Portfolio (Quarterly)
Guide ↗
Stirlingshire Investments, Inc.
· CIK 0001829271| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | USTB | VICTORY PORTFOLIOS II | — | 4,285.0 | $217K | 0.16% | — | — | $50.62 | -0.3% |
| 202 | SNDK | SANDISK CORP | Technology | 94.0 | $214K | 0.16% | NEW | — | $2273.73 | -34.7% |
| 203 | PAPR | INNOVATOR ETFS TRUST | — | 5,018.0 | $212K | 0.16% | -302.0 | -5.7% | $42.20 | +1.8% |
| 204 | THRO | BLACKROCK ETF TRUST | — | 4,903.0 | $211K | 0.16% | -2K | -31.7% | $43.11 | +1.7% |
| 205 | TFLO | ISHARES TR | — | 4,163.0 | $211K | 0.16% | +37.0 | +0.9% | $50.63 | +0.0% |
| 206 | — | BLACKROCK ETF TRUST | — | 5,737.0 | $210K | 0.16% | NEW | — | $36.60 | — |
| 207 | — | BERKSHIRE HATHAWAY INC DEL | — | 417.0 | $209K | 0.15% | -3.0 | -0.7% | $500.39 | — |
| 208 | LNC | LINCOLN NATL CORP IND | Financial Services | 5,885.0 | $208K | 0.15% | NEW | — | $35.35 | +22.5% |
| 209 | VCRB | VANGUARD MALVERN FDS | — | 2,671.0 | $206K | 0.15% | — | — | $77.24 | -1.5% |
| 210 | VNLA | JANUS DETROIT STR TR | — | 4,200.0 | $206K | 0.15% | — | — | $49.06 | -0.2% |
| 211 | PGR | PROGRESSIVE CORP | Financial Services | 939.0 | $205K | 0.15% | NEW | — | $218.39 | +0.1% |
| 212 | AMD | ADVANCED MICRO DEVICES INC | Technology | 353.0 | $205K | 0.15% | NEW | — | $580.91 | -19.9% |
| 213 | MGK | VANGUARD WORLD FD | — | 2,329.0 | $205K | 0.15% | NEW | — | $87.92 | +2.5% |
| 214 | CI | THE CIGNA GROUP | Healthcare | 742.0 | $205K | 0.15% | NEW | — | $275.85 | +1.1% |
| 215 | FLSP | FRANKLIN TEMPLETON ETF TR | — | 7,385.0 | $205K | 0.15% | — | — | $27.69 | +2.1% |
| 216 | GSBD | GOLDMAN SACHS BDC INC | Financial Services | 18,046.0 | $177K | 0.13% | -8K | -30.6% | $9.80 | +3.4% |
| 217 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 10,150.0 | $163K | 0.12% | -12K | -54.2% | $16.04 | +2.0% |
| 218 | EBS | EMERGENT BIOSOLUTIONS INC | Healthcare | 17,702.0 | $148K | 0.11% | -2K | -8.2% | $8.38 | -29.5% |
| 219 | APLY | TIDAL TRUST II | — | 11,233.0 | $130K | 0.10% | NEW | — | $11.57 | +0.9% |
| 220 | DSU | BLACKROCK DEBT STRATEGIES FD | Financial Services | 10,886.0 | $106K | 0.08% | NEW | — | $9.70 | -2.6% |
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%