Stirlingshire Investments, Inc.
Filing Date
Global Rank
#7,364
/ 8,623
▲ 193
· as of Mar 2026
Top Industry
Semiconductors
7.9%
3Y Alpha vs SPY
-10.5%
Period ended 4 months ago
Filed May 4, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+3.8%
SPY
+7.3%
Annualised alpha
-8.2%
Max drawdown
−9.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
89 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.5%
−0.7 pts
Top 5
18.9%
−1.0 pts
Top 10
27.9%
−2.3 pts
HHI
164
Diversified−19
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.0% | $7,968,941 |
| Industrials | 14.1% | $4,486,027 |
| Healthcare | 13.4% | $4,269,223 |
| Consumer Cyclical | 10.0% | $3,198,269 |
| Unclassified | 9.6% | $3,054,218 |
| Consumer Defensive | 8.5% | $2,708,494 |
| Financial Services | 8.2% | $2,616,266 |
| Communication Services | 5.0% | $1,586,171 |
| Utilities | 2.6% | $836,770 |
| Energy | 2.5% | $806,395 |
| Basic Materials | 1.0% | $316,489 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ATMU | Atmus Filtration Technologies Inc. | +3,035 | 8,396 | $476,640 | |
| FHI | Federated Hermes, Inc. | +2,830 | 7,851 | $445,230 | |
| EXPD | Expeditors International Of Washington Inc | +1,454 | 3,207 | $459,338 | |
| GOOGL | Alphabet Inc. | +659 | 1,633 | $469,585 | |
| NXT | Nextpower Inc. | +609 | 3,643 | $439,163 | |
| SPY | Spdr S&P 500 ETF Trust | +574 | 1,600 | $1,040,544 | |
| RYAAY | Ryanair Holdings PLC | +537 | 3,678 | $212,588 | |
| VALE | Vale S.A. | +391 | 16,330 | $259,810 | |
| AAPL | Apple Inc. | +362 | 6,920 | $1,756,226 | |
| TJX | Tjx Companies Inc /De/ | +314 | 1,807 | $288,577 | |
| NMCO | Nuveen Municipal Credit Opportunities Fund | +290 | 23,058 | $243,953 | |
| SIRI | Sirius Xm Holdings Inc. | +272 | 14,775 | $341,007 | |
| NVDA | Nvidia Corp | +203 | 7,304 | $1,273,817 | |
| EVRG | Evergy, Inc. | +202 | 3,310 | $271,155 | |
| MLI | Mueller Industries Inc | +190 | 3,974 | $440,319 | |
| GLD | Spdr Gold Trust | +175 | 2,799 | $1,204,381 | |
| PTCT | Ptc Therapeutics, Inc. | +131 | 3,718 | $253,307 | |
| CINF | Cincinnati Financial Corp | +79 | 1,854 | $291,726 | |
| COR | Cencora, Inc. | +65 | 882 | $277,071 | |
| FN | Fabrinet | +55 | 687 | $358,284 | |
| LLY | ELI LILLY & Co | +55 | 299 | $275,011 | |
| AMAT | Applied Materials Inc /De | +54 | 981 | $335,295 | |
| MSFT | Microsoft Corp | +39 | 1,775 | $657,051 | |
| UTHR | UNITED THERAPEUTICS Corp | +36 | 520 | $308,349 | |
| GE | General Electric Co | +31 | 1,399 | $396,994 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BTG | B2gold Corp | −43,903 | 12,512 | $56,679 | |
| GSBD | Goldman Sachs BDC, Inc. | −8,080 | 25,993 | $230,817 | |
| EBS | Emergent BioSolutions Inc. | −1,825 | 19,285 | $160,065 | |
| IAU | Ishares Gold Trust | −1,481 | 2,461 | $216,961 | |
| MO | Altria Group, Inc. | −1,280 | 11,400 | $752,286 | |
| ABBV | AbbVie Inc. | −776 | 950 | $206,615 | |
| OUNZ | VanEck Merk Gold ETF | −688 | 8,268 | $372,473 | |
| LRCX | Lam Research Corp | −482 | 1,357 | $289,936 | |
| WMT | Walmart Inc. | −375 | 1,796 | $223,206 | |
| STX | Seagate Technology Holdings plc | −320 | 906 | $354,934 | |
| DCI | DONALDSON Co INC | −185 | 2,522 | $214,042 | |
| HAS | Hasbro, Inc. | −178 | 2,798 | $261,892 | |
| AMZN | Amazon Com Inc | −168 | 3,064 | $638,139 | |
| HWM | Howmet Aerospace Inc. | −151 | 1,659 | $382,333 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −139 | 907 | $306,520 | |
| CHRW | C. H. Robinson Worldwide, Inc. | −126 | 1,603 | $266,210 | |
| MNST | Monster Beverage Corp | −119 | 7,069 | $512,219 | |
| TSLA | Tesla, Inc. | −91 | 559 | $207,808 | |
