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Portfolio (Quarterly) Guide ↗

Per Stirling Capital Management, LLC.

· CIK 0001689933
13F Portfolio $891M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 300 New
Page 1 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 93,992.0 $64.4M 7.23% NEW $684.94 +10.1%
2 DGRW WISDOMTREE TR 334,375.0 $29.9M 3.36% NEW $89.43 +7.9%
3 VEA VANGUARD TAX-MANAGED FDS 473,552.0 $29.6M 3.32% NEW $62.47 +14.3%
4 IVW ISHARES TR 212,673.0 $26.2M 2.94% NEW $123.26 +12.2%
5 CGGR CAPITAL GROUP GROWTH ETF 539,673.0 $24.0M 2.69% NEW $44.47 +5.9%
6 CGDV CAPITAL GROUP DIVIDEND VALUE 529,062.0 $23.1M 2.59% NEW $43.64 +10.6%
7 IVE ISHARES TR 106,401.0 $22.6M 2.53% NEW $212.07 +7.5%
8 EVSD MORGAN STANLEY ETF TRUST 336,990.0 $17.3M 1.95% NEW $51.44 -0.7%
9 J P MORGAN EXCHANGE TRADED F 333,386.0 $16.9M 1.89% NEW $50.59
10 JAAA JANUS DETROIT STR TR 329,031.0 $16.6M 1.87% NEW $50.58 +0.3%
11 RFDI FIRST TR EXCH TRADED FD III 201,943.0 $16.3M 1.82% NEW $80.51 +7.9%
12 IEFA ISHARES TR 176,822.0 $15.8M 1.78% NEW $89.46 +9.5%
13 FIIG FIRST TR EXCHANGE-TRADED FD 742,801.0 $15.7M 1.77% NEW $21.20 -2.5%
14 FIXD FIRST TR EXCHNG TRADED FD VI 354,005.0 $15.7M 1.76% NEW $44.32 -1.8%
15 RDVY FIRST TR EXCHANGE TRADED FD 220,373.0 $15.3M 1.72% NEW $69.47 +9.0%
16 VOO VANGUARD INDEX FDS 21,805.0 $13.7M 1.53% NEW $627.13 +10.0%
17 IJH ISHARES TR 206,475.0 $13.6M 1.53% NEW $66.00 +12.7%
18 J P MORGAN EXCHANGE TRADED F 212,156.0 $13.4M 1.50% NEW $63.18
19 QGRO AMERICAN CENTY ETF TR 115,140.0 $13.2M 1.48% NEW $114.52 +0.8%
20 FDVV FIDELITY COVINGTON TRUST 227,653.0 $12.9M 1.45% NEW $56.69 +7.2%
Page 1 of 15  ·  300 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 28.7%
Technology 24.2%
Energy 15.9%
Industrials 7.2%
Consumer Cyclical 6.9%
Communication Services 5.1%
Healthcare 5.1%
Consumer Defensive 4.2%
Basic Materials 1.1%
Utilities 1.1%