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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 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSX CSX CORP Industrials 6,225.0 $296K 0.22% NEW $47.53 +7.9%
22 HAMILTON INSURANCE GROUP LTD 8,615.0 $292K 0.22% NEW $33.94
23 GRID FIRST TR EXCHANGE-TRADED FD 1,518.0 $291K 0.22% NEW $191.70 -6.5%
24 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,669.0 $289K 0.21% NEW $173.12 -6.2%
25 AIT APPLIED INDL TECHNOLOGIES IN Industrials 853.0 $289K 0.21% NEW $338.31 -4.8%
26 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 24,505.0 $286K 0.21% NEW $11.66 -5.0%
27 GWW WW GRAINGER INC Industrials 208.0 $283K 0.21% NEW $1362.09 -4.1%
28 MRVL MARVELL TECHNOLOGY INC Technology 906.0 $270K 0.20% NEW $297.78 -27.3%
29 WST WEST PHARMACEUTICAL SVSC INC Healthcare 751.0 $270K 0.20% NEW $359.01 -6.0%
30 IGLD FIRST TR EXCHANGE-TRADED FD 12,731.0 $268K 0.20% NEW $21.06 +4.6%
31 QQQ INVESCO QQQ TR Financial Services 363.0 $267K 0.20% NEW $736.82 -2.8%
32 DAC DANAOS CORPORATION Industrials 2,148.0 $263K 0.20% NEW $122.38 +23.1%
33 MAR MARRIOTT INTL INC NEW Consumer Cyclical 709.0 $263K 0.20% NEW $370.59 -5.3%
34 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 791.0 $261K 0.19% NEW $330.55 -2.6%
35 PANW PALO ALTO NETWORKS INC Technology 755.0 $257K 0.19% NEW $341.02 +9.0%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 909.0 $256K 0.19% NEW $281.34 -16.3%
37 SCHB SCHWAB STRATEGIC TR 8,752.0 $253K 0.19% NEW $28.96 +2.6%
38 BLCR BLACKROCK ETF TRUST 4,904.0 $247K 0.18% NEW $50.37 -1.9%
39 EOG EOG RES INC Energy 1,897.0 $246K 0.18% NEW $129.72 +10.5%
40 IALT BLACKROCK ETF TRUST 8,612.0 $242K 0.18% NEW $28.05 +3.2%
Page 2 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%