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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 3 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MINT PIMCO ETF TR 7,411.0 $747K 0.55% -3K -27.8% $100.81 -0.0%
42 AMZN AMAZON COM INC Consumer Cyclical 3,119.0 $743K 0.55% +55.0 +1.8% $238.34 +11.8%
43 DYNF BLACKROCK ETF TRUST 10,784.0 $733K 0.54% +269.0 +2.6% $68.01 +2.3%
44 EXPD EXPEDITORS INTL WASH INC Industrials 4,493.0 $732K 0.54% +1K +40.1% $163.00 +17.2%
45 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 755.0 $729K 0.54% -151.0 -16.7% $965.83 -14.1%
46 LRCX LAM RESEARCH CORP Technology 1,669.0 $723K 0.54% +312.0 +23.0% $433.42 -30.3%
47 PLTY TIDAL TRUST II 24,184.0 $686K 0.51% +2K +8.2% $28.36 +35.9%
48 JEPQ J P MORGAN EXCHANGE TRADED F 11,087.0 $681K 0.51% +1K +13.2% $61.46 -2.1%
49 PRU PRUDENTIAL FINL INC Financial Services 6,252.0 $675K 0.50% +2K +38.2% $107.93 +11.0%
50 TIDAL TRUST II 23,364.0 $667K 0.49% +3K +13.1% $28.54
51 HYG ISHARES TR 8,280.0 $662K 0.49% +374.0 +4.7% $79.97 -0.3%
52 HWM HOWMET AEROSPACE INC Industrials 2,444.0 $657K 0.49% +785.0 +47.3% $268.87 -1.5%
53 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,359.0 $650K 0.48% +452.0 +49.8% $478.20 -12.7%
54 FEDERATED HERMES INC 11,692.0 $646K 0.48% +4K +48.9% $55.22
55 AIRR FIRST TR EXCHANGE TRADED FD 4,818.0 $642K 0.48% +856.0 +21.6% $133.24 -17.8%
56 ROST ROSS STORES INC Consumer Cyclical 2,984.0 $635K 0.47% +2K +142.8% $212.87 +7.4%
57 MU MICRON TECHNOLOGY INC Technology 550.0 $634K 0.47% NEW $1153.35 -19.1%
58 MLI MUELLER INDS INC Industrials 5,160.0 $634K 0.47% +1K +29.8% $122.93 -48.9%
59 BALT INNOVATOR ETFS TRUST 18,508.0 $634K 0.47% +1K +6.5% $34.27 +1.4%
60 DFUS DIMENSIONAL ETF TRUST 7,691.0 $630K 0.47% +402.0 +5.5% $81.94 +2.4%
Page 3 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%