Stirlingshire Investments, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1829271
Institutional-grade research for retail investors

13F Reported Value

$114.0M

Holdings

196

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Stirlingshire Investments, Inc. disclosed 196 positions worth $114.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 29 new positions and exited 17 and a full exit from $NTES. The portfolio is most concentrated in Other (72.4% of disclosed assets). All figures are sourced directly from Stirlingshire Investments, Inc.’s Form 13F-HR filing with the SEC under CIK 1829271.

Sector Allocation

OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • VANGUARD SCOTTSDALE FDS

    Quality

    $4.3M54,212 sh
  • JANUS DETROIT STR TR

    Quality

    $4.3M84,488 sh
  • VANGUARD WORLD FD

    Quality

    $3.4M23,293 sh
  • VANGUARD INDEX FDS

    Quality

    $2.8M12,875 sh
  • VANGUARD INDEX FDS

    Quality

    $2.8M8,627 sh
  • VANGUARD BD INDEX FDS

    Quality

    $2.7M53,339 sh
  • VANGUARD SCOTTSDALE FDS

    Quality

    $2.5M41,500 sh
  • SPDR SERIES TRUST

    Quality

    $2.3M25,179 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $2.2M55,798 sh
  • SPDR SERIES TRUST

    Quality

    $2.1M22,690 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Stirlingshire Investments, Inc.'s 196 positions.

Showing top 10 of 196 holdings.

Sector Allocation

Other

$82.6M

Technology

$10.4M

Financials

$4.4M

Industrials

$3.6M

Healthcare

$3.4M

Consumer Discretionary

$3.3M

Consumer Staples

$2.8M

Materials

$1.4M

Full Holdings — Stirlingshire Investments, Inc. (Q1 2026)

