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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 5 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 POWL POWELL INDS INC Industrials 1,824.0 $522K 0.39% +1K +252.8% $286.31 -36.2%
82 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,365.0 $512K 0.38% +1K +116.6% $216.63 -8.3%
83 TPR TAPESTRY INC Consumer Cyclical 3,483.0 $510K 0.38% +2K +78.7% $146.38 -14.3%
84 FN FABRINET Technology 906.0 $509K 0.38% +219.0 +31.9% $562.07 -26.3%
85 JNJ JOHNSON & JOHNSON Healthcare 1,998.0 $507K 0.38% -408.0 -17.0% $253.95 +5.5%
86 TIDAL TRUST II 20,214.0 $506K 0.38% +1K +8.0% $25.03
87 XLV SELECT SECTOR SPDR TR 3,182.0 $505K 0.37% -600.0 -15.9% $158.65 +7.9%
88 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,771.0 $502K 0.37% NEW $87.05 +10.1%
89 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 913.0 $495K 0.37% +393.0 +75.6% $541.82 -4.9%
90 IMO IMPERIAL OIL LTD Energy 4,311.0 $484K 0.36% +2K +92.3% $112.38 +16.1%
91 NFLY TIDAL TRUST II 61,018.0 $481K 0.36% +8K +14.1% $7.89 +0.6%
92 PRDO PERDOCEO ED CORP Consumer Defensive 15,015.0 $480K 0.36% NEW $32.00 +4.9%
93 CRUS CIRRUS LOGIC INC Technology 3,166.0 $470K 0.35% +147.0 +4.9% $148.53 -27.0%
94 VWO VANGUARD INTL EQUITY INDEX F 7,868.0 $470K 0.35% -550.0 -6.5% $59.69 +1.8%
95 SIRI SIRIUSXM HOLDINGS INC Communication Services 15,791.0 $466K 0.35% +1K +6.9% $29.54 -3.4%
96 IJR ISHARES TR 3,131.0 $464K 0.34% -349.0 -10.0% $148.31 -1.8%
97 COCO VITA COCO CO INC Consumer Defensive 6,971.0 $461K 0.34% +2K +42.2% $66.14 -6.7%
98 IEMG ISHARES INC 5,543.0 $459K 0.34% -2K -24.0% $82.83 -1.2%
99 MOAT VANECK ETF TRUST 4,335.0 $451K 0.33% -674.0 -13.5% $103.96 +10.6%
100 GDX VANECK ETF TRUST 5,939.0 $448K 0.33% NEW $75.45 +32.1%
Page 5 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%