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

About Stirlingshire Investments, Inc.

Investment Activity

Stirlingshire Investments, Inc. has $134.85 million in total holdings as of June 30, 2026.
Stirlingshire Investments, Inc. owns shares of 221 different stocks, but just 118 companies or ETFs make up 80% of its holdings.
Approximately 21.32% of the portfolio was purchased this quarter.
About 11.25% of the portfolio was sold this quarter.
This quarter, Stirlingshire Investments, Inc. has purchased 196 new stocks and bought additional shares in 92 stocks.
Stirlingshire Investments, Inc. sold shares of 64 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

Janus Henderson AAA CLO ETF: $4,736,375
Vanguard Short-Term Corporate Bond ETF: $4,285,609
Vanguard Mega Cap Value ETF: $3,833,219
Vanguard Ultra-Short Bond ETF: $3,697,785
Vanguard Total Stock Market ETF: $2,878,672

Largest New Holdings this Quarter

595112103 - Micron Technology: $634,341 Holding
23834J201 - Dave: $583,476 Holding
095306106 - Blue Bird: $558,800 Holding
30161Q104 - Exelixis: $551,935 Holding
466313103 - Jabil: $549,739 Holding

Largest Purchases this Quarter

Vanguard Ultra-Short Bond ETF: 20,944 shares (about $1.04M)
KLA: 2,391 shares (about $721.41K)
Micron Technology: 550 shares (about $634.34K)
Dave: 1,566 shares (about $583.48K)
Blue Bird: 7,077 shares (about $558.80K)

Largest Sales this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 6,950 shares (about $636.89K)
iShares 0-3 Month Treasury Bond ETF: 4,672 shares (about $470.30K)
iShares MSCI EAFE Value ETF: 5,594 shares (about $428.21K)
iMGP DBi Managed Futures Strategy ETF: 10,813 shares (about $330.97K)
Vanguard Total Stock Market ETF: 848 shares (about $313.81K)

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	$4,736,375	$453,630 â–²	10.6%	93,437	3.5%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$4,285,609	$1,264 â–²	0.0%	54,228	3.2%	ETF
MGV Vanguard Mega Cap Value ETF	$3,833,219	$25,988 â–²	0.7%	23,452	2.8%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$3,697,785	$1,042,586 â–²	39.3%	74,283	2.7%	ETF
VTI Vanguard Total Stock Market ETF	$2,878,672	$313,808 â–¼	-9.8%	7,779	2.1%	ETF
VBR Vanguard Small-Cap Value ETF	$2,854,782	$273,596 â–¼	-8.7%	11,749	2.1%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$2,709,474	$5,283 â–¼	-0.2%	25,130	2.0%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$2,393,778	$53,908 â–¼	-2.2%	40,586	1.8%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$2,277,156	$198,021 â–¼	-8.0%	51,334	1.7%	ETF
AAPL Apple	$2,128,953	$126,458 â–²	6.3%	7,357	1.6%	Technology
IVV iShares Core S&P 500 ETF	$2,000,651	$424,698 â–²	26.9%	2,671	1.5%	ETF
ZECP Zacks Earnings Consistent Portfolio ETF	$1,868,403	$6,303 â–²	0.3%	49,507	1.4%	ETF
TIDAL TRUST II	$1,747,425	$34,199 â–¼