Stirlingshire Investments, Inc. Top Holdings and 13F Report (2026)

About Stirlingshire Investments, Inc.

Investment Activity

Stirlingshire Investments, Inc. has $141.82 million in total holdings as of June 30, 2026.
Stirlingshire Investments, Inc. owns shares of 223 different stocks, but just 116 companies or ETFs make up 80% of its holdings.
Approximately 21.34% of the portfolio was purchased this quarter.
About 14.63% of the portfolio was sold this quarter.
This quarter, Stirlingshire Investments, Inc. has purchased 221 new stocks and bought additional shares in 101 stocks.
Stirlingshire Investments, Inc. sold shares of 69 stocks and completely divested from 43 stocks this quarter.

Largest Holdings

Janus Henderson AAA CLO ETF: $6,156,804
Vanguard Mega Cap Value ETF: $4,210,507
Vanguard Short-Term Corporate Bond ETF: $4,156,576
Vanguard Ultra-Short Bond ETF: $3,462,073
Vanguard Small-Cap Value ETF: $3,088,568

Largest New Holdings this Quarter

46429B655 - iShares Floating Rate Bond ETF: $1,222,198 Holding
46090A879 - Invesco Variable Rate Investment Grade ETF: $1,170,275 Holding
45337C102 - Incyte: $607,478 Holding
40637H109 - Halozyme Therapeutics: $600,907 Holding
G8726X106 - TEEKAY TANKERS LTD: $579,351 Holding

Largest Purchases this Quarter

iShares iBoxx $ High Yield Corporate Bond ETF: 25,112 shares (about $1.94M)
Janus Henderson AAA CLO ETF: 28,067 shares (about $1.42M)
iShares Floating Rate Bond ETF: 23,941 shares (about $1.22M)
Invesco Variable Rate Investment Grade ETF: 46,764 shares (about $1.17M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 8,915 shares (about $816.97K)

