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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 7 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XBI SPDR SERIES TRUST 2,252.0 $356K 0.26% NEW $158.26 +2.6%
122 LLY ELI LILLY & CO Healthcare 289.0 $346K 0.26% -10.0 -3.3% $1198.37 -2.1%
123 CIBR FIRST TR EXCHANGE-TRADED FD 3,844.0 $345K 0.26% NEW $89.85 +9.7%
124 MSOS ADVISORSHARES TR 66,892.0 $340K 0.25% +43K +178.3% $5.08 -1.8%
125 WTS WATTS WATER TECHNOLOGIES INC Industrials 866.0 $339K 0.25% -9.0 -1.0% $391.60 -6.5%
126 SPIB SPDR SERIES TRUST 9,912.0 $332K 0.25% +55.0 +0.6% $33.46 -1.1%
127 VZ VERIZON COMMUNICATIONS INC Communication Services 7,811.0 $331K 0.24% $42.34 +18.3%
128 AVGO BROADCOM INC Technology 866.0 $327K 0.24% -12.0 -1.4% $377.70 -2.4%
129 GOVT ISHARES TR 14,127.0 $322K 0.24% +1K +10.3% $22.78 -1.4%
130 MCD MCDONALDS CORP Consumer Cyclical 1,183.0 $320K 0.24% $270.34 -2.0%
131 UNP UNION PAC CORP Industrials 1,171.0 $319K 0.24% NEW $272.11 +13.0%
132 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,682.0 $318K 0.24% +79.0 +4.9% $188.92 -20.4%
133 JMUB J P MORGAN EXCHANGE TRADED F 6,228.0 $315K 0.23% $50.65 -2.1%
134 DBMF LITMAN GREGORY FDS TR 10,278.0 $315K 0.23% -11K -51.3% $30.61 +2.6%
135 ARKX ARK ETF TR 9,206.0 $314K 0.23% -4K -28.8% $34.12 -5.2%
136 NVS NOVARTIS AG Healthcare 1,979.0 $310K 0.23% +326.0 +19.7% $156.69 -1.8%
137 OUNZ VANECK MERK GOLD ETF Financial Services 8,003.0 $309K 0.23% -265.0 -3.2% $38.59 +11.1%
138 DFGX DIMENSIONAL ETF TRUST 5,761.0 $309K 0.23% +550.0 +10.6% $53.60 -3.1%
139 VGSH VANGUARD SCOTTSDALE FDS 5,261.0 $306K 0.23% -338.0 -6.0% $58.20 -0.3%
140 DFCF DIMENSIONAL ETF TRUST 7,219.0 $305K 0.23% +729.0 +11.2% $42.21 -1.6%
Page 7 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%