Stirlingshire Investments, Inc.

Registered adviser

CIK

1829271

Location

NEW YORK, NY

Portfolio Value

Small $134,857,979

Diversification

Diversified

Filing Date

Global Rank

#7,790 / 8,827 ▲ 280 · as of Jun 2026

Top Industry

Semiconductors 9.6%

Period ended 37 days ago

Filed Nov 5, 2026 · 1d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 327779

Roster of Nov 1, 2026

Regulatory AUM

$244,624,972

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Oct 2026 to Nov 2026	$244,624,972	Individuals and high net worth (100%)
Dec 2025 to Sep 2026	$179,802,588	Individuals and high net worth (100%)
Oct 2024 to Sep 2025	$69,214,156	Individuals and high net worth (100%)
Feb 2024 to Sep 2024	$36,957,914	Individuals and high net worth (100%)
Oct 2023 to Jan 2024	$0	—

Stated strategy

Quantitative / systematic, Fundamental active, Value, Multi-asset, Long/short hedge Form ADV Part 2A, Sep 24, 2026 · original

In the firm's words

Quantitative / systematic: Quantitative analysis deals with measurable factors such as the value of assets, the cost of capital, historical projections of sales, and so on.
Fundamental active: Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.
Value: This strategy would normally encourage equity purchases in stocks that are undervalued or priced below their perceived value.
Multi-asset: Modern Portfolio Theory seeks to maximize expected return for a given level of risk—or minimize risk for a given expected return—by selecting the right mix of assets.
Long/short hedge: Stirlingshire uses long-term trading, short-term trading, short sales, margin transactions and options trading.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 47.8%, 34.1 effective positions, active share 74.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.7 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 74.1%; sector active share 54.0% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

