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