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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 4 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RDVI FIRST TR EXCHANGE-TRADED FD 21,347.0 $628K 0.47% +7K +44.1% $29.40 -0.5%
62 IVW ISHARES TR 4,541.0 $625K 0.46% -337.0 -6.9% $137.53 +1.8%
63 SGOV ISHARES TR 5,962.0 $600K 0.45% -5K -43.9% $100.66 +0.0%
64 EALT INNOVATOR ETFS TRUST 16,364.0 $587K 0.43% +3K +20.9% $35.86 +2.5%
65 CPAI NORTHERN LTS FD TR III 11,284.0 $586K 0.43% -389.0 -3.3% $51.96 -0.4%
66 DAVE INC 1,566.0 $583K 0.43% NEW $372.59
67 BLBD BLUE BIRD CORP Consumer Cyclical 7,077.0 $559K 0.41% NEW $78.96 -25.0%
68 MSFT MICROSOFT CORP Technology 1,496.0 $558K 0.41% -279.0 -15.7% $373.08 +37.6%
69 EXEL EXELIXIS INC Healthcare 10,144.0 $552K 0.41% NEW $54.41 +0.1%
70 JBL JABIL INC Technology 1,426.0 $550K 0.41% NEW $385.51 -21.8%
71 IESC IES HOLDINGS INC Industrials 745.0 $548K 0.41% +153.0 +25.8% $734.99 -57.8%
72 NXT NEXTPOWER INC Technology 4,577.0 $545K 0.40% +934.0 +25.6% $119.14 -28.3%
73 VMI VALMONT INDS INC Industrials 937.0 $542K 0.40% NEW $578.36 -17.6%
74 COKE COCA COLA CONS INC Consumer Defensive 2,800.0 $535K 0.40% +2K +163.2% $190.95 +3.9%
75 VOO VANGUARD INDEX FDS 777.0 $534K 0.40% +41.0 +5.6% $686.75 +3.0%
76 GOOGL ALPHABET INC Communication Services 1,484.0 $530K 0.39% -149.0 -9.1% $357.30 -3.0%
77 EME EMCOR GROUP INC Industrials 638.0 $530K 0.39% NEW $830.04 -10.8%
78 NXTG FIRST TR EXCHANGE-TRADED FD 3,451.0 $529K 0.39% $153.35 -0.9%
79 GE GE AEROSPACE Industrials 1,416.0 $529K 0.39% +17.0 +1.2% $373.68 -8.3%
80 PFF ISHARES TR 17,351.0 $529K 0.39% NEW $30.49 +0.2%
Page 4 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%