Stirlingshire Investments, Inc.

CIK

1829271

Location

NEW YORK, NY

Portfolio Value

Micro $45,268,811

Diversification

Diversified

Filing Date

Global Rank

#7,316 / 8,700 ▲ 452

Top Industry

Semiconductors 11.1%

Period ended 2 months ago

Filed Jul 31, 2026 · 44d

3 quarters · since Dec 2025

Portfolio Concentration

103 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.7%

−6.8 pts

Top 5

14.8%

−21.8 pts

Top 10

23.3%

−30.9 pts

HHI

137

Diversified−251

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.1%	$14,527,166	26
Industrials	19.0%	$8,590,207	19
Financial Services	10.3%	$4,683,246	15
Consumer Defensive	9.1%	$4,136,057	8
Healthcare	8.1%	$3,670,511	11
Consumer Cyclical	7.7%	$3,506,670	9
Unclassified	5.7%	$2,565,404	4
Communication Services	3.8%	$1,724,076	4
Energy	2.2%	$976,333	3
Utilities	1.2%	$549,961	2
Basic Materials	0.7%	$339,180	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+35,794	44,921	$259,643
FHI	Federated Hermes, Inc.	+3,841	11,692	$645,632
MO	Altria Group, Inc.	+3,304	14,704	$1,057,952
KLAC	Kla Corp	+2,391	2,624	$791,687
ERIC	Ericsson Lm Telephone Co	+2,204	21,790	$242,958
COCO	Vita Coco Company, Inc.	+2,070	6,971	$461,061
IMO	Imperial Oil Ltd	+2,069	4,311	$482,918
ROST	Ross Stores, Inc.	+1,755	2,984	$635,144
COKE	Coca-Cola Consolidated, Inc.	+1,736	2,800	$534,576
PRU	Prudential Financial Inc	+1,729	6,252	$674,778
TPR	Tapestry, Inc.	+1,534	3,483	$509,841
MNST	Monster Beverage Corp	+1,319	8,388	$806,254
POWL	Powell Industries Inc	+1,307	1,824	$522,320
EXPD	Expeditors International Of Washington Inc	+1,286	4,493	$732,269
ODFL	Old Dominion Freight Line, Inc.	+1,273	2,365	$512,259
MLI	Mueller Industries Inc	+1,186	5,160	$634,318
SIRI	Sirius Xm Holdings Inc.	+1,016	15,791	$466,466
NXT	Nextpower Inc.	+934	4,577	$545,303
HWM	Howmet Aerospace Inc.	+785	2,444	$657,093
KHC	Kraft Heinz Co	+700	11,150	$263,363
AB	Alliancebernstein Holding L.P.	+501	8,401	$295,883
VALE	Vale S.A.	+469	16,799	$252,656
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+452	1,359	$649,017
NMCO	Nuveen Municipal Credit Opportunities Fund	+444	23,502	$255,936
AAPL	Apple Inc.	+437	7,357	$2,128,821
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
GSBD	Goldman Sachs BDC, Inc.	−7,947	18,046	$171,076
GOOGL	Alphabet Inc.	−3,118	1,484	$530,337
EBS	Emergent BioSolutions Inc.	−1,583	17,702	$148,342
GLD	Spdr Gold Trust	−608	2,191	$807,120
JNJ	Johnson & Johnson	−408	1,998	$507,432
MSFT	Microsoft Corp	−279	1,496	$558,037
OUNZ	VanEck Merk Gold ETF	−265	8,003	$308,835
MRK	Merck & Co., Inc.	−185	2,923	$375,605
STX	Seagate Technology Holdings plc	−151	755	$728,575
VZ	Verizon Communications Inc	−37	7,811	$330,717
TSLA	Tesla, Inc.	−21	538	$226,282
SPY	Spdr S&P 500 ETF Trust	−17	1,583	$1,182,136
V	Visa Inc.	−14	699	$239,819
AVGO	Broadcom Inc.	−12	866	$327,131
LLY	ELI LILLY & Co	−10	289	$346,635
WTS	Watts Water Technologies Inc	−9	866	$338,995
BRK-B	Berkshire Hathaway Inc	−3	417	$208,662
GEV	GE Vernova Inc.	−3	375	$440,572
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	550	$634,859
DAVE	Dave Inc./DE	1,566	$583,475
BLBD	Blue Bird Corp	7,077	$558,799
EXEL	Exelixis, Inc.	10,144	$551,935
JBL	Jabil Inc	1,426	$549,694
VMI	Valmont Industries Inc	937	$541,211
