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Portfolio (Quarterly) Guide ↗

Stirlingshire Investments, Inc.

· CIK 0001829271
13F Portfolio $113M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 186 New
Page 6 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGSH VANGUARD SCOTTSDALE FDS 5,397.0 $317K 0.28% NEW $58.73 -0.8%
102 JMUB J P MORGAN EXCHANGE TRADED F 6,228.0 $315K 0.28% NEW $50.66 -1.4%
103 LRCX LAM RESEARCH CORP Technology 1,839.0 $315K 0.28% NEW $171.42 +76.3%
104 QUAL ISHARES TR 1,568.0 $312K 0.28% NEW $198.67 +7.1%
105 GOOGL ALPHABET INC Communication Services 974.0 $305K 0.27% NEW $312.84 +23.9%
106 AVGO BROADCOM INC Technology 864.0 $299K 0.27% NEW $346.28 +19.7%
107 TIDAL TRUST II 8,717.0 $296K 0.26% NEW $34.00
108 FOXA FOX CORP Communication Services 4,030.0 $294K 0.26% NEW $73.08 -12.1%
109 CAH CARDINAL HEALTH INC Healthcare 1,431.0 $294K 0.26% NEW $205.45 -2.4%
110 TSLA TESLA INC Consumer Cyclical 650.0 $292K 0.26% NEW $449.72 -7.2%
111 IDCC INTERDIGITAL INC Technology 916.0 $292K 0.26% NEW $318.26 -16.1%
112 CINF CINCINNATI FINL CORP Financial Services 1,775.0 $291K 0.26% NEW $164.19 +2.5%
113 SIRI SIRIUSXM HOLDINGS INC Communication Services 14,503.0 $290K 0.26% NEW $20.00 +35.3%
114 AIRR FIRST TR EXCHANGE TRADED FD 2,929.0 $288K 0.26% NEW $98.33 +26.8%
115 FN FABRINET Technology 632.0 $288K 0.26% NEW $455.28 +54.5%
116 GEV GE VERNOVA INC Utilities 436.0 $285K 0.25% NEW $653.96 +59.6%
117 ASTRAZENECA PLC 3,090.0 $284K 0.25% NEW $91.93
118 ACAD ACADIA PHARMACEUTICALS INC Healthcare 10,619.0 $284K 0.25% NEW $26.71 -20.2%
119 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 7,090.0 $279K 0.25% NEW $39.40 -9.2%
120 CHRW C H ROBINSON WORLDWIDE INC Industrials 1,729.0 $279K 0.25% NEW $161.40 +10.4%
Page 6 of 10  ·  186 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 29.4%
Financial Services 14.8%
Healthcare 12.7%
Industrials 12.1%
Consumer Cyclical 11.5%
Communication Services 9.0%
Consumer Defensive 6.3%
Basic Materials 2.4%
Utilities 1.8%
Real Estate 0.1%