Stirlingshire Investments, Inc.
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
Conviction and streaks
Diversifying · top 10 = 23.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
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
AAPL
$2.1M- ISHARES$2.0M
- ZACKS$1.9M
- TIDAL$1.7M
- SPDR$1.7M
- ISHARES$1.6M
- J$1.6M
NVDA
$1.5M- SPDR$1.4M
GOOG
$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—HeldAIQuality—Est. buy— - 2
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$4.3M
3.2% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD WORLD FD - MEGA CAP VAL ETF
$3.8M
2.8% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD BD INDEX FDS - VANGUARD ULTRA
$3.7M
2.7% of stocks
+39%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - TOTAL STK MKT
$2.9M
2.1% of stocks
-10%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - SM CP VAL ETF
$2.9M
2.1% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR CONV ETF
$2.7M
2.0% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$2.4M
1.8% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$2.3M
1.7% of stocks
-8%This quarter—Since filed—HeldAIQuality—Est. buy— $2.1M
1.6% of stocks
+6%This quarter+11.3%Since filed3+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JANUS DETROIT STR TR - HENDRSON AAA CL | $4.7M | 3.5% | +11% | — | — | — | — | |
| 2 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $4.3M | 3.2% | +0.0% | — | — | — | — | |
| 3 | VANGUARD WORLD FD - MEGA CAP VAL ETF | $3.8M | 2.8% | +0.7% | — | — | — | — | |
| 4 | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $3.7M | 2.7% | +39% | — | — | — | — | |
| 5 | VANGUARD INDEX FDS - TOTAL STK MKT | $2.9M | 2.1% | -10% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - SM CP VAL ETF | $2.9M | 2.1% | -9% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR CONV ETF | $2.7M | 2.0% | -0.2% | — | — | — | — | |
| 8 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $2.4M | 1.8% | -2% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $2.3M | 1.7% | -8% | — | — | — | — | |
| 10 | $2.1M | 1.6% | +6% | +11.3% | 3+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $2.0M | 1.5% | 2,671 | +27% | — | — | 13F |
| 12 | — | ZACKS TRUST - EARNGS CONSTANT | — | $1.9M | 1.4% | 50K | +0.3% | — | — | 13F |
| 13 | — | TIDAL TRUST II - DEFIANCE NASDAQ | — | $1.7M | 1.3% | 73K | -2% | — | — | 13F |
| 14 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $1.7M | 1.2% | 19K | -2% | — | — | 13F |
| 15 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $1.6M | 1.2% | 16K | +17% | — | — | 13F |
| 16 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.6M | 1.2% | 28K | -0.4% | — | — | 13F |
| 17 | NVIDIA CORP | Technology | $1.5M | 1.1% | 7,455 | +2% | 3+ qtrsAdded 2 qtrs in a row | 86.0 | 13F | |
| 18 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $1.4M | 1.1% | 16K | -31% | — | — | 13F |
| 19 | Alphabet Inc. | Technology | $1.3M | 0.9% | 3,585 | +21% | 3+ qtrs | 77.7 | 13F | |
| 20 | — | TIDAL TRUST II - DEF 500 WEE ETFetf/fund | — | $1.3M | 0.9% | 42K | +0.5% | — | — | 13F |
| 21 | — | TIDAL TRUST II - YIELDMAX NVDA | — | $1.2M | 0.9% | 98K | +4% | — | — | 13F |
| 22 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.2M | 0.9% | 1,583 | -1% | 3+ qtrs | — | 13F | |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $1.2M | 0.9% | 16K | -11% | — | — | 13F |
| 24 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $1.1M | 0.8% | 12K | +0.1% | — | — | 13F |
| 25 | ALTRIA GROUP, INC. | Consumer Staples | $1.1M | 0.8% | 15K | +29% | 3+ qtrs | 67.8 | 13F | |
| 26 | — | ISHARES TR - CORE UNIVRSL USD | — | $980K | 0.7% | 21K | +4% | |||
| 27 | — | ISHARES TR - NATIONAL MUN ETF | — | $943K | 0.7% | 8,759 | +4% | |||
| 28 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $942K | 0.7% | 4,767 | +43% | |||
