Portfolio (Quarterly)
Guide ↗
Stirlingshire Investments, Inc.
· CIK 0001829271| # | 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 | — |
① 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%