13F Pro13F Pro

Stirlingshire Investments, Inc.

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

Sector Allocation

  • Other67.4%$90.9M
  • Technology12.3%$16.7M
  • Industrials4.6%$6.2M
  • Financials3.9%$5.2M
  • Consumer Discretionary3.4%$4.6M
  • Healthcare2.7%$3.7M
  • Consumer Staples2.7%$3.7M
  • Materials1.4%$1.9M
  • Communication Services0.6%$797,207
  • Energy0.5%$730,553

AUM History

13fpro.ai/research/fund/stirlingshire-investments-inc-1829271

Largest positions — Q2 2026

  • JANUS
    $4.7M
  • VANGUARD
    $4.3M
  • VANGUARD
    $3.8M
  • VANGUARD
    $3.7M
  • VANGUARD
    $2.9M
  • VANGUARD
    $2.9M
  • SPDR
    $2.7M
  • VANGUARD
    $2.4M
  • DIMENSIONAL
    $2.3M
  • AAPLAAPL
    $2.1M
  • ISHARES
    $2.0M
  • ZACKS
    $1.9M
  • TIDAL
    $1.7M
  • SPDR
    $1.7M
  • ISHARES
    $1.6M
  • J
    $1.6M
  • NVDANVDA
    $1.5M
  • SPDR
    $1.4M
  • GOOGGOOG
    $1.3M
  • TIDAL
    $1.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/stirlingshire-investments-inc-1829271

Stirlingshire Investments, Inc. 13F holdings — Q2 2026

$134.9M portfolio (+18.3% QoQ) · 221 holdings · Q2 2026 13F · top 10 are 24% of the stock portfolio

  • 1

    JANUS DETROIT STR TR - HENDRSON AAA CL

    $4.7M

    3.5% of stocks

    +11%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD

    $4.3M

    3.2% of stocks

    +0.0%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    VANGUARD WORLD FD - MEGA CAP VAL ETF

    $3.8M

    2.8% of stocks

    +0.7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 4

    VANGUARD BD INDEX FDS - VANGUARD ULTRA

    $3.7M

    2.7% of stocks

    +39%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    VANGUARD INDEX FDS - TOTAL STK MKT

    $2.9M

    2.1% of stocks

    -10%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    VANGUARD INDEX FDS - SM CP VAL ETF

    $2.9M

    2.1% of stocks

    -9%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    SPDR SERIES TRUST - ST STR CONV ETF

    $2.7M

    2.0% of stocks

    -0.2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    VANGUARD SCOTTSDALE FDS - INTER TERM TREAS

    $2.4M

    1.8% of stocks

    -2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 9

    DIMENSIONAL ETF TRUST - US COR EQU 2 ETF

    $2.3M

    1.7% of stocks

    -8%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $2.1M

    1.6% of stocks

    +6%This quarter+11.3%Since filed3+ qtrsHeld
    AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row

All holdings — Stirlingshire Investments, Inc. (Q2 2026)

221 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— ISHARES TR - CORE S&P500 ETFetf/fund$2.0M+27%
— ZACKS TRUST - EARNGS CONSTANT$1.9M+0.3%
— TIDAL TRUST II - DEFIANCE NASDAQ$1.7M-2%
— SPDR SERIES TRUST - ST STR P500ETFetf/fund$1.7M-2%
— ISHARES TR - CORE US AGGBD ETetf/fund$1.6M+17%
— J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$1.6M-0.4%
NVDA$NVDANVIDIA CORP$1.5M+2%
— SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund$1.4M-31%
GOOG$GOOGAlphabet Inc.$1.3M+21%
— TIDAL TRUST II - DEF 500 WEE ETFetf/fund$1.3M+0.5%
— TIDAL TRUST II - YIELDMAX NVDA$1.2M+4%
SPY$SPYSPDR S&P 500 ETF TRUSTetf/fund$1.2M-1%
— VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund$1.2M-11%
— ISHARES TR - CORE MSCI TOTALetf/fund$1.1M+0.1%
MO$MOALTRIA GROUP, INC.$1.1M+29%

What changed in Q2 2026

Against the previous quarter's 13F: 59 new, 92 added to, 64 trimmed, 34 sold out. Share-count changes; largest moves by dollar size first.

New positions (59)

  • MU$MUMICRON TECHNOLOGY INC$634K

    first bought this quarter

  • DAVE$DAVEDave Inc./DE$583K

    first bought this quarter

  • BLBD$BLBDBlue Bird Corp$559K

    first bought this quarter

  • EXEL$EXELEXELIXIS, INC.$552K

    first bought this quarter

  • JBL$JBLJABIL INC$550K

    first bought this quarter

  • VMI$VMIVALMONT INDUSTRIES INC$542K

    first bought this quarter

+53 more in the Excel export

Added to (92)

  • VANGUARD BD INDEX FDS - VANGUARD ULTRA+39%

    now $3.7M

  • KLAC$KLACKLA CORP+1026%

    now $792K · held 3+ qtrs

  • JANUS DETROIT STR TR - HENDRSON AAA CL+11%

    now $4.7M

  • ISHARES TR - CORE S&P500 ETF+27%

    now $2.0M

  • POWL$POWLPOWELL INDUSTRIES INC+253%

    now $522K · held 2 qtrs, 2 adds in a row

  • ROST$ROSTROSS STORES, INC.+143%

    now $635K · held 3+ qtrs

+86 more in the Excel export

Trimmed (64)

  • SPDR SERIES TRUST - ST STR BLO 1 ETF-31%

    now $1.4M

  • ISHARES TR - 0-3 MTH TREASURY-44%

    now $600K

  • ISHARES TR - EAFE VALUE ETF-52%

    now $401K

  • LITMAN GREGORY FDS TR - IMGP DBI MAN ETF-51%

    now $315K

  • VANGUARD INDEX FDS - TOTAL STK MKT-10%

    now $2.9M

  • PIMCO ETF TR - ENHAN SHRT MA AC-28%

    now $747K

+58 more in the Excel export

Sold out (34)

  • SPDR SERIES TRUSTwas $612K
  • ATMU$ATMUAtmus Filtration Technologies Inc.was $477K

    held 2+ qtrs

  • ULTA$ULTAUlta Beauty, Inc.was $416K

    held 2+ qtrs

  • UI$UIUbiquiti Inc.was $353K

    held 2+ qtrs

  • CAH$CAHCARDINAL HEALTH INCwas $301K

    held 2+ qtrs

  • ISHARES TRwas $299K

+28 more in the Excel export

Firm AUM (Form ADV): $244.6M as of 2026-06-30 · SEC IAPD

Holdings by quarter

Every 13F Stirlingshire Investments, Inc. has filed, 2 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Stirlingshire Investments?

Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Stirlingshire Investments's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-1.1%

Value-weighted move of the 10 largest stock positions

Turnover

12%

Last quarter

Top 10 weight

24%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

0%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Stirlingshire Investments, Inc. disclosed 221 positions worth $134.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 59 new positions and exited 34 — including a new stake in $MU. The portfolio is most concentrated in Other (67.4% of disclosed assets). All figures are sourced directly from Stirlingshire Investments, Inc.’s Form 13F-HR filing with the SEC under CIK 1829271.

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Stirlingshire Investments, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Stirlingshire Investments, Inc. (SEC CIK: 1829271), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Stirlingshire Investments, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.