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Portfolio (Quarterly) Guide ↗

Stirlingshire Investments, Inc.

· CIK 0001829271
13F Portfolio $113M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 186 New
Page 5 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OUNZ VANECK MERK GOLD ETF Financial Services 8,956.0 $371K 0.33% NEW $41.48 +5.3%
82 HWM HOWMET AEROSPACE INC Industrials 1,810.0 $371K 0.33% NEW $204.97 +26.8%
83 TLH ISHARES TR 3,624.0 $369K 0.33% NEW $101.68 -3.3%
84 DFUS DIMENSIONAL ETF TRUST 4,867.0 $361K 0.32% NEW $74.16 +8.9%
85 MCD MCDONALDS CORP Consumer Cyclical 1,181.0 $361K 0.32% NEW $305.58 -7.0%
86 VMBS VANGUARD SCOTTSDALE FDS 7,526.0 $354K 0.31% NEW $47.08 -1.2%
87 CWB SPDR SERIES TRUST 3,942.0 $352K 0.31% NEW $89.20 +18.1%
88 PLTR PALANTIR TECHNOLOGIES INC Technology 1,965.0 $349K 0.31% NEW $177.75 -22.8%
89 VOO VANGUARD INDEX FDS 541.0 $339K 0.30% NEW $626.62 +9.0%
90 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,226.0 $339K 0.30% NEW $276.16 +172.0%
91 KLAC KLA CORP Technology 276.0 $335K 0.30% NEW $1213.41 +51.8%
92 PFF ISHARES TR 10,574.0 $327K 0.29% NEW $30.96 +0.6%
93 GSBD GOLDMAN SACHS BDC INC Financial Services 34,073.0 $327K 0.29% NEW $9.60 -7.1%
94 LOGI LOGITECH INTL S A Technology 3,222.0 $323K 0.29% NEW $100.21 +5.6%
95 SPIB SPDR SERIES TRUST 9,536.0 $322K 0.29% NEW $33.81 -1.4%
96 IAU ISHARES GOLD TR Financial Services 3,942.0 $320K 0.28% NEW $81.17 +5.2%
97 VZ VERIZON COMMUNICATIONS INC Communication Services 7,838.0 $319K 0.28% NEW $40.73 +17.4%
98 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,046.0 $319K 0.28% NEW $304.60 +31.9%
99 SHLD GLOBAL X FDS 4,883.0 $318K 0.28% NEW $65.03 -1.0%
100 TIDAL TRUST II 12,256.0 $317K 0.28% NEW $25.89
Page 5 of 10  ·  186 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 29.4%
Financial Services 14.8%
Healthcare 12.7%
Industrials 12.1%
Consumer Cyclical 11.5%
Communication Services 9.0%
Consumer Defensive 6.3%
Basic Materials 2.4%
Utilities 1.8%
Real Estate 0.1%