Stirlingshire Investments

Latest statistics and disclosures from Stirlingshire Investments's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Stirlingshire Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Stirlingshire Investments

Stirlingshire Investments holds 196 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
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.8 $4.3M 54k 79.27
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.7 $4.3M 85k 50.57
 View chart
Vanguard World Mega Cap Val Etf (MGV) 3.0 $3.4M 23k 144.95
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $2.8M 13k 217.25
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $2.8M 8.6k 320.80
 View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.3 $2.7M 53k 49.79
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.2 $2.5M 42k 59.55
 View chart
Spdr Series Trust State Street Spd (CWB) 2.0 $2.3M 25k 91.52
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.9 $2.2M 56k 38.86
 View chart
Spdr Series Trust State Street Spd (BIL) 1.8 $2.1M 23k 91.64
 View chart
Apple (AAPL) 1.5 $1.8M 6.9k 253.78
 View chart
Zacks Trust Earngs Constant (ZECP) 1.5 $1.7M 49k 33.83
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.4 $1.6M 28k 56.68
 View chart
Tidal Trust Ii Defiance Nasdaq (QQQY) 1.3 $1.5M 74k 20.66
 View chart
Spdr Series Trust State Street Spd (SPYM) 1.3 $1.5M 19k 76.54
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $1.4M 14k 99.27
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.2 $1.4M 2.1k 653.30
 View chart
NVIDIA Corporation (NVDA) 1.1 $1.3M 7.3k 174.41
 View chart
Tidal Trust Ii Yieldmax Nvda (NVDY) 1.1 $1.2M 94k 12.98
 View chart
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.2M 2.8k 430.29
 View chart
Tidal Trust Ii Defiance S&p 500 (WDTE) 1.0 $1.2M 42k 28.44
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $1.2M 19k 64.08
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $1.1M 11k 100.66
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $1.0M 1.6k 651.95
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $1.0M 10k 100.57
 View chart
Ishares Tr Core Msci Total (IXUS) 0.9 $1.0M 12k 86.64
 View chart
Ishares Tr Core Univrsl Usd (IUSB) 0.8 $945k 20k 46.24
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 0.8 $938k 26k 35.53
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $912k 18k 49.89
 View chart
Ishares Tr National Mun Etf (MUB) 0.8 $895k 8.4k 106.15
 View chart
Tidal Trust Ii Yieldmax Pltr Op (PLTY) 0.8 $863k 22k 38.60
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.7 $852k 3.0k 286.87
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.7 $805k 11k 74.35
 View chart
Spdr Series Trust State Street Spd (KBE) 0.7 $779k 13k 59.55
 View chart
Tidal Trust Ii Yieldmax Amzn Op (AMZY) 0.7 $765k 69k 11.02
 View chart
Altria (MO) 0.7 $764k 11k 67.05
 View chart
Zacks Trust Quality Internat (QUIZ) 0.6 $718k 27k 26.96
 View chart
Dimensional Etf Trust Short Duration F (DFSD) 0.6 $712k 15k 47.88
 View chart
Zacks Trust Small/mid Cap (SMIZ) 0.6 $685k 19k 37.07
 View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.6 $679k 9.4k 72.08
 View chart
Microsoft Corporation (MSFT) 0.6 $657k 1.8k 370.16
 View chart
Amazon (AMZN) 0.6 $638k 3.1k 208.27
 View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.6 $636k 21k 30.15
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $629k 7.9k 79.56
 View chart
Tidal Trust Ii Yieldmax Tsla Op (TSLY) 0.5 $619k 21k 29.99
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $616k 3.3k 184.27
 View chart
Spdr Series Trust State Street Spd (SPTM) 0.5 $612k 7.7k 79.06
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.5 $612k 11k 58.18
 View chart
Global X Fds Defense Tech Etf (SHLD) 0.5 $597k 8.4k 70.84
 View chart
Johnson & Johnson (JNJ) 0.5 $588k 2.4k 244.42
 View chart
Tidal Trust Ii Yieldmax Nflx (NFLY) 0.5 $587k 54k 10.97
 View chart
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.5 $582k 17k 33.47
 View chart
Select Sector Spdr Tr State Street Hea (XLV) 0.5 $555k 3.8k 146.63
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $552k 4.9k 113.12
 View chart
Tidal Trust Ii Yieldmax Pypl Op (PYPY) 0.5 $545k 19k 29.14
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $544k 9.8k 55.52
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $517k 7.3k 70.91
 View chart
Monster Beverage Corp (MNST) 0.4 $512k 7.1k 72.46
 View chart
Ishares Core Msci Emkt (IEMG) 0.4 $509k 7.3k 69.75
 View chart
Northern Lts Fd Tr Iii Counterpoint Qua (CPAI) 0.4 $488k 12k 41.79
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $484k 5.0k 96.70
 View chart