Largest Sales this Quarter

SPDR Bloomberg Convertible Securities ETF: 19,291 shares (about $1.95M)
Dimensional U.S. Equity ETF: 3,565 shares (about $295.99K)
Vanguard Intermediate-Term Treasury ETF: 5,128 shares (about $290.55K)
Altria Group: 4,073 shares (about $278.84K)
Vanguard Ultra-Short Bond ETF: 4,413 shares (about $218.67K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JAAA Janus Henderson AAA CLO ETF	$6,156,804	$1,422,200 ▲	30.0%	121,504	4.3%	ETF
MGV Vanguard Mega Cap Value ETF	$4,210,507	$432,681 ▲	11.5%	26,138	3.0%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$4,156,576	$32,522 ▼	-0.8%	53,807	2.9%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$3,462,073	$218,665 ▼	-5.9%	69,870	2.4%	ETF
VBR Vanguard Small-Cap Value ETF	$3,088,568	$374,260 ▲	13.8%	13,369	2.2%	ETF
VTI Vanguard Total Stock Market ETF	$2,940,296	$29,190 ▲	1.0%	7,857	2.1%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,578,227	$1,938,921 ▲	303.3%	33,392	1.8%	ETF
AAPL Apple	$2,503,609	$53,615 ▲	2.2%	7,518	1.8%	Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$2,259,386	$816,971 ▲	56.6%	24,655	1.6%	ETF
IVV iShares Core S&P 500 ETF	$2,168,389	$122,551 ▲	6.0%	2,831	1.5%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$2,081,722	$200,069 ▼	-8.8%	46,833	1.5%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$2,009,048	$290,552 ▼	-12.6%	35,458	1.4%	ETF
ZECP Zacks Earnings Consistent Portfolio ETF	$1,885,048	$47,835 ▲	2.6%	50,796	1.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,861,101	$319,354 ▲	20.7%	19,686	1.3%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$1,796,978	$92,631 ▲	5.4%	20,020	1.3%	ETF
TIDAL TRUST II	$1,755,824	$111,566 ▲	6.8%	77,588	1.2%	DEFIANCE NASDAQ
GOOG Alphabet	$1,737,303	$515,842 ▲	42.2%	5,099	1.2%	Communication Services
NVDA NVIDIA	$1,708,588	$4,115 ▲	0.2%	7,473	1.2%	Technology
JEPI JPMorgan Equity Premium Income ETF	$1,583,286	$675 ▼	0.0%	28,162	1.1%	ETF
TIDAL TRUST II	$1,330,127	$123,782 ▲	10.3%	46,314	0.9%	DEF 500 WEE ETF
SPY SPDR S&P 500 ETF Trust	$1,296,472	$86,381 ▲	7.1%	1,696	0.9%	ETF
NVDY YieldMax NVDA Option Income Strategy ETF	$1,290,066	$43,469 ▲	3.5%	101,261	0.9%	ETF
FLOT iShares Floating Rate Bond ETF	$1,222,198	$1,222,198 ▲	New Holding	23,941	0.9%	ETF
VRIG Invesco Variable Rate Investment Grade ETF	$1,170,275	$1,170,275 ▲	New Holding	46,764	0.8%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$1,159,259	$39,611 ▲	3.5%	12,204	0.8%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,159,055		0.0%	16,415	0.8%	ETF
MUB iShares National Muni Bond ETF	$1,150,388	$264,875 ▲	29.9%	11,379	0.8%	ETF
IUSB iShares Core Total USD Bond Market ETF	$1,144,335	$207,949 ▲	22.2%	25,919	0.8%	ETF
VOE Vanguard Mid-Cap Value ETF	$1,000,456	$68,431 ▲	7.3%	5,117	0.7%	ETF
TIDAL TRUST II	$953,915	$73,871 ▲	8.4%	26,214	0.7%	YIELD PLTR ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$935,856	$190,650 ▲	25.6%	9,307	0.7%	ETF
ZACKS TRUST	$904,228	$56,753 ▲	6.7%	31,483	0.6%	QUALITY INTL ETF
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$900,303	$305,147 ▲	51.3%	32,292	0.6%	ETF
NORTHERN LTS FD TR III	$895,262	$311,998 ▲	53.5%	17,320	0.6%	COUN QUA EQU ETF
GLD SPDR Gold Shares	$869,660	$35,411 ▲	4.2%	2,284	0.6%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$866,126	$6,252 ▲	0.7%	18,288	0.6%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$847,578	$168,401 ▲	24.8%	13,836	0.6%	ETF
KBE SPDR S&P Bank ETF	$822,300	$253 ▲	0.0%	13,007	0.6%	ETF
EXPD Expeditors International of Washington	$821,527	$8,125 ▼	-1.0%	4,449	0.6%	Industrials
DBMF iMGP DBi Managed Futures Strategy ETF	$819,691	$485,348 ▲	145.2%	25,198	0.6%	ETF
ROST Ross Stores	$815,804	$119,278 ▲	17.1%	3,495	0.6%	Consumer Discretionary
DYNF iShares U.S. Equity Factor Rotation Active ETF	$811,864	$64,966 ▲	8.7%	11,722	0.6%	ETF
MNST Monster Beverage	$799,389	$450,283 ▲	129.0%	19,207	0.6%	Consumer Staples
TIDAL TRUST II	$793,313	$26,245 ▲	3.4%	77,321	0.6%	YIELD AMZN ETF
DFIC Dimensional International Core Equity 2 ETF	$763,664	$107,752 ▼	-12.4%	20,305	0.5%	ETF
ZACKS TRUST	$751,569	$4,298 ▲	0.6%	18,362	0.5%	SMALL/MID CAP
AMZN Amazon.com	$736,737	$40,362 ▼	-5.2%	2,957	0.5%	Consumer Discretionary
MO Altria Group	$727,792	$278,835 ▼	-27.7%	10,631	0.5%	Consumer Staples
