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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 5 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OCTW AIM ETF PRODUCTS TRUST 10,579.0 $407K 0.36% +697.0 +7.0% $38.47 +5.5%
82 GE GE AEROSPACE Industrials 1,399.0 $398K 0.35% +31.0 +2.3% $284.33 +6.1%
83 FDVV FIDELITY COVINGTON TRUST 7,143.0 $395K 0.35% -125.0 -1.7% $55.24 +8.9%
84 VZ VERIZON COMMUNICATIONS INC Communication Services 7,848.0 $394K 0.34% $50.21 -4.8%
85 NOBL PROSHARES TR 3,681.0 $390K 0.34% -109.0 -2.9% $106.02 +1.2%
86 NXTG FIRST TR EXCHANGE-TRADED FD 3,451.0 $386K 0.34% $111.93 +31.6%
87 VMBS VANGUARD SCOTTSDALE FDS 8,148.0 $383K 0.34% +622.0 +8.3% $46.95 -1.0%
88 HWM HOWMET AEROSPACE INC Industrials 1,659.0 $382K 0.34% -151.0 -8.3% $230.41 +12.8%
89 META META PLATFORMS INC Communication Services 667.0 $382K 0.34% -39.0 -5.5% $572.55 +6.1%
90 ARKX ARK ETF TR 12,923.0 $379K 0.33% +5K +62.6% $29.35 +17.4%
91 RDVI FIRST TR EXCHANGE-TRADED FD 14,817.0 $379K 0.33% +6K +59.8% $25.55 +6.8%
92 MRK MERCK & CO INC Healthcare 3,108.0 $376K 0.33% NEW $121.13 -4.3%
93 OUNZ VANECK MERK GOLD ETF Financial Services 8,268.0 $372K 0.33% -688.0 -7.7% $45.05 -3.1%
94 TIDAL TRUST II 14,385.0 $372K 0.33% +6K +65.0% $25.89
95 MCD MCDONALDS CORP Consumer Cyclical 1,182.0 $367K 0.32% $310.76 -8.6%
96 FN FABRINET Technology 687.0 $358K 0.31% +55.0 +8.7% $521.51 +34.9%
97 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 906.0 $356K 0.31% -320.0 -26.1% $392.44 +91.4%
98 UI UBIQUITI INC Technology 446.0 $353K 0.31% -30.0 -6.3% $791.04 -24.3%
99 TIDAL TRUST II 13,176.0 $347K 0.30% $26.34
100 KLAC KLA CORP Technology 233.0 $343K 0.30% -43.0 -15.6% $1473.02 +25.1%
Page 5 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%