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Portfolio (Quarterly) Guide ↗

Per Stirling Capital Management, LLC.

· CIK 0001689933
13F Portfolio $905M AUM 310 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 146 Added 82 Reduced 23 Exited
Page 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CGUS CAPITAL GROUP CORE EQUITY ET 19,932.0 $766K 0.09% +9K +84.4% $38.42 +14.3%
82 BA BOEING CO Industrials 3,792.0 $755K 0.08% +36.0 +1.0% $199.03 +12.7%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 4,314.0 $713K 0.08% +57.0 +1.3% $165.34 +10.1%
84 PAPR INNOVATOR ETFS TRUST 17,787.0 $708K 0.08% +1K +9.1% $39.80 +5.6%
85 ETN EATON CORP PLC Industrials 1,979.0 $708K 0.08% +575.0 +41.0% $357.63 +13.6%
86 FLMB FRANKLIN TEMPLETON ETF TR 29,755.0 $703K 0.08% +360.0 +1.2% $23.62 +0.9%
87 DIA STATE STR SPDR DOW JONES IND Financial Services 1,506.0 $698K 0.08% +102.0 +7.3% $463.18 +9.4%
88 NUMI NUSHARES ETF TR 27,350.0 $682K 0.07% +305.0 +1.1% $24.95 +0.6%
89 SHYM BLACKROCK ETF TRUST II 29,970.0 $660K 0.07% +10K +50.3% $22.02 +1.0%
90 VUG VANGUARD INDEX FDS 1,473.0 $643K 0.07% +235.0 +19.0% $436.78 -79.8%
91 NULV NUSHARES ETF TR 13,808.0 $628K 0.07% +316.0 +2.3% $45.50 +11.6%
92 IBM INTERNATIONAL BUSINESS MACHS Technology 2,371.0 $575K 0.06% +33.0 +1.4% $242.35 +5.3%
93 CVIE MORGAN STANLEY ETF TRUST 7,860.0 $571K 0.06% +228.0 +3.0% $72.69 +15.2%
94 ABT ABBOTT LABORATORIES Healthcare 5,449.0 $559K 0.06% +194.0 +3.7% $102.66 -16.5%
95 QCOM QUALCOMM INC Technology 4,329.0 $558K 0.06% +89.0 +2.1% $128.79 +81.2%
96 UTG REAVES UTIL INCOME FD Financial Services 13,885.0 $545K 0.06% +208.0 +1.5% $39.28 +8.9%
97 ESGV VANGUARD WORLD FD 4,693.0 $527K 0.06% +983.0 +26.5% $112.27 +18.2%
98 TGT TARGET CORP Consumer Defensive 4,344.0 $526K 0.06% +430.0 +11.0% $121.19 +5.9%
99 RTX RTX CORPORATION Industrials 2,672.0 $515K 0.06% +123.0 +4.8% $192.89 -8.5%
100 VYM VANGUARD WHITEHALL FDS 3,329.0 $493K 0.05% +116.0 +3.6% $148.11 +6.9%
Page 5 of 8  ·  146 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
Financial Services 25.0%
Technology 24.8%
Energy 20.2%
Industrials 7.3%
Consumer Cyclical 6.1%
Healthcare 5.0%
Communication Services 4.7%
Consumer Defensive 4.2%
Utilities 1.5%
Basic Materials 0.6%