| PLTR | Palantir Technologies Inc. | −84 | 1,881 | $275,152 | |
| GEV | GE Vernova Inc. | −58 | 378 | $329,956 | |
| KLAC | Kla Corp | −43 | 233 | $343,071 | |
| OMAB | Central North Airport Group | −41 | 2,432 | $279,023 | |
| META | Meta Platforms, Inc. | −39 | 667 | $381,610 | |
| UI | Ubiquiti Inc. | −30 | 446 | $352,469 | |
| ROST | Ross Stores, Inc. | −24 | 1,229 | $266,238 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRUS | Cirrus Logic, Inc. | 3,019 | $436,607 | |
| MRK | Merck & Co., Inc. | 3,108 | $373,861 | |
| APH | Amphenol Corp /De/ | 2,358 | $297,933 | |
| AB | Alliancebernstein Holding L.P. | 7,900 | $295,776 | |
| IMO | Imperial Oil Ltd | 2,242 | $293,298 | |
| DUK | Duke Energy CORP | 2,193 | $287,151 | |
| POWL | Powell Industries Inc | 517 | $279,738 | |
| SBS | Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp | 9,127 | $278,464 | |
| PBR | Petrobras - Petroleo Brasileiro SA | 13,400 | $278,050 | |
| TPR | Tapestry, Inc. | 1,949 | $275,023 | |
| AZN | Astrazeneca PLC | 1,377 | $271,571 | |
| INCY | Incyte Corp | 2,773 | $260,994 | |
| NVS | Novartis AG | 1,653 | $252,495 | |
| CBOE | Cboe Global Markets, Inc. | 890 | $250,152 | |
| PH | Parker-Hannifin Corp | 273 | $244,400 | |
| DG | Dollar General Corp | 2,005 | $238,053 | |
| TS | Tenaris SA | 4,040 | $235,047 | |
| KHC | Kraft Heinz Co | 10,450 | $235,020 | |
| COCO | Vita Coco Company, Inc. | 4,901 | $234,806 | |
| TTC | Toro Co | 2,479 | $231,637 | |
| ERIC | Ericsson Lm Telephone Co | 19,586 | $220,734 | |
| DBP | Invesco DB Precious Metals Fund | 1,998 | $219,859 | |
| ODFL | Old Dominion Freight Line, Inc. | 1,092 | $213,376 | |
| LMAT | Lemaitre Vascular Inc | 1,900 | $207,423 | |
| COKE | Coca-Cola Consolidated, Inc. | 1,064 | $204,011 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NTES | NetEase, Inc. | 3,122 | $429,649 | |
| GMAB | Genmab A/S | 13,772 | $424,177 | |
| LOGI | Logitech International S.A. | 3,222 | $322,908 | |
| FOXA | Fox Corp | 4,030 | $294,472 | |
| IDCC | InterDigital, Inc. | 916 | $291,636 | |
| ACAD | Acadia Pharmaceuticals Inc | 10,619 | $283,633 | |
| ATAT | Atour Lifestyle Holdings Ltd | 7,090 | $279,346 | |
| IDXX | Idexx Laboratories Inc /De | 369 | $249,639 | |
| ALV | Autoliv Inc | 2,013 | $238,943 | |
| DLO | dLocal Ltd | 16,607 | $234,822 | |
| ALLE | Allegion plc | 1,450 | $230,869 | |
| QCOM | Qualcomm Inc/De | 1,347 | $230,404 | |
| COIN | Coinbase Global, Inc. | 980 | $221,617 | |
| GIL | Gildan Activewear Inc. | 3,501 | $218,672 | |
| AWI | Armstrong World Industries Inc | 1,112 | $212,503 | |
| NEU | Newmarket Corp | 300 | $206,178 | |
| SVC | Service Properties Trust | 13,292 | $24,457 | |
| No positions match the current search. | ||||
89 tracked positions ·
$31,847,263 total
· filing declares
196 positions · $114,046,800
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 89 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 6,920 | $1,756,226 | 5.51% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,304 | $1,273,817 | 4.00% | |
| GLD |
Spdr Gold Trust
|
Added | 2,799 | $1,204,381 | 3.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,600 | $1,040,544 | 3.27% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 11,400 | $752,286 | 2.36% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,775 | $657,051 | 2.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,064 | $638,139 | 2.00% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,406 | $588,122 | 1.85% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 7,069 | $512,219 | 1.61% | |
| ATMU |
Atmus Filtration Technologies Inc.
