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Portfolio (Quarterly) Guide ↗

Per Stirling Capital Management, LLC.

· CIK 0001689933
13F Portfolio $891M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 300 New
Page 13 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WPC WP CAREY INC Real Estate 4,670.0 $301K 0.03% NEW $64.36 +16.3%
242 FIDELITY COVINGTON TRUST 4,006.0 $298K 0.03% NEW $74.28
243 PEP PEPSICO INC Consumer Defensive 2,067.0 $297K 0.03% NEW $143.53 +2.9%
244 MS MORGAN STANLEY Financial Services 1,651.0 $293K 0.03% NEW $177.48 +13.6%
245 HCA HCA HEALTHCARE INC Healthcare 624.0 $291K 0.03% NEW $466.73 -16.0%
246 DFEB FIRST TR EXCHNG TRADED FD VI 6,022.0 $287K 0.03% NEW $47.72 +5.5%
247 XLK SELECT SECTOR SPDR TR 1,978.0 $285K 0.03% NEW $143.97 +28.1%
248 DDEC FIRST TR EXCHNG TRADED FD VI 6,271.0 $283K 0.03% NEW $45.09 +4.6%
249 TXN TEXAS INSTRS INC Technology 1,623.0 $282K 0.03% NEW $173.45 +83.0%
250 XLU SELECT SECTOR SPDR TR 6,525.0 $279K 0.03% NEW $42.69 +5.7%
251 MRVL MARVELL TECHNOLOGY INC Technology 3,262.0 $277K 0.03% NEW $84.99 +133.8%
252 SCHZ SCHWAB STRATEGIC TR 11,813.0 $276K 0.03% NEW $23.37 -1.1%
253 DAPR FIRST TR EXCHNG TRADED FD VI 7,006.0 $276K 0.03% NEW $39.35 +3.8%
254 GE GE AEROSPACE Industrials 893.0 $275K 0.03% NEW $308.07 +3.0%
255 EWS ISHARES INC 9,981.0 $275K 0.03% NEW $27.51 +6.5%
256 DFAU DIMENSIONAL ETF TRUST 5,842.0 $273K 0.03% NEW $46.80 +10.4%
257 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 445.0 $269K 0.03% NEW $603.92 +12.4%
258 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,322.0 $269K 0.03% NEW $203.19 +71.1%
259 O REALTY INCOME CORP Real Estate 4,735.0 $267K 0.03% NEW $56.37 +10.3%
260 DMAR FIRST TR EXCHNG TRADED FD VI 6,307.0 $263K 0.03% NEW $41.66 +7.0%
Page 13 of 15  ·  300 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 28.7%
Technology 24.2%
Energy 15.9%
Industrials 7.2%
Consumer Cyclical 6.9%
Communication Services 5.1%
Healthcare 5.1%
Consumer Defensive 4.2%
Basic Materials 1.1%
Utilities 1.1%