Stirlingshire Investments

Stirlingshire Investments as of June 30, 2026

Portfolio Holdings for Stirlingshire Investments

Stirlingshire Investments holds 221 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.5 $4.7M 93k 50.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.2 $4.3M 54k 79.03
Vanguard World Mega Cap Val Etf (MGV) 2.8 $3.8M 24k 163.45
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.7 $3.7M 74k 49.78
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $2.9M 7.8k 370.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $2.9M 12k 242.98
Spdr Series Trust St Str Conv Etf (CWB) 2.0 $2.7M 25k 107.82
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.8 $2.4M 41k 58.98
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 1.7 $2.3M 51k 44.36
Apple (AAPL) 1.6 $2.1M 7.4k 289.38
Ishares Tr Core S&p500 Etf (IVV) 1.5 $2.0M 2.7k 749.03
Zacks Trust Earngs Constant (ZECP) 1.4 $1.9M 50k 37.74
Tidal Trust Ii Defiance Nasdaq (QQQY) 1.3 $1.7M 73k 24.05
Spdr Series Trust St Str P500etf (SPYM) 1.2 $1.7M 19k 87.88
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $1.6M 16k 98.98
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $1.6M 28k 56.48
NVIDIA Corporation (NVDA) 1.1 $1.5M 7.5k 200.09
Spdr Series Trust St Str Blo 1 Etf (BIL) 1.1 $1.4M 16k 91.64
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.3M 3.6k 353.32
Tidal Trust Ii Def 500 Wee Etf (WDTE) 0.9 $1.3M 42k 29.96
Tidal Trust Ii Yieldmax Nvda (NVDY) 0.9 $1.2M 98k 12.44
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $1.2M 1.6k 748.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.2M 16k 71.25
Ishares Tr Core Msci Total (IXUS) 0.8 $1.1M 12k 95.44
Altria (MO) 0.8 $1.1M 15k 72.95
Ishares Tr Core Univrsl Usd (IUSB) 0.7 $980k 21k 46.20
Ishares Tr National Mun Etf (MUB) 0.7 $943k 8.8k 107.62
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $942k 4.8k 197.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $918k 18k 50.58
Spdr Series Trust St Str Sp Bank (KBE) 0.7 $887k 13k 68.22
Dimensional Etf Trust Intl Core Equity (DFIC) 0.6 $863k 23k 37.26
Zacks Trust Quality Intl Etf (QUIZ) 0.6 $862k 30k 29.22
Applied Materials (AMAT) 0.6 $818k 1.1k 722.77
Zacks Trust Small/mid Cap (SMIZ) 0.6 $815k 18k 44.62
Spdr Gold Tr Gold Shs (GLD) 0.6 $807k 2.2k 368.38
Monster Beverage Corp (MNST) 0.6 $806k 8.4k 96.12
Tidal Trust Ii Yield Amzn Etf (AMZY) 0.6 $799k 75k 10.68
Kla Corp Com New (KLAC) 0.6 $792k 2.6k 301.72
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.6 $764k 16k 47.75
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 0.6 $748k 9.1k 81.98
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $747k 7.4k 100.81
Amazon (AMZN) 0.6 $743k 3.1k 238.34
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.5 $733k 11k 68.01
Expeditors International of Washington (EXPD) 0.5 $732k 4.5k 163.00
Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $729k 755.00 965.83
Lam Research Corp Com New (LRCX) 0.5 $723k 1.7k 433.42
Tidal Trust Ii Yield Pltr Etf (PLTY) 0.5 $686k 24k 28.36
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $681k 11k 61.46
Prudential Financial (PRU) 0.5 $675k 6.3k 107.93
Tidal Trust Ii Yield Tsla Etf (TSLY) 0.5 $667k 23k 28.54
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $662k 8.3k 79.97
Howmet Aerospace (HWM) 0.5 $657k 2.4k 268.87
