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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	ALL	ALLSTATE CORP	Financial Services	995.0	$237K	0.18%	NEW	—	$238.00	+9.5%
42	SCHO	SCHWAB STRATEGIC TR	—	9,780.0	$236K	0.17%	NEW	—	$24.16	-0.4%
43	FIW	FIRST TR EXCHANGE-TRADED FD	—	2,154.0	$236K	0.17%	NEW	—	$109.54	+0.8%
44	DFAI	DIMENSIONAL ETF TRUST	—	5,670.0	$234K	0.17%	NEW	—	$41.25	+4.7%
45	—	ETF SER SOLUTIONS	—	9,132.0	$231K	0.17%	NEW	—	$25.30	—
46	ANET	ARISTA NETWORKS INC	Technology	1,337.0	$227K	0.17%	NEW	—	$169.82	+15.0%
47	INTC	INTEL CORP	Technology	1,619.0	$226K	0.17%	NEW	—	$139.63	-35.9%
48	GH	GUARDANT HEALTH INC	Healthcare	1,473.0	$221K	0.16%	NEW	—	$150.03	+7.6%
49	GSLC	GOLDMAN SACHS ETF TR	—	1,547.0	$219K	0.16%	NEW	—	$141.87	+3.5%
50	SNDK	SANDISK CORP	Technology	94.0	$214K	0.16%	NEW	—	$2273.73	-34.7%
51	—	BLACKROCK ETF TRUST	—	5,737.0	$210K	0.16%	NEW	—	$36.60	—
52	LNC	LINCOLN NATL CORP IND	Financial Services	5,885.0	$208K	0.15%	NEW	—	$35.35	+22.5%
53	PGR	PROGRESSIVE CORP	Financial Services	939.0	$205K	0.15%	NEW	—	$218.39	+0.1%
54	AMD	ADVANCED MICRO DEVICES INC	Technology	353.0	$205K	0.15%	NEW	—	$580.91	-19.9%
55	MGK	VANGUARD WORLD FD	—	2,329.0	$205K	0.15%	NEW	—	$87.92	+2.5%
56	CI	THE CIGNA GROUP	Healthcare	742.0	$205K	0.15%	NEW	—	$275.85	+1.1%
57	APLY	TIDAL TRUST II	—	11,233.0	$130K	0.10%	NEW	—	$11.57	+0.9%
58	DSU	BLACKROCK DEBT STRATEGIES FD	Financial Services	10,886.0	$106K	0.08%	NEW	—	$9.70	-2.6%
59	GGB	GERDAU SA	Basic Materials	21,417.0	$87K	0.06%	NEW	—	$4.04	+13.6%

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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%