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Portfolio (Quarterly) Guide ↗

Stirlingshire Investments, Inc.

· CIK 0001829271
13F Portfolio $135M AUM 221 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 59 New 87 Added 60 Reduced 34 Exited
Page 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NXT NEXTPOWER INC Technology 4,577.0 $545K 0.40% +934.0 +25.6% $119.14 -28.3%
42 COKE COCA COLA CONS INC Consumer Defensive 2,800.0 $535K 0.40% +2K +163.2% $190.95 +3.9%
43 VOO VANGUARD INDEX FDS 777.0 $534K 0.40% +41.0 +5.6% $686.75 +3.0%
44 GE GE AEROSPACE Industrials 1,416.0 $529K 0.39% +17.0 +1.2% $373.68 -8.3%
45 POWL POWELL INDS INC Industrials 1,824.0 $522K 0.39% +1K +252.8% $286.31 -36.2%
46 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,365.0 $512K 0.38% +1K +116.6% $216.63 -8.3%
47 TPR TAPESTRY INC Consumer Cyclical 3,483.0 $510K 0.38% +2K +78.7% $146.38 -14.3%
48 FN FABRINET Technology 906.0 $509K 0.38% +219.0 +31.9% $562.07 -26.3%
49 TIDAL TRUST II 20,214.0 $506K 0.38% +1K +8.0% $25.03
50 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 913.0 $495K 0.37% +393.0 +75.6% $541.82 -4.9%
51 IMO IMPERIAL OIL LTD Energy 4,311.0 $484K 0.36% +2K +92.3% $112.38 +16.1%
52 NFLY TIDAL TRUST II 61,018.0 $481K 0.36% +8K +14.1% $7.89 +0.6%
53 CRUS CIRRUS LOGIC INC Technology 3,166.0 $470K 0.35% +147.0 +4.9% $148.53 -27.0%
54 SIRI SIRIUSXM HOLDINGS INC Communication Services 15,791.0 $466K 0.35% +1K +6.9% $29.54 -3.4%
55 COCO VITA COCO CO INC Consumer Defensive 6,971.0 $461K 0.34% +2K +42.2% $66.14 -6.7%
56 FDVV FIDELITY COVINGTON TRUST 7,270.0 $438K 0.33% +127.0 +1.8% $60.29 +4.9%
57 TIDAL TRUST II 16,102.0 $415K 0.31% +2K +11.9% $25.80
58 NOBL PROSHARES TR 7,368.0 $414K 0.31% +4K +100.2% $56.16 +3.9%
59 VMBS VANGUARD SCOTTSDALE FDS 8,571.0 $401K 0.30% +423.0 +5.2% $46.81 -1.4%
60 META META PLATFORMS INC Communication Services 704.0 $396K 0.29% +37.0 +5.5% $562.94 +2.7%
Page 3 of 5  ·  87 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
Technology 32.0%
Industrials 17.4%
Financial Services 14.0%
Consumer Defensive 9.5%
Consumer Cyclical 9.3%
Healthcare 8.4%
Communication Services 4.0%
Utilities 2.3%
Energy 2.2%
Basic Materials 0.8%