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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 6 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 2,408.0 $445K 0.33% NEW $184.78 -11.1%
102 GEV GE VERNOVA INC Utilities 375.0 $441K 0.33% -3.0 -0.8% $1175.66 -22.4%
103 SHLD GLOBAL X FDS 7,322.0 $439K 0.33% -1K -13.2% $59.90 +10.5%
104 FDVV FIDELITY COVINGTON TRUST 7,270.0 $438K 0.33% +127.0 +1.8% $60.29 +4.9%
105 SPSM SPDR SERIES TRUST 7,535.0 $435K 0.32% -1K -15.3% $57.67 -1.9%
106 FORM FORMFACTOR INC Technology 2,714.0 $434K 0.32% NEW $159.92 -36.4%
107 JANW AIM ETF PRODUCTS TRUST 10,858.0 $420K 0.31% -342.0 -3.0% $38.67 +1.9%
108 APRW AIM ETF PRODUCTS TRUST 11,292.0 $419K 0.31% -449.0 -3.8% $37.14 +1.5%
109 OCTW AIM ETF PRODUCTS TRUST 10,198.0 $417K 0.31% -381.0 -3.6% $40.91 +2.0%
110 JULW AIM ETF PRODUCTS TRUST 10,208.0 $417K 0.31% -301.0 -2.9% $40.82 +1.7%
111 TIDAL TRUST II 16,102.0 $415K 0.31% +2K +11.9% $25.80
112 NOBL PROSHARES TR 7,368.0 $414K 0.31% +4K +100.2% $56.16 +3.9%
113 VMBS VANGUARD SCOTTSDALE FDS 8,571.0 $401K 0.30% +423.0 +5.2% $46.81 -1.4%
114 EFV ISHARES TR 5,236.0 $401K 0.30% -6K -51.6% $76.55 +6.8%
115 META META PLATFORMS INC Communication Services 704.0 $396K 0.29% +37.0 +5.5% $562.94 +2.7%
116 MRK MERCK & CO INC Healthcare 2,923.0 $378K 0.28% -185.0 -6.0% $129.24 +14.8%
117 IVE ISHARES TR 1,632.0 $371K 0.28% -595.0 -26.7% $227.04 +4.5%
118 ICVT ISHARES TR 3,040.0 $370K 0.27% NEW $121.76 -6.2%
119 VXUS VANGUARD STAR FDS 4,308.0 $368K 0.27% NEW $85.50 +2.4%
120 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 30,000.0 $359K 0.27% NEW $11.96 -4.7%
Page 6 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%