Portfolio (Quarterly)
Guide ↗
Stirlingshire Investments, Inc.
· CIK 0001829271| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AVGO | BROADCOM INC | Technology | 866.0 | $327K | 0.24% | -12.0 | -1.4% | $377.70 | -2.4% |
| 42 | DBMF | LITMAN GREGORY FDS TR | — | 10,278.0 | $315K | 0.23% | -11K | -51.3% | $30.61 | +2.6% |
| 43 | ARKX | ARK ETF TR | — | 9,206.0 | $314K | 0.23% | -4K | -28.8% | $34.12 | -5.2% |
| 44 | OUNZ | VANECK MERK GOLD ETF | Financial Services | 8,003.0 | $309K | 0.23% | -265.0 | -3.2% | $38.59 | +11.1% |
| 45 | VGSH | VANGUARD SCOTTSDALE FDS | — | 5,261.0 | $306K | 0.23% | -338.0 | -6.0% | $58.20 | -0.3% |
| 46 | BAI | BLACKROCK ETF TRUST | — | 5,773.0 | $304K | 0.23% | -2K | -28.4% | $52.72 | -16.3% |
| 47 | SCHE | SCHWAB STRATEGIC TR | — | 7,540.0 | $273K | 0.20% | -1K | -13.1% | $36.26 | +2.5% |
| 48 | EFG | ISHARES TR | — | 2,108.0 | $262K | 0.19% | -111.0 | -5.0% | $124.43 | +0.5% |
| 49 | BND | VANGUARD BD INDEX FDS | — | 3,352.0 | $246K | 0.18% | -269.0 | -7.4% | $73.41 | -1.5% |
| 50 | V | VISA INC | Financial Services | 699.0 | $240K | 0.18% | -14.0 | -2.0% | $343.26 | +11.2% |
| 51 | DGCB | DIMENSIONAL ETF TRUST | — | 4,349.0 | $238K | 0.18% | -592.0 | -12.0% | $54.67 | -2.7% |
| 52 | DFEM | DIMENSIONAL ETF TRUST | — | 5,740.0 | $233K | 0.17% | -92.0 | -1.6% | $40.64 | -0.8% |
| 53 | SPYV | SPDR SERIES TRUST | — | 3,752.0 | $228K | 0.17% | -252.0 | -6.3% | $60.79 | +4.5% |
| 54 | TSLA | TESLA INC | Consumer Cyclical | 538.0 | $226K | 0.17% | -21.0 | -3.8% | $420.60 | -17.1% |
| 55 | PAPR | INNOVATOR ETFS TRUST | — | 5,018.0 | $212K | 0.16% | -302.0 | -5.7% | $42.20 | +1.8% |
| 56 | THRO | BLACKROCK ETF TRUST | — | 4,903.0 | $211K | 0.16% | -2K | -31.7% | $43.11 | +1.7% |
| 57 | — | BERKSHIRE HATHAWAY INC DEL | — | 417.0 | $209K | 0.15% | -3.0 | -0.7% | $500.39 | — |
| 58 | GSBD | GOLDMAN SACHS BDC INC | Financial Services | 18,046.0 | $177K | 0.13% | -8K | -30.6% | $9.80 | +3.4% |
| 59 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 10,150.0 | $163K | 0.12% | -12K | -54.2% | $16.04 | +2.0% |
| 60 | EBS | EMERGENT BIOSOLUTIONS INC | Healthcare | 17,702.0 | $148K | 0.11% | -2K | -8.2% | $8.38 | -29.5% |
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%