Portfolio (Quarterly)
Guide ↗
Stirlingshire Investments, Inc.
· CIK 0001829271| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | ERIC | TELEFONAKTIEBOLAGET LM ERICS | Technology | 21,790.0 | $243K | 0.18% | +2K | +11.2% | $11.15 | -10.8% |
| 82 | WMT | WALMART INC | Consumer Defensive | 2,140.0 | $242K | 0.18% | +344.0 | +19.1% | $113.28 | -9.0% |
| 83 | SCYB | SCHWAB STRATEGIC TR | — | 9,235.0 | $242K | 0.18% | +70.0 | +0.8% | $26.18 | -0.4% |
| 84 | MBB | ISHARES TR | — | 2,551.0 | $241K | 0.18% | +49.0 | +2.0% | $94.51 | -1.4% |
| 85 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,064.0 | $241K | 0.18% | +183.0 | +9.7% | $116.67 | +59.7% |
| 86 | ABBV | ABBVIE INC | Healthcare | 956.0 | $241K | 0.18% | +6.0 | +0.6% | $251.60 | +1.5% |
| 87 | TFLO | ISHARES TR | — | 4,163.0 | $211K | 0.16% | +37.0 | +0.9% | $50.63 | +0.0% |
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%