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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 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCK MCKESSON CORP Healthcare 335.0 $290K 0.25% +18.0 +5.7% $866.08 -11.5%
122 TJX TJX COS INC NEW Consumer Cyclical 1,807.0 $289K 0.25% +314.0 +21.0% $159.74 -0.3%
123 DUK DUKE ENERGY CORP NEW Utilities 2,193.0 $287K 0.25% NEW $130.94 -4.8%
124 LMUB ISHARES TR 5,725.0 $286K 0.25% NEW $49.93 +0.0%
125 SCHE SCHWAB STRATEGIC TR 8,675.0 $286K 0.25% +531.0 +6.5% $32.95 +8.0%
126 QQQE DIREXION SHARES ETF TRUST 2,866.0 $282K 0.25% NEW $98.53 +17.2%
127 IESC IES HOLDINGS INC Industrials 592.0 $282K 0.25% +6.0 +1.0% $476.73 +35.9%
128 GDMN WISDOMTREE TR 2,787.0 $282K 0.25% NEW $101.18 -8.8%
129 SBS COMPANHIA DE SANEAMENTO BASI Utilities 9,127.0 $280K 0.24% NEW $30.67 -80.9%
130 POWL POWELL INDS INC Industrials 517.0 $279K 0.24% NEW $540.57 -49.9%
131 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 2,432.0 $279K 0.24% -41.0 -1.7% $114.74 -8.8%
132 PBR PETROLEO BRASILEIRO S A Energy 13,400.0 $278K 0.24% NEW $20.75 -3.5%
133 CENCORA INC 882.0 $277K 0.24% +65.0 +8.0% $314.11
134 LLY ELI LILLY & CO Healthcare 299.0 $275K 0.24% +55.0 +22.5% $920.76 +13.1%
135 IEF ISHARES TR 2,883.0 $275K 0.24% $95.46 -1.7%
136 PLTR PALANTIR TECHNOLOGIES INC Technology 1,881.0 $275K 0.24% -84.0 -4.3% $146.28 -6.2%
137 TPR TAPESTRY INC Consumer Cyclical 1,949.0 $275K 0.24% NEW $141.09 -3.8%
138 DFCF DIMENSIONAL ETF TRUST 6,490.0 $274K 0.24% +260.0 +4.2% $42.27 -0.8%
139 DFGX DIMENSIONAL ETF TRUST 5,211.0 $273K 0.24% +283.0 +5.7% $52.45 +0.6%
140 AVGO BROADCOM INC Technology 878.0 $272K 0.24% +14.0 +1.6% $309.65 +33.9%
Page 7 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%