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $650k 1.4k 478.20
Federated Hermes CL B (FHI) 0.5 $646k 12k 55.22
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.5 $642k 4.8k 133.24
Ross Stores (ROST) 0.5 $635k 3.0k 212.87
Micron Technology (MU) 0.5 $634k 550.00 1153.35
Mueller Industries (MLI) 0.5 $634k 5.2k 122.93
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.5 $634k 19k 34.27
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.5 $630k 7.7k 81.94
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.5 $628k 21k 29.40
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $625k 4.5k 137.53
Ishares Tr 0-3 Mth Treasury (SGOV) 0.4 $600k 6.0k 100.66
Innovator Etfs Trust Innovator Us Eq (EALT) 0.4 $587k 16k 35.86
Northern Lts Fd Tr Iii Coun Qua Equ Etf (CPAI) 0.4 $586k 11k 51.96
Dave Class A Com New (DAVE) 0.4 $584k 1.6k 372.59
Blue Bird Corp (BLBD) 0.4 $559k 7.1k 78.96
Microsoft Corporation (MSFT) 0.4 $558k 1.5k 373.08
Exelixis (EXEL) 0.4 $552k 10k 54.41
Jabil Circuit (JBL) 0.4 $550k 1.4k 385.51
Ies Hldgs (IESC) 0.4 $548k 745.00 734.99
Nextpower Class A Com (NXT) 0.4 $545k 4.6k 119.14
Valmont Industries (VMI) 0.4 $542k 937.00 578.36
Coca-Cola Bottling Co. Consolidated (COKE) 0.4 $535k 2.8k 190.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $534k 777.00 686.75
Alphabet Cap Stk Cl A (GOOGL) 0.4 $530k 1.5k 357.30
Emcor (EME) 0.4 $530k 638.00 830.04
First Tr Exchange-traded Indxx Nextg Etf (NXTG) 0.4 $529k 3.5k 153.35
Ge Aerospace Com New (GE) 0.4 $529k 1.4k 373.68
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $529k 17k 30.49
Powell Industries (POWL) 0.4 $522k 1.8k 286.31
Old Dominion Freight Line (ODFL) 0.4 $512k 2.4k 216.63
Tapestry (TPR) 0.4 $510k 3.5k 146.38
Fabrinet SHS (FN) 0.4 $509k 906.00 562.07
Johnson & Johnson (JNJ) 0.4 $507k 2.0k 253.95
Tidal Trust Ii Yiel Pypl Opt In (PYPY) 0.4 $506k 20k 25.03
Select Sector Spdr Tr St Str Care Etf (XLV) 0.4 $505k 3.2k 158.65
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $502k 5.8k 87.05
United Therapeutics Corporation (UTHR) 0.4 $495k 913.00 541.82
Imperial Oil Com New (IMO) 0.4 $485k 4.3k 112.38
Tidal Trust Ii Yieldmax Nflx (NFLY) 0.4 $481k 61k 7.89
Perdoceo Ed Corp (PRDO) 0.4 $481k 15k 32.00
Cirrus Logic (CRUS) 0.3 $470k 3.2k 148.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $470k 7.9k 59.69
Siriusxm Holdings Common Stock (SIRI) 0.3 $467k 16k 29.54
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $464k 3.1k 148.31
Vita Coco Co Inc/the (COCO) 0.3 $461k 7.0k 66.14
Ishares Core Msci Emkt (IEMG) 0.3 $459k 5.5k 82.83
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $451k 4.3k 103.96
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $448k 5.9k 75.45
Qualcomm (QCOM) 0.3 $445k 2.4k 184.78
Ge Vernova (GEV) 0.3 $441k 375.00 1175.66
Global X Fds Defense Tech Etf (SHLD) 0.3 $439k 7.3k 59.90
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $438k 7.3k 60.29
Spdr Series Trust ST STR SP600 SML (SPSM) 0.3 $435k 7.5k 57.67
FormFactor (FORM) 0.3 $434k 2.7k 159.92
Aim Etf Products Trust Allia Us Jan Etf (JANW) 0.3 $420k 11k 38.67
Aim Etf Products Trust Allianzim Us Eqt (APRW) 0.3 $419k 11k 37.14
Aim Etf Products Trust Allia Us Oct Etf (OCTW) 0.3 $417k 10k 40.91
Aim Etf Products Trust Allianzim Us Eqt (JULW) 0.3 $417k 10k 40.82
