Stirlingshire Investments, Inc.
CIK 1829271 · View on SEC EDGAR ↗
- Portfolio value
- $134.9M
- Positions
- 221
- As of
- June 30, 2026
#7,715 of 9,443 by 13F value · top 81.7%
Portfolio value QoQ: +18.2% 13F does not disclose cash
- Top 10 holdings weight
- 23.58%
- Top 25 holdings weight
- 39.68%
- Positions above 1%
- 18
- Effective number of positions
- 99.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 12.19% Est. buys $28,752,800 · sells $15,170,778
- New positions
- 59
- Increased
- 92
- Decreased
- 64
- Closed
- 34
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
8.8%
Industrials
6.8%
Healthcare
2.7%
Consumer Staples
2.3%
Communication Services
2.0%
Financial Services
1.8%
Consumer Discretionary
1.6%
Retail
1.4%
Financials
1.2%
Logistics & Transportation
0.8%
Diversified Consumer Services
0.4%
Utilities
0.4%
Energy
0.4%
Materials
0.3%
Communications
0.3%
Telecommunication
0.2%
Other/Unmapped
68.6%
Full portfolio 221 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| JAAA | $4,736,375 | 3.51% | 93,437 | $463,592 | Up ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $4,285,609 | 3.18% | 54,228 | $-11,787 | Up ×2 | ||
| MGV | $3,833,219 | 2.84% | 23,452 | $456,900 | Up ×2 | ||
| VUSB | $3,697,785 | 2.74% | 74,283 | $1,042,295 | Up ×2 | ||
| VTI | $2,878,672 | 2.13% | 7,779 | $111,161 | Down ×2 | ||
| VBR | $2,854,782 | 2.12% | 11,749 | $57,686 | Down ×1 | ||
| CWB | $2,709,474 | 2.01% | 25,130 | $405,053 | Down ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $2,393,778 | 1.78% | 40,586 | $-77,536 | Down ×1 | ||
| DFAC | $2,277,156 | 1.69% | 51,334 | $108,851 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,128,953 | 1.58% | 7,357 | $372,770 | Up ×2 | ||
| IVV | $2,000,651 | 1.48% | 2,671 | $626,107 | Up ×2 | ||
| ZECP | $1,868,403 | 1.39% | 49,507 | $199,223 | Up ×2 | ||
| QQQY Defiance Nasdaq 100 Weekly Distribution ETF | $1,747,425 | 1.30% | 72,658 | $216,661 | Down ×2 | ||
| SPYM | $1,668,654 | 1.24% | 18,988 | $189,232 | Down ×2 | ||
| AGG | $1,614,189 | 1.20% | 16,308 | $227,117 | Up ×2 | ||
| JEPI | $1,591,278 | 1.18% | 28,174 | $-11,739 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,491,636 | 1.11% | 7,455 | $217,751 | Up ×2 | ||
| BIL | $1,442,394 | 1.07% | 15,740 | $-636,945 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,266,649 | 0.94% | 3,585 | $414,936 | Up ×2 | ||
| WDTE | $1,258,438 | 0.93% | 42,004 | $69,874 | Up ×1 | ||
| NVDY | $1,217,238 | 0.90% | 97,849 | $-5,475 | Up ×1 | ||
| SPY SPY | $1,185,501 | 0.88% | 1,583 | $142,383 | Down ×1 | ||
| VEA | $1,169,538 | 0.87% | 16,415 | $-16,904 | Down ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1,124,908 | 0.83% | 11,787 | $104,358 | Up ×1 | ||
| MO Altria Group, Inc. | $1,072,669 | 0.80% | 14,704 | $308,294 | Up ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $979,803 | 0.73% | 21,209 | $34,822 | Up ×1 | ||
| MUB | $942,618 | 0.70% | 8,759 | $47,876 | Up ×2 | ||
| VOE | $941,951 | 0.70% | 4,767 | $326,311 | Up ×2 | ||
| VTEB | $918,330 | 0.68% | 18,156 | $5,985 | Down ×2 | ||
| KBE KBE | $887,032 | 0.66% | 13,003 | $108,147 | Down ×2 | ||
| DFIC | $863,326 | 0.64% | 23,170 | $-74,863 | Down ×1 | ||
