Stirlingshire Investments, Inc. Portfolio Stock Holdings
Stirlingshire Investments, Inc. disclosed 196 stock positions valued at approximately $114.0 million in its latest SEC 13F filing. The largest holdings include VANGUARD SCOTTSDALE FDS, JANUS DETROIT STR TR, and VANGUARD WORLD FD. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 196
- Portfolio Value
- $114.0M
Holdings by Sector
Stirlingshire Investments, Inc. Portfolio Holdings in Q1 2026
180 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.77% | 54,212 | +6,001 | +12.45% | $4,297,396 |
| JANUS DETROIT STR TR | JAAA | Other | 3.75% | 84,488 | +13,968 | +19.81% | $4,272,783 |
| VANGUARD WORLD FD | MGV | Other | 2.96% | 23,293 | +7,552 | +47.98% | $3,376,319 |
| VANGUARD INDEX FDS | VBR | Other | 2.45% | 12,875 | +4,900 | +61.44% | $2,797,096 |
| VANGUARD INDEX FDS | VTI | Other | 2.43% | 8,627 | -32 | -0.37% | $2,767,511 |
| VANGUARD BD INDEX FDS | VUSB | Other | 2.33% | 53,339 | +12,409 | +30.32% | $2,655,490 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.17% | 41,500 | +1,780 | +4.48% | $2,471,314 |
| SPDR SERIES TRUST | CWB | Other | 2.02% | 25,179 | +21,237 | +538.74% | $2,304,421 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.90% | 55,798 | +3,760 | +7.23% | $2,168,305 |
| SPDR SERIES TRUST | BIL | Other | 1.82% | 22,690 | -38,886 | -63.15% | $2,079,339 |
| APPLE INC | AAPL | Technology | 1.54% | 6,920 | +362 | +5.52% | $1,756,183 |
| ZACKS TRUST | ZECP | Other | 1.46% | 49,340 | +1,134 | +2.35% | $1,669,180 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.41% | 28,282 | -16,646 | -37.05% | $1,603,017 |
| SPDR SERIES TRUST | SPLG | Other | 1.30% | 19,329 | -347 | -1.76% | $1,479,422 |
| ISHARES TR | AGG | Other | 1.22% | 13,973 | +187 | +1.36% | $1,387,072 |
| ISHARES TR | IVV | Other | 1.21% | 2,104 | +553 | +35.65% | $1,374,544 |
| NVIDIA CORPORATION | NVDA | Technology | 1.12% | 7,304 | +203 | +2.86% | $1,273,885 |
| TIDAL TRUST II | NVDY | Other | 1.07% | 94,200 | -1,772 | -1.85% | $1,222,713 |
| SPDR GOLD TR | GLD | Other | 1.06% | 2,799 | +175 | +6.67% | $1,204,382 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.04% | 18,515 | +34 | +0.18% | $1,186,442 |
| ISHARES TR | SGOV | Other | 0.94% | 10,634 | -3,976 | -27.21% | $1,070,420 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.91% | 1,600 | +574 | +55.95% | $1,043,118 |
| PIMCO ETF TR | MINT | Other | 0.91% | 10,263 | +251 | +2.51% | $1,032,150 |
| ISHARES TR | IXUS | Other | 0.89% | 11,779 | -87 | -0.73% | $1,020,550 |
| ISHARES TR | IUSB | Other | 0.83% | 20,437 | -362 | -1.74% | $944,981 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.82% | 26,406 | +3,754 | +16.57% | $938,189 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.80% | 18,287 | -423 | -2.26% | $912,345 |
| ISHARES TR | MUB | Other | 0.78% | 8,429 | +188 | +2.28% | $894,742 |
| ALPHABET INC | GOOG | Communication Services | 0.75% | 2,969 | +25 | +0.85% | $851,713 |
| ISHARES TR | EFV | Other | 0.71% | 10,830 | +1,052 | +10.76% | $805,243 |
| SPDR SERIES TRUST | KBE | Other | 0.68% | 13,080 | -395 | -2.93% | $778,885 |
| TIDAL TRUST II | AMZY | Other | 0.67% | 69,378 | -1,601 | -2.26% | $764,541 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.67% | 11,400 | -1,280 | -10.09% | $764,375 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.62% | 14,860 | +2,654 | +21.74% | $711,481 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.60% | 9,424 | +1,214 | +14.79% | $679,274 |
| MICROSOFT CORP | MSFT | Technology | 0.58% | 1,775 | +39 | +2.25% | $657,030 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.56% | 3,064 | -168 | -5.20% | $638,139 |
| LITMAN GREGORY FDS TR | DBMF | Other | 0.56% | 21,091 | +21,091 | +100.00% | $635,882 |
| ISHARES TR | HYG | Other | 0.55% | 7,906 | -8,667 | -52.30% | $628,967 |
| VANGUARD INDEX FDS | VOE | Other | 0.54% | 3,341 | +2,159 | +182.66% | $615,640 |
| SPDR SERIES TRUST | SPTM | Other | 0.54% | 7,738 | - | - | $611,788 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.54% | 10,515 | -1,918 | -15.43% | $611,782 |
| GLOBAL X FDS | SHLD | Other | 0.52% | 8,432 | +3,549 | +72.68% | $597,292 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.52% | 2,406 | -19 | -0.78% | $588,077 |
| TIDAL TRUST II | NFLY | Other | 0.51% | 53,474 | +421 | +0.79% | $586,611 |
| INNOVATOR ETFS TRUST | BALT | Other | 0.51% | 17,378 | -568 | -3.17% | $581,555 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.49% | 3,782 | +56 | +1.50% | $554,552 |