Atmus Filtration Technologies Ord (ATMU) 0.4 $477k 8.4k 56.77
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $470k 2.2k 211.17
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.4 $470k 1.6k 287.61
 View chart
Expeditors International of Washington (EXPD) 0.4 $459k 3.2k 143.23
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $455k 8.4k 54.05
 View chart
Innovator Etfs Trust Innovator Us Eq (EALT) 0.4 $455k 14k 33.59
 View chart
Federated Hermes CL B (FHI) 0.4 $445k 7.9k 56.71
 View chart
Prudential Financial (PRU) 0.4 $442k 4.5k 97.68
 View chart
Mueller Industries (MLI) 0.4 $440k 4.0k 110.80
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $440k 736.00 597.91
 View chart
Nextpower Class A Com (NXT) 0.4 $439k 3.6k 120.54
 View chart
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.4 $439k 4.0k 110.77
 View chart
Cirrus Logic (CRUS) 0.4 $437k 3.0k 144.64
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $433k 3.5k 124.32
 View chart
Spdr Series Trust State Street Spd (SPSM) 0.4 $430k 8.9k 48.33
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $416k 797.00 522.49
 View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW) 0.4 $415k 12k 35.38
 View chart
Aim Etf Products Trust Allianzim Us Equ (JANW) 0.4 $409k 11k 36.48
 View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW) 0.4 $408k 11k 38.81
 View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW) 0.4 $407k 11k 38.47
 View chart
Ge Aerospace Com New (GE) 0.3 $398k 1.4k 284.33
 View chart
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $395k 7.1k 55.24
 View chart
Verizon Communications (VZ) 0.3 $394k 7.8k 50.20
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $390k 3.7k 106.02
 View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG) 0.3 $386k 3.5k 111.93
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $383k 8.1k 46.95
 View chart
Howmet Aerospace (HWM) 0.3 $382k 1.7k 230.41
 View chart
Meta Platforms Cl A (META) 0.3 $382k 667.00 572.55
 View chart
Ark Etf Tr Space & Defense (ARKX) 0.3 $379k 13k 29.35
 View chart
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.3 $379k 15k 25.55
 View chart
Merck & Co (MRK) 0.3 $377k 3.1k 121.13
 View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.3 $373k 8.3k 45.05
 View chart
Tidal Trust Ii Yieldmax Xyz Opt (XYZY) 0.3 $372k 14k 25.89
 View chart
McDonald's Corporation (MCD) 0.3 $367k 1.2k 310.76
 View chart
Fabrinet SHS (FN) 0.3 $358k 687.00 521.51
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $356k 906.00 392.44
 View chart
Ubiquiti (UI) 0.3 $353k 446.00 791.04
 View chart
Tidal Trust Ii Yieldmax Coin Op (CONY) 0.3 $347k 13k 26.34
 View chart
Kla Corp Com New (KLAC) 0.3 $343k 233.00 1473.02
 View chart
Siriusxm Holdings Common Stock (SIRI) 0.3 $341k 15k 23.08
 View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.3 $340k 22k 15.34
 View chart
Applied Materials (AMAT) 0.3 $335k 981.00 341.65
 View chart
Spdr Series Trust State Street Spd (SPIB) 0.3 $331k 9.9k 33.54
 View chart
Ge Vernova (GEV) 0.3 $330k 378.00 872.98
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $328k 5.6k 58.54
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $311k 6.2k 49.99
 View chart
Costco Wholesale Corporation (COST) 0.3 $309k 310.00 995.92
 View chart
United Therapeutics Corporation (UTHR) 0.3 $308k 520.00 592.97
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $308k 907.00 339.06
 View chart
Cardinal Health (CAH) 0.3 $301k 1.4k 211.30
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $299k 5.9k 50.95
 View chart
Amphenol Corp Cl A (APH) 0.3 $299k 2.4k 126.59
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $298k 1.6k 191.82
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.3 $296k 5.9k 50.04
 View chart
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.3 $296k 7.9k 37.44
 View chart
Imperial Oil Com New (IMO) 0.3 $295k 2.2k 131.71
 View chart
Cincinnati Financial Corporation (CINF) 0.3 $294k 1.9k 158.32
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $293k 13k 22.91
 View chart
Lam Research Corp Com New (LRCX) 0.3 $290k 1.4k 213.97
 View chart
McKesson Corporation (MCK) 0.3 $290k 335.00 866.08
 View chart
TJX Companies (TJX) 0.3 $289k 1.8k 159.74
 View chart
Duke Energy Corp Com New (DUK) 0.3 $287k 2.2k 130.94
 View chart
Ishares Tr Long Term Muni (LMUB) 0.3 $286k 5.7k 49.93
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $286k 8.7k 32.95
 View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) 0.2 $282k 2.9k 98.53
 View chart
Ies Hldgs (IESC) 0.2 $282k 592.00 476.73
 View chart
Wisdomtree Tr Efficient Gld Pl (GDMN) 0.2 $282k 2.8k 101.18
 View chart
