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Per Stirling Capital Management

Latest statistics and disclosures from Per Stirling Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, DGRW, VEA, IVW, IVE, and represent 16.73% of Per Stirling Capital Management's stock portfolio.
Added to shares of these 10 stocks: CGMS (+$14M), RSP (+$11M), SCHD, CGMM, FNX, FYX, LMBS, BUFR, FIXD, EMXC.
Started 31 new stock positions in PLTR, APH, EOG, ACN, QQQM, LMT, FTCB, VLUE, DTCR, RING.
Reduced shares in these 10 stocks: IVV (-$13M), CGGR (-$9.0M), IJH (-$5.9M), VOO (-$5.3M), , FEZ, IJR, QGRO, VTEB, MUB.
Sold out of its positions in ALB, HIMU, CNC, ECC, KBWB, SHY, MUB, SLV, MELI, MNST. NUSC, XME, SDY, XBI, XLY, XLF, SNOW, TMUS, TCHP, GRNY, REMX, EPS, Xai Octagon Floatng Rate Alt.
Per Stirling Capital Management was a net buyer of stock by $21M.
Per Stirling Capital Management has $905M in assets under management (AUM), dropping by 1.61%.
Central Index Key (CIK): 0001689933

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Portfolio Holdings for Per Stirling Capital Management

Per Stirling Capital Management holds 308 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.3	$48M	-21%	74k	653.21	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.2	$29M		328k	87.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$28M	-7%	438k	64.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.7	$24M		212k	113.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$22M		106k	211.15	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.4	$22M	-2%	515k	42.54	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	2.0	$18M	+18%	420k	43.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.0	$18M	+8%	362k	50.61	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	2.0	$18M	+18%	880k	20.75	View chart
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)	1.9	$17M		339k	50.94	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.7	$16M	-5%	312k	50.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$16M	-2%	172k	90.53	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	1.7	$15M	-8%	184k	82.11	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.6	$15M		217k	68.28	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.6	$14M	+15%	288k	49.99	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.5	$14M	+4233%	511k	27.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$13M	+62%	422k	30.68	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.4	$13M		211k	61.32	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.4	$13M	-41%	316k	40.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$12M	+744%	64k	191.92	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.3	$12M	-3%	220k	55.24	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$12M	+2%	402k	29.13	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.3	$12M	+39%	235k	49.81	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.3	$12M		245k	47.08	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.2	$11M	-11%	200k	54.84	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.2	$11M	-9%	268k	39.68	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$10M	-4%	51k	196.20	View chart
Exxon Mobil Corporation (XOM)	1.1	$9.9M		58k	169.66	View chart
First Tr Exchange-traded A Com Shs (FNX)	1.1	$9.9M	+82%	77k	128.24	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.1	$9.7M	+23%	97k	99.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	1.0	$9.2M	-4%	217k	42.53	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	1.0	$9.1M	-25%	86k	105.03	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.9	$8.5M		168k	50.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$8.4M		15k	577.17	View chart
Apple (AAPL)	0.9	$8.3M	+7%	33k	253.79	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$8.2M	+2%	268k	30.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$8.0M	-42%	119k	67.53	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.9	$7.8M	+97%	66k	119.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$7.7M	-40%	13k	597.56	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$7.4M	+12%	146k	50.98	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.8	$7.3M	+21%	188k	38.74	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.8	$6.8M	+2%	146k	46.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$6.6M		71k	92.74	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.7	$6.1M	+2%	122k	50.12	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.7	$6.0M	+51%	298k	19.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.7	$5.9M		136k	43.43	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$5.8M	-19%	52k	112.11	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.6	$5.8M	+2%	147k	39.27	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.6	$5.6M	+4%	138k	40.54	View chart
