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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 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DBMF LITMAN GREGORY FDS TR 21,091.0 $636K 0.56% NEW $30.15 +3.2%
2 CRUS CIRRUS LOGIC INC Technology 3,019.0 $437K 0.38% NEW $144.64 +11.4%
3 MRK MERCK & CO INC Healthcare 3,108.0 $376K 0.33% NEW $121.13 -5.7%
4 APH AMPHENOL CORP Technology 2,358.0 $298K 0.26% NEW $126.59 -2.8%
5 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,900.0 $296K 0.26% NEW $37.44 +3.3%
6 IMO IMPERIAL OIL LTD Energy 2,242.0 $295K 0.26% NEW $131.71 +4.6%
7 GOVT ISHARES TR 12,805.0 $293K 0.26% NEW $22.91 -1.3%
8 DUK DUKE ENERGY CORP NEW Utilities 2,193.0 $287K 0.25% NEW $130.94 -4.9%
9 LMUB ISHARES TR 5,725.0 $286K 0.25% NEW $49.93 +0.1%
10 QQQE DIREXION SHARES ETF TRUST 2,866.0 $282K 0.25% NEW $98.53 +16.4%
11 GDMN WISDOMTREE TR 2,787.0 $282K 0.25% NEW $101.18 -8.5%
12 SBS COMPANHIA DE SANEAMENTO BASI Utilities 9,127.0 $280K 0.24% NEW $30.67 -81.5%
13 POWL POWELL INDS INC Industrials 517.0 $279K 0.24% NEW $540.57 -51.6%
14 PBR PETROLEO BRASILEIRO S A Energy 13,400.0 $278K 0.24% NEW $20.75 -1.6%
15 TPR TAPESTRY INC Consumer Cyclical 1,949.0 $275K 0.24% NEW $141.09 -6.7%
16 AZN ASTRAZENECA PLC Healthcare 1,377.0 $272K 0.24% NEW $197.22 -4.9%
17 INCY INCYTE CORP Healthcare 2,773.0 $261K 0.23% NEW $94.11 +1.6%
18 NVS NOVARTIS AG Healthcare 1,653.0 $252K 0.22% NEW $152.74 -1.5%
19 CBOE CBOE GLOBAL MKTS INC Financial Services 890.0 $250K 0.22% NEW $281.11 +28.4%
20 EFG ISHARES TR 2,219.0 $247K 0.22% NEW $111.36 +8.1%
Page 1 of 2  ·  36 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%