Ayrshire Capital Management LLC Top Holdings and 13F Report (2025) About Ayrshire Capital Management LLCInvestment ActivityAyrshire Capital Management LLC has $215.49 million in total holdings as of September 30, 2025.Ayrshire Capital Management LLC owns shares of 47 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.15% of the portfolio was purchased this quarter.About 7.38% of the portfolio was sold this quarter.This quarter, Ayrshire Capital Management LLC has purchased 47 new stocks and bought additional shares in 8 stocks.Ayrshire Capital Management LLC sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings Amphenol $16,551,811Microsoft $15,822,391Apple $10,323,767TJX Companies $8,774,862Meta Platforms $7,663,306 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $7,619,001 Holding44951W106 - IES $236,602 Holding Largest Purchases this Quarter Palo Alto Networks 37,418 shares (about $7.62M)Blackstone 28,448 shares (about $4.86M)Meta Platforms 4,105 shares (about $3.01M)Eli Lilly and Company 1,134 shares (about $865.21K)Danaher 3,953 shares (about $783.72K) Largest Sales this Quarter Arthur J. Gallagher & Co. 8,372 shares (about $2.59M)Amazon.com 10,585 shares (about $2.32M)American International Group 23,676 shares (about $1.86M)Insulet 4,619 shares (about $1.43M)Amphenol 11,234 shares (about $1.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAyrshire Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPHAmphenol$16,551,811$1,390,208 ▼-7.7%133,7527.7%Computer and TechnologyMSFTMicrosoft$15,822,391$337,187 ▼-2.1%30,5487.3%Computer and TechnologyAAPLApple$10,323,767$217,200 ▼-2.1%40,5444.8%Computer and TechnologyTJXTJX Companies$8,774,862$16,333 ▼-0.2%60,7094.1%Retail/WholesaleMETAMeta Platforms$7,663,306$3,014,650 ▲64.8%10,4353.6%Computer and TechnologyPANWPalo Alto Networks$7,619,001$7,619,001 ▲New Holding37,4183.5%Computer and TechnologyDHRDanaher$7,532,252$783,717 ▲11.6%37,9923.5%MedicalETNEaton$7,509,756$810,257 ▼-9.7%20,0663.5%IndustrialsLLYEli Lilly and Company$7,420,667$865,210 ▲13.2%9,7263.4%MedicalBXBlackstone$7,328,181$4,860,396 ▲197.0%42,8923.4%FinanceAMZNAmazon.com$7,299,903$2,324,174 ▼-24.1%33,2463.4%Retail/WholesaleCOSTCostco Wholesale$6,987,605$970,989 ▼-12.2%7,5493.2%Retail/WholesaleNVDANVIDIA$6,786,723$16,792 ▼-0.2%36,3743.1%Computer and TechnologyMAMastercard$6,710,008$596,660 ▼-8.2%11,7973.1%Business ServicesROPER TECHNOLOGIES INC$6,708,118$124,677 ▲1.9%13,4513.1%COMLINDE PLC$6,492,391$39,901 ▼-0.6%13,6683.0%SHSRSGRepublic Services$6,369,255$38,323 ▲0.6%27,7553.0%Business ServicesCORCencora$6,346,826$12,814 ▼-0.2%20,3082.9%MedicalHDHome Depot$6,283,759$232,987 ▼-3.6%15,5082.9%Retail/WholesaleECLEcolab$6,123,566$186,500 ▼-3.0%22,3602.8%Basic MaterialsPODDInsulet$5,847,971$1,426,026 ▼-19.6%18,9422.7%MedicalFIFiserv$5,808,250$240,195 ▼-4.0%45,0502.7%Business ServicesAIGAmerican International Group$5,452,027$1,859,518 ▼-25.4%69,4172.5%FinanceABTAbbott Laboratories$5,045,620$248,457 ▼-4.7%37,6712.3%MedicalPGProcter & Gamble$5,002,737$20,436 ▼-0.4%32,5592.3%Consumer StaplesZTSZoetis$4,765,812$66,430 ▼-1.4%32,5712.2%MedicalAJGArthur J. Gallagher & Co.$4,527,606$2,593,221 ▼-36.4%14,6172.1%FinanceGOOGLAlphabet$2,126,931$103,320 ▼-4.6%8,7491.0%Computer and TechnologyKLACKLA$2,039,647$156,398 ▼-7.1%1,8910.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,825,949$11,991 ▲0.7%2,7410.8%FinanceARCCAres Capital$1,601,512$11,879 ▼-0.7%78,4670.7%FinanceCRMSalesforce$1,310,529$86,263 ▼-6.2%5,5300.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,140,214$4,525 ▼-0.4%2,2680.5%FinanceWMBWilliams Companies$848,915$35,097 ▼-4.0%13,4000.4%EnergyPMPhilip Morris International$778,5600.0%4,8000.4%Consumer StaplesGILDGilead Sciences$599,4000.0%5,4000.3%MedicalDGROiShares Core Dividend Growth ETF$549,568$31,659 ▼-5.4%8,0720.3%ETFKOCocaCola$534,5390.0%8,0600.2%Consumer StaplesSPGIS&P Global$497,9040.0%1,0230.2%FinanceDEDeere & Company$457,2600.0%1,0000.2%IndustrialsWFCWells Fargo & Company$435,2770.0%5,1930.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$397,552$59,603 ▼-13.0%6670.2%ETFVOOVanguard S&P 500 ETF$386,4120.0%6310.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$303,996$14,712 ▲5.1%2,0870.1%ETFNSCNorfolk Southern$300,4100.0%1,0000.1%TransportationIESCIES$236,602$236,602 ▲New Holding5950.1%Computer and TechnologyBLACKSTONE MORTGAGE TRUST IN$9,8000.0%10,0000.0%NOTE 5.500% 3/1AMGNAmgen$0$1,594,987 ▼-100.0%00.0%MedicalEPDEnterprise Products Partners$0$206,904 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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