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 4 of 5 · 87 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	MSOS	ADVISORSHARES TR	—	66,892.0	$340K	0.25%	+43K	+178.3%	$5.08	-1.8%
62	SPIB	SPDR SERIES TRUST	—	9,912.0	$332K	0.25%	+55.0	+0.6%	$33.46	-1.1%
63	GOVT	ISHARES TR	—	14,127.0	$322K	0.24%	+1K	+10.3%	$22.78	-1.4%
64	CHRW	C H ROBINSON WORLDWIDE IN	Industrials	1,682.0	$318K	0.24%	+79.0	+4.9%	$188.92	-20.4%
65	NVS	NOVARTIS AG	Healthcare	1,979.0	$310K	0.23%	+326.0	+19.7%	$156.69	-1.8%
66	DFGX	DIMENSIONAL ETF TRUST	—	5,761.0	$309K	0.23%	+550.0	+10.6%	$53.60	-3.1%
67	DFCF	DIMENSIONAL ETF TRUST	—	7,219.0	$305K	0.23%	+729.0	+11.2%	$42.21	-1.6%
68	LMUB	ISHARES TR	—	5,880.0	$301K	0.22%	+155.0	+2.7%	$51.22	-3.7%
69	AB	ALLIANCEBERNSTEIN HLDG L P	Financial Services	8,401.0	$296K	0.22%	+501.0	+6.3%	$35.22	+4.7%
70	DFIV	DIMENSIONAL ETF TRUST	—	5,383.0	$291K	0.22%	+894.0	+19.9%	$54.02	+7.3%
71	EVRG	EVERGY INC	Utilities	3,359.0	$290K	0.21%	+49.0	+1.5%	$86.44	-6.7%
72	TTC	TORO CO	Industrials	2,884.0	$282K	0.21%	+405.0	+16.3%	$97.72	+1.3%
73	IEF	ISHARES TR	—	2,919.0	$276K	0.20%	+36.0	+1.2%	$94.58	-1.8%
74	—	TIDAL TRUST II	—	13,990.0	$265K	0.20%	+814.0	+6.2%	$18.91	—
75	KHC	KRAFT HEINZ CO	Consumer Defensive	11,150.0	$263K	0.20%	+700.0	+6.7%	$23.62	+8.8%
76	SBS	COMPANHIA DE SANEAMENTO BASI	Utilities	44,921.0	$260K	0.19%	+36K	+392.2%	$5.78	-15.7%
77	HAS	HASBRO INC	Consumer Cyclical	3,138.0	$259K	0.19%	+340.0	+12.2%	$82.60	+14.1%
78	NMCO	NUVEEN MUN CR OPPORTUNITIES	Financial Services	23,502.0	$258K	0.19%	+444.0	+1.9%	$10.96	-10.2%
79	VALE	VALE S A	Basic Materials	16,799.0	$253K	0.19%	+469.0	+2.9%	$15.04	-0.1%
80	TS	TENARIS S A	Energy	4,457.0	$247K	0.18%	+417.0	+10.3%	$55.49	-2.7%

Page 4 of 5 · 87 positions

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① 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%