All 196 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1VANGUARD SCOTTSDALE FDS$4.3M3.8%+12%
2JANUS DETROIT STR TR$4.3M3.8%+20%
3VANGUARD WORLD FD$3.4M3.0%+48%
4VANGUARD INDEX FDS$2.8M2.5%+61%
5VANGUARD INDEX FDS$2.8M2.4%-0%
6VANGUARD BD INDEX FDS$2.7M2.3%+30%
7VANGUARD SCOTTSDALE FDS$2.5M2.2%+4%
8SPDR SERIES TRUST$2.3M2.0%+539%
9DIMENSIONAL ETF TRUST$2.2M1.9%+7%
10SPDR SERIES TRUST$2.1M1.8%-63%
11AAPL$AAPLApple Inc.$1.8M1.5%+6%76.1
12ZACKS TRUST$1.7M1.5%+2%
13J P MORGAN EXCHANGE TRADED F$1.6M1.4%-37%
14TIDAL TRUST II$1.5M1.3%-4%
15SPDR SERIES TRUST$1.5M1.3%-2%
16ISHARES TR$1.4M1.2%+1%
17ISHARES TR$1.4M1.2%+36%
18NVDA$NVDANVIDIA CORP$1.3M1.1%+3%90.2
19TIDAL TRUST II$1.2M1.1%-2%
20GLD$GLDSPDR GOLD TRUST$1.2M1.1%+7%
21TIDAL TRUST II$1.2M1.0%-5%
22VANGUARD TAX-MANAGED FDS$1.2M1.0%+0%
23ISHARES TR$1.1M0.9%-27%
24SPY$SPYSPDR S&P 500 ETF TRUST$1.0M0.9%+56%
25PIMCO ETF TR$1.0M0.9%+3%
26ISHARES TR$1.0M0.9%-1%
27ISHARES TR$944,9810.8%-2%
28DIMENSIONAL ETF TRUST$938,1890.8%+17%
29VANGUARD MUN BD FDS$912,3450.8%-2%
30ISHARES TR$894,7420.8%+2%
31TIDAL TRUST II$862,5200.8%+4%
32GOOGL$GOOGLAlphabet Inc.$851,7130.8%+1%80.2
33ISHARES TR$805,2430.7%+11%
34SPDR SERIES TRUST$778,8850.7%-3%
35TIDAL TRUST II$764,5410.7%-2%
36MO$MOALTRIA GROUP, INC.$764,3750.7%-10%72.1
37ZACKS TRUST$717,6700.6%+2%
38DIMENSIONAL ETF TRUST$711,4810.6%+22%
39ZACKS TRUST$685,4360.6%-0%
40DIMENSIONAL ETF TRUST$679,2740.6%+15%
41MSFT$MSFTMICROSOFT CORP$657,0300.6%+2%83.7
42AMZN$AMZNAMAZON COM INC$638,1390.6%-5%74.6
43LITMAN GREGORY FDS TR$635,8820.6%NEW
44ISHARES TR$628,9670.6%-52%
45TIDAL TRUST II$619,3390.5%+2%
46VANGUARD INDEX FDS$615,6400.5%+183%
47SPDR SERIES TRUST$611,7880.5%+0%
48BLACKROCK ETF TRUST$611,7820.5%-15%
49GLOBAL X FDS$597,2920.5%+73%
50JNJ$JNJJOHNSON & JOHNSON$588,0770.5%-1%72.8
51TIDAL TRUST II$586,6110.5%+1%
52INNOVATOR ETFS TRUST$581,5550.5%-3%
53SELECT SECTOR SPDR TR$554,5520.5%+2%
54ISHARES TR$551,8040.5%-1%
55TIDAL TRUST II$545,3040.5%+13%
56J P MORGAN EXCHANGE TRADED F$543,7040.5%-46%
57DIMENSIONAL ETF TRUST$516,8720.5%+50%
58MNST$MNSTMonster Beverage Corp$512,2140.5%-2%77
59ISHARES INC$508,8320.5%-9%
60NORTHERN LTS FD TR III$487,7940.4%-13%
61VANECK ETF TRUST$484,3840.4%+4%
62ATMU$ATMUAtmus Filtration Technologies Inc.$476,6590.4%+57%66.9
63ISHARES TR$470,2700.4%-11%
64GOOG$GOOGAlphabet Inc.$469,6680.4%+68%80.2
65EXPD$EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC$459,3470.4%+83%71.2
66VANGUARD INTL EQUITY INDEX F$455,0190.4%-0%
67INNOVATOR ETFS TRUST$454,5730.4%-0%
68FHI$FHIFEDERATED HERMES, INC.$445,2480.4%+56%70.6
69PFH$PFHPRUDENTIAL FINANCIAL INC$441,8100.4%+0%58.6
70MLI$MLIMUELLER INDUSTRIES INC$440,3030.4%+5%77.5
71VANGUARD INDEX FDS$440,0630.4%+36%
72NXT$NXTNextpower Inc.$439,1440.4%+20%74.8
73FIRST TR EXCHANGE TRADED FD$438,8730.4%+35%
74CRUS$CRUSCIRRUS LOGIC, INC.$436,6720.4%NEW75.3
75ISHARES TR$432,6410.4%+5%
76SPDR SERIES TRUST$430,0970.4%+57%
77ULTA$ULTAUlta Beauty, Inc.$416,4220.4%-1%66.6
78AIM ETF PRODUCTS TRUST$415,3410.4%+6%
79AIM ETF PRODUCTS TRUST$408,5760.4%+7%
80AIM ETF PRODUCTS TRUST$407,8720.4%+7%
81AIM ETF PRODUCTS TRUST$406,9740.4%+7%
82GE$GEGENERAL ELECTRIC CO$397,7780.3%+2%74.8
83FIDELITY COVINGTON TRUST$394,5750.3%-2%
84VZ$VZVERIZON COMMUNICATIONS INC$394,0090.3%+0%71.6
85PROSHARES TR$390,2700.3%-3%
86FIRST TR EXCHANGE-TRADED FD$386,2690.3%+0%
87VANGUARD SCOTTSDALE FDS$382,5330.3%+8%
88HWM$HWMHowmet Aerospace Inc.$382,2540.3%-8%79.1
89META$METAMeta Platforms, Inc.$381,8900.3%-6%80.9
90ARK ETF TR$379,2900.3%+63%
91FIRST TR EXCHANGE-TRADED FD$378,5730.3%+60%
92MRK$MRKMerck & Co., Inc.$376,4870.3%NEW70.9
93OUNZ$OUNZVanEck Merk Gold ETF$372,4730.3%-8%
94TIDAL TRUST II$372,3910.3%+65%
95MCD$MCDMCDONALDS CORP$367,3180.3%+0%73.9
96FN$FNFabrinet$358,2790.3%+9%72.4
97STX$STXSeagate Technology Holdings plc$355,5500.3%-26%
98UI$UIUbiquiti Inc.$352,8060.3%-6%83.1
99TIDAL TRUST II$347,0640.3%-0%
100KLAC$KLACKLA CORP$343,2130.3%-16%84.4
101SIRI$SIRISIRIUS XM HOLDINGS INC.$341,0170.3%+2%37.7
102SIMPLIFY EXCHANGE TRADED FUN$340,2000.3%-35%
103AMAT$AMATAPPLIED MATERIALS INC /DE$335,1570.3%+6%74.8
104SPDR SERIES TRUST$330,5900.3%+3%
