Stirlingshire Investments, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Stirlingshire Investments, Inc. disclosed 204 stock positions valued at approximately $134.85M as of quarter-end June 30, 2026. The largest holdings include JANUS DETROIT STR TR, VANGUARD SCOTTSDALE FDS, and VANGUARD WORLD FD.
- Report Period
- June 30, 2026
- No. of Stocks
- 204
- Portfolio Value
- $134.85M
Holdings by Sector
Stirlingshire Investments, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| JANUS DETROIT STR TR | JAAA | Other | 3.51% | 93,437 | +8,949 | +10.59% | $4,736,375 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.18% | 54,228 | +16 | +0.03% | $4,285,609 |
| VANGUARD WORLD FD | MGV | Other | 2.84% | 23,452 | +159 | +0.68% | $3,833,219 |
| VANGUARD BD INDEX FDS | VUSB | Other | 2.74% | 74,283 | +20,944 | +39.27% | $3,697,785 |
| VANGUARD INDEX FDS | VTI | Other | 2.13% | 7,779 | -848 | -9.83% | $2,878,672 |
| VANGUARD INDEX FDS | VBR | Other | 2.12% | 11,749 | -1,126 | -8.75% | $2,854,782 |
| SPDR SERIES TRUST | CWB | Other | 2.01% | 25,130 | -49 | -0.19% | $2,709,474 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.78% | 40,586 | -914 | -2.20% | $2,393,778 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.69% | 51,334 | -4,464 | -8.00% | $2,277,156 |
| APPLE INC | AAPL | Technology | 1.58% | 7,357 | +437 | +6.32% | $2,128,953 |
| ISHARES TR | IVV | Other | 1.48% | 2,671 | +567 | +26.95% | $2,000,651 |
| ZACKS TRUST | ZECP | Other | 1.39% | 49,507 | +167 | +0.34% | $1,868,403 |
| SPDR SERIES TRUST | SPLG | Other | 1.24% | 18,988 | -341 | -1.76% | $1,668,654 |
| ISHARES TR | AGG | Other | 1.20% | 16,308 | +2,335 | +16.71% | $1,614,189 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.18% | 28,174 | -108 | -0.38% | $1,591,278 |
| NVIDIA CORPORATION | NVDA | Technology | 1.11% | 7,455 | +151 | +2.07% | $1,491,636 |
| SPDR SERIES TRUST | BIL | Other | 1.07% | 15,740 | -6,950 | -30.63% | $1,442,394 |
| ALPHABET INC | GOOG | Communication Services | 0.94% | 3,585 | +616 | +20.75% | $1,266,649 |
| TIDAL TRUST II | NVDY | Other | 0.90% | 97,849 | +3,649 | +3.87% | $1,217,238 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.88% | 1,583 | -17 | -1.06% | $1,185,501 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.87% | 16,415 | -2,100 | -11.34% | $1,169,538 |
| ISHARES TR | IXUS | Other | 0.83% | 11,787 | +8 | +0.07% | $1,124,908 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.80% | 14,704 | +3,304 | +28.98% | $1,072,669 |
| ISHARES TR | IUSB | Other | 0.73% | 21,209 | +772 | +3.78% | $979,803 |
| ISHARES TR | MUB | Other | 0.70% | 8,759 | +330 | +3.92% | $942,618 |
| VANGUARD INDEX FDS | VOE | Other | 0.70% | 4,767 | +1,426 | +42.68% | $941,951 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.68% | 18,156 | -131 | -0.72% | $918,330 |
| SPDR SERIES TRUST | KBE | Other | 0.66% | 13,003 | -77 | -0.59% | $887,032 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.64% | 23,170 | -3,236 | -12.25% | $863,326 |
| APPLIED MATLS INC | AMAT | Technology | 0.61% | 1,132 | +151 | +15.39% | $818,175 |
Showing 30 of 204 holdings in the latest reporting period.