Tidal Trust Ii Yiel Xyz Opt Etf (XYZY) 0.3 $415k 16k 25.80
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $414k 7.4k 56.16
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $401k 8.6k 46.81
Ishares Tr Eafe Value Etf (EFV) 0.3 $401k 5.2k 76.55
Meta Platforms Cl A (META) 0.3 $396k 704.00 562.94
Merck & Co (MRK) 0.3 $378k 2.9k 129.24
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $371k 1.6k 227.04
Ishares Tr Conv Bd Etf (ICVT) 0.3 $370k 3.0k 121.76
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $368k 4.3k 85.50
BlackRock MuniHoldings Fund (MHD) 0.3 $359k 30k 11.96
Spdr Series Trust St Str Sp Biot (XBI) 0.3 $356k 2.3k 158.26
Eli Lilly & Co. (LLY) 0.3 $346k 289.00 1198.37
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.3 $345k 3.8k 89.85
Advisorshares Tr Pure Us Cann Etf (MSOS) 0.3 $340k 67k 5.08
Watts Water Technologies Cl A (WTS) 0.3 $339k 866.00 391.60
Spdr Series Trust St Inter Bd Etf (SPIB) 0.2 $332k 9.9k 33.46
Verizon Communications (VZ) 0.2 $331k 7.8k 42.34
Broadcom (AVGO) 0.2 $327k 866.00 377.70
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $322k 14k 22.78
McDonald's Corporation (MCD) 0.2 $320k 1.2k 270.34
Union Pacific Corporation (UNP) 0.2 $319k 1.2k 272.11
C H Robinson Worldwide In Com New (CHRW) 0.2 $318k 1.7k 188.92
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $316k 6.2k 50.65
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) 0.2 $315k 10k 30.61
Ark Etf Tr Space & Defense (ARKX) 0.2 $314k 9.2k 34.12
Novartis Sponsored Adr (NVS) 0.2 $310k 2.0k 156.69
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.2 $309k 8.0k 38.59
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 0.2 $309k 5.8k 53.60
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $306k 5.3k 58.20
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.2 $305k 7.2k 42.21
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.2 $304k 5.8k 52.72
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $303k 1.8k 164.28
Ishares Tr Long Term Muni (LMUB) 0.2 $301k 5.9k 51.22
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.2 $296k 8.4k 35.22
CSX Corporation (CSX) 0.2 $296k 6.2k 47.53
Hamilton Insurance Group CL B (HG) 0.2 $292k 8.6k 33.94
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.2 $291k 1.5k 191.70
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $291k 5.4k 54.02
Evergy (EVRG) 0.2 $290k 3.4k 86.44
Costco Wholesale Corporation (COST) 0.2 $290k 310.00 936.14
Intercontinental Hotels Grou Sponsored Ads (IHG) 0.2 $289k 1.7k 173.12
Applied Industrial Technologies (AIT) 0.2 $289k 853.00 338.31
Ishares Tr Core 60 Bala Etf (AOR) 0.2 $286k 4.1k 69.50
Blackrock Muniyield Quality Fund (MQY) 0.2 $286k 25k 11.66
W.W. Grainger (GWW) 0.2 $283k 208.00 1362.09
Toro Company (TTC) 0.2 $282k 2.9k 97.72
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $276k 2.9k 94.58
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $273k 7.5k 36.26
Marvell Technology (MRVL) 0.2 $270k 906.00 297.78
West Pharmaceutical Services (WST) 0.2 $270k 751.00 359.01
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.2 $268k 13k 21.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $268k 363.00 736.82
Tidal Trust Ii Yield Coin Etf (CONY) 0.2 $265k 14k 18.91
Kraft Heinz (KHC) 0.2 $263k 11k 23.62
Danaos Corporation SHS (DAC) 0.2 $263k 2.1k 122.38
