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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 8 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BAI BLACKROCK ETF TRUST 5,773.0 $304K 0.23% -2K -28.4% $52.72 -16.3%
142 ITOT ISHARES TR 1,846.0 $303K 0.23% NEW $164.28 +2.5%
143 LMUB ISHARES TR 5,880.0 $301K 0.22% +155.0 +2.7% $51.22 -3.7%
144 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 8,401.0 $296K 0.22% +501.0 +6.3% $35.22 +4.7%
145 CSX CSX CORP Industrials 6,225.0 $296K 0.22% NEW $47.53 +7.9%
146 HAMILTON INSURANCE GROUP LTD 8,615.0 $292K 0.22% NEW $33.94
147 GRID FIRST TR EXCHANGE-TRADED FD 1,518.0 $291K 0.22% NEW $191.70 -6.5%
148 DFIV DIMENSIONAL ETF TRUST 5,383.0 $291K 0.22% +894.0 +19.9% $54.02 +7.3%
149 EVRG EVERGY INC Utilities 3,359.0 $290K 0.21% +49.0 +1.5% $86.44 -6.7%
150 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 310.0 $290K 0.21% $936.14 +1.0%
151 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,669.0 $289K 0.21% NEW $173.12 -6.2%
152 AIT APPLIED INDL TECHNOLOGIES IN Industrials 853.0 $289K 0.21% NEW $338.31 -4.8%
153 AOR ISHARES TR 4,118.0 $286K 0.21% $69.50 +0.6%
154 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 24,505.0 $286K 0.21% NEW $11.66 -5.0%
155 GWW WW GRAINGER INC Industrials 208.0 $283K 0.21% NEW $1362.09 -4.1%
156 TTC TORO CO Industrials 2,884.0 $282K 0.21% +405.0 +16.3% $97.72 +1.3%
157 IEF ISHARES TR 2,919.0 $276K 0.20% +36.0 +1.2% $94.58 -1.8%
158 SCHE SCHWAB STRATEGIC TR 7,540.0 $273K 0.20% -1K -13.1% $36.26 +2.5%
159 MRVL MARVELL TECHNOLOGY INC Technology 906.0 $270K 0.20% NEW $297.78 -27.3%
160 WST WEST PHARMACEUTICAL SVSC INC Healthcare 751.0 $270K 0.20% NEW $359.01 -6.0%
Page 8 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%