| ISHARES TR | IVW | Other | 0.48% | 4,878 | -52 | -1.05% | $551,804 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.48% | 9,793 | -8,347 | -46.01% | $543,704 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.45% | 7,289 | +2,422 | +49.76% | $516,872 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.45% | 7,069 | -119 | -1.66% | $512,214 |
| ISHARES INC | IEMG | Other | 0.45% | 7,295 | -765 | -9.49% | $508,832 |
| VANECK ETF TRUST | MOAT | Other | 0.42% | 5,009 | +182 | +3.77% | $484,384 |
| ATMUS FILTRATION TECHNOLOGIE | ATMU | Industrials | 0.42% | 8,396 | +3,035 | +56.61% | $476,659 |
| ISHARES TR | IVE | Other | 0.41% | 2,227 | -287 | -11.42% | $470,270 |
| ALPHABET INC | GOOGL | Communication Services | 0.41% | 1,633 | +659 | +67.66% | $469,668 |
| EXPEDITORS INTL WASH INC | EXPD | Industrials | 0.40% | 3,207 | +1,454 | +82.94% | $459,347 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.40% | 8,418 | -29 | -0.34% | $455,019 |
| INNOVATOR ETFS TRUST | EALT | Other | 0.40% | 13,533 | -18 | -0.13% | $454,573 |
| FEDERATED HERMES INC | FHI | Financial Services | 0.39% | 7,851 | +2,830 | +56.36% | $445,248 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.39% | 4,523 | +11 | +0.24% | $441,810 |
| MUELLER INDS INC | MLI | Industrials | 0.39% | 3,974 | +190 | +5.02% | $440,303 |
| VANGUARD INDEX FDS | VOO | Other | 0.39% | 736 | +195 | +36.04% | $440,063 |
| NEXTPOWER INC | NXT | Technology | 0.39% | 3,643 | +609 | +20.07% | $439,144 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.38% | 3,962 | +1,033 | +35.27% | $438,873 |
| CIRRUS LOGIC INC | CRUS | Technology | 0.38% | 3,019 | +3,019 | +100.00% | $436,672 |
| ISHARES TR | IJR | Other | 0.38% | 3,480 | +179 | +5.42% | $432,641 |
| SPDR SERIES TRUST | SPSM | Other | 0.38% | 8,899 | +3,219 | +56.67% | $430,097 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 0.37% | 797 | -6 | -0.75% | $416,422 |
| AIM ETF PRODUCTS TRUST | APRW | Other | 0.36% | 11,741 | +696 | +6.30% | $415,341 |
| AIM ETF PRODUCTS TRUST | JANW | Other | 0.36% | 11,200 | +744 | +7.12% | $408,576 |
| AIM ETF PRODUCTS TRUST | JULW | Other | 0.36% | 10,509 | +642 | +6.51% | $407,872 |
| AIM ETF PRODUCTS TRUST | OCTW | Other | 0.36% | 10,579 | +697 | +7.05% | $406,974 |
| GE AEROSPACE | GE | Industrials | 0.35% | 1,399 | +31 | +2.27% | $397,778 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.35% | 7,143 | -125 | -1.72% | $394,575 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.35% | 7,848 | +10 | +0.13% | $394,009 |
| PROSHARES TR | NOBL | Other | 0.34% | 3,681 | -109 | -2.88% | $390,270 |
| FIRST TR EXCHANGE-TRADED FD | NXTG | Other | 0.34% | 3,451 | - | - | $386,269 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.34% | 8,148 | +622 | +8.26% | $382,533 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.34% | 1,659 | -151 | -8.34% | $382,254 |
| META PLATFORMS INC | META | Communication Services | 0.33% | 667 | -39 | -5.52% | $381,890 |
| ARK ETF TR | ARKX | Other | 0.33% | 12,923 | +4,974 | +62.57% | $379,290 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 0.33% | 14,817 | +5,542 | +59.75% | $378,573 |
| MERCK & CO INC | MRK | Healthcare | 0.33% | 3,108 | +3,108 | +100.00% | $376,487 |
| VANECK MERK GOLD ETF | OUNZ | Other | 0.33% | 8,268 | -688 | -7.68% | $372,473 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.32% | 1,182 | +1 | +0.08% | $367,318 |
| FABRINET | FN | Other | 0.31% | 687 | +55 | +8.70% | $358,279 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.31% | 906 | -320 | -26.10% | $355,550 |
| UBIQUITI INC | UI | Technology | 0.31% | 446 | -30 | -6.30% | $352,806 |
| KLA CORP | KLAC | Technology | 0.30% | 233 | -43 | -15.58% | $343,213 |
| SIRIUSXM HOLDINGS INC | SIRI | Consumer Discretionary | 0.30% | 14,775 | +272 | +1.88% | $341,017 |
| SIMPLIFY EXCHANGE TRADED FUN | SVOL | Other | 0.30% | 22,177 | -12,142 | -35.38% | $340,200 |
| APPLIED MATLS INC | AMAT | Technology | 0.29% | 981 | +54 | +5.83% | $335,157 |
| SPDR SERIES TRUST | SPIB | Other | 0.29% | 9,857 | +321 | +3.37% | $330,590 |
| GE VERNOVA INC | GEV | Utilities | 0.29% | 378 | -58 | -13.30% | $329,988 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.29% | 5,599 | +202 | +3.74% | $327,751 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.27% | 6,228 | - | - | $311,338 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.27% | 310 | +2 | +0.65% | $308,734 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 0.27% | 520 | +36 | +7.44% | $308,344 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.27% | 907 | -139 | -13.29% | $307,525 |