Stirlingshire Investments, Inc. Portfolio Stock Holdings
Stirlingshire Investments, Inc. disclosed 221 stock positions valued at approximately $134.9 million in its latest SEC 13F filing. The largest holdings include JANUS DETROIT STR TR, VANGUARD SCOTTSDALE FDS, and VANGUARD WORLD FD. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 221
- Portfolio Value
- $134.9M
Holdings by Sector
Stirlingshire Investments, Inc. Portfolio Holdings in Q2 2026
203 holdings in the latest reporting period.
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| 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 |
| SPDR GOLD TR | GLD | Other | 0.60% | 2,191 | -608 | -21.72% | $807,121 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.60% | 8,388 | +1,319 | +18.66% | $806,247 |
| TIDAL TRUST II | AMZY | Other | 0.59% | 74,763 | +5,385 | +7.76% | $798,466 |
| KLA CORP | KLAC | Technology | 0.59% | 2,624 | +2,391 | +1026.18% | $791,710 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.57% | 16,001 | +1,141 | +7.68% | $764,051 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.55% | 9,124 | -300 | -3.18% | $748,022 |
| PIMCO ETF TR | MINT | Other | 0.55% | 7,411 | -2,852 | -27.79% | $747,116 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.55% | 3,119 | +55 | +1.80% | $743,382 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.54% | 10,784 | +269 | +2.56% | $733,446 |
| EXPEDITORS INTL WASH INC | EXPD | Industrials | 0.54% | 4,493 | +1,286 | +40.10% | $732,369 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.54% | 755 | -151 | -16.67% | $729,202 |
| LAM RESEARCH CORP | LRCX | Other | 0.54% | 1,669 | +312 | +22.99% | $723,379 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.51% | 11,087 | +1,294 | +13.21% | $681,384 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.50% | 6,252 | +1,729 | +38.23% | $674,767 |
| ISHARES TR | HYG | Other | 0.49% | 8,280 | +374 | +4.73% | $662,115 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.49% | 2,444 | +785 | +47.32% | $657,115 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.48% | 1,359 | +452 | +49.83% | $649,873 |
| FEDERATED HERMES INC | FHI | Financial Services | 0.48% | 11,692 | +3,841 | +48.92% | $645,658 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.48% | 4,818 | +856 | +21.61% | $641,948 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.47% | 2,984 | +1,755 | +142.80% | $635,206 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.47% | 550 | +550 | +100.00% | $634,341 |
| MUELLER INDS INC | MLI | Industrials | 0.47% | 5,160 | +1,186 | +29.84% | $634,313 |
| INNOVATOR ETFS TRUST | BALT | Other | 0.47% | 18,508 | +1,130 | +6.50% | $634,269 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.47% | 7,691 | +402 | +5.52% | $630,227 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 0.47% | 21,347 | +6,530 | +44.07% | $627,605 |
| ISHARES TR | IVW | Other | 0.46% | 4,541 | -337 | -6.91% | $624,545 |
| ISHARES TR | SGOV | Other | 0.45% | 5,962 | -4,672 | -43.93% | $600,156 |
| INNOVATOR ETFS TRUST | EALT | Other | 0.44% | 16,364 | +2,831 | +20.92% | $586,813 |
| DAVE INC | DAVE | Technology | 0.43% | 1,566 | +1,566 | +100.00% | $583,476 |
| BLUE BIRD CORP | BLBD | Industrials | 0.41% | 7,077 | +7,077 | +100.00% | $558,800 |
| MICROSOFT CORP | MSFT | Technology | 0.41% | 1,496 | -279 | -15.72% | $558,133 |
