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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 12 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GGB GERDAU SA Basic Materials 21,417.0 $87K 0.06% NEW $4.04 +13.6%
Page 12 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%