Stirlingshire Investments

NEW YORK, NYfiles as Stirlingshire Investments, Inc.

$135m in 221 US stocks at the end of 30 June 2026. The top 10 are 23.6% of the money. It changed about 19.2% of the portfolio this quarter.

Value

$135m

Stocks

221

Top 10 share

23.6%

Turnover

19.2%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.5% of the fund
DaveDAVE
0.4% of the fund
Blue BirdBLBD
0.4% of the fund
ExelixisEXEL
0.4% of the fund
JabilJBL
0.4% of the fund
Valmont IndustriesVMI
0.4% of the fund
EMCOR GroupEME
0.4% of the fund
Ishares TRPFF
0.4% of the fund
Interactive Brokers GroupIBKR
0.4% of the fund
Perdoceo EducationPRDO
0.4% of the fund
Vaneck ETF TrustGDX
0.3% of the fund
QualcommQCOM
0.3% of the fund
FormfactorFORM
0.3% of the fund
Ishares TRICVT
0.3% of the fund
Vanguard Star FDSVXUS
0.3% of the fund
Blackrock Muniholdings FundMHD
0.3% of the fund
Spdr Series TrustXBI
0.3% of the fund
First TR Exchange-Traded FDCIBR
0.3% of the fund
Union PacificUNP
0.2% of the fund
Ishares TRITOT
0.2% of the fund
CSXCSX
0.2% of the fund
Hamilton Insurance GroupHG
0.2% of the fund
First TR Exchange-Traded FDGRID
0.2% of the fund
Intercontinental Hotels GrouIHG
0.2% of the fund
Applied Industrial TechnologiesAIT
0.2% of the fund

Added

Bought more of a stock they already held.

Janus Detroit STR TRJAAA
3.5% of the fund
+11%
Vanguard BD Index FDSVUSB
2.7% of the fund
+39%
AppleAAPL
1.6% of the fund
+6%
Ishares TRIVV
1.5% of the fund
+27%
Ishares TRAGG
1.2% of the fund
+17%
NvidiaNVDA
1.1% of the fund
+2%
AlphabetGOOG
0.9% of the fund
+21%
Tidal Trust IINVDY
0.9% of the fund
+4%
Altria GroupMO
0.8% of the fund
+29%
Ishares TRIUSB
0.7% of the fund
+4%
Ishares TRMUB
0.7% of the fund
+4%
Vanguard Index FDSVOE
0.7% of the fund
+43%
Zacks TrustQUIZ
0.6% of the fund
+11%
Applied MaterialsAMAT
0.6% of the fund
+15%
Monster BeverageMNST
0.6% of the fund
+19%
Tidal Trust IIAMZY
0.6% of the fund
+8%
KLAKLAC
0.6% of the fund
+13%
Dimensional ETF TrustDFSD
0.6% of the fund
+8%
Blackrock ETF TrustDYNF
0.5% of the fund
+3%
Expeditors International of WashingtonEXPD
0.5% of the fund
+40%
Lam ResearchLRCX
0.5% of the fund
+23%
Tidal Trust IIPLTY
0.5% of the fund
+8%
J P Morgan Exchange Traded FJEPQ
0.5% of the fund
+13%
Prudential FinancialPRU
0.5% of the fund
+38%
Tidal Trust IITSLY
0.5% of the fund
+13%

Cut

Sold some of their stake.