222 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.5%

+2.5 pts

Top 5

32.5%

+1.7 pts

Top 10

48.3%

+0.6 pts

HHI

331

Diversified+38

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.3%	$92,042,660	125
Technology	9.7%	$13,136,678	22
Healthcare	4.5%	$6,132,544	17
Industrials	3.8%	$5,178,975	15
Financial Services	3.7%	$4,941,120	17
Consumer Cyclical	3.0%	$4,111,465	8
Communication Services	2.5%	$3,420,209	5
Consumer Defensive	2.4%	$3,201,843	7
Energy	1.6%	$2,152,737	5
Basic Materials	0.4%	$539,748	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JAAA	Janus Henderson AAA CLO ETF	+28,067	121,504	$6,132,306
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+25,112	33,392	$2,578,196
DBMF	iMGP DBI Managed Futures Strategy ETF	+14,920	25,198	$819,690
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	+10,945	32,292	$900,300
MNST	Monster Beverage Corp	+10,819	19,207	$799,395
NFLY	YieldMax(R) Nflx Option Income Strategy ETF	+10,165	71,183	$482,620
—		+8,915	24,655	$0
CORO		+8,373	14,110	$512,898
CPAI	Northern Lights Fund Trust III	+6,036	17,320	$895,270
MSOS	AdvisorShares Pure US Cannabis ETF	+5,072	71,964	$325,277
QQQY	Defiance Nasdaq 100 Weekly Distribution ETF	+4,930	77,588	$1,755,816
IUSB	iShares Core Universal USD Bond ETF	+4,710	25,919	$1,142,768
WDTE	Defiance S&P 500 Weekly Distribution ETF	+4,310	46,314	$1,330,138
TSLY	YieldMax(R) Tsla Option Income Strategy ETF	+4,143	27,507	$593,050
NVDY	YieldMax(R) Nvda Option Income Strategy ETF	+3,412	101,261	$1,290,065
AGG	iShares Core U.S. Aggregate Bond ETF	+3,378	19,686	$1,861,114
CONY	YieldMax(R) Coin Option Income Strategy ETF	+3,375	17,365	$348,341
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+2,749	13,836	$847,593
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	+2,686	26,138	$4,210,570
MUB	iShares National Muni Bond ETF	+2,620	11,379	$1,150,416
AMZY	YieldMax(R) Amzn Option Income Strategy ETF	+2,558	77,321	$793,313
BLCR		+2,509	7,413	$362,940
GOVT	iShares U.S. Treasury Bond ETF	+2,012	16,139	$352,959
QUIZ		+1,976	31,483	$904,223
PYPY	YieldMax(R) Pypl Option Income Strategy ETF	+1,947	22,161	$559,210
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	−19,291	5,839	$590,790
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−5,128	35,458	$2,009,050
DFAC	Dimensional U.S. Core Equity 2 ETF	−4,501	46,833	$2,081,726
VUSB	VANGUARD ULTRA-SHORT BOND ETF	−4,413	69,870	$3,462,058
MO	Altria Group, Inc.	−4,073	10,631	$715,891
DFUS	Dimensional U.S. Equity Market ETF	−3,565	4,126	$342,581
DFSD	Dimensional Short-Duration Fixed Income ETF	−3,182	12,819	$595,724
DFIC	Dimensional International Core Equity 2 ETF	−2,865	20,305	$763,671
FHI	Federated Hermes, Inc.	−1,956	9,736	$548,818
SHLD	Global X Defense Tech ETF	−1,823	5,499	$330,379
PRU	Prudential Financial Inc	−1,712	4,540	$515,653
IEMG	iShares Trust	−1,533	4,010	$0
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−1,416	7,155	$317,753
IGLD	FT Vest Gold Strategy Target Income ETF	−1,364	11,367	$230,977
APLY	YieldMax(R) Aapl Option Income Strategy ETF	−1,122	10,111	$118,955
HG	Hamilton Insurance Group, Ltd.	−1,059	7,556	$249,650
SCHO	Schwab Short-Term U.S. Treasury ETF	−791	8,989	$214,477
MRK	Merck & Co., Inc.	−742	2,181	$316,921
EFV	iShares MSCI EAFE Value ETF	−581	4,655	$0
JANW	AllianzIM U.S. Equity Buffer20 Jan ETF	−499	10,359	$409,797
APRW	AllianzIM U.S. Equity Buffer20 Apr ETF	−484	10,808	$409,223
LMUB	iShares Long-Term National Muni Bond ETF	−447	5,433	$252,688
OCTW	AllianzIM U.S. Equity Buffer20 Oct ETF	−428	9,770	$410,437
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−421	53,807	$4,156,590
DAC	Danaos Corp	−408	1,740	$268,499
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FLOT	iShares Floating Rate Bond ETF	23,941	$1,222,188
VRIG	Invesco Variable Rate Investment Grade ETF	46,764	$1,170,269
INCY	Incyte Corp	5,006	$607,478
HALO	Halozyme Therapeutics, Inc.	5,443	$600,907
TNK	Teekay Tankers Ltd.	5,969	$579,351
BUYB	ProShares S&P 500 Buyback Aristocrats ETF	13,723	$563,239
WSM	Williams Sonoma Inc	2,376	$541,585
DXCM	Dexcom Inc	6,267	$540,779
DLO	dLocal Ltd	39,289	$540,616
SCCO	Southern Copper Corp	2,662	$539,748
WHD	Cactus, Inc.	8,438	$525,012
HRMY	Harmony Biosciences Holdings, Inc.	13,370	$524,906
KSPI	Joint Stock Co Kaspi.kz	5,522	$519,399
CNS	Cohen & Steers, Inc.	6,868	$502,119
ETSY	Etsy Inc	6,852	$489,849
ABNB	Airbnb, Inc.	3,006	$482,913
SGHC	Super Group (SGHC) Ltd	42,125	$478,118
PFE	Pfizer Inc	16,755	$477,852
ACWX	iShares MSCI ACWI ex U.S. ETF	5,432	$410,767
KO	Coca Cola Co	3,824	$329,169
AMGN	Amgen Inc	756	$318,661
VRTX	Vertex Pharmaceuticals Inc	548	$286,499
NDSN	Nordson Corp	835	$273,754
JPIE	JPMorgan Income ETF	6,057	$271,898
SHEL	Shell plc	2,792	$265,379
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DCOR	Dimensional ETF Trust	9,124	$747,985
HWM	Howmet Aerospace Inc.	2,444	$657,093
MLI	Mueller Industries Inc	5,160	$634,318
BLBD	Blue Bird Corp	7,077	$558,799
NXT	Nextpower Inc.	4,577	$545,303
VMI	Valmont Industries Inc	937	$541,211
EME	EMCOR Group, Inc.	638	$529,463
PFF	iShares Preferred and Income Securities ETF	17,351	$529,031
ODFL	Old Dominion Freight Line, Inc.	2,365	$512,259
TPR	Tapestry, Inc.	3,483	$509,841
FN	Fabrinet	906	$509,244
UTHR	UNITED THERAPEUTICS Corp	913	$494,690
PRDO	PERDOCEO EDUCATION Corp	15,015	$480,480
CRUS	Cirrus Logic, Inc.	3,166	$470,245
COCO	Vita Coco Company, Inc.	6,971	$461,061
QCOM	Qualcomm Inc	2,408	$444,974
FDVV	Fidelity High Dividend ETF	7,270	$438,308
FORM	Formfactor Inc	2,714	$434,050
CHRW	C. H. Robinson Worldwide, Inc.	1,682	$316,787
NVS	Novartis AG	1,979	$310,148
EVRG	Evergy, Inc.	3,359	$290,318
TTC	Toro Co	2,884	$280,959
MAR	Marriott International Inc	709	$262,748
HLT	Hilton Worldwide Holdings Inc.	791	$261,393
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	44,921	$259,643
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

222 tracked positions · $134,857,979 total · filing declares 223 positions · $141,815,602 · as of Sep 30, 2026

