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Portfolio (Quarterly) Guide ↗

Per Stirling Capital Management, LLC.

· CIK 0001689933
13F Portfolio $905M AUM 310 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 146 Added 82 Reduced 23 Exited
Page 10 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ETF OPPORTUNITIES TRUST 16,808.0 $608K 0.07% $36.19
182 LQD ISHARES TR 5,475.0 $597K 0.07% -661.0 -10.8% $108.99 +0.3%
183 EUAD SPINNAKER ETF SERIES 14,631.0 $596K 0.07% $40.74 +4.0%
184 QQEW FIRST TR EXCHANGE-TRADED FD 4,686.0 $595K 0.07% $126.98 +20.6%
185 SPSB SPDR SERIES TRUST 19,463.0 $585K 0.07% -2K -8.1% $30.07 -0.1%
186 IBM INTERNATIONAL BUSINESS MACHS Technology 2,371.0 $575K 0.06% +33.0 +1.4% $242.35 +8.5%
187 CVIE MORGAN STANLEY ETF TRUST 7,860.0 $571K 0.06% +228.0 +3.0% $72.69 +15.8%
188 WM WASTE MGMT INC DEL Industrials 2,451.0 $563K 0.06% $229.76 -5.9%
189 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,981.0 $560K 0.06% $188.00 +19.5%
190 ABT ABBOTT LABORATORIES Healthcare 5,449.0 $559K 0.06% +194.0 +3.7% $102.66 -16.2%
191 QCOM QUALCOMM INC Technology 4,329.0 $558K 0.06% +89.0 +2.1% $128.79 +91.1%
192 UTG REAVES UTIL INCOME FD Financial Services 13,885.0 $545K 0.06% +208.0 +1.5% $39.28 +9.3%
193 GEV GE VERNOVA INC Utilities 614.0 $536K 0.06% $873.40 +15.8%
194 ESGV VANGUARD WORLD FD 4,693.0 $527K 0.06% +983.0 +26.5% $112.27 +18.9%
195 TGT TARGET CORP Consumer Defensive 4,344.0 $526K 0.06% +430.0 +11.0% $121.19 +6.8%
196 VIS VANGUARD WORLD FD 1,670.0 $521K 0.06% -10.0 -0.6% $312.26 +9.9%
197 MMM 3M CO Industrials 3,558.0 $517K 0.06% -45.0 -1.2% $145.25 +4.9%
198 SCHB SCHWAB STRATEGIC TR 20,568.0 $516K 0.06% $25.10 +15.9%
199 RTX RTX CORPORATION Industrials 2,672.0 $515K 0.06% +123.0 +4.8% $192.89 -6.4%
200 XAR SPDR SERIES TRUST 1,964.0 $499K 0.06% $253.98 +14.2%
Page 10 of 16  ·  310 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.0%
Technology 24.8%
Energy 20.2%
Industrials 7.3%
Consumer Cyclical 6.1%
Healthcare 5.0%
Communication Services 4.7%
Consumer Defensive 4.2%
Utilities 1.5%
Basic Materials 0.6%