Vanguard Index FDSVTI
2.1% of the fund
-10%
Vanguard Index FDSVBR
2.1% of the fund
-9%
Vanguard Scottsdale FDSVGIT
1.8% of the fund
-2%
Dimensional ETF TrustDFAC
1.7% of the fund
-8%
Spdr Series TrustBIL
1.1% of the fund
-31%
Vanguard Tax-Managed FDSVEA
0.9% of the fund
-11%
Dimensional ETF TrustDFIC
0.6% of the fund
-12%
Spdr Gold TRGLD
0.6% of the fund
-22%
Dimensional ETF TrustDCOR
0.6% of the fund
-3%
Pimco ETF TRMINT
0.6% of the fund
-28%
Seagate Technology HoldingsSTX
0.5% of the fund
-17%
Ishares TRIVW
0.5% of the fund
-7%
Ishares TRSGOV
0.4% of the fund
-44%
Northern LTS FD TR IIICPAI
0.4% of the fund
-3%
MicrosoftMSFT
0.4% of the fund
-16%
AlphabetGOOGL
0.4% of the fund
-9%
Johnson & JohnsonJNJ
0.4% of the fund
-17%
Select Sector Spdr TRXLV
0.4% of the fund
-16%
Vanguard Intl Equity Index FVWO
0.3% of the fund
-7%
Ishares TRIJR
0.3% of the fund
-10%
IsharesIEMG
0.3% of the fund
-24%
Vaneck ETF TrustMOAT
0.3% of the fund
-13%
Global X FDSSHLD
0.3% of the fund
-13%
Spdr Series TrustSPSM
0.3% of the fund
-15%
AIM ETF Products TrustJANW
0.3% of the fund
-3%

Sold out

Sold their entire stake.

Spdr Series TrustSPTM
-100%
Atmus Filtration TechnologiesATMU
-100%
Ulta BeautyULTA
-100%
UbiquitiUI
-100%
Cardinal HealthCAH
-100%
Ishares TRFLOT
-100%
AmphenolAPH
-100%
Ishares TRQUAL
-100%
Ishares TRIAGG
-100%
Cincinnati FinancialCINF
-100%
MckessonMCK
-100%
TJX CompaniesTJX
-100%
Duke EnergyDUK
-100%
Direxion Shares ETF TrustQQQE
-100%
Wisdomtree TRGDMN
-100%
Grupo Aeroportuario DEL CentOMAB
-100%
Petrobras - Petroleo Brasileiro SAPBR
-100%
CencoraCOR
-100%
AstrazenecaAZN
-100%
Tidal Trust IICRSH
-100%
IncyteINCY
-100%
PTC TherapeuticsPTCT
-100%
Cboe Global MktsCBOE
-100%
Parker-HannifinPH
-100%
PfizerPFE
-100%