Kinder Morgan (KMI)	0.6	$5.4M	-4%	162k	33.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$5.3M	-9%	61k	88.16	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$5.0M		65k	76.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$4.7M	-46%	38k	124.31	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.5	$4.7M	NEW	161k	29.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$4.7M		22k	215.06	View chart
Amazon (AMZN)	0.5	$4.6M	+4%	22k	208.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$4.3M	+6%	55k	78.41	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$4.3M		80k	53.22	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$4.1M		65k	62.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$3.8M	-4%	5.8k	650.29	View chart
Ishares Tr Select Us Reit (ICF)	0.4	$3.8M		61k	61.89	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$3.8M	-11%	71k	52.78	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.4	$3.7M	+172%	137k	27.15	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$3.4M	+6%	68k	50.66	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.1M	+6%	127k	24.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$3.1M	NEW	91k	33.77	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$2.9M	NEW	36k	78.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.3	$2.9M	-13%	73k	38.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.3	$2.7M	-13%	65k	41.09	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$2.6M	-2%	30k	88.46	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$2.6M	+327%	42k	61.26	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$2.6M	NEW	18k	142.19	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$2.5M	-3%	22k	110.78	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.3	$2.5M	-11%	73k	33.74	View chart
Dell Technologies CL C (DELL)	0.3	$2.4M		15k	164.13	View chart
Microsoft Corporation (MSFT)	0.3	$2.4M		6.4k	370.15	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$2.3M	+170%	14k	161.73	View chart
Proshares Tr Short Qqq (PSQ)	0.3	$2.3M	-4%	72k	32.19	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.2M	+4%	29k	77.18	View chart
Abbvie (ABBV)	0.2	$2.2M		10k	217.48	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.2	$2.1M	-4%	56k	37.93	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$2.1M	+153%	39k	54.65	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$2.1M	+163%	19k	110.86	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.1M	+241%	26k	81.98	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$2.1M	+48%	46k	46.24	View chart
Proshares Tr Shrt Russell2000 (RWM)	0.2	$2.0M	-3%	126k	16.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.0M	+4%	7.1k	287.55	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.2	$2.0M	NEW	21k	94.38	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$2.0M	NEW	95k	20.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.0M	-15%	4.6k	430.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.9M		66k	29.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.9M		18k	106.50	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	0.2	$1.8M	NEW	58k	31.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.8M	-6%	17k	110.47	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$1.8M	+9%	79k	22.98	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.8M		5.3k	337.96	View chart
NVIDIA Corporation (NVDA)	0.2	$1.8M	+35%	10k	174.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.8M		69k	25.64	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.7M	+484%	38k	45.89	View chart
Ishares Msci Gbl Gold Mn (RING)	0.2	$1.7M	NEW	22k	78.98	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.7M		13k	135.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.7M	+25%	31k	54.05	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$1.6M		11k	146.62	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$1.6M	+7%	33k	49.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.6M	+2%	29k	56.68	View chart
Applied Materials (AMAT)	0.2	$1.6M	+472%	4.7k	341.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$1.6M	-20%	39k	41.06	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M	+3%	13k	124.28	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$1.6M		40k	40.10	View chart
Advanced Micro Devices (AMD)	0.2	$1.5M		7.4k	203.44	View chart
Honeywell International (HON)	0.2	$1.5M		6.7k	226.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.2	$1.5M		37k	40.47	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.2	$1.5M	NEW	48k	31.01	View chart
