Stirlingshire Investments, Inc.

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.

• JANUS DETROIT STR TR - HENDRSON AAA CL

  —

  Quality

  $4.7M93,437 sh

• VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD

  —

  Quality

  $4.3M54,228 sh

• VANGUARD WORLD FD - MEGA CAP VAL ETF

  —

  Quality

  $3.8M23,452 sh

• VANGUARD BD INDEX FDS - VANGUARD ULTRA

  —

  Quality

  $3.7M74,283 sh

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $2.9M7,779 sh

• VANGUARD INDEX FDS - SM CP VAL ETF

  —

  Quality

  $2.9M11,749 sh

• SPDR SERIES TRUST - ST STR CONV ETF

  —

  Quality

  $2.7M25,130 sh

• VANGUARD SCOTTSDALE FDS - INTER TERM TREAS

  —

  Quality

  $2.4M40,586 sh

• DIMENSIONAL ETF TRUST - US COR EQU 2 ETF

  —

  Quality

  $2.3M51,334 sh
• 

  Apple Inc.

  $AAPL

  76.4

  Quality

  $2.1M7,357 sh

Company	Quality	Value	Shares
JANUS DETROIT STR TR - HENDRSON AAA CL	—	$4.7M	93,437
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$4.3M	54,228
VANGUARD WORLD FD - MEGA CAP VAL ETF	—	$3.8M	23,452
VANGUARD BD INDEX FDS - VANGUARD ULTRA	—	$3.7M	74,283
VANGUARD INDEX FDS - TOTAL STK MKT	—	$2.9M	7,779
VANGUARD INDEX FDS - SM CP VAL ETF	—	$2.9M	11,749
SPDR SERIES TRUST - ST STR CONV ETF	—	$2.7M	25,130
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	—	$2.4M	40,586
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$2.3M	51,334
Apple Inc.$AAPL	76.4	$2.1M	7,357

Showing top 10 of 221 holdings.

Top Holdings — Stirlingshire Investments, Inc. (Q2 2026)