Holdings

Janus Detroit STR TRJAAA
Share
3.5%
Value
$5m
Shares
93,437
+11%
Vanguard Scottsdale FDSVCSH
Share
3.2%
Value
$4m
Shares
54,228
Held
Vanguard World FDMGV
Share
2.8%
Value
$4m
Shares
23,452
Held
Vanguard BD Index FDSVUSB
Share
2.7%
Value
$4m
Shares
74,283
+39%
Vanguard Index FDSVTI
Share
2.1%
Value
$3m
Shares
7,779
-10%
Vanguard Index FDSVBR
Share
2.1%
Value
$3m
Shares
11,749
-9%
Spdr Series TrustCWB
Share
2.0%
Value
$3m
Shares
25,130
Held
Vanguard Scottsdale FDSVGIT
Share
1.8%
Value
$2m
Shares
40,586
-2%
Dimensional ETF TrustDFAC
Share
1.7%
Value
$2m
Shares
51,334
-8%
AppleAAPL
Share
1.6%
Value
$2m
Shares
7,357
+6%
Ishares TRIVV
Share
1.5%
Value
$2m
Shares
2,671
+27%
Zacks TrustZECP
Share
1.4%
Value
$2m
Shares
49,507
Held
Tidal Trust IIQQQY
Share
1.3%
Value
$2m
Shares
72,658
Held
Spdr Series TrustSPYM
Share
1.2%
Value
$2m
Shares
18,988
Held
Ishares TRAGG
Share
1.2%
Value
$2m
Shares
16,308
+17%
J P Morgan Exchange Traded FJEPI
Share
1.2%
Value
$2m
Shares
28,174
Held
NvidiaNVDA
Share
1.1%
Value
$1m
Shares
7,455
+2%
Spdr Series TrustBIL
Share
1.1%
Value
$1m
Shares
15,740
-31%
AlphabetGOOG
Share
0.9%
Value
$1m
Shares
3,585
+21%
Tidal Trust IIWDTE
Share
0.9%
Value
$1m
Shares
42,004
Held
Tidal Trust IINVDY
Share
0.9%
Value
$1m
Shares
97,849
+4%
State STR Spdr S&P 500 ETF TSPY
Share
0.9%
Value
$1m
Shares
1,583
Held
Vanguard Tax-Managed FDSVEA
Share
0.9%
Value
$1m
Shares
16,415
-11%
Ishares TRIXUS
Share
0.8%
Value
$1m
Shares
11,787
Held
Altria GroupMO
Share
0.8%
Value
$1m
Shares
14,704
+29%
Ishares TRIUSB
Share
0.7%
Value
$979,803
Shares
21,209
+4%
Ishares TRMUB
Share
0.7%
Value
$942,618
Shares
8,759
+4%
Vanguard Index FDSVOE
Share
0.7%
Value
$941,951
Shares
4,767
+43%
Vanguard MUN BD FDSVTEB
Share
0.7%
Value
$918,330
Shares
18,156
Held
Spdr Series TrustKBE
Share
0.7%
Value
$887,032
Shares
13,003
Held
Dimensional ETF TrustDFIC
Share
0.6%
Value
$863,326
Shares
23,170
-12%
Zacks TrustQUIZ
Share
0.6%
Value
$862,145
Shares
29,507
+11%
Applied MaterialsAMAT
Share
0.6%
Value
$818,175
Shares
1,132
+15%
Zacks TrustSMIZ
Share
0.6%
Value
$814,641
Shares
18,257
Held
Spdr Gold TRGLD
Share
0.6%
Value
$807,121
Shares
2,191
-22%
Monster BeverageMNST
Share
0.6%
Value
$806,247
Shares
8,388
+19%
Tidal Trust IIAMZY
Share
0.6%
Value
$798,466
Shares
74,763
+8%
KLAKLAC
Share
0.6%
Value
$791,710
Shares
2,624
+13%
Dimensional ETF TrustDFSD
Share
0.6%
Value
$764,051
Shares
16,001
+8%
Dimensional ETF TrustDCOR
Share
0.6%
Value
$748,022
Shares
9,124
-3%
Pimco ETF TRMINT
Share
0.6%
Value
$747,116
Shares
7,411
-28%
Amazon.comAMZN
Share
0.6%
Value
$743,382
Shares
3,119
Held
Blackrock ETF TrustDYNF
Share
0.5%
Value
$733,446
Shares
10,784
+3%
Expeditors International of WashingtonEXPD
Share
0.5%
Value
$732,369
Shares
4,493
+40%
Seagate Technology HoldingsSTX
Share
0.5%
Value
$729,202
Shares
755
-17%
Lam ResearchLRCX
Share
0.5%
Value
$723,379
Shares
1,669
+23%
Tidal Trust IIPLTY
Share
0.5%
Value
$685,862
Shares
24,184
+8%
J P Morgan Exchange Traded FJEPQ
Share
0.5%
Value
$681,384
Shares
11,087
+13%
Prudential FinancialPRU
Share
0.5%
Value
$674,767
Shares
6,252
+38%
Tidal Trust IITSLY
Share
0.5%
Value
$666,811
Shares
23,364
+13%
Ishares TRHYG
Share