| 29 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $918K | 0.7% | 18K | -0.7% | |||
| 30 | — | SPDR SERIES TRUST - ST STR SP BANK | — | $887K | 0.7% | 13K | -0.6% | |||
| 31 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $863K | 0.6% | 23K | -12% | |||
| 32 | — | ZACKS TRUST - QUALITY INTL ETF | — | $862K | 0.6% | 30K | +11% | |||
| 33 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $818K | 0.6% | 1,132 | +15% | |||
| 34 | — | ZACKS TRUST - SMALL/MID CAP | — | $815K | 0.6% | 18K | -1% | |||
| 35 | $GLD | SPDR GOLD TRUST | Financials | $807K | 0.6% | 2,191 | -22% | |||
| 36 | $MNST | Monster Beverage Corp | Consumer Staples | $806K | 0.6% | 8,388 | +19% | |||
| 37 | — | TIDAL TRUST II - YIELD AMZN ETF | — | $798K | 0.6% | 75K | +8% | |||
| 38 | $KLAC | KLA CORP | Technology | $792K | 0.6% | 2,624 | +1026% | |||
| 39 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $764K | 0.6% | 16K | +8% | |||
| 40 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | — | $748K | 0.6% | 9,124 | -3% | |||
| 41 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $747K | 0.6% | 7,411 | -28% | |||
| 42 | $AMZN | AMAZON COM INC | Consumer Discretionary | $743K | 0.6% | 3,119 | +2% | |||
| 43 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $733K | 0.5% | 11K | +3% | |||
| 44 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $732K | 0.5% | 4,493 | +40% | |||
| 45 | $STX | Seagate Technology Holdings plc | Technology | $729K | 0.5% | 755 | -17% | |||
| 46 | $LRCX | LAM RESEARCH CORP | Technology | $723K | 0.5% | 1,669 | +23% | |||
| 47 | — | TIDAL TRUST II - YIELD PLTR ETF | — | $686K | 0.5% | 24K | +8% | |||
| 48 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $681K | 0.5% | 11K | +13% | |||
| 49 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $675K | 0.5% | 6,252 | +38% | |||
| 50 | — | TIDAL TRUST II - YIELD TSLA ETF | — | $667K | 0.5% | 23K | +13% | |||
| 51 | — | ISHARES TR - IBOXX HI YD ETF | — | $662K | 0.5% | 8,280 | +5% | |||
| 52 | $HWM | Howmet Aerospace Inc. | Materials | $657K | 0.5% | 2,444 | +47% | |||
| 53 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $650K | 0.5% | 1,359 | +50% | |||
| 54 | $FHI | FEDERATED HERMES, INC. | Financials | $646K | 0.5% | 12K | +49% | |||
| 55 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $642K | 0.5% | 4,818 | +22% | |||
| 56 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $635K | 0.5% | 2,984 | +143% | |||
| 57 | $MU | MICRON TECHNOLOGY INC | Technology | $634K | 0.5% | 550 | New | |||
| 58 | $MLI | MUELLER INDUSTRIES INC | Materials | $634K | 0.5% | 5,160 | +30% | |||
| 59 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $634K | 0.5% | 19K | +7% | |||
| 60 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $630K | 0.5% | 7,691 | +6% | |||
| 61 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $628K | 0.5% | 21K | +44% | |||
| 62 | — | ISHARES TR - S&P 500 GRWT ETF | — | $625K | 0.5% | 4,541 | -7% | |||
| 63 | — | ISHARES TR - 0-3 MTH TREASURY | — | $600K | 0.5% | 5,962 | -44% | |||
| 64 | — | INNOVATOR ETFS TRUST - INNOVATOR US EQ | — | $587K | 0.4% | 16K | +21% | |||
| 65 | — | NORTHERN LTS FD TR III - COUN QUA EQU ETF | — | $586K | 0.4% | 11K | -3% | |||
| 66 | $DAVE | Dave Inc./DE | Financials | $583K | 0.4% | 1,566 | New | |||
| 67 | $BLBD | Blue Bird Corp | Industrials | $559K | 0.4% | 7,077 | New | |||
| 68 | $MSFT | MICROSOFT CORP | Technology | $558K | 0.4% | 1,496 | -16% | |||
| 69 | $EXEL | EXELIXIS, INC. | Healthcare | $552K | 0.4% | 10K | New | |||
| 70 | $JBL | JABIL INC | Technology | $550K | 0.4% | 1,426 | New | |||
| 71 | $IESC | IES Holdings, Inc. | Industrials | $548K | 0.4% | 745 | +26% | |||
| 72 | $NXT | Nextpower Inc. | Technology | $545K | 0.4% | 4,577 | +26% | |||
| 73 | $VMI | VALMONT INDUSTRIES INC | Industrials | $542K | 0.4% | 937 | New | |||
