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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
Page 11 of 12  ·  221 positions
# 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%
Page 11 of 12  ·  221 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 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%