0.5%
Value
$662,115
Shares
8,280
+5%
Howmet AerospaceHWM
Share
0.5%
Value
$657,115
Shares
2,444
+47%
Taiwan Semiconductor ManufacturingTSM
Share
0.5%
Value
$649,873
Shares
1,359
+50%
Federated HermesFHI
Share
0.5%
Value
$645,658
Shares
11,692
+49%
First TR Exchange Traded FDAIRR
Share
0.5%
Value
$641,948
Shares
4,818
+22%
Ross StoresROST
Share
0.5%
Value
$635,206
Shares
2,984
+143%
Micron TechnologyMU
Share
0.5%
Value
$634,341
Shares
550
New
Mueller IndustriesMLI
Share
0.5%
Value
$634,313
Shares
5,160
+30%
Innovator Etfs TrustBALT
Share
0.5%
Value
$634,269
Shares
18,508
+7%
Dimensional ETF TrustDFUS
Share
0.5%
Value
$630,227
Shares
7,691
+6%
First TR Exchange-Traded FDRDVI
Share
0.5%
Value
$627,605
Shares
21,347
+44%
Ishares TRIVW
Share
0.5%
Value
$624,545
Shares
4,541
-7%
Ishares TRSGOV
Share
0.4%
Value
$600,156
Shares
5,962
-44%
Innovator Etfs TrustEALT
Share
0.4%
Value
$586,813
Shares
16,364
+21%
Northern LTS FD TR IIICPAI
Share
0.4%
Value
$586,308
Shares
11,284
-3%
DaveDAVE
Share
0.4%
Value
$583,476
Shares
1,566
New
Blue BirdBLBD
Share
0.4%
Value
$558,800
Shares
7,077
New
MicrosoftMSFT
Share
0.4%
Value
$558,133
Shares
1,496
-16%
ExelixisEXEL
Share
0.4%
Value
$551,935
Shares
10,144
New
JabilJBL
Share
0.4%
Value
$549,739
Shares
1,426
New
IES HoldingsIESC
Share
0.4%
Value
$547,564
Shares
745
+26%
NextpowerNXT
Share
0.4%
Value
$545,304
Shares
4,577
+26%
Valmont IndustriesVMI
Share
0.4%
Value
$541,920
Shares
937
New
Coca-Cola ConsolidatedCOKE
Share
0.4%
Value
$534,655
Shares
2,800
+163%
Vanguard Index FDSVOO
Share
0.4%
Value
$533,605
Shares
777
+6%
AlphabetGOOGL
Share
0.4%
Value
$530,226
Shares
1,484
-9%
EMCOR GroupEME
Share
0.4%
Value
$529,564
Shares
638
New
First TR Exchange-Traded FDNXTG
Share
0.4%
Value
$529,220
Shares
3,451
Held
General ElectricGE
Share
0.4%
Value
$529,124
Shares
1,416
Held
Ishares TRPFF
Share
0.4%
Value
$529,018
Shares
17,351
New
Powell IndustriesPOWL
Share
0.4%
Value
$522,223
Shares
1,824
+18%
Old Dominion Freight LineODFL
Share
0.4%
Value
$512,325
Shares
2,365
+117%
TapestryTPR
Share
0.4%
Value
$509,833
Shares
3,483
+79%
FabrinetFN
Share
0.4%
Value
$509,239
Shares
906
+32%
Johnson & JohnsonJNJ
Share
0.4%
Value
$507,392
Shares
1,998
-17%
Tidal Trust IIPYPY
Share
0.4%
Value
$505,986
Shares
20,214
+8%
Select Sector Spdr TRXLV
Share
0.4%
Value
$504,829
Shares
3,182
-16%
Interactive Brokers GroupIBKR
Share
0.4%
Value
$502,337
Shares
5,771
New
United TherapeuticsUTHR
Share
0.4%
Value
$494,685
Shares
913
+76%
Imperial OilIMO
Share
0.4%
Value
$484,481
Shares
4,311
+92%
Tidal Trust IINFLY
Share
0.4%
Value
$481,426
Shares
61,018
+14%
Perdoceo EducationPRDO
Share
0.4%
Value
$480,468
Shares
15,015
New
Cirrus LogicCRUS
Share
0.3%
Value
$470,246
Shares
3,166
+5%
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$469,649
Shares
7,868
-7%
Sirius XM HoldingsSIRI
Share
0.3%
Value
$466,480
Shares
15,791
+7%
Ishares TRIJR
Share
0.3%
Value
$464,366
Shares
3,131
-10%
Vita Coco CompanyCOCO
Share
0.3%
Value
$461,062
Shares
6,971
+42%
IsharesIEMG
Share
0.3%
Value
$459,142
Shares
5,543
-24%
Vaneck ETF TrustMOAT
Share
0.3%
Value
$450,681
Shares
4,335
-13%
Vaneck ETF TrustGDX
Share
0.3%
Value
$448,075
Shares
5,939
New