Marriott Intl Cl A (MAR) 0.2 $263k 709.00 370.59
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $262k 2.1k 124.43
Hilton Worldwide Holdings (HLT) 0.2 $262k 791.00 330.55
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.2 $260k 45k 5.78
Hasbro (HAS) 0.2 $259k 3.1k 82.60
Nuveen (NMCO) 0.2 $258k 24k 10.96
Palo Alto Networks (PANW) 0.2 $258k 755.00 341.02
International Business Machines (IBM) 0.2 $256k 909.00 281.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $254k 8.8k 28.96
Vale S A Sponsored Ads (VALE) 0.2 $253k 17k 15.04
Tenaris S A Sponsored Ads (TS) 0.2 $247k 4.5k 55.49
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.2 $247k 4.9k 50.37
EOG Resources (EOG) 0.2 $246k 1.9k 129.72
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $246k 3.4k 73.41
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.2 $243k 22k 11.15
Wal-Mart Stores (WMT) 0.2 $242k 2.1k 113.28
Schwab Strategic Tr High Yiel Bd Etf (SCYB) 0.2 $242k 9.2k 26.18
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.2 $242k 8.6k 28.05
Ishares Tr Mbs Etf (MBB) 0.2 $241k 2.6k 94.51
Palantir Technologies Cl A (PLTR) 0.2 $241k 2.1k 116.67
Abbvie (ABBV) 0.2 $241k 956.00 251.60
Visa Com Cl A (V) 0.2 $240k 699.00 343.26
Dimensional Etf Trust Global Cr Etf (DGCB) 0.2 $238k 4.3k 54.67
Allstate Corporation (ALL) 0.2 $237k 995.00 238.00
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $236k 9.8k 24.16
First Tr Exchange-traded Wtr Etf (FIW) 0.2 $236k 2.2k 109.54
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $234k 5.7k 41.25
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $233k 5.7k 40.64
Etf Ser Solutions Aam Slc Low Dur (LODI) 0.2 $231k 9.1k 25.30
Spdr Series Trust St Str P500val (SPYV) 0.2 $228k 3.8k 60.79
Arista Networks Com Shs (ANET) 0.2 $227k 1.3k 169.82
Tesla Motors (TSLA) 0.2 $226k 538.00 420.60
Intel Corporation (INTC) 0.2 $226k 1.6k 139.63
Guardant Health (GH) 0.2 $221k 1.5k 150.03
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $220k 1.5k 141.87
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.2 $217k 4.3k 50.62
Sandisk Corp (SNDK) 0.2 $214k 94.00 2273.73
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $212k 5.0k 42.20
Blackrock Etf Trust Isha Us Them Etf (THRO) 0.2 $211k 4.9k 43.11
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $211k 4.2k 50.63
Blackrock Etf Trust Isha In Ctry Etf (CORO) 0.2 $210k 5.7k 36.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $209k 417.00 500.39
Lincoln National Corporation (LNC) 0.2 $208k 5.9k 35.35
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.2 $206k 2.7k 77.24
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $206k 4.2k 49.06
Progressive Corporation (PGR) 0.2 $205k 939.00 218.39
Advanced Micro Devices (AMD) 0.2 $205k 353.00 580.91
Vanguard World Mega Grwth Ind (MGK) 0.2 $205k 2.3k 87.92
Cigna Corp (CI) 0.2 $205k 742.00 275.85
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP) 0.2 $205k 7.4k 27.69
Goldman Sachs Bdc SHS (GSBD) 0.1 $177k 18k 9.80
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.1 $163k 10k 16.04
Emergent BioSolutions (EBS) 0.1 $148k 18k 8.38
Tidal Trust Ii Yieldmax Aapl (APLY) 0.1 $130k 11k 11.57
Blackrock Debt Strategies Com New (DSU) 0.1 $106k 11k 9.70
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.1 $87k 21k 4.04