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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 9 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PFE PFIZER INC Healthcare 8,658.0 $243K 0.21% $28.08 -7.6%
162 GSBD GOLDMAN SACHS BDC INC Financial Services 25,993.0 $239K 0.21% -8K -23.7% $9.20 -3.0%
163 SCYB SCHWAB STRATEGIC TR 9,165.0 $238K 0.21% NEW $26.00 +0.5%
164 DG DOLLAR GEN CORP Consumer Defensive 2,005.0 $238K 0.21% NEW $118.73 -11.5%
165 MBB ISHARES TR 2,502.0 $238K 0.21% -179.0 -6.7% $94.96 -1.1%
166 DFIV DIMENSIONAL ETF TRUST 4,489.0 $237K 0.21% NEW $52.78 +5.7%
167 TS TENARIS S A Energy 4,040.0 $235K 0.21% NEW $58.18 +4.3%
168 KHC KRAFT HEINZ CO Consumer Defensive 10,450.0 $235K 0.21% NEW $22.49 +4.7%
169 COCO VITA COCO CO INC Consumer Defensive 4,901.0 $235K 0.21% NEW $47.91 +64.5%
170 TTC TORO CO Industrials 2,479.0 $233K 0.20% NEW $93.83 -5.0%
171 SPYV SPDR SERIES TRUST 4,004.0 $227K 0.20% -230.0 -5.4% $56.58 +7.1%
172 WMT WALMART INC Consumer Defensive 1,796.0 $224K 0.20% -375.0 -17.3% $124.56 +5.1%
173 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 19,586.0 $221K 0.19% NEW $11.27 +17.5%
174 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 1,998.0 $220K 0.19% NEW $110.03 -1.9%
175 IAU ISHARES GOLD TR Financial Services 2,461.0 $217K 0.19% -1K -37.6% $88.16 -3.1%
176 USTB VICTORY PORTFOLIOS II 4,285.0 $217K 0.19% $50.58 -0.1%
177 V VISA INC Financial Services 713.0 $216K 0.19% +9.0 +1.3% $302.41 +9.4%
178 DCI DONALDSON INC Industrials 2,522.0 $214K 0.19% -185.0 -6.8% $84.86 -2.6%
179 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,092.0 $213K 0.19% NEW $195.40 +6.3%
180 RYANAIR HOLDINGS PLC 3,678.0 $213K 0.19% +537.0 +17.1% $57.80
Page 9 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%