Portfolio (Quarterly)
Guide ↗
Stirlingshire Investments, Inc.
· CIK 0001829271| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | WMT | WALMART INC | Consumer Defensive | 2,140.0 | $242K | 0.18% | +344.0 | +19.1% | $113.28 | -9.0% |
| 182 | SCYB | SCHWAB STRATEGIC TR | — | 9,235.0 | $242K | 0.18% | +70.0 | +0.8% | $26.18 | -0.4% |
| 183 | IALT | BLACKROCK ETF TRUST | — | 8,612.0 | $242K | 0.18% | NEW | — | $28.05 | +3.2% |
| 184 | MBB | ISHARES TR | — | 2,551.0 | $241K | 0.18% | +49.0 | +2.0% | $94.51 | -1.4% |
| 185 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,064.0 | $241K | 0.18% | +183.0 | +9.7% | $116.67 | +59.7% |
| 186 | ABBV | ABBVIE INC | Healthcare | 956.0 | $241K | 0.18% | +6.0 | +0.6% | $251.60 | +1.5% |
| 187 | V | VISA INC | Financial Services | 699.0 | $240K | 0.18% | -14.0 | -2.0% | $343.26 | +11.2% |
| 188 | DGCB | DIMENSIONAL ETF TRUST | — | 4,349.0 | $238K | 0.18% | -592.0 | -12.0% | $54.67 | -2.7% |
| 189 | ALL | ALLSTATE CORP | Financial Services | 995.0 | $237K | 0.18% | NEW | — | $238.00 | +9.5% |
| 190 | SCHO | SCHWAB STRATEGIC TR | — | 9,780.0 | $236K | 0.17% | NEW | — | $24.16 | -0.4% |
| 191 | FIW | FIRST TR EXCHANGE-TRADED FD | — | 2,154.0 | $236K | 0.17% | NEW | — | $109.54 | +0.8% |
| 192 | DFAI | DIMENSIONAL ETF TRUST | — | 5,670.0 | $234K | 0.17% | NEW | — | $41.25 | +4.7% |
| 193 | DFEM | DIMENSIONAL ETF TRUST | — | 5,740.0 | $233K | 0.17% | -92.0 | -1.6% | $40.64 | -0.8% |
| 194 | — | ETF SER SOLUTIONS | — | 9,132.0 | $231K | 0.17% | NEW | — | $25.30 | — |
| 195 | SPYV | SPDR SERIES TRUST | — | 3,752.0 | $228K | 0.17% | -252.0 | -6.3% | $60.79 | +4.5% |
| 196 | ANET | ARISTA NETWORKS INC | Technology | 1,337.0 | $227K | 0.17% | NEW | — | $169.82 | +15.0% |
| 197 | TSLA | TESLA INC | Consumer Cyclical | 538.0 | $226K | 0.17% | -21.0 | -3.8% | $420.60 | -17.1% |
| 198 | INTC | INTEL CORP | Technology | 1,619.0 | $226K | 0.17% | NEW | — | $139.63 | -35.9% |
| 199 | GH | GUARDANT HEALTH INC | Healthcare | 1,473.0 | $221K | 0.16% | NEW | — | $150.03 | +7.6% |
| 200 | GSLC | GOLDMAN SACHS ETF TR | — | 1,547.0 | $219K | 0.16% | NEW | — | $141.87 | +3.5% |
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%