| EXELIXIS INC | EXEL | Healthcare | 0.41% | 10,144 | +10,144 | +100.00% | $551,935 |
| JABIL INC | JBL | Technology | 0.41% | 1,426 | +1,426 | +100.00% | $549,739 |
| IES HOLDINGS INC | IESC | Industrials | 0.41% | 745 | +153 | +25.84% | $547,564 |
| NEXTPOWER INC | NXT | Technology | 0.40% | 4,577 | +934 | +25.64% | $545,304 |
| VALMONT INDS INC | VMI | Industrials | 0.40% | 937 | +937 | +100.00% | $541,920 |
| COCA COLA CONS INC | COKE | Consumer Defensive | 0.40% | 2,800 | +1,736 | +163.16% | $534,655 |
| VANGUARD INDEX FDS | VOO | Other | 0.40% | 777 | +41 | +5.57% | $533,605 |
| ALPHABET INC | GOOGL | Communication Services | 0.39% | 1,484 | -149 | -9.12% | $530,226 |
| EMCOR GROUP INC | EME | Industrials | 0.39% | 638 | +638 | +100.00% | $529,564 |
| FIRST TR EXCHANGE-TRADED FD | NXTG | Other | 0.39% | 3,451 | - | - | $529,220 |
| GE AEROSPACE | GE | Industrials | 0.39% | 1,416 | +17 | +1.22% | $529,124 |
| ISHARES TR | PFF | Other | 0.39% | 17,351 | +6,777 | +64.09% | $529,018 |
| POWELL INDS INC | POWL | Industrials | 0.39% | 1,824 | +1,307 | +252.80% | $522,223 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 0.38% | 2,365 | +1,273 | +116.58% | $512,325 |
| TAPESTRY INC | TPR | Consumer Cyclical | 0.38% | 3,483 | +1,534 | +78.71% | $509,833 |
| FABRINET | FN | Other | 0.38% | 906 | +219 | +31.88% | $509,239 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 1,998 | -408 | -16.96% | $507,392 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.37% | 3,182 | -600 | -15.86% | $504,829 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.37% | 5,771 | +5,771 | +100.00% | $502,337 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 0.37% | 913 | +393 | +75.58% | $494,685 |
| IMPERIAL OIL LTD | IMO | Energy | 0.36% | 4,311 | +2,069 | +92.28% | $484,481 |
| TIDAL TRUST II | NFLY | Other | 0.36% | 61,018 | +7,544 | +14.11% | $481,426 |
| PERDOCEO ED CORP | PRDO | Consumer Defensive | 0.36% | 15,015 | +15,015 | +100.00% | $480,468 |
| CIRRUS LOGIC INC | CRUS | Technology | 0.35% | 3,166 | +147 | +4.87% | $470,246 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.35% | 7,868 | -550 | -6.53% | $469,649 |
| SIRIUSXM HOLDINGS INC | SIRI | Consumer Discretionary | 0.35% | 15,791 | +1,016 | +6.88% | $466,480 |
| ISHARES TR | IJR | Other | 0.34% | 3,131 | -349 | -10.03% | $464,366 |
| VITA COCO CO INC | COCO | Consumer Defensive | 0.34% | 6,971 | +2,070 | +42.24% | $461,062 |
| ISHARES INC | IEMG | Other | 0.34% | 5,543 | -1,752 | -24.02% | $459,142 |
| VANECK ETF TRUST | MOAT | Other | 0.33% | 4,335 | -674 | -13.46% | $450,681 |
| VANECK ETF TRUST | GDX | Other | 0.33% | 5,939 | +5,939 | +100.00% | $448,075 |
| QUALCOMM INC | QCOM | Technology | 0.33% | 2,408 | +1,061 | +78.77% | $444,941 |
| GE VERNOVA INC | GEV | Utilities | 0.33% | 375 | -3 | -0.79% | $440,874 |
| GLOBAL X FDS | SHLD | Other | 0.33% | 7,322 | -1,110 | -13.16% | $438,566 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.33% | 7,270 | +127 | +1.78% | $438,285 |
| SPDR SERIES TRUST | SPSM | Other | 0.32% | 7,535 | -1,364 | -15.33% | $434,553 |
| FORMFACTOR INC | FORM | Technology | 0.32% | 2,714 | +2,714 | +100.00% | $434,028 |
| AIM ETF PRODUCTS TRUST | JANW | Other | 0.31% | 10,858 | -342 | -3.05% | $419,932 |
| AIM ETF PRODUCTS TRUST | APRW | Other | 0.31% | 11,292 | -449 | -3.82% | $419,383 |