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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 7,069.0 $512K 0.45% -119.0 -1.7% $72.46 +19.2%
22 IEMG ISHARES INC 7,295.0 $509K 0.45% -765.0 -9.5% $69.75 +14.6%
23 CPAI NORTHERN LTS FD TR III 11,673.0 $488K 0.43% -2K -13.0% $41.79 +15.5%
24 IVE ISHARES TR 2,227.0 $470K 0.41% -287.0 -11.4% $211.17 +6.9%
25 ULTA ULTA BEAUTY INC Consumer Cyclical 797.0 $416K 0.36% -6.0 -0.8% $522.49 -7.8%
26 FDVV FIDELITY COVINGTON TRUST 7,143.0 $395K 0.35% -125.0 -1.7% $55.24 +8.7%
27 NOBL PROSHARES TR 3,681.0 $390K 0.34% -109.0 -2.9% $106.02 +0.6%
28 HWM HOWMET AEROSPACE INC Industrials 1,659.0 $382K 0.34% -151.0 -8.3% $230.41 +9.9%
29 META META PLATFORMS INC Communication Services 667.0 $382K 0.34% -39.0 -5.5% $572.55 +5.3%
30 OUNZ VANECK MERK GOLD ETF Financial Services 8,268.0 $372K 0.33% -688.0 -7.7% $45.05 -3.0%
31 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 906.0 $356K 0.31% -320.0 -26.1% $392.44 +86.9%
32 UI UBIQUITI INC Technology 446.0 $353K 0.31% -30.0 -6.3% $791.04 -26.2%
33 KLAC KLA CORP Technology 233.0 $343K 0.30% -43.0 -15.6% $1473.02 +18.2%
34 SVOL SIMPLIFY EXCHANGE TRADED FUN 22,177.0 $340K 0.30% -12K -35.4% $15.34 +4.4%
35 GEV GE VERNOVA INC Utilities 378.0 $330K 0.29% -58.0 -13.3% $872.98 +15.9%
36 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 907.0 $308K 0.27% -139.0 -13.3% $339.06 +15.8%
37 FLOT ISHARES TR 5,868.0 $299K 0.26% -31K -84.1% $50.95 +0.2%
38 QUAL ISHARES TR 1,554.0 $298K 0.26% -14.0 -0.9% $191.82 +10.6%
39 LRCX LAM RESEARCH CORP Technology 1,357.0 $290K 0.26% -482.0 -26.2% $213.97 +27.8%
40 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 2,432.0 $279K 0.24% -41.0 -1.7% $114.74 -9.8%
Page 2 of 4  ·  61 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%