Chevron Corporation (CVX)	0.2	$1.5M	+4%	7.2k	206.89	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.2	$1.5M	NEW	36k	40.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.5M	+7%	5.1k	286.87	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.2	$1.5M	-77%	24k	62.08	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.4M	+3%	30k	48.46	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.2	$1.4M	+99%	50k	28.14	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.4M	-2%	44k	30.96	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$1.4M	+3%	15k	88.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.3M	-64%	26k	49.89	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.2M	+13%	12k	100.66	View chart
Cadence Design Systems (CDNS)	0.1	$1.2M		4.3k	277.90	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.2M	+4%	3.9k	294.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.1M	+4%	2.4k	479.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.1M	+251%	1.6k	697.78	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$1.1M	+21%	11k	101.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.1M	-3%	2.6k	426.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.1M	-15%	5.7k	191.82	View chart
Oneok (OKE)	0.1	$1.1M	-3%	12k	90.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.1M		11k	99.27	View chart
Broadcom (AVGO)	0.1	$1.0M	+11%	3.3k	309.50	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.0M	+26%	14k	74.35	View chart
Spdr Index Shs Fds State Street Spd (NANR)	0.1	$1.0M		12k	84.00	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$999k	+6%	9.9k	100.57	View chart
Northern Trust Corporation (NTRS)	0.1	$987k		7.1k	139.58	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$983k	+7%	23k	42.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$970k	+27%	3.4k	287.14	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$933k		23k	40.14	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$898k		27k	32.95	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$884k	-70%	15k	58.18	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$881k	-10%	25k	35.59	View chart
Enterprise Products Partners (EPD)	0.1	$857k		23k	37.84	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$850k		34k	24.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$829k		8.1k	102.26	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$816k		8.5k	95.62	View chart
Costco Wholesale Corporation (COST)	0.1	$800k	+5%	803.00	996.65	View chart
Tesla Motors (TSLA)	0.1	$792k	+5%	2.1k	371.71	View chart
Hca Holdings (HCA)	0.1	$790k	+167%	1.7k	473.19	View chart
State Street Corporation (STT)	0.1	$781k		6.2k	126.56	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.1	$780k	+3%	9.7k	80.06	View chart
Johnson & Johnson (JNJ)	0.1	$780k	+2%	3.2k	244.41	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$777k	+27%	4.7k	163.59	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$766k	+84%	20k	38.42	View chart
Boeing Company (BA)	0.1	$755k		3.8k	199.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$742k		2.3k	320.87	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$737k		6.4k	114.98	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$731k	-45%	14k	51.29	View chart
Philip Morris International (PM)	0.1	$713k		4.3k	165.34	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$711k	NEW	30k	23.96	View chart
Antero Res (AR)	0.1	$710k		17k	42.44	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.1	$710k	NEW	13k	55.71	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$708k	+9%	18k	39.80	View chart
Eaton Corp SHS (ETN)	0.1	$708k	+40%	2.0k	357.63	View chart
Franklin Templeton Etf Tr Municipal Grn Bd (FLMB)	0.1	$703k		30k	23.62	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$698k	+7%	1.5k	463.18	View chart
Freeport Mcmoran CL B (FCX)	0.1	$691k	-8%	12k	58.78	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$685k	-3%	22k	31.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$683k		15k	45.97	View chart
Nushares Etf Tr Nuveen Municipal (NUMI)	0.1	$682k		27k	24.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$666k		14k	46.13	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$660k	+50%	30k	22.02	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$654k		17k	39.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$647k		15k	43.11	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$646k		9.6k	67.22	View chart
Tema Etf Trust Electrification (VOLT)	0.1	$643k	NEW	19k	34.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$643k	+18%	1.5k	436.78	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$628k	+2%	14k	45.50	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$626k	-2%	13k	49.79	View chart
