Portfolio (Quarterly)
Guide ↗
Stirlingshire Investments, Inc.
· CIK 0001829271| # | 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% |
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%