105GEV$GEVGE Vernova Inc.$329,9880.3%-13%70.1
106VANGUARD SCOTTSDALE FDS$327,7510.3%+4%
107J P MORGAN EXCHANGE TRADED F$311,3380.3%+0%
108COST$COSTCOSTCO WHOLESALE CORP /NEW$308,7340.3%+1%67
109UTHR$UTHRUNITED THERAPEUTICS Corp$308,3440.3%+7%80.1
110TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$307,5250.3%-13%
111CAH$CAHCARDINAL HEALTH INC$301,3160.3%-0%58.6
112ISHARES TR$298,9500.3%-84%
113APH$APHAMPHENOL CORP /DE/$298,4970.3%NEW80.5
114ISHARES TR$298,0820.3%-1%
115ISHARES TR$295,8940.3%+22%
116AB$ABALLIANCEBERNSTEIN HOLDING L.P.$295,7760.3%NEW
117IMO$IMOIMPERIAL OIL LTD$295,2830.3%NEW
118CINF$CINFCINCINNATI FINANCIAL CORP$293,5200.3%+4%77
119ISHARES TR$293,3590.3%-12%
120LRCX$LRCXLAM RESEARCH CORP$290,3540.3%-26%82.4
121MCK$MCKMCKESSON CORP$290,1360.3%+6%63.7
122TJX$TJXTJX COMPANIES INC /DE/$288,6440.3%+21%70.7
123DUK$DUKDuke Energy CORP$287,1580.3%NEW64
124ISHARES TR$285,8490.3%-61%
125SCHWAB STRATEGIC TR$285,8290.3%+7%
126DIREXION SHARES ETF TRUST$282,3870.3%NEW
127IESC$IESCIES Holdings, Inc.$282,2270.3%+1%73.5
128WT$WTWisdomTree, Inc.$281,9850.3%NEW62.9
129SBS$SBSCOMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP$279,9080.3%NEW
130POWL$POWLPOWELL INDUSTRIES INC$279,4760.3%NEW69.5
131OMAB$OMABCentral North Airport Group$279,0510.2%-2%
132PBR$PBRPETROBRAS - PETROLEO BRASILEIRO SA$278,0500.2%NEW
133COR$CORCencora, Inc.$277,0490.2%+8%59.6
134LLY$LLYELI LILLY & Co$275,3080.2%+23%89.3
135ISHARES TR$275,1990.2%-0%
136PLTR$PLTRPalantir Technologies Inc.$275,1530.2%-4%85.8
137TPR$TPRTAPESTRY, INC.$274,9920.2%NEW76.4
138DIMENSIONAL ETF TRUST$274,3410.2%+4%
139DIMENSIONAL ETF TRUST$273,3270.2%+6%
140AVGO$AVGOBroadcom Inc.$271,8700.2%+2%86.4
141AZN$AZNASTRAZENECA PLC$271,5720.2%-55%
142TIDAL TRUST II$271,4480.2%-18%
143EVRG$EVRGEvergy, Inc.$271,1510.2%+6%56.2
144DIMENSIONAL ETF TRUST$267,4610.2%+4%
145CHRW$CHRWC. H. ROBINSON WORLDWIDE, INC.$267,2130.2%-7%59.8
146VANGUARD BD INDEX FDS$266,6860.2%-0%
147ROST$ROSTROSS STORES, INC.$266,2280.2%-2%71.5
148BLACKROCK ETF TRUST$265,5880.2%+11%
149ISHARES TR$264,0780.2%-0%
150HAS$HASHASBRO, INC.$261,8780.2%-6%43.1
151INCY$INCYINCYTE CORP$260,9600.2%NEW81.2
152BLACKROCK ETF TRUST$259,8850.2%-1%
153VALE$VALEVale S.A.$259,8140.2%+2%
154WTS$WTSWATTS WATER TECHNOLOGIES INC$253,8600.2%-3%70.7
155PTCT$PTCTPTC THERAPEUTICS, INC.$253,2810.2%+4%80
156NVS$NVSNOVARTIS AG$252,4850.2%NEW
157CBOE$CBOECboe Global Markets, Inc.$250,1900.2%NEW81.2
158ISHARES TR$247,1050.2%-85%
159NMCO$NMCONuveen Municipal Credit Opportunities Fund$245,5300.2%+1%
160PH$PHParker-Hannifin Corp$244,0550.2%NEW73.8
161PFE$PFEPFIZER INC$243,1430.2%+0%69
162GSBD$GSBDGoldman Sachs BDC, Inc.$239,1370.2%-24%
163SCHWAB STRATEGIC TR$238,2860.2%+13%
164DG$DGDOLLAR GENERAL CORP$238,0540.2%NEW60.4
165ISHARES TR$237,6010.2%-7%
166DIMENSIONAL ETF TRUST$236,9290.2%-28%
167TS$TSTENARIS SA$235,0470.2%NEW
168KHC$KHCKraft Heinz Co$235,0210.2%NEW42.5
169COCO$COCOVita Coco Company, Inc.$234,8070.2%NEW71.2
170TTC$TTCTORO CO$232,6050.2%NEW69.5
171SPDR SERIES TRUST$226,5540.2%-5%
172WMT$WMTWalmart Inc.$223,7040.2%-17%63.2
173ERIC$ERICERICSSON LM TELEPHONE CO$220,7340.2%NEW
174DBP$DBPInvesco DB Precious Metals Fund$219,8400.2%NEW
175IAU$IAUISHARES GOLD TRUST$216,9620.2%-38%
176VICTORY PORTFOLIOS II$216,7350.2%+0%
177V$VVISA INC.$215,6180.2%+1%83.5
178DCI$DCIDONALDSON Co INC$214,0200.2%-7%64.7
179ODFL$ODFLOLD DOMINION FREIGHT LINE, INC.$213,3820.2%NEW68.1
180RYAAY$RYAAYRYANAIR HOLDINGS PLC$212,6040.2%+17%
181INNOVATOR ETFS TRUST$211,7360.2%-6%
182ISHARES TR$209,6180.2%-43%
183ISHARES TR$208,8940.2%+1%
184TSLA$TSLATesla, Inc.$207,8080.2%-14%50.1
185LMAT$LMATLEMAITRE VASCULAR INC$207,4230.2%NEW69.1
186ABBV$ABBVAbbVie Inc.$206,7410.2%-45%59.3
187VANGUARD MALVERN FDS$206,6920.2%+0%
188JANUS DETROIT STR TR$206,0060.2%+0%
189COKE$COKECoca-Cola Consolidated, Inc.$204,0600.2%NEW65.1
190DIMENSIONAL ETF TRUST$201,5040.2%-6%
191BRK.B$BRK.BBERKSHIRE HATHAWAY INC$201,2640.2%-4%64.5
192BLACKROCK ETF TRUST II$201,0960.2%-18%
193FRANKLIN TEMPLETON ETF TR$201,0750.2%NEW
194EBS$EBSEmergent BioSolutions Inc.$160,0660.1%-9%50.9
195ADVISORSHARES TR$85,3380.1%NEW
196BTG$BTGB2GOLD CORP$56,6830.1%-78%