Top 150 of 221 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
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%	—
3	—	VANGUARD WORLD FD - MEGA CAP VAL ETF	$3.8M	2.8%	+1%	—
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%	—
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	$AAPL	Apple Inc.	$2.1M	1.6%	+6%	76.4
11	—	ISHARES TR - CORE S&P500 ETF	$2.0M	1.5%	+27%	—
12	—	ZACKS TRUST - EARNGS CONSTANT	$1.9M	1.4%	+0%	—
13	—	TIDAL TRUST II - DEFIANCE NASDAQ	$1.7M	1.3%	-2%	—
14	—	SPDR SERIES TRUST - ST STR P500ETF	$1.7M	1.2%	-2%	—
15	—	ISHARES TR - CORE US AGGBD ET	$1.6M	1.2%	+17%	—
16	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	$1.6M	1.2%	-0%	—
17	$NVDA	NVIDIA CORP	$1.5M	1.1%	+2%	85.9
18	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	$1.4M	1.1%	-31%	—
19	$GOOGL	Alphabet Inc.	$1.3M	0.9%	+21%	78.2
20	—	TIDAL TRUST II - DEF 500 WEE ETF	$1.3M	0.9%	+1%	—
21	—	TIDAL TRUST II - YIELDMAX NVDA	$1.2M	0.9%	+4%	—
22	$SPY	SPDR S&P 500 ETF TRUST	$1.2M	0.9%	-1%	—
23	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$1.2M	0.9%	-11%	—
24	—	ISHARES TR - CORE MSCI TOTAL	$1.1M	0.8%	+0%	—
25	$MO	ALTRIA GROUP, INC.	$1.1M	0.8%	+29%	67.4
26	—	ISHARES TR - CORE UNIVRSL USD	$979,803	0.7%	+4%	—
27	—	ISHARES TR - NATIONAL MUN ETF	$942,618	0.7%	+4%	—
28	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	$941,951	0.7%	+43%	—
29	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$918,330	0.7%	-1%	—
30	—	SPDR SERIES TRUST - ST STR SP BANK	$887,032	0.7%	-1%	—
31	—	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	$863,326	0.6%	-12%	—
32	—	ZACKS TRUST - QUALITY INTL ETF	$862,145	0.6%	+11%	—
33	$AMAT	APPLIED MATERIALS INC /DE	$818,175	0.6%	+15%	72.3
34	—	ZACKS TRUST - SMALL/MID CAP	$814,641	0.6%	-1%	—
35	$GLD	SPDR GOLD TRUST	$807,121	0.6%	-22%	—
36	$MNST	Monster Beverage Corp	$806,247	0.6%	+19%	71.3
37	—	TIDAL TRUST II - YIELD AMZN ETF	$798,466	0.6%	+8%	—
38	$KLAC	KLA CORP	$791,710	0.6%	+1026%	78.6
39	—	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	$764,051	0.6%	+8%	—
40	—	DIMENSIONAL ETF TRUST - US COR EQU 1 ETF	$748,022	0.6%	-3%	—
41	—	PIMCO ETF TR - ENHAN SHRT MA AC	$747,116	0.6%	-28%	—
42	$AMZN	AMAZON COM INC	$743,382	0.6%	+2%	68.7
43	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	$733,446	0.5%	+3%	—
44	$EXPD	EXPEDITORS INTERNATIONAL OF WASHINGTON INC	$732,369	0.5%	+40%	66
45	$STX	Seagate Technology Holdings plc	$729,202	0.5%	-17%	—
46	$LRCX	LAM RESEARCH CORP	$723,379	0.5%	+23%	79.4
47	—	TIDAL TRUST II - YIELD PLTR ETF	$685,862	0.5%	+8%	—
48	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	$681,384	0.5%	+13%	—
49	$PFH	PRUDENTIAL FINANCIAL INC	$674,767	0.5%	+38%	58.7
50	—	TIDAL TRUST II - YIELD TSLA ETF	$666,811	0.5%	+13%	—
51	—	ISHARES TR - IBOXX HI YD ETF	$662,115	0.5%	+5%	—
52	$HWM	Howmet Aerospace Inc.	$657,115	0.5%	+47%	73.9
53	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$649,873	0.5%	+50%	—
54	$FHI	FEDERATED HERMES, INC.	$645,658	0.5%	+49%	67.5
55	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	$641,948	0.5%	+22%	—
56	$ROST	ROSS STORES, INC.	$635,206	0.5%	+143%	70.4
57	$MU	MICRON TECHNOLOGY INC	$634,341	0.5%	NEW	86.2
58	$MLI	MUELLER INDUSTRIES INC	$634,313	0.5%	+30%	68.7
59	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	$634,269	0.5%	+7%	—
60	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$630,227	0.5%	+6%	—
61	—	FIRST TR EXCHANGE-TRADED FD - FT VEST RIS	$627,605	0.5%	+44%	—
62	—	ISHARES TR - S&P 500 GRWT ETF	$624,545	0.5%	-7%	—
63	—	ISHARES TR - 0-3 MTH TREASURY	$600,156	0.5%	-44%	—
64	—	INNOVATOR ETFS TRUST - INNOVATOR US EQ	$586,813	0.4%	+21%	—
65	—	NORTHERN LTS FD TR III - COUN QUA EQU ETF	$586,308	0.4%	-3%	—
66	$DAVE	Dave Inc./DE	$583,476	0.4%	NEW	80.2
67	$BLBD	Blue Bird Corp	$558,800	0.4%	NEW	63.3
68	$MSFT	MICROSOFT CORP	$558,133	0.4%	-16%	79.8
69	$EXEL	EXELIXIS, INC.	$551,935	0.4%	NEW	76.2
70	$JBL	JABIL INC	$549,739	0.4%	NEW	57.4
71	$IESC	IES Holdings, Inc.	$547,564	0.4%	+26%	68.3
72	$NXT	Nextpower Inc.	$545,304	0.4%	+26%	69.1
73	$VMI	VALMONT INDUSTRIES INC	$541,920	0.4%	NEW	60.7
74	$COKE	Coca-Cola Consolidated, Inc.	$534,655	0.4%	+163%	63.4
75	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$533,605	0.4%	+6%	—
76	$GOOG	Alphabet Inc.	$530,226	0.4%	-9%	78.2
77	$EME	EMCOR Group, Inc.	$529,564	0.4%	NEW	69.3
78	—	FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF	$529,220	0.4%	+0%	—