| QUIZ | $862,145 | 0.64% | 29,507 | $144,475 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $818,175 | 0.61% | 1,132 | $483,018 | Up ×2 | ||
| SMIZ | $814,641 | 0.60% | 18,257 | $129,205 | Down ×2 | ||
| GLD | $807,121 | 0.60% | 2,191 | $-397,261 | Down ×1 | ||
| MNST Monster Beverage Corporation - Common Stock | $806,247 | 0.60% | 8,388 | $294,033 | Up ×1 | ||
| AMZY | $798,466 | 0.59% | 74,763 | $33,925 | Up ×1 | ||
| KLAC KLA Corporation - Common Stock | $791,710 | 0.59% | 2,624 | $448,497 | Up ×1 | ||
| DFSD | $764,051 | 0.57% | 16,001 | $52,570 | Up ×2 | ||
| DCOR | $748,022 | 0.55% | 9,124 | $68,748 | Down ×1 | ||
| MINT | $747,116 | 0.55% | 7,411 | $-285,034 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $743,382 | 0.55% | 3,119 | $105,243 | Up ×1 | ||
| DYNF | $733,446 | 0.54% | 10,784 | $121,664 | Up ×1 | ||
| EXPD Expeditors International of Washington, Inc. Common Stock | $732,369 | 0.54% | 4,493 | $273,022 | Up ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $729,202 | 0.54% | 755 | $373,652 | Down ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $723,379 | 0.54% | 1,669 | $433,025 | Up ×1 | ||
| PLTY | $685,862 | 0.51% | 24,184 | $-176,658 | Up ×2 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $681,384 | 0.51% | 11,087 | $137,680 | Up ×1 | ||
| PRU Prudential Financial, Inc. Common Stock | $674,767 | 0.50% | 6,252 | $232,957 | Up ×2 | ||
| TSLY | $666,811 | 0.49% | 23,364 | $47,472 | Up ×2 | ||
| HYG | $662,115 | 0.49% | 8,280 | $33,148 | Up ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $657,115 | 0.49% | 2,444 | $274,861 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $649,873 | 0.48% | 1,359 | $342,348 | Up ×1 | ||
| FHI Federated Hermes, Inc. Common Stock | $645,658 | 0.48% | 11,692 | $200,410 | Up ×2 | ||
| AIRR First Trust RBA American Industrial Renaissance ETF | $641,948 | 0.48% | 4,818 | $203,075 | Up ×2 | ||
| ROST Ross Stores, Inc. - Common Stock | $635,206 | 0.47% | 2,984 | $368,978 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $634,341 | 0.47% | 550 | Up ×1 | |||
| MLI Mueller Industries, Inc. Common Stock | $634,313 | 0.47% | 5,160 | $194,010 | Up ×2 | ||
| BALT | $634,269 | 0.47% | 18,508 | $52,714 | Up ×1 | ||
| DFUS | $630,227 | 0.47% | 7,691 | $113,355 | Up ×2 | ||
| RDVI | $627,605 | 0.47% | 21,347 | $249,032 | Up ×2 | ||
| IVW | $624,545 | 0.46% | 4,541 | $72,741 | Down ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $600,156 | 0.45% | 5,962 | $-470,264 | Down ×2 | ||
| EALT | $586,813 | 0.44% | 16,364 | $132,240 | Up ×1 | ||
| CPAI Counterpoint Quantitative Equity ETF | $586,308 | 0.43% | 11,284 | $98,514 | Down ×2 | ||
| DAVE Dave Inc. - Class A Common Stock | $583,476 | 0.43% | 1,566 | Up ×1 | |||
| BLBD Blue Bird Corporation - Common Stock | $558,800 | 0.41% | 7,077 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $558,133 | 0.41% | 1,496 | $-98,897 | Down ×1 | ||
| EXEL Exelixis, Inc. - Common Stock | $551,935 | 0.41% | 10,144 | Up ×1 | |||
| JBL Jabil Inc. Common Stock | $549,739 | 0.41% | 1,426 | Up ×1 | |||
| IESC IES Holdings, Inc. - Common Stock | $547,564 | 0.41% | 745 | $265,337 | Up ×2 | ||
| NXT Nextpower Inc. - Class A Common Stock | $545,304 | 0.40% | 4,577 | $106,160 | Up ×2 | ||