EME	EMCOR Group, Inc.	638	$529,463
IBKR	Interactive Brokers Group, Inc.	5,771	$502,307
PRDO	PERDOCEO EDUCATION Corp	15,015	$480,480
QCOM	Qualcomm Inc/De	2,408	$444,974
FORM	Formfactor Inc	2,714	$434,050
MHD	Blackrock Muniholdings Fund, Inc.	30,000	$357,000
UNP	Union Pacific Corp	1,171	$318,512
CSX	Csx Corp	6,225	$295,874
HG	Hamilton Insurance Group, Ltd.	8,615	$292,393
IHG	Intercontinental Hotels Group PLC /New/	1,669	$288,937
AIT	Applied Industrial Technologies Inc	853	$288,441
MQY	Blackrock Muniyield Quality Fund, Inc.	24,505	$284,258
GWW	W.W. Grainger, Inc.	208	$282,963
MRVL	Marvell Technology, Inc.	906	$269,888
WST	West Pharmaceutical Services Inc	751	$269,609
QQQ	Invesco Qqq Trust, Series 1	363	$267,313
DAC	Danaos Corp	2,148	$262,850
MAR	Marriott International Inc /Md/	709	$262,748
HLT	Hilton Worldwide Holdings Inc.	791	$261,393
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	149,648	$12,739,228
BNDW	Vanguard Total World Bond ETF	109,459	$7,479,023
AIPO	Defiance AI & Power Infrastructure ETF	409,926	$7,448,784
VB	Vanguard Morningstar Small-Cap ETF	25,579	$6,620,195
DCOR	Dimensional US Core Equity 1 ETF	140,740	$6,267,388
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	79,187	$5,731,652
JA	Janus Henderson AA-A CLO ETF	88,688	$4,460,872
EDV	Vanguard World Funds Extended Duration ETF	23,293	$3,376,320
GROZ	Zacks Focus Growth ETF	94,450	$3,072,271
BIV	Vanguard Intermediate-Term Bond ETF	56,960	$2,922,132
—		31,589	$2,509,310
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	44,029	$1,638,762
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	36,231	$1,247,863
VEA	Vanguard FTSE Developed Markets ETF	18,515	$1,186,441
BAI	iShares A.I. Innovation and Tech Active ETF	25,750	$1,137,217
BILZ	PIMCO Ultra Short Government Active ETF	10,263	$1,032,149
VCRM	Vanguard Core Tax-Exempt Bond ETF	18,287	$912,338
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	16,021	$855,044
BDVG	IMGP Berkshire Dividend Growth ETF	21,091	$635,893
AGNG	Global X Funds Global X Aging Population ETF	8,432	$597,322
APH	Amphenol Corp /De/	2,358	$595,866
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	3,782	$554,479
FNDA	Schwab Fundamental U.S. Small Company ETF	17,840	$524,131
CPAI	Counterpoint Quantitative Equity ETF	11,673	$487,814
AFK	VanEck Africa Index ETF	5,009	$484,370
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 tracked positions · $45,268,811 total · filing declares 221 positions · $134,854,762 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	7,357	+437	$2,128,821	+21.2%	4.70%
NVDA	Nvidia Corp Technology	Added	7,455	+151	$1,491,670	+17.1%	3.30%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,583	-17	$1,182,136	+13.6%	2.61%
MO	Altria Group, Inc. Consumer Defensive	Added	14,704	+3,304	$1,057,952	+40.6%	2.34%
AMAT	Applied Materials Inc /De Technology	Added	1,132	+151	$818,436	+144.1%	1.81%
GLD	Spdr Gold Trust	Reduced	2,191	-608	$807,120	−33.0%	1.78%
MNST	Monster Beverage Corp Consumer Defensive	Added	8,388	+1,319	$806,254	+57.4%	1.78%
KLAC	Kla Corp Technology	Added	2,624	+2,391	$791,687	+130.8%	1.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,119	+55	$743,382	+16.5%	1.64%