New Positions (29)

LITMAN GREGORY FDS TR$635,882
CRUS$CRUS CIRRUS LOGIC, INC.$436,672
MRK$MRK Merck & Co., Inc.$376,487
APH$APH AMPHENOL CORP /DE/$298,497
AB$AB ALLIANCEBERNSTEIN HOLDING L.P.$295,776
IMO$IMO IMPERIAL OIL LTD$295,283
DUK$DUK Duke Energy CORP$287,158
DIREXION SHARES ETF TRUST$282,387
WT$WT WisdomTree, Inc.$281,985
SBS$SBS COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP$279,908
POWL$POWL POWELL INDUSTRIES INC$279,476
PBR$PBR PETROBRAS - PETROLEO BRASILEIRO SA$278,050
TPR$TPR TAPESTRY, INC.$274,992
INCY$INCY INCYTE CORP$260,960
NVS$NVS NOVARTIS AG$252,485

Exited Positions (17)

NTES$NTES NetEase, Inc.
GMAB$GMAB GENMAB A/S
LOGI$LOGI LOGITECH INTERNATIONAL S.A.
FOX$FOX Fox Corp
IDCC$IDCC InterDigital, Inc.
ACAD$ACAD ACADIA PHARMACEUTICALS INC
ATAT$ATAT Atour Lifestyle Holdings Ltd
IDXX$IDXX IDEXX LABORATORIES INC /DE
ALV$ALV AUTOLIV INC
DLO$DLO dLocal Ltd
ALLE$ALLE Allegion plc
QCOM$QCOM QUALCOMM INC/DE
COIN$COIN Coinbase Global, Inc.
GIL$GIL Gildan Activewear Inc.
AWI$AWI ARMSTRONG WORLD INDUSTRIES INC

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