Company	Share of fund	Value	Shares	Change
Janus Detroit STR TRJAAA	3.5%	$5m	93,437	+11%
Vanguard Scottsdale FDSVCSH	3.2%	$4m	54,228	Held
Vanguard World FDMGV	2.8%	$4m	23,452	Held
Vanguard BD Index FDSVUSB	2.7%	$4m	74,283	+39%
Vanguard Index FDSVTI	2.1%	$3m	7,779	-10%
Vanguard Index FDSVBR	2.1%	$3m	11,749	-9%
Spdr Series TrustCWB	2.0%	$3m	25,130	Held
Vanguard Scottsdale FDSVGIT	1.8%	$2m	40,586	-2%
Dimensional ETF TrustDFAC	1.7%	$2m	51,334	-8%
AppleAAPL	1.6%	$2m	7,357	+6%
Ishares TRIVV	1.5%	$2m	2,671	+27%
Zacks TrustZECP	1.4%	$2m	49,507	Held
Tidal Trust IIQQQY	1.3%	$2m	72,658	Held
Spdr Series TrustSPYM	1.2%	$2m	18,988	Held
Ishares TRAGG	1.2%	$2m	16,308	+17%
J P Morgan Exchange Traded FJEPI	1.2%	$2m	28,174	Held
NvidiaNVDA	1.1%	$1m	7,455	+2%
Spdr Series TrustBIL	1.1%	$1m	15,740	-31%
AlphabetGOOG	0.9%	$1m	3,585	+21%
Tidal Trust IIWDTE	0.9%	$1m	42,004	Held
Tidal Trust IINVDY	0.9%	$1m	97,849	+4%
State STR Spdr S&P 500 ETF TSPY	0.9%	$1m	1,583	Held
Vanguard Tax-Managed FDSVEA	0.9%	$1m	16,415	-11%
Ishares TRIXUS	0.8%	$1m	11,787	Held
Altria GroupMO	0.8%	$1m	14,704	+29%
Ishares TRIUSB	0.7%	$979,803	21,209	+4%
Ishares TRMUB	0.7%	$942,618	8,759	+4%
Vanguard Index FDSVOE	0.7%	$941,951	4,767	+43%
Vanguard MUN BD FDSVTEB	0.7%	$918,330	18,156	Held
Spdr Series TrustKBE	0.7%	$887,032	13,003	Held
Dimensional ETF TrustDFIC	0.6%	$863,326	23,170	-12%
Zacks TrustQUIZ	0.6%	$862,145	29,507	+11%
Applied MaterialsAMAT	0.6%	$818,175	1,132	+15%
Zacks TrustSMIZ	0.6%	$814,641	18,257	Held
Spdr Gold TRGLD	0.6%	$807,121	2,191	-22%
Monster BeverageMNST	0.6%	$806,247	8,388	+19%
Tidal Trust IIAMZY	0.6%	$798,466	74,763	+8%
KLAKLAC	0.6%	$791,710	2,624	+13%
Dimensional ETF TrustDFSD	0.6%	$764,051	16,001	+8%
Dimensional ETF TrustDCOR	0.6%	$748,022	9,124	-3%
Pimco ETF TRMINT	0.6%	$747,116	7,411	-28%
Amazon.comAMZN	0.6%	$743,382	3,119	Held
Blackrock ETF TrustDYNF	0.5%	$733,446	10,784	+3%
Expeditors International of WashingtonEXPD	0.5%	$732,369	4,493	+40%
Seagate Technology HoldingsSTX	0.5%	$729,202	755	-17%
Lam ResearchLRCX	0.5%	$723,379	1,669	+23%
Tidal Trust IIPLTY	0.5%	$685,862	24,184	+8%
J P Morgan Exchange Traded FJEPQ	0.5%	$681,384	11,087	+13%
Prudential FinancialPRU	0.5%	$674,767	6,252	+38%
Tidal Trust IITSLY	0.5%	$666,811	23,364	+13%
Ishares TRHYG	0.5%	$662,115	8,280	+5%
Howmet AerospaceHWM	0.5%	$657,115	2,444	+47%
Taiwan Semiconductor ManufacturingTSM	0.5%	$649,873	1,359	+50%
Federated HermesFHI	0.5%	$645,658	11,692	+49%