79	$GE	GENERAL ELECTRIC CO	$529,124	0.4%	+1%	73.8
80	—	ISHARES TR - PFD AND INCM SEC	$529,018	0.4%	NEW	—
81	$POWL	POWELL INDUSTRIES INC	$522,223	0.4%	+253%	69.8
82	$ODFL	OLD DOMINION FREIGHT LINE, INC.	$512,325	0.4%	+117%	61.3
83	$TPR	TAPESTRY, INC.	$509,833	0.4%	+79%	72.7
84	$FN	Fabrinet	$509,239	0.4%	+32%	62.8
85	$JNJ	JOHNSON & JOHNSON	$507,392	0.4%	-17%	69
86	—	TIDAL TRUST II - YIEL PYPL OPT IN	$505,986	0.4%	+8%	—
87	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	$504,829	0.4%	-16%	—
88	$IBKR	Interactive Brokers Group, Inc.	$502,337	0.4%	NEW	77
89	$UTHR	UNITED THERAPEUTICS Corp	$494,685	0.4%	+76%	71.3
90	$IMO	IMPERIAL OIL LTD	$484,481	0.4%	+92%	—
91	—	TIDAL TRUST II - YIELDMAX NFLX	$481,426	0.4%	+14%	—
92	$PRDO	PERDOCEO EDUCATION Corp	$480,468	0.4%	NEW	63.6
93	$CRUS	CIRRUS LOGIC, INC.	$470,246	0.3%	+5%	66.8
94	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$469,649	0.3%	-7%	—
95	$SIRI	SIRIUS XM HOLDINGS INC.	$466,480	0.3%	+7%	61.5
96	—	ISHARES TR - CORE S&P SCP ETF	$464,366	0.3%	-10%	—
97	$COCO	Vita Coco Company, Inc.	$461,062	0.3%	+42%	63.1
98	—	ISHARES INC - CORE MSCI EMKT	$459,142	0.3%	-24%	—
99	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	$450,681	0.3%	-13%	—
100	—	VANECK ETF TRUST - GOLD MINERS ETF	$448,075	0.3%	NEW	—
101	$QCOM	QUALCOMM INC/DE	$444,941	0.3%	NEW	70.5
102	$GEV	GE Vernova Inc.	$440,874	0.3%	-1%	81.1
103	—	GLOBAL X FDS - DEFENSE TECH ETF	$438,566	0.3%	-13%	—
104	—	FIDELITY COVINGTON TRUST - HIGH DIVID ETF	$438,285	0.3%	+2%	—
105	—	SPDR SERIES TRUST - ST STR SP600 SML	$434,553	0.3%	-15%	—
106	$FORM	FORMFACTOR INC	$434,028	0.3%	NEW	60
107	—	AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF	$419,932	0.3%	-3%	—
108	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	$419,383	0.3%	-4%	—
109	—	AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF	$417,200	0.3%	-4%	—
110	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	$416,691	0.3%	-3%	—
111	—	TIDAL TRUST II - YIEL XYZ OPT ETF	$415,444	0.3%	+12%	—
112	—	PROSHARES TR - S&P 500 DV ARIST	$413,776	0.3%	+100%	—
113	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF	$401,226	0.3%	+5%	—
114	—	ISHARES TR - EAFE VALUE ETF	$400,806	0.3%	-52%	—
115	$META	Meta Platforms, Inc.	$396,311	0.3%	+6%	79.6
116	$MRK	Merck & Co., Inc.	$377,769	0.3%	-6%	59.9
117	—	ISHARES TR - S&P 500 VAL ETF	$370,529	0.3%	-27%	—
118	—	ISHARES TR - CONV BD ETF	$370,144	0.3%	NEW	—
119	—	VANGUARD STAR FDS - VG TL INTL STK F	$368,327	0.3%	NEW	—
120	$MHD	BLACKROCK MUNIHOLDINGS FUND, INC.	$358,786	0.3%	NEW	—
121	—	SPDR SERIES TRUST - ST STR SP BIOT	$356,395	0.3%	NEW	—
122	$LLY	ELI LILLY & Co	$346,329	0.3%	-3%	87.5
123	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	$345,387	0.3%	NEW	—
124	—	ADVISORSHARES TR - PURE US CANN ETF	$339,811	0.3%	+178%	—
125	$WTS	WATTS WATER TECHNOLOGIES INC	$339,126	0.3%	-1%	64.5
126	—	SPDR SERIES TRUST - ST INTER BD ETF	$331,661	0.3%	+1%	—
127	$VZ	VERIZON COMMUNICATIONS INC	$330,727	0.3%	-0%	65.8
128	$AVGO	Broadcom Inc.	$327,085	0.2%	-1%	84.5
129	—	ISHARES TR - US TREAS BD ETF	$321,810	0.2%	+10%	—
130	$MCD	MCDONALDS CORP	$319,811	0.2%	+0%	69
131	$UNP	UNION PACIFIC CORP	$318,645	0.2%	NEW	69.7
132	$CHRW	C. H. ROBINSON WORLDWIDE, INC.	$317,762	0.2%	+5%	52.1
133	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	$315,479	0.2%	+0%	—
134	—	LITMAN GREGORY FDS TR - IMGP DBI MAN ETF	$314,597	0.2%	-51%	—
135	—	ARK ETF TR - SPACE & DEFENSE	$314,109	0.2%	-29%	—
136	$NVS	NOVARTIS AG	$310,082	0.2%	+20%	—
137	$OUNZ	VanEck Merk Gold ETF	$308,836	0.2%	-3%	33.6
138	—	DIMENSIONAL ETF TRUST - INTL COR FIX ETF	$308,767	0.2%	+11%	—
139	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	$306,195	0.2%	-6%	—
140	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	$304,707	0.2%	+11%	—
141	—	BLACKROCK ETF TRUST - ISHA I IN TE ETF	$304,352	0.2%	-28%	—
142	—	ISHARES TR - CORE S&P TTL STK	$303,269	0.2%	NEW	—
143	—	ISHARES TR - LONG TERM MUNI	$301,166	0.2%	+3%	—
144	$AB	ALLIANCEBERNSTEIN HOLDING L.P.	$295,883	0.2%	+6%	—
145	$CSX	CSX CORP	$295,851	0.2%	NEW	65.2
146	$HG	Hamilton Insurance Group, Ltd.	$292,393	0.2%	NEW	—
147	—	FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE	$291,006	0.2%	NEW	—
148	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$290,793	0.2%	+20%	—
149	$EVRG	Evergy, Inc.	$290,335	0.2%	+1%	53.2
150	$COST	COSTCO WHOLESALE CORP /NEW	$290,202	0.2%	+0%	66.2