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.2 $280k 9.1k 30.67
 View chart
Powell Industries (POWL) 0.2 $280k 517.00 540.57
 View chart
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.2 $279k 2.4k 114.74
 View chart
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.2 $278k 13k 20.75
 View chart
AmerisourceBergen (COR) 0.2 $277k 882.00 314.11
 View chart
Eli Lilly & Co. (LLY) 0.2 $275k 299.00 920.76
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $275k 2.9k 95.46
 View chart
Palantir Technologies Cl A (PLTR) 0.2 $275k 1.9k 146.28
 View chart
Tapestry (TPR) 0.2 $275k 1.9k 141.09
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $274k 6.5k 42.27
 View chart
Dimensional Etf Trust Dimensional Inte (DFGX) 0.2 $273k 5.2k 52.45
 View chart
Broadcom (AVGO) 0.2 $272k 878.00 309.65
 View chart
Astrazeneca Ord (AZN) 0.2 $272k 1.4k 197.22
 View chart
Tidal Trust Ii Yieldmax Short T (CRSH) 0.2 $271k 10k 26.93
 View chart
Evergy (EVRG) 0.2 $271k 3.3k 81.92
 View chart
Dimensional Etf Trust Global Cr Etf (DGCB) 0.2 $268k 4.9k 54.13
 View chart
C H Robinson Worldwide In Com New (CHRW) 0.2 $267k 1.6k 166.70
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $267k 3.6k 73.65
 View chart
Ross Stores (ROST) 0.2 $266k 1.2k 216.62
 View chart
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $266k 8.1k 32.95
 View chart
Ishares Tr Core 60/40 Balan (AOR) 0.2 $264k 4.1k 64.35
 View chart
Hasbro (HAS) 0.2 $262k 2.8k 93.59
 View chart
Incyte Corporation (INCY) 0.2 $261k 2.8k 94.11
 View chart
Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $260k 7.2k 36.22
 View chart
Vale S A Sponsored Ads (VALE) 0.2 $260k 16k 15.91
 View chart
Watts Water Technologies Cl A (WTS) 0.2 $254k 875.00 290.13
 View chart
Ptc Therapeutics I (PTCT) 0.2 $253k 3.7k 68.12
 View chart
Novartis Sponsored Adr (NVS) 0.2 $253k 1.7k 152.74
 View chart
CBOE Holdings (CBOE) 0.2 $250k 890.00 281.11
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $247k 2.2k 111.36
 View chart
Nuveen (NMCO) 0.2 $246k 23k 10.65
 View chart
Parker-Hannifin Corporation (PH) 0.2 $244k 273.00 893.97
 View chart
Pfizer (PFE) 0.2 $243k 8.7k 28.08
 View chart
Goldman Sachs Bdc SHS (GSBD) 0.2 $239k 26k 9.20
 View chart
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.2 $238k 9.2k 26.00
 View chart
Dollar General (DG) 0.2 $238k 2.0k 118.73
 View chart
Ishares Tr Mbs Etf (MBB) 0.2 $238k 2.5k 94.96
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $237k 4.5k 52.78
 View chart
Tenaris S A Sponsored Ads (TS) 0.2 $235k 4.0k 58.18
 View chart
Kraft Heinz (KHC) 0.2 $235k 11k 22.49
 View chart
Vita Coco Co Inc/the (COCO) 0.2 $235k 4.9k 47.91
 View chart
Toro Company (TTC) 0.2 $233k 2.5k 93.83
 View chart
Spdr Series Trust State Street Spd (SPYV) 0.2 $227k 4.0k 56.58
 View chart
Wal-Mart Stores (WMT) 0.2 $224k 1.8k 124.56
 View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.2 $221k 20k 11.27
 View chart
Invesco Db Multi-sector Comm Precious Metal (DBP) 0.2 $220k 2.0k 110.03
 View chart
Ishares Gold Tr Ishares New (IAU) 0.2 $217k 2.5k 88.16
 View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.2 $217k 4.3k 50.58
 View chart
Visa Com Cl A (V) 0.2 $216k 713.00 302.41
 View chart
Donaldson Company (DCI) 0.2 $214k 2.5k 84.86
 View chart
Old Dominion Freight Line (ODFL) 0.2 $213k 1.1k 195.40
 View chart
Ryanair Holdings Sponsored Adr (RYAAY) 0.2 $213k 3.7k 57.80
 View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $212k 5.3k 39.80
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $210k 2.1k 100.73
 View chart
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $209k 4.1k 50.63
 View chart
Tesla Motors (TSLA) 0.2 $208k 559.00 371.75
 View chart
LeMaitre Vascular (LMAT) 0.2 $207k 1.9k 109.17
 View chart
Abbvie (ABBV) 0.2 $207k 950.00 217.62
 View chart
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.2 $207k 2.7k 77.38
 View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $206k 4.2k 49.05
 View chart
Coca-Cola Bottling Co. Consolidated (COKE) 0.2 $204k 1.1k 191.79
 View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $202k 5.8k 34.55
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $201k 420.00 479.20
 View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $201k 3.9k 51.94
 View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP) 0.2 $201k 7.4k 27.20
 View chart
Emergent BioSolutions (EBS) 0.1 $160k 19k 8.30
 View chart
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $85k 24k 3.55
 View chart
B2gold Corp (BTG) 0.0 $57k 13k 4.53
 View chart

Past Filings by Stirlingshire Investments

SEC 13F filings are viewable for Stirlingshire Investments going back to 2026