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Portfolio (Quarterly) Guide ↗

Stirlingshire Investments, Inc.

· CIK 0001829271
13F Portfolio $114M AUM 196 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 79 Added 61 Reduced 26 Exited
Page 4 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MOAT VANECK ETF TRUST 5,009.0 $484K 0.42% +182.0 +3.8% $96.70 +4.7%
62 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 8,396.0 $477K 0.42% +3K +56.6% $56.77 -14.7%
63 IVE ISHARES TR 2,227.0 $470K 0.41% -287.0 -11.4% $211.17 +7.1%
64 GOOGL ALPHABET INC Communication Services 1,633.0 $470K 0.41% +659.0 +67.7% $287.61 +34.8%
65 EXPD EXPEDITORS INTL WASH INC Industrials 3,207.0 $459K 0.40% +1K +82.9% $143.23 +9.7%
66 VWO VANGUARD INTL EQUITY INDEX F 8,418.0 $455K 0.40% $54.05 +8.6%
67 EALT INNOVATOR ETFS TRUST 13,533.0 $455K 0.40% $33.59 +5.7%
68 FEDERATED HERMES INC 7,851.0 $445K 0.39% +3K +56.4% $56.71
69 PRU PRUDENTIAL FINL INC Financial Services 4,523.0 $442K 0.39% $97.68 +5.7%
70 MLI MUELLER INDS INC Industrials 3,974.0 $440K 0.39% +190.0 +5.0% $110.80 +20.6%
71 VOO VANGUARD INDEX FDS 736.0 $440K 0.39% +195.0 +36.0% $597.91 +14.2%
72 NXT NEXTPOWER INC Technology 3,643.0 $439K 0.39% +609.0 +20.1% $120.54 +0.4%
73 AIRR FIRST TR EXCHANGE TRADED FD 3,962.0 $439K 0.39% +1K +35.3% $110.77 +12.5%
74 CRUS CIRRUS LOGIC INC Technology 3,019.0 $437K 0.38% NEW $144.64 +15.2%
75 IJR ISHARES TR 3,480.0 $433K 0.38% +179.0 +5.4% $124.32 +9.6%
76 SPSM SPDR SERIES TRUST 8,899.0 $430K 0.38% +3K +56.7% $48.33 +9.7%
77 ULTA ULTA BEAUTY INC Consumer Cyclical 797.0 $416K 0.36% -6.0 -0.8% $522.49 -5.6%
78 APRW AIM ETF PRODUCTS TRUST 11,741.0 $415K 0.36% +696.0 +6.3% $35.38 +4.2%
79 JANW AIM ETF PRODUCTS TRUST 11,200.0 $409K 0.36% +744.0 +7.1% $36.48 +5.3%
80 JULW AIM ETF PRODUCTS TRUST 10,509.0 $408K 0.36% +642.0 +6.5% $38.81 +4.4%
Page 4 of 10  ·  196 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
Technology 25.2%
Financial Services 15.9%
Industrials 14.0%
Healthcare 12.6%
Consumer Defensive 8.6%
Consumer Cyclical 8.6%
Communication Services 7.7%
Utilities 3.7%
Energy 2.6%
Basic Materials 1.0%