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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 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 550.0 $634K 0.47% NEW $1153.35 -19.1%
2 DAVE INC 1,566.0 $583K 0.43% NEW $372.59
3 BLBD BLUE BIRD CORP Consumer Cyclical 7,077.0 $559K 0.41% NEW $78.96 -25.0%
4 EXEL EXELIXIS INC Healthcare 10,144.0 $552K 0.41% NEW $54.41 +0.1%
5 JBL JABIL INC Technology 1,426.0 $550K 0.41% NEW $385.51 -21.8%
6 VMI VALMONT INDS INC Industrials 937.0 $542K 0.40% NEW $578.36 -17.6%
7 EME EMCOR GROUP INC Industrials 638.0 $530K 0.39% NEW $830.04 -10.8%
8 PFF ISHARES TR 17,351.0 $529K 0.39% NEW $30.49 +0.2%
9 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,771.0 $502K 0.37% NEW $87.05 +10.1%
10 PRDO PERDOCEO ED CORP Consumer Defensive 15,015.0 $480K 0.36% NEW $32.00 +4.9%
11 GDX VANECK ETF TRUST 5,939.0 $448K 0.33% NEW $75.45 +32.1%
12 QCOM QUALCOMM INC Technology 2,408.0 $445K 0.33% NEW $184.78 -11.1%
13 FORM FORMFACTOR INC Technology 2,714.0 $434K 0.32% NEW $159.92 -36.4%
14 ICVT ISHARES TR 3,040.0 $370K 0.27% NEW $121.76 -6.2%
15 VXUS VANGUARD STAR FDS 4,308.0 $368K 0.27% NEW $85.50 +2.4%
16 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 30,000.0 $359K 0.27% NEW $11.96 -4.7%
17 XBI SPDR SERIES TRUST 2,252.0 $356K 0.26% NEW $158.26 +2.6%
18 CIBR FIRST TR EXCHANGE-TRADED FD 3,844.0 $345K 0.26% NEW $89.85 +9.7%
19 UNP UNION PAC CORP Industrials 1,171.0 $319K 0.24% NEW $272.11 +13.0%
20 ITOT ISHARES TR 1,846.0 $303K 0.23% NEW $164.28 +2.5%
Page 1 of 3  ·  59 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%