Stirlingshire Investments, Inc.

CIK

1829271

Location

NEW YORK, NY

Portfolio Value

Micro $30,909,075

Diversification

Diversified

Filing Date

Global Rank

#7,389 / 8,608 ▲ 172 · as of Mar 2026

Top Industry

Semiconductors 8.2%

3Y Alpha vs SPY

-13.5%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+5.3%

SPY

+11.0%

Annualised alpha

-15.7%

Max drawdown

−9.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

89 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.7%

−0.6 pts

Top 5

19.5%

−0.7 pts

Top 10

28.8%

−1.9 pts

HHI

170

Diversified−15

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.8%	$7,660,177	16
Healthcare	13.8%	$4,269,223	15
Industrials	13.2%	$4,079,375	15
Consumer Cyclical	10.3%	$3,198,269	9
Unclassified	9.9%	$3,054,218	5
Consumer Defensive	8.8%	$2,708,494	8
Financial Services	8.5%	$2,616,266	9
Communication Services	5.1%	$1,586,171	4
Energy	2.6%	$806,395	3
Utilities	2.0%	$613,998	3
Basic Materials	1.0%	$316,489	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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	$220,159
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
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	$34,307
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
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
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
POWL	Powell Industries Inc	517	$93,246
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	9,127	$55,692
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
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	$122,286
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 positions · $30,909,075 total · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	6,920	+362	$1,756,226	−1.5%	5.68%
NVDA	Nvidia Corp Technology	Added	7,304	+203	$1,273,817	−3.8%	4.12%
GLD	Spdr Gold Trust	Added	2,799	+175	$1,204,381	+15.8%	3.90%
SPY	Spdr S&P 500 ETF Trust	Added	1,600	+574	$1,040,544	+48.7%	3.37%
MO	Altria Group, Inc. Consumer Defensive	Reduced	11,400	-1,280	$752,286	+2.9%	2.43%
MSFT	Microsoft Corp Technology	Added	1,775	+39	$657,051	−21.7%	2.13%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,064	-168	$638,139	−14.5%	2.06%
JNJ	Johnson & Johnson Healthcare	Reduced	2,406	-19	$588,122	+17.2%	1.90%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	7,069	-119	$512,219	−7.1%	1.66%
ATMU	Atmus Filtration Technologies Inc. Consumer Cyclical	Added	8,396	+3,035	$476,640	+71.3%	1.54%
GOOGL	Alphabet Inc. Communication Services	Added	1,633	+659	$469,585	+54.0%	1.52%
EXPD	Expeditors International Of Washington Inc Industrials	Added	3,207	+1,454	$459,338	+75.8%	1.49%
FHI	Federated Hermes, Inc. Financial Services	Added	7,851	+2,830	$445,230	+70.3%	1.44%
PRU	Prudential Financial Inc Financial Services	Added	4,523	+11	$441,851	−13.2%	1.43%
NXT	Nextpower Inc. Technology	Added	3,643	+609	$439,163	+66.2%	1.42%
CRUS	Cirrus Logic, Inc. Technology	NEW	3,019	NEW	$436,607	NEW	1.41%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	797	-6	$416,599	−14.2%	1.35%
GE	General Electric Co Industrials	Added	1,399	+31	$396,994	−5.8%	1.28%
VZ	Verizon Communications Inc Communication Services	Added	7,848	+10	$393,969	+23.4%	1.27%
HWM	Howmet Aerospace Inc. Industrials	Reduced	1,659	-151	$382,333	+3.0%	1.24%
META	Meta Platforms, Inc. Communication Services	Reduced	667	-39	$381,610	−18.1%	1.23%
MRK	Merck & Co., Inc. Healthcare	NEW	3,108	NEW	$373,861	NEW	1.21%
OUNZ	VanEck Merk Gold ETF	Reduced	8,268	-688	$372,473	+0.3%	1.21%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,182	+1	$367,353	+1.8%	1.19%
FN	Fabrinet Technology	Added	687	+55	$358,284	+24.5%	1.16%
STX	Seagate Technology Holdings plc Technology	Reduced	906	-320	$354,934	+5.1%	1.15%
UI	Ubiquiti Inc. Technology	Reduced	446	-30	$352,469	+33.8%	1.14%
SIRI	Sirius Xm Holdings Inc. Communication Services	Added	14,775	+272	$341,007	+17.6%	1.10%
AMAT	Applied Materials Inc /De Technology	Added	981	+54	$335,295	+40.7%	1.08%
GEV	GE Vernova Inc. Industrials	Reduced	378	-58	$329,956	+15.8%	1.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	310	+2	$308,893	+16.3%	1.00%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	520	+36	$308,349	+30.8%	1.00%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	907	-139	$306,520	−3.6%	0.99%
CAH	Cardinal Health Inc Healthcare	Reduced	1,426	-5	$301,328	+2.5%	0.97%
APH	Amphenol Corp /De/ Technology	NEW	2,358	NEW	$297,933	NEW	0.96%
AB	Alliancebernstein Holding L.P. Financial Services	NEW	7,900	NEW	$295,776	NEW	0.96%
IMO	Imperial Oil Ltd Energy	NEW	2,242	NEW	$293,298	NEW	0.95%
CINF	Cincinnati Financial Corp Financial Services	Added	1,854	+79	$291,726	+0.6%	0.94%
LRCX	Lam Research Corp Technology	Reduced	1,357	-482	$289,936	−7.9%	0.94%
MCK	Mckesson Corp Healthcare	Added	335	+18	$289,895	+11.5%	0.94%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,807	+314	$288,577	+25.8%	0.93%
DUK	Duke Energy CORP Utilities	NEW	2,193	NEW	$287,151	NEW	0.93%
IESC	IES Holdings, Inc. Industrials	Added	592	+6	$282,070	+23.7%	0.91%
OMAB	Central North Airport Group Industrials	Reduced	2,432	-41	$279,023	+3.7%	0.90%
PBR	Petrobras - Petroleo Brasileiro SA Energy	NEW	13,400	NEW	$278,050	NEW	0.90%
COR	Cencora, Inc. Healthcare	Added	882	+65	$277,071	+0.4%	0.90%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,881	-84	$275,152	−21.2%	0.89%
TPR	Tapestry, Inc. Consumer Cyclical	NEW	1,949	NEW	$275,023	NEW	0.89%
LLY	ELI LILLY & Co Healthcare	Added	299	+55	$275,011	+4.9%	0.89%
AVGO	Broadcom Inc. Technology	Added	878	+14	$271,749	−9.1%	0.88%