First TR Exchange Traded FDAIRR	0.5%	$641,948	4,818	+22%
Ross StoresROST	0.5%	$635,206	2,984	+143%
Micron TechnologyMU	0.5%	$634,341	550	New
Mueller IndustriesMLI	0.5%	$634,313	5,160	+30%
Innovator Etfs TrustBALT	0.5%	$634,269	18,508	+7%
Dimensional ETF TrustDFUS	0.5%	$630,227	7,691	+6%
First TR Exchange-Traded FDRDVI	0.5%	$627,605	21,347	+44%
Ishares TRIVW	0.5%	$624,545	4,541	-7%
Ishares TRSGOV	0.4%	$600,156	5,962	-44%
Innovator Etfs TrustEALT	0.4%	$586,813	16,364	+21%
Northern LTS FD TR IIICPAI	0.4%	$586,308	11,284	-3%
DaveDAVE	0.4%	$583,476	1,566	New
Blue BirdBLBD	0.4%	$558,800	7,077	New
MicrosoftMSFT	0.4%	$558,133	1,496	-16%
ExelixisEXEL	0.4%	$551,935	10,144	New
JabilJBL	0.4%	$549,739	1,426	New
IES HoldingsIESC	0.4%	$547,564	745	+26%
NextpowerNXT	0.4%	$545,304	4,577	+26%
Valmont IndustriesVMI	0.4%	$541,920	937	New
Coca-Cola ConsolidatedCOKE	0.4%	$534,655	2,800	+163%
Vanguard Index FDSVOO	0.4%	$533,605	777	+6%
AlphabetGOOGL	0.4%	$530,226	1,484	-9%
EMCOR GroupEME	0.4%	$529,564	638	New
First TR Exchange-Traded FDNXTG	0.4%	$529,220	3,451	Held
General ElectricGE	0.4%	$529,124	1,416	Held
Ishares TRPFF	0.4%	$529,018	17,351	New
Powell IndustriesPOWL	0.4%	$522,223	1,824	+18%
Old Dominion Freight LineODFL	0.4%	$512,325	2,365	+117%
TapestryTPR	0.4%	$509,833	3,483	+79%
FabrinetFN	0.4%	$509,239	906	+32%
Johnson & JohnsonJNJ	0.4%	$507,392	1,998	-17%
Tidal Trust IIPYPY	0.4%	$505,986	20,214	+8%
Select Sector Spdr TRXLV	0.4%	$504,829	3,182	-16%
Interactive Brokers GroupIBKR	0.4%	$502,337	5,771	New
United TherapeuticsUTHR	0.4%	$494,685	913	+76%
Imperial OilIMO	0.4%	$484,481	4,311	+92%
Tidal Trust IINFLY	0.4%	$481,426	61,018	+14%
Perdoceo EducationPRDO	0.4%	$480,468	15,015	New
Cirrus LogicCRUS	0.3%	$470,246	3,166	+5%
Vanguard Intl Equity Index FVWO	0.3%	$469,649	7,868	-7%
Sirius XM HoldingsSIRI	0.3%	$466,480	15,791	+7%
Ishares TRIJR	0.3%	$464,366	3,131	-10%
Vita Coco CompanyCOCO	0.3%	$461,062	6,971	+42%
IsharesIEMG	0.3%	$459,142	5,543	-24%
Vaneck ETF TrustMOAT	0.3%	$450,681	4,335	-13%
Vaneck ETF TrustGDX	0.3%	$448,075	5,939	New

Showing the largest 100 of 221.

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 19.6% since 31 December 2025.

Where the money is

Technology10.1%

Industrials6.0%

Retail & consumer3.2%

Financial services2.8%

Health care2.7%

Everyday goods2.7%

Media & telecom2.2%

Energy0.5%

Utilities0.2%

Materials0.1%

Other69.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.