MSFT Microsoft	$715,294	$51,788 ▼	-6.8%	1,395	0.5%	Technology
AMAT Applied Materials	$714,931	$136,031 ▲	23.5%	1,398	0.5%	Technology
ISHARES TR	$709,463	$109,233 ▲	18.2%	7,047	0.5%	0-3 MTH TREASURY
STX Seagate Technology	$704,855	$8,303 ▲	1.2%	764	0.5%	Technology
IVW iShares S&P 500 Growth ETF	$691,105	$45,097 ▲	7.0%	4,858	0.5%	ETF
BALT Innovator Defined Wealth Shield ETF	$678,100	$31,245 ▲	4.8%	19,402	0.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$658,791	$37,488 ▲	6.0%	1,441	0.5%	Technology
AIRR First Trust RBA American Industrial Renaissance ETF	$649,960	$152,580 ▲	30.7%	6,296	0.5%	ETF
INNOVATOR ETFS TRUST	$643,506	$45,565 ▲	7.6%	17,611	0.5%	INNOVATOR US EQ
GDX VanEck Gold Miners ETF	$613,433	$92,011 ▲	17.6%	6,987	0.4%	ETF
INCY Incyte	$607,478	$607,478 ▲	New Holding	5,006	0.4%	Healthcare
EXEL Exelixis	$606,471	$13,960 ▲	2.4%	10,383	0.4%	Healthcare
HALO Halozyme Therapeutics	$600,907	$600,907 ▲	New Holding	5,443	0.4%	Healthcare
DFSD Dimensional Short-Duration Fixed Income ETF	$595,739	$147,877 ▼	-19.9%	12,819	0.4%	ETF
TIDAL TRUST II	$593,047	$89,322 ▲	17.7%	27,507	0.4%	YIELD TSLA ETF
CWB SPDR Bloomberg Convertible Securities ETF	$590,768	$1,951,791 ▼	-76.8%	5,839	0.4%	ETF
LAM RESEARCH CORP	$581,682	$32,882 ▲	6.0%	1,769	0.4%	COM NEW
TEEKAY TANKERS LTD	$579,351	$579,351 ▲	New Holding	5,969	0.4%	CL A
COKE Coca-Cola Consolidated	$578,398	$48,452 ▲	9.1%	3,056	0.4%	Consumer Staples
MU Micron Technology	$568,860	$17,044 ▼	-2.9%	534	0.4%	Technology
KLAC KLA	$564,361	$52,830 ▲	10.3%	2,895	0.4%	Technology
PROSHARES TR	$563,229	$563,229 ▲	New Holding	13,723	0.4%	S&P 500 BUYBACK
TIDAL TRUST II	$559,221	$49,132 ▲	9.6%	22,161	0.4%	YIEL PYPL OPT IN
XLV Health Care Select Sector SPDR Fund	$552,940	$17,011 ▲	3.2%	3,283	0.4%	ETF
FHI Federated Hermes	$548,845	$110,265 ▼	-16.7%	9,736	0.4%	Finance
VOO Vanguard S&P 500 ETF	$547,054	$2,802 ▲	0.5%	781	0.4%	ETF
IMO Imperial Oil	$542,197	$9,150 ▲	1.7%	4,385	0.4%	Energy
WSM Williams-Sonoma	$541,510	$541,510 ▲	New Holding	2,376	0.4%	Consumer Discretionary
DXCM DexCom	$540,779	$540,779 ▲	New Holding	6,267	0.4%	Healthcare
DLO DLocal	$540,617	$540,617 ▲	New Holding	39,289	0.4%	Finance
SCCO Southern Copper	$539,469	$539,469 ▲	New Holding	2,662	0.4%	Materials
IBKR Interactive Brokers Group	$536,759	$43,819 ▲	8.9%	6,284	0.4%	Finance
NXTG First Trust Indxx NextG ETF	$531,314		0.0%	3,451	0.4%	ETF
WHD Cactus	$524,982	$524,982 ▲	New Holding	8,438	0.4%	Energy
HRMY Harmony Biosciences	$524,906	$524,906 ▲	New Holding	13,370	0.4%	Healthcare
CIBR First Trust Nasdaq Cybersecurity ETF	$521,746	$125,462 ▲	31.7%	5,061	0.4%	ETF
KASPI KZ JSC	$519,440	$519,440 ▲	New Holding	5,522	0.4%	SPONSORED ADS
IESC IES	$518,435	$279,281 ▲	116.8%	1,615	0.4%	Industrials
PRU Prudential Financial	$515,691	$194,463 ▼	-27.4%	4,540	0.4%	Finance
BLACKROCK ETF TRUST	$512,906	$304,363 ▲	145.9%	14,110	0.4%	ISHA IN CTRY ETF
CNS Cohen & Steers	$502,101	$502,101 ▲	New Holding	6,868	0.4%	Finance
PALANTIR TECHNOLOGIES INC	$495,931	$109,812 ▲	28.4%	2,651	0.3%	CL A
ETSY INC	$489,849	$489,849 ▲	New Holding	6,852	0.3%	COM
JBL Jabil	$487,016	$78,014 ▲	19.1%	1,698	0.3%	Technology
ABNB Airbnb	$482,914	$482,914 ▲	New Holding	3,006	0.3%	Consumer Discretionary
TIDAL TRUST II	$482,622	$68,919 ▲	16.7%	71,183	0.3%	YIELDMAX NFLX
SGHC Super Group (SGHC)	$478,119	$478,119 ▲	New Holding	42,125	0.3%	Consumer Discretionary
PFE Pfizer	$477,863	$477,863 ▲	New Holding	16,755	0.3%	Healthcare
MOAT VanEck Morningstar Wide Moat ETF	$471,640	$13,424 ▲	2.9%	4,462	0.3%	ETF
DAVE Dave	$470,048	$33,437 ▼	-6.6%	1,462	0.3%	Finance
GOOGL Alphabet	$468,568	$41,972 ▼	-8.2%	1,362	0.3%	Communication Services
VWO Vanguard FTSE Emerging Markets ETF	$466,452	$178 ▼	0.0%	7,865	0.3%	ETF

Showing largest 100 holdings. View all holdings.

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Stirlingshire Investments, Inc. Top Holdings and 13F Report (2026)

About Stirlingshire Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Stirlingshire Investments, Inc. Top Holdings and 13F Report (2026)

About Stirlingshire Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStirlingshire Investments, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools