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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 9 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IGLD FIRST TR EXCHANGE-TRADED FD 12,731.0 $268K 0.20% NEW $21.06 +4.6%
162 QQQ INVESCO QQQ TR Financial Services 363.0 $267K 0.20% NEW $736.82 -2.8%
163 TIDAL TRUST II 13,990.0 $265K 0.20% +814.0 +6.2% $18.91
164 KHC KRAFT HEINZ CO Consumer Defensive 11,150.0 $263K 0.20% +700.0 +6.7% $23.62 +8.8%
165 DAC DANAOS CORPORATION Industrials 2,148.0 $263K 0.20% NEW $122.38 +23.1%
166 MAR MARRIOTT INTL INC NEW Consumer Cyclical 709.0 $263K 0.20% NEW $370.59 -5.3%
167 EFG ISHARES TR 2,108.0 $262K 0.19% -111.0 -5.0% $124.43 +0.5%
168 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 791.0 $261K 0.19% NEW $330.55 -2.6%
169 SBS COMPANHIA DE SANEAMENTO BASI Utilities 44,921.0 $260K 0.19% +36K +392.2% $5.78 -15.7%
170 HAS HASBRO INC Consumer Cyclical 3,138.0 $259K 0.19% +340.0 +12.2% $82.60 +14.1%
171 NMCO NUVEEN MUN CR OPPORTUNITIES Financial Services 23,502.0 $258K 0.19% +444.0 +1.9% $10.96 -10.2%
172 PANW PALO ALTO NETWORKS INC Technology 755.0 $257K 0.19% NEW $341.02 +9.0%
173 IBM INTERNATIONAL BUSINESS MACHS Technology 909.0 $256K 0.19% NEW $281.34 -16.3%
174 SCHB SCHWAB STRATEGIC TR 8,752.0 $253K 0.19% NEW $28.96 +2.6%
175 VALE VALE S A Basic Materials 16,799.0 $253K 0.19% +469.0 +2.9% $15.04 -0.1%
176 TS TENARIS S A Energy 4,457.0 $247K 0.18% +417.0 +10.3% $55.49 -2.7%
177 BLCR BLACKROCK ETF TRUST 4,904.0 $247K 0.18% NEW $50.37 -1.9%
178 EOG EOG RES INC Energy 1,897.0 $246K 0.18% NEW $129.72 +10.5%
179 BND VANGUARD BD INDEX FDS 3,352.0 $246K 0.18% -269.0 -7.4% $73.41 -1.5%
180 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 21,790.0 $243K 0.18% +2K +11.2% $11.15 -10.8%
Page 9 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%