| 74 | $COKE | Coca-Cola Consolidated, Inc. | Consumer Staples | $535K | 0.4% | 2,800 | +163% | |||
| 75 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $534K | 0.4% | 777 | +6% | |||
| 76 | $GOOGL | Alphabet Inc. | Technology | $530K | 0.4% | 1,484 | -9% | |||
| 77 | $EME | EMCOR Group, Inc. | Industrials | $530K | 0.4% | 638 | New | |||
| 78 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF | — | $529K | 0.4% | 3,451 | — | |||
| 79 | $GE | GENERAL ELECTRIC CO | Industrials | $529K | 0.4% | 1,416 | +1% | |||
| 80 | — | ISHARES TR - PFD AND INCM SEC | — | $529K | 0.4% | 17K | New | |||
| 81 | $POWL | POWELL INDUSTRIES INC | Technology | $522K | 0.4% | 1,824 | +253% | |||
| 82 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $512K | 0.4% | 2,365 | +117% | |||
| 83 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $510K | 0.4% | 3,483 | +79% | |||
| 84 | $FN | Fabrinet | Technology | $509K | 0.4% | 906 | +32% | |||
| 85 | $JNJ | JOHNSON & JOHNSON | Healthcare | $507K | 0.4% | 1,998 | -17% | |||
| 86 | — | TIDAL TRUST II - YIEL PYPL OPT IN | — | $506K | 0.4% | 20K | +8% | |||
| 87 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $505K | 0.4% | 3,182 | -16% | |||
| 88 | $IBKR | Interactive Brokers Group, Inc. | Financials | $502K | 0.4% | 5,771 | New | |||
| 89 | $UTHR | UNITED THERAPEUTICS Corp | Healthcare | $495K | 0.4% | 913 | +76% | |||
| 90 | $IMO | IMPERIAL OIL LTD | Energy | $484K | 0.4% | 4,311 | +92% | |||
| 91 | — | TIDAL TRUST II - YIELDMAX NFLX | — | $481K | 0.4% | 61K | +14% | |||
| 92 | $PRDO | PERDOCEO EDUCATION Corp | Consumer Discretionary | $480K | 0.4% | 15K | New | |||
| 93 | $CRUS | CIRRUS LOGIC, INC. | Technology | $470K | 0.3% | 3,166 | +5% | |||
| 94 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $470K | 0.3% | 7,868 | -7% | |||
| 95 | $SIRI | SIRIUS XM HOLDINGS INC. | Communication Services | $466K | 0.3% | 16K | +7% | |||
| 96 | — | ISHARES TR - CORE S&P SCP ETF | — | $464K | 0.3% | 3,131 | -10% | |||
| 97 | $COCO | Vita Coco Company, Inc. | Consumer Staples | $461K | 0.3% | 6,971 | +42% | |||
| 98 | — | ISHARES INC - CORE MSCI EMKT | — | $459K | 0.3% | 5,543 | -24% | |||
| 99 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $451K | 0.3% | 4,335 | -13% | |||
| 100 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $448K | 0.3% | 5,939 | New | |||
| 101 | $QCOM | QUALCOMM INC/DE | Technology | $445K | 0.3% | 2,408 | New | |||
| 102 | $GEV | GE Vernova Inc. | Industrials | $441K | 0.3% | 375 | -0.8% | |||
| 103 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $439K | 0.3% | 7,322 | -13% | |||
| 104 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $438K | 0.3% | 7,270 | +2% | |||
| 105 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $435K | 0.3% | 7,535 | -15% | |||
| 106 | $FORM | FORMFACTOR INC | Technology | $434K | 0.3% | 2,714 | New | |||
| 107 | — | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | — | $420K | 0.3% | 11K | -3% | |||
| 108 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $419K | 0.3% | 11K | -4% | |||
| 109 | — | AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF | — | $417K | 0.3% | 10K | -4% | |||
| 110 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $417K | 0.3% | 10K | -3% | |||
| 111 | — | TIDAL TRUST II - YIEL XYZ OPT ETF | — | $415K | 0.3% | 16K | +12% | |||
| 112 | — | PROSHARES TR - S&P 500 DV ARIST | — | $414K | 0.3% | 7,368 | +100% | |||
| 113 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $401K | 0.3% | 8,571 | +5% | |||
| 114 | — | ISHARES TR - EAFE VALUE ETF | — | $401K | 0.3% | 5,236 | -52% | |||
| 115 | $META | Meta Platforms, Inc. | Technology | $396K | 0.3% | 704 | +6% | |||
| 116 | $MRK | Merck & Co., Inc. | Healthcare | $378K | 0.3% | 2,923 | -6% | |||
| 117 | — | ISHARES TR - S&P 500 VAL ETF | — | $371K | 0.3% | 1,632 | -27% | |||