Etf Opportunities Trust Laffer Ten Eq In (TGLR)	0.1	$608k		17k	36.19	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$597k	-10%	5.5k	108.99	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.1	$596k		15k	40.74	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$595k		4.7k	126.98	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$585k	-8%	20k	30.07	View chart
International Business Machines (IBM)	0.1	$575k		2.4k	242.35	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.1	$571k	+2%	7.9k	72.69	View chart
Waste Management (WM)	0.1	$563k		2.5k	229.76	View chart
Firstcash Holdings (FCFS)	0.1	$560k		3.0k	188.00	View chart
Abbott Laboratories (ABT)	0.1	$559k	+3%	5.4k	102.66	View chart
Qualcomm (QCOM)	0.1	$558k	+2%	4.3k	128.79	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$545k		14k	39.28	View chart
Ge Vernova (GEV)	0.1	$536k		614.00	873.40	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$527k	+26%	4.7k	112.27	View chart
Target Corporation (TGT)	0.1	$526k	+10%	4.3k	121.19	View chart
Vanguard World Industrial Etf (VIS)	0.1	$522k		1.7k	312.26	View chart
3M Company (MMM)	0.1	$517k		3.6k	145.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$516k		21k	25.10	View chart
Raytheon Technologies Corp (RTX)	0.1	$515k	+4%	2.7k	192.89	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$499k		2.0k	253.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$493k	+3%	3.3k	148.11	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$492k	NEW	4.9k	99.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$472k	+25%	1.8k	261.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$471k		10k	45.26	View chart
Spdr Series Trust State Street Spd (EFIV)	0.1	$468k	+8%	7.4k	63.08	View chart
At&t (T)	0.1	$463k		16k	28.99	View chart
Blacksky Technology Cl A New (BKSY)	0.1	$460k	+55%	18k	25.16	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.1	$459k		6.0k	76.30	View chart
Merck & Co (MRK)	0.1	$453k	+3%	3.8k	120.28	View chart
Range Resources (RRC)	0.0	$451k	+9%	10k	45.18	View chart
Vanguard World Utilities Etf (VPU)	0.0	$445k		2.2k	198.17	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.0	$445k	+14%	14k	30.81	View chart
Palo Alto Networks (PANW)	0.0	$443k		2.8k	160.32	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$423k		8.2k	51.93	View chart
McDonald's Corporation (MCD)	0.0	$421k		1.4k	310.81	View chart
Nextera Energy (NEE)	0.0	$414k	NEW	4.5k	92.88	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$414k	+38%	7.5k	55.52	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$409k		17k	24.27	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$407k	+2%	8.2k	49.50	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$405k		3.3k	120.96	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$401k		4.3k	92.76	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$398k		3.6k	109.70	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$392k		8.5k	46.23	View chart
Keysight Technologies (KEYS)	0.0	$390k	+4%	1.4k	282.37	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$382k		2.8k	135.49	View chart
Talen Energy Corp (TLN)	0.0	$374k		1.2k	319.23	View chart
Coca-Cola Company (KO)	0.0	$368k		4.8k	76.05	View chart
ConocoPhillips (COP)	0.0	$368k		2.8k	132.01	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$365k	+14%	8.0k	45.47	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$361k	-22%	3.9k	91.78	View chart
Visa Com Cl A (V)	0.0	$361k		1.2k	302.24	View chart
Oracle Corporation (ORCL)	0.0	$361k	-18%	2.5k	147.11	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$356k	NEW	1.8k	198.32	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$351k		5.5k	64.35	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$348k	+32%	7.7k	45.12	View chart
Illinois Tool Works (ITW)	0.0	$348k		1.3k	260.29	View chart
Bowman Consulting Group (BWMN)	0.0	$342k	-61%	12k	28.44	View chart
Union Pacific Corporation (UNP)	0.0	$339k	+5%	1.4k	242.69	View chart
Emerson Electric (EMR)	0.0	$329k	+59%	2.5k	131.03	View chart
Marvell Technology (MRVL)	0.0	$329k		3.3k	99.04	View chart
Palantir Technologies Cl A (PLTR)	0.0	$327k	NEW	2.2k	146.27	View chart
Wp Carey (WPC)	0.0	$325k	+2%	4.8k	67.96	View chart
Rocket Lab Corp (RKLB)	0.0	$324k		5.1k	64.22	View chart
Meta Platforms Cl A (META)	0.0	$323k	+11%	565.00	572.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$322k	+13%	6.8k	47.37	View chart
Texas Instruments Incorporated (TXN)	0.0	$322k	+2%	1.7k	194.11	View chart
Permian Resources Corp Class A Com (PR)	0.0	$319k	+13%	15k	21.32	View chart
Phillips 66 (PSX)	0.0	$315k		1.7k	182.19	View chart
Rockwell Automation (ROK)	0.0	$312k		870.00	358.83	View chart
UnitedHealth (UNH)	0.0	$307k		1.1k	270.71	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$306k		2.6k	116.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.0	$302k		6.3k	47.90	View chart
Ishares Msci Singpor Etf (EWS)	0.0	$302k	+7%	11k	28.22	View chart