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

Showing 1–50 of 222 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JAAA	Janus Henderson AAA CLO ETF	Added	121,504	+28,067	$6,132,306	+30.0%	4.55%
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	Added	26,138	+2,686	$4,210,570	+9.8%	3.12%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	53,807	-421	$4,156,590	−3.0%	3.08%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Reduced	69,870	-4,413	$3,462,058	−6.4%	2.57%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	13,369	+1,620	$3,088,640	+8.2%	2.29%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	7,857	+78	$2,940,403	+2.1%	2.18%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	33,392	+25,112	$2,578,196	+289.4%	1.91%
AAPL	Apple Inc. Technology	Added	7,518	+161	$2,503,644	+17.6%	1.86%
IVV	iShares Core S&P 500 ETF	Added	2,831	+160	$2,168,121	+8.4%	1.61%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	46,833	-4,501	$2,081,726	−8.6%	1.54%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	35,458	-5,128	$2,009,050	−16.1%	1.49%
ZECP	Zacks Earnings Consistent Portfolio ETF	Added	50,796	+1,289	$1,885,039	+0.9%	1.40%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	19,686	+3,378	$1,861,114	+15.3%	1.38%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	20,020	+1,032	$1,796,995	+7.7%	1.33%
QQQY	Defiance Nasdaq 100 Weekly Distribution ETF	Added	77,588	+4,930	$1,755,816	+0.5%	1.30%
GOOG	Alphabet Inc. Communication Services	Added	5,099	+1,514	$1,737,433	+37.2%	1.29%
NVDA	Nvidia Corp Technology	Added	7,473	+18	$1,706,683	+14.4%	1.27%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	28,162	-12	$1,583,267	−0.5%	1.17%
WDTE	Defiance S&P 500 Weekly Distribution ETF	Added	46,314	+4,310	$1,330,138	+5.7%	0.99%
SPY	Spdr S&P 500 ETF Trust	Added	1,696	+113	$1,293,420	+9.4%	0.96%
NVDY	YieldMax(R) Nvda Option Income Strategy ETF	Added	101,261	+3,412	$1,290,065	+6.0%	0.96%
FLOT	iShares Floating Rate Bond ETF	NEW	23,941	NEW	$1,222,188	NEW	0.91%
VRIG	Invesco Variable Rate Investment Grade ETF	NEW	46,764	NEW	$1,170,269	NEW	0.87%
IXUS	iShares Core MSCI Total International Stock ETF	Added	12,204	+417	$1,159,257	+3.0%	0.86%
VEA	Vanguard FTSE Developed Markets ETF	Held	16,415	0	$1,159,063	−0.9%	0.86%
MUB	iShares National Muni Bond ETF	Added	11,379	+2,620	$1,150,416	+22.0%	0.85%
IUSB	iShares Core Universal USD Bond ETF	Added	25,919	+4,710	$1,142,768	+16.8%	0.85%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	5,117	+350	$1,000,527	+6.2%	0.74%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	9,307	+1,896	$935,818	+25.3%	0.69%
QUIZ		Added	31,483	+1,976	$904,223	+4.9%	0.67%
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	Added	32,292	+10,945	$900,300	+43.5%	0.67%
CPAI	Northern Lights Fund Trust III	Added	17,320	+6,036	$895,270	+52.7%	0.66%
GLD	Spdr Gold Trust	Added	2,284	+93	$869,838	+7.8%	0.65%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	18,288	+132	$866,119	−5.7%	0.64%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	13,836	+2,749	$847,593	+24.4%	0.63%
KBE	State Street(R) SPDR(R) S&P(R) Bank ETF	Added	13,007	+4	$822,302	−7.3%	0.61%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	4,449	-44	$821,463	+12.2%	0.61%
DBMF	iMGP DBI Managed Futures Strategy ETF	Added	25,198	+14,920	$819,690	+160.5%	0.61%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	3,495	+511	$815,733	+28.4%	0.60%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	11,722	+938	$811,865	+10.7%	0.60%
MNST	Monster Beverage Corp Consumer Defensive	Added	19,207	+10,819	$799,395	−0.9%	0.59%
AMZY	YieldMax(R) Amzn Option Income Strategy ETF	Added	77,321	+2,558	$793,313	−0.6%	0.59%
DFIC	Dimensional International Core Equity 2 ETF	Reduced	20,305	-2,865	$763,671	−11.5%	0.57%
SMIZ	Zacks Small/Mid Cap ETF	Added	18,362	+105	$751,556	−7.7%	0.56%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,957	-162	$736,736	−0.9%	0.55%
MO	Altria Group, Inc. Consumer Defensive	Reduced	10,631	-4,073	$715,891	−32.3%	0.53%
MSFT	Microsoft Corp Technology	Reduced	1,395	-101	$715,495	+28.2%	0.53%
AMAT	Applied Materials Inc Technology	Added	1,398	+266	$714,909	−12.6%	0.53%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	7,047	+1,085	$709,491	+18.2%	0.53%
STX	Seagate Technology Holdings plc Technology	Added	764	+9	$704,667	−3.3%	0.52%

Showing the top 50 of 222 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.