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Portfolio (Quarterly) Guide ↗

Stirlingshire Investments, Inc.

· CIK 0001829271
13F Portfolio $114M AUM 196 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 79 Added 61 Reduced 26 Exited
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CINF CINCINNATI FINL CORP Financial Services 1,854.0 $294K 0.26% +79.0 +4.5% $158.32 +6.0%
62 MCK MCKESSON CORP Healthcare 335.0 $290K 0.25% +18.0 +5.7% $866.08 -12.0%
63 TJX TJX COS INC NEW Consumer Cyclical 1,807.0 $289K 0.25% +314.0 +21.0% $159.74 -5.7%
64 SCHE SCHWAB STRATEGIC TR 8,675.0 $286K 0.25% +531.0 +6.5% $32.95 +8.0%
65 IESC IES HOLDINGS INC Industrials 592.0 $282K 0.25% +6.0 +1.0% $476.73 +34.1%
66 CENCORA INC 882.0 $277K 0.24% +65.0 +8.0% $314.11
67 LLY ELI LILLY & CO Healthcare 299.0 $275K 0.24% +55.0 +22.5% $920.76 +10.9%
68 DFCF DIMENSIONAL ETF TRUST 6,490.0 $274K 0.24% +260.0 +4.2% $42.27 -0.9%
69 DFGX DIMENSIONAL ETF TRUST 5,211.0 $273K 0.24% +283.0 +5.7% $52.45 +0.4%
70 AVGO BROADCOM INC Technology 878.0 $272K 0.24% +14.0 +1.6% $309.65 +34.9%
71 EVRG EVERGY INC Utilities 3,310.0 $271K 0.24% +202.0 +6.5% $81.92 +1.3%
72 DGCB DIMENSIONAL ETF TRUST 4,941.0 $267K 0.23% +175.0 +3.7% $54.13 +0.2%
73 BAI BLACKROCK ETF TRUST 8,060.0 $266K 0.23% +801.0 +11.0% $32.95 +40.5%
74 VALE VALE S A Basic Materials 16,330.0 $260K 0.23% +391.0 +2.5% $15.91 +0.6%
75 PTCT PTC THERAPEUTICS INC Healthcare 3,718.0 $253K 0.22% +131.0 +3.6% $68.12 +3.0%
76 NMCO NUVEEN MUN CR OPPORTUNITIES Financial Services 23,058.0 $246K 0.21% +290.0 +1.3% $10.65 +0.1%
77 V VISA INC Financial Services 713.0 $216K 0.19% +9.0 +1.3% $302.41 +9.1%
78 RYANAIR HOLDINGS PLC 3,678.0 $213K 0.19% +537.0 +17.1% $57.80
79 TFLO ISHARES TR 4,126.0 $209K 0.18% +24.0 +0.6% $50.63 -0.1%
Page 4 of 4  ·  79 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 25.2%
Financial Services 15.9%
Industrials 14.0%
Healthcare 12.6%
Consumer Defensive 8.6%
Consumer Cyclical 8.6%
Communication Services 7.7%
Utilities 3.7%
Energy 2.6%
Basic Materials 1.0%