Stirlingshire Investments

Stirlingshire Investments as of March 31, 2026

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