Portfolio (Quarterly) Guide ↗

Ayrshire Capital Management LLC

· CIK 0001801563

13F Portfolio $193M AUM 50 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 16 Added 23 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PANW	PALO ALTO NETWORKS INC	Technology	38,477	$7.1M	3.25%	SOLD
2	ROP	ROPER TECHNOLOGIES INC	Industrials	15,405	$6.9M	3.15%	SOLD
3	ABT	ABBOTT LABS	Healthcare	40,525	$5.1M	2.33%	SOLD
4	CRM	SALESFORCE INC	Technology	5,699	$1.5M	0.69%	SOLD

Sector Allocation

Technology 24.2%

Financial Services 22.8%

Industrials 12.7%

Consumer Cyclical 12.0%

Healthcare 9.3%

Consumer Defensive 7.4%

Basic Materials 7.4%

Communication Services 3.6%

Energy 0.6%