56 
ASML ASML Holding N.V. New York Registry Shares
-0.91%
-$78,782.93 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$5,501.25 
SHLD Global X Defense Tech ETF
-0.76%
-$12,099.38 
BN Brookfield Corporation
-0.74%
-$50,664.9 
VT Vanguard Total World Stock ETF
-0.72%
-$3,934.14 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.71%
-$7,375.52 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$7,361.79 
IVV iShares Core S&P 500 ETF
-0.55%
-$3,087 
VOO Vanguard S&P 500 ETF
-0.55%
-$26,755.8 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$7,906.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.54%
-$1,608.35 
SCHW Charles Schwab Corporation
-0.51%
-$5,129.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$8,460 
NOC Northrop Grumman Corporation
-0.37%
-$3,377.54 
VYMI Vanguard International High Dividend Yield Index Fund
-0.34%
-$1,479.02 
DDOG Datadog, Inc. Class A Common Stock
-0.29%
-$1,621.75 
PANW Palo Alto Networks, Inc.
-0.08%
-$2,583.09 
VO Vanguard Mid-Cap ETF
-0.03%
-$1,059 
NEE NextEra Energy, Inc.
-0.03%
-$121.28 Events
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Dividends
Dividend Analysis
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| Trades 1136 | Longs Won 675/1136 59% | Profit Factor 5.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $276,842.01 |
| Average Win $122,232.87 | Best Trade (Jul 13) $5.05M | Sharpe Ratio -9.68 |
| Average Loss -$32,723.16 | Worst Trade (Mar 30) -$534,868.86 | Z-Score 10.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $59,350.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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