Consumer Cyclical
|
Added | 8,396 | $476,640 | 1.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,633 | $469,585 | 1.47% | |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
Added | 3,207 | $459,338 | 1.44% | |
| FHI |
Federated Hermes, Inc.
Financial Services
|
Added | 7,851 | $445,230 | 1.40% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 4,523 | $441,851 | 1.39% | |
| MLI |
Mueller Industries Inc
Industrials
|
Added | 3,974 | $440,319 | 1.38% | |
| NXT |
Nextpower Inc.
Technology
|
Added | 3,643 | $439,163 | 1.38% | |
| CRUS |
Cirrus Logic, Inc.
Technology
|
NEW | 3,019 | $436,607 | 1.37% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Reduced | 797 | $416,599 | 1.31% | |
| GE |
General Electric Co
Industrials
|
Added | 1,399 | $396,994 | 1.25% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 7,848 | $393,969 | 1.24% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Reduced | 1,659 | $382,333 | 1.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 667 | $381,610 | 1.20% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 3,108 | $373,861 | 1.17% | |
| OUNZ |
VanEck Merk Gold ETF
|
Reduced | 8,268 | $372,473 | 1.17% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,182 | $367,353 | 1.15% | |
| FN |
Fabrinet
Technology
|
Added | 687 | $358,284 | 1.13% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 906 | $354,934 | 1.11% | |
| UI |
Ubiquiti Inc.
Technology
|
Reduced | 446 | $352,469 | 1.11% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 233 | $343,071 | 1.08% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Added | 14,775 | $341,007 | 1.07% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 981 | $335,295 | 1.05% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 378 | $329,956 | 1.04% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 310 | $308,893 | 0.97% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Added | 520 | $308,349 | 0.97% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 907 | $306,520 | 0.96% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 1,426 | $301,328 | 0.95% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 2,358 | $297,933 | 0.94% | |
| AB |
Alliancebernstein Holding L.P.
Financial Services
|
NEW | 7,900 | $295,776 | 0.93% | |
| IMO |
Imperial Oil Ltd
Energy
|
NEW | 2,242 | $293,298 | 0.92% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Added | 1,854 | $291,726 | 0.92% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,357 | $289,936 | 0.91% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 335 | $289,895 | 0.91% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,807 | $288,577 | 0.91% | |
| DUK |
Duke Energy CORP
Utilities
|
NEW | 2,193 | $287,151 | 0.90% | |
| IESC |
IES Holdings, Inc.
Industrials
|
Added | 592 | $282,070 | 0.89% | |
| POWL |
Powell Industries Inc
Industrials
|
NEW | 517 | $279,738 | 0.88% | |
| OMAB |
Central North Airport Group
Industrials
|
Reduced | 2,432 | $279,023 | 0.88% | |
| SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
Utilities
|
NEW | 9,127 | $278,464 | 0.87% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
NEW | 13,400 | $278,050 | 0.87% | |
| COR |
Cencora, Inc.
Healthcare
|
Added | 882 | $277,071 | 0.87% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.