Morgan Stanley Com New (MS)	0.0	$301k	+10%	1.8k	164.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$299k	+11%	7.0k	42.40	View chart
Realty Income (O)	0.0	$296k	+2%	4.8k	61.18	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$293k		2.7k	107.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$290k	NEW	1.2k	237.64	View chart
Sphere Entertainment Cl A (SPHR)	0.0	$289k		2.5k	117.40	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$288k	-14%	2.4k	121.18	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$285k		4.1k	70.36	View chart
Mastercard Incorporated Cl A (MA)	0.0	$276k	+4%	553.00	499.71	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$275k		445.00	617.41	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$273k		12k	23.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$272k	-2%	6.1k	44.28	View chart
American Express Company (AXP)	0.0	$272k	+4%	898.00	302.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$270k		3.5k	77.11	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$269k		2.3k	118.45	View chart
Walt Disney Company (DIS)	0.0	$268k		2.8k	96.37	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$266k		6.3k	42.44	View chart
Pepsi (PEP)	0.0	$264k	-17%	1.7k	155.27	View chart
Vaneck Etf Trust India Growth Ldr (GLIN)	0.0	$263k	+20%	6.5k	40.55	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$262k		2.0k	132.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.0	$259k	-7%	6.5k	39.76	View chart
EOG Resources (EOG)	0.0	$255k	NEW	1.8k	144.58	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$253k	+15%	1.7k	145.79	View chart
Ge Aerospace Com New (GE)	0.0	$253k		891.00	283.81	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$252k	-38%	4.6k	54.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$250k	-2%	5.3k	46.74	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.0	$249k	+2%	3.9k	64.02	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$246k	+3%	5.4k	45.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$244k	-2%	5.5k	43.96	View chart
Amgen (AMGN)	0.0	$242k		687.00	351.74	View chart
Southern Company (SO)	0.0	$242k		2.5k	96.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.0	$237k	-2%	5.3k	44.92	View chart
Lockheed Martin Corporation (LMT)	0.0	$237k	NEW	392.00	605.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$235k	-2%	5.4k	43.55	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$234k	+2%	21k	11.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.0	$232k	-2%	4.9k	47.04	View chart
Procter & Gamble Company (PG)	0.0	$232k	+11%	1.6k	144.40	View chart
Verizon Communications (VZ)	0.0	$231k	NEW	4.6k	50.20	View chart
Rci Hospitality Hldgs (RICK)	0.0	$228k		10k	22.81	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$227k	NEW	375.00	605.01	View chart
Fidelity Covington Trust Blue Chip Value (FBCV)	0.0	$226k	+3%	6.3k	35.98	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$224k		2.5k	90.93	View chart
Blackrock Etf Trust Ishares Infrastr (BILT)	0.0	$223k	NEW	7.8k	28.68	View chart
Caterpillar (CAT)	0.0	$223k	NEW	314.00	708.79	View chart
AutoZone (AZO)	0.0	$220k		65.00	3377.78	View chart
Amphenol Corp Cl A (APH)	0.0	$216k	NEW	1.7k	126.35	View chart
AmerisourceBergen (COR)	0.0	$216k		686.00	314.14	View chart
SLB Com Stk (SLB)	0.0	$209k	NEW	4.1k	51.39	View chart
Casey's General Stores (CASY)	0.0	$207k	NEW	284.00	727.86	View chart
Williams Companies (WMB)	0.0	$205k	NEW	2.8k	72.78	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$201k		3.0k	66.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$200k	NEW	662.00	302.27	View chart
Titan International (TWI)	0.0	$139k	NEW	20k	6.91	View chart
United Sts Nat Gas Unit Par (UNG)	0.0	$133k	+3%	11k	11.73	View chart
Mobileye Global Common Class A (MBLY)	0.0	$71k	NEW	10k	6.87	View chart

Past Filings by Per Stirling Capital Management

SEC 13F filings are viewable for Per Stirling Capital Management going back to 2022

Per Stirling Capital Management 2026 Q1 filed May 12, 2026
Per Stirling Capital Management 2025 Q4 filed Feb. 17, 2026
Per Stirling Capital Management 2025 Q3 filed Nov. 12, 2025
Per Stirling Capital Management 2025 Q2 filed Aug. 13, 2025
Per Stirling Capital Management 2025 Q1 filed May 14, 2025
Per Stirling Capital Management 2024 Q4 filed Feb. 13, 2025
Per Stirling Capital Management 2024 Q3 filed Nov. 13, 2024
Per Stirling Capital Management 2024 Q1 filed May 14, 2024
Per Stirling Capital Management 2023 Q4 filed Feb. 13, 2024
Per Stirling Capital Management 2023 Q3 filed Nov. 14, 2023
Per Stirling Capital Management 2023 Q2 filed Aug. 11, 2023
Per Stirling Capital Management 2023 Q1 filed May 15, 2023
Per Stirling Capital Management 2022 Q4 filed Feb. 14, 2023

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