| 118 | — | ISHARES TR - CONV BD ETF | — | $370K | 0.3% | 3,040 | New | |||
| 119 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $368K | 0.3% | 4,308 | New | |||
| 120 | $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | Other | $359K | 0.3% | 30K | New | |||
| 121 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $356K | 0.3% | 2,252 | New | |||
| 122 | $LLY | ELI LILLY & Co | Healthcare | $346K | 0.3% | 289 | -3% | |||
| 123 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $345K | 0.3% | 3,844 | New | |||
| 124 | — | ADVISORSHARES TR - PURE US CANN ETF | — | $340K | 0.3% | 67K | +178% | |||
| 125 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $339K | 0.3% | 866 | -1% | |||
| 126 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $332K | 0.3% | 9,912 | +0.6% | |||
| 127 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $331K | 0.3% | 7,811 | -0.5% | |||
| 128 | $AVGO | Broadcom Inc. | Technology | $327K | 0.2% | 866 | -1% | |||
| 129 | — | ISHARES TR - US TREAS BD ETF | — | $322K | 0.2% | 14K | +10% | |||
| 130 | $MCD | MCDONALDS CORP | Consumer Discretionary | $320K | 0.2% | 1,183 | +0.1% | |||
| 131 | $UNP | UNION PACIFIC CORP | Industrials | $319K | 0.2% | 1,171 | New | |||
| 132 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $318K | 0.2% | 1,682 | +5% | |||
| 133 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $315K | 0.2% | 6,228 | — | |||
| 134 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | — | $315K | 0.2% | 10K | -51% | |||
| 135 | — | ARK ETF TR - SPACE & DEFENSE | — | $314K | 0.2% | 9,206 | -29% | |||
| 136 | $NVS | NOVARTIS AG | Healthcare | $310K | 0.2% | 1,979 | +20% | |||
| 137 | $OUNZ | VanEck Merk Gold ETF | Financials | $309K | 0.2% | 8,003 | -3% | |||
| 138 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | — | $309K | 0.2% | 5,761 | +11% | |||
| 139 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $306K | 0.2% | 5,261 | -6% | |||
| 140 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $305K | 0.2% | 7,219 | +11% | |||
| 141 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $304K | 0.2% | 5,773 | -28% | |||
| 142 | — | ISHARES TR - CORE S&P TTL STK | — | $303K | 0.2% | 1,846 | New | |||
| 143 | — | ISHARES TR - LONG TERM MUNI | — | $301K | 0.2% | 5,880 | +3% | |||
| 144 | $AB | ALLIANCEBERNSTEIN HOLDING L.P. | Financials | $296K | 0.2% | 8,401 | +6% | |||
| 145 | $CSX | CSX CORP | Industrials | $296K | 0.2% | 6,225 | New | |||
| 146 | $HG | Hamilton Insurance Group, Ltd. | Financials | $292K | 0.2% | 8,615 | New | |||
| 147 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $291K | 0.2% | 1,518 | New | |||
| 148 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $291K | 0.2% | 5,383 | +20% | |||
| 149 | $EVRG | Evergy, Inc. | Utilities | $290K | 0.2% | 3,359 | +1% | |||
| 150 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $290K | 0.2% | 310 | — |
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)
$MUMICRON TECHNOLOGY INC$634K
first bought this quarter
$DAVEDave Inc./DE$583K
first bought this quarter
$BLBDBlue Bird Corp$559K
first bought this quarter
$EXELEXELIXIS, INC.$552K
first bought this quarter
$JBLJABIL INC$550K
first bought this quarter
$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
$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
$POWLPOWELL INDUSTRIES INC+253%
now $522K · held 2 qtrs, 2 adds in a row
$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
Holdings by quarter
Every 13F Stirlingshire Investments, Inc. has filed, 2 earlier quarters. Pick one to see what it held then.
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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.
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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.