| VMI Valmont Industries, Inc. Common Stock | $541,920 | 0.40% | 937 | Up ×1 | |||
| COKE Coca-Cola Consolidated, Inc. - Common Stock | $534,655 | 0.40% | 2,800 | $330,595 | Up ×1 | ||
| VOO | $533,605 | 0.40% | 777 | $93,542 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $530,226 | 0.39% | 1,484 | $60,558 | Down ×1 | ||
| EME EMCOR Group, Inc. Common Stock | $529,564 | 0.39% | 638 | Up ×1 | |||
| NXTG First Trust Indxx NextG ETF | $529,220 | 0.39% | 3,451 | $142,951 | |||
| GE GE Aerospace Common Stock | $529,124 | 0.39% | 1,416 | $131,346 | Up ×2 | ||
| PFF iShares Preferred and Income Securities ETF | $529,018 | 0.39% | 17,351 | ||||
| POWL Powell Industries, Inc. - Common Stock | $522,223 | 0.39% | 1,824 | $242,747 | Up ×1 | ||
| ODFL Old Dominion Freight Line, Inc. - Common Stock | $512,325 | 0.38% | 2,365 | $298,943 | Up ×1 | ||
| TPR Tapestry, Inc. Common Stock | $509,833 | 0.38% | 3,483 | $234,841 | Up ×1 | ||
| FN Fabrinet Ordinary Shares | $509,239 | 0.38% | 906 | $150,960 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $507,392 | 0.38% | 1,998 | $-80,685 | Down ×2 | ||
| PYPY | $505,986 | 0.38% | 20,214 | $-39,318 | Up ×2 | ||
| XLV XLV | $504,829 | 0.37% | 3,182 | $-49,723 | Down ×1 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $502,337 | 0.37% | 5,771 | Up ×1 | |||
| UTHR United Therapeutics Corporation - Common Stock | $494,685 | 0.37% | 913 | $186,341 | Up ×2 | ||
| IMO | $484,481 | 0.36% | 4,311 | $189,198 | Up ×1 | ||
| NFLY | $481,426 | 0.36% | 61,018 | $-105,185 | Up ×2 | ||
| PRDO Perdoceo Education Corporation - Common Stock | $480,468 | 0.36% | 15,015 | Up ×1 | |||
| CRUS Cirrus Logic, Inc. - Common Stock | $470,246 | 0.35% | 3,166 | $33,574 | Up ×1 | ||
| VWO | $469,649 | 0.35% | 7,868 | $14,630 | Down ×2 | ||
| SIRI SiriusXM Holdings Inc. - Common Stock | $466,480 | 0.35% | 15,791 | $125,463 | Up ×2 | ||
| IJR | $464,366 | 0.34% | 3,131 | $31,725 | Down ×1 | ||
| COCO The Vita Coco Company, Inc. - Common Stock | $461,062 | 0.34% | 6,971 | $226,255 | Up ×1 | ||
| IEMG | $459,142 | 0.34% | 5,543 | $-49,690 | Down ×2 | ||
| MOAT | $450,681 | 0.33% | 4,335 | $-33,703 | Down ×1 | ||
| GDX GDX | $448,075 | 0.33% | 5,939 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| MU | $634,341 | 550 | 0.47% |
| DAVE | $583,476 | 1,566 | 0.43% |
| BLBD | $558,800 | 7,077 | 0.41% |
| EXEL | $551,935 | 10,144 | 0.41% |
| JBL | $549,739 | 1,426 | 0.41% |
| VMI | $541,920 | 937 | 0.40% |
| EME | $529,564 | 638 | 0.39% |
| PFF | $529,018 | 17,351 | 0.39% |
| IBKR | $502,337 | 5,771 | 0.37% |
| PRDO | $480,468 | 15,015 | 0.36% |
| GDX | $448,075 | 5,939 | 0.33% |
| QCOM | $444,941 | 2,408 | 0.33% |
| FORM | $434,028 | 2,714 | 0.32% |
| ICVT | $370,144 | 3,040 | 0.27% |
| VXUS | $368,327 | 4,308 | 0.27% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VUSB | Bought more | +21K | +$1.0M |
| BIL | Trimmed | -7K | -$637K |
| IVV | Bought more | +567 | +$626K |
| AMAT | Bought more | +151 | +$483K |
| SGOV | Trimmed | -5K | -$470K |
| JAAA | Bought more | +9K | +$464K |
| MGV | Bought more | +159 | +$457K |
| KLAC | Bought more | +2K | +$448K |
| LRCX | Bought more | +312 | +$433K |
| GOOG | Bought more | +616 | +$415K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TLT | March 31, 2026 | 7,971 | $694,789 | |