EXPD	Expeditors International Of Washington Inc Industrials	Added	4,493	+1,286	$732,269	+59.4%	1.62%
STX	Seagate Technology Holdings plc Technology	Reduced	755	-151	$728,575	+105.3%	1.61%
LRCX	Lam Research Corp Technology	Added	1,669	+312	$723,227	+149.4%	1.60%
PRU	Prudential Financial Inc Financial Services	Added	6,252	+1,729	$674,778	+52.7%	1.49%
HWM	Howmet Aerospace Inc. Industrials	Added	2,444	+785	$657,093	+71.9%	1.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,359	+452	$649,017	+111.7%	1.43%
FHI	Federated Hermes, Inc. Financial Services	Added	11,692	+3,841	$645,632	+45.0%	1.43%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	2,984	+1,755	$635,144	+138.6%	1.40%
MU	Micron Technology Inc Technology	NEW	550	NEW	$634,859	NEW	1.40%
MLI	Mueller Industries Inc Industrials	Added	5,160	+1,186	$634,318	+44.1%	1.40%
DAVE	Dave Inc./DE Technology	NEW	1,566	NEW	$583,475	NEW	1.29%
BLBD	Blue Bird Corp Industrials	NEW	7,077	NEW	$558,799	NEW	1.23%
MSFT	Microsoft Corp Technology	Reduced	1,496	-279	$558,037	−15.1%	1.23%
EXEL	Exelixis, Inc. Healthcare	NEW	10,144	NEW	$551,935	NEW	1.22%
JBL	Jabil Inc Technology	NEW	1,426	NEW	$549,694	NEW	1.21%
IESC	IES Holdings, Inc. Industrials	Added	745	+153	$547,321	+94.0%	1.21%
NXT	Nextpower Inc. Technology	Added	4,577	+934	$545,303	+24.2%	1.20%
VMI	Valmont Industries Inc Industrials	NEW	937	NEW	$541,211	NEW	1.20%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Added	2,800	+1,736	$534,576	+162.0%	1.18%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,484	-3,118	$530,337	−59.9%	1.17%
EME	EMCOR Group, Inc. Industrials	NEW	638	NEW	$529,463	NEW	1.17%
GE	General Electric Co Industrials	Added	1,416	+17	$529,201	+33.3%	1.17%
POWL	Powell Industries Inc Industrials	Added	1,824	+1,307	$522,320	+86.7%	1.15%
ODFL	Old Dominion Freight Line, Inc. Industrials	Added	2,365	+1,273	$512,259	+140.1%	1.13%
TPR	Tapestry, Inc. Consumer Cyclical	Added	3,483	+1,534	$509,841	+85.4%	1.13%
FN	Fabrinet Technology	Added	906	+219	$509,244	+42.1%	1.12%
JNJ	Johnson & Johnson Healthcare	Reduced	1,998	-408	$507,432	−13.7%	1.12%
IBKR	Interactive Brokers Group, Inc. Financial Services	NEW	5,771	NEW	$502,307	NEW	1.11%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	913	+393	$494,690	+60.4%	1.09%
IMO	Imperial Oil Ltd Energy	Added	4,311	+2,069	$482,918	+64.7%	1.07%
PRDO	PERDOCEO EDUCATION Corp Consumer Defensive	NEW	15,015	NEW	$480,480	NEW	1.06%
CRUS	Cirrus Logic, Inc. Technology	Added	3,166	+147	$470,245	+7.7%	1.04%
SIRI	Sirius Xm Holdings Inc. Communication Services	Added	15,791	+1,016	$466,466	+36.8%	1.03%
COCO	Vita Coco Company, Inc. Consumer Defensive	Added	6,971	+2,070	$461,061	+96.4%	1.02%
QCOM	Qualcomm Inc/De Technology	NEW	2,408	NEW	$444,974	NEW	0.98%
GEV	GE Vernova Inc. Industrials	Reduced	375	-3	$440,572	+33.5%	0.97%
FORM	Formfactor Inc Technology	NEW	2,714	NEW	$434,050	NEW	0.96%
META	Meta Platforms, Inc. Communication Services	Added	704	+37	$396,556	+3.9%	0.88%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,923	-185	$375,605	+0.5%	0.83%
MHD	Blackrock Muniholdings Fund, Inc. Financial Services	NEW	30,000	NEW	$357,000	NEW	0.79%
LLY	ELI LILLY & Co Healthcare	Reduced	289	-10	$346,635	+26.0%	0.77%

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.