| SPTM | June 30, 2026 | 7,738 | $611,788 | No longer tracked |
| OEF | March 31, 2026 | 1,410 | $483,603 | No longer tracked |
| ATMU | June 30, 2026 | 8,396 | $476,659 | -2.2% |
| NTES | March 31, 2026 | 3,122 | $429,680 | 14.1% |
| GMAB | March 31, 2026 | 13,772 | $424,178 | 25.0% |
| ULTA | June 30, 2026 | 797 | $416,422 | 15.0% |
| UI | June 30, 2026 | 446 | $352,806 | 0.6% |
| PFF | March 31, 2026 | 10,574 | $327,357 | |
| LOGI | March 31, 2026 | 3,222 | $322,877 | 5.5% |
| CAH | June 30, 2026 | 1,426 | $301,316 | -2.9% |
| FLOT | June 30, 2026 | 5,868 | $298,950 | No longer tracked |
| APH | June 30, 2026 | 2,358 | $298,497 | -11.6% |
| QUAL | June 30, 2026 | 1,554 | $298,082 | No longer tracked |
| IAGG | June 30, 2026 | 5,913 | $295,894 | No longer tracked |
| FOXA | March 31, 2026 | 4,030 | $294,495 | 16.9% |
| CINF | June 30, 2026 | 1,854 | $293,520 | -8.3% |
| IDCC | March 31, 2026 | 916 | $291,522 | 13.6% |
| MCK | June 30, 2026 | 335 | $290,136 | 13.4% |
| TJX | June 30, 2026 | 1,807 | $288,644 | -6.8% |
| DUK | June 30, 2026 | 2,193 | $287,158 | -3.5% |
| ACAD | March 31, 2026 | 10,619 | $283,633 | 30.5% |
| QQQE | June 30, 2026 | 2,866 | $282,387 | |
| GDMN | June 30, 2026 | 2,787 | $281,985 | No longer tracked |
| ATAT | March 31, 2026 | 7,090 | $279,360 | -6.6% |
| OMAB | June 30, 2026 | 2,432 | $279,051 | -9.6% |
| PBR | June 30, 2026 | 13,400 | $278,050 | 18.7% |
| COR | June 30, 2026 | 882 | $277,049 | 12.0% |
| AZN | June 30, 2026 | 1,377 | $271,572 | -12.7% |
| CRSH | June 30, 2026 | 10,078 | $271,448 | No longer tracked |
| INCY | June 30, 2026 | 2,773 | $260,960 | 12.5% |
| PTCT | June 30, 2026 | 3,718 | $253,281 | -13.4% |
| CBOE | June 30, 2026 | 890 | $250,190 | No longer tracked |
| IDXX | March 31, 2026 | 369 | $249,640 | -2.7% |
| ESPO | March 31, 2026 | 2,358 | $244,291 | |
| PH | June 30, 2026 | 273 | $244,055 | 3.4% |
| PFE | June 30, 2026 | 8,658 | $243,143 | 16.5% |
| ALV | March 31, 2026 | 2,013 | $238,908 | 18.5% |
| DG | June 30, 2026 | 2,005 | $238,054 | 5.8% |
| DLO | March 31, 2026 | 16,607 | $234,823 | 12.3% |
| ALLE | March 31, 2026 | 1,450 | $231,106 | 11.4% |
| QCOM | March 31, 2026 | 1,347 | $230,366 | 25.0% |
| PJUL | March 31, 2026 | 4,874 | $226,300 | No longer tracked |
| PJAN | March 31, 2026 | 4,798 | $225,602 | No longer tracked |
| POCT | March 31, 2026 | 5,108 | $224,343 | No longer tracked |
| COIN | March 31, 2026 | 980 | $221,655 | 7.3% |
| DBP | June 30, 2026 | 1,998 | $219,840 | No longer tracked |
| GIL | March 31, 2026 | 3,501 | $218,703 | 1.8% |
| IAU | June 30, 2026 | 2,461 | $216,962 | No longer tracked |
| DCI | June 30, 2026 | 2,522 | $214,020 | 3.9% |
| RYAAY | June 30, 2026 | 3,678 | $212,604 | -14.4% |
| AWI | March 31, 2026 | 1,112 | $212,518 | 8.2% |
| TLH | June 30, 2026 | 2,081 | $209,618 | No longer tracked |
| LMAT | June 30, 2026 | 1,900 | $207,423 | -14.8% |
| NEU | March 31, 2026 | 300 | $206,725 | 44.6% |
| BINC | June 30, 2026 | 3,872 | $201,096 | No longer tracked |
| YQQQ | March 31, 2026 | 13,772 | $167,332 | |
| BTG | June 30, 2026 | 12,512 | $56,683 | No longer tracked |
| SVC | March 31, 2026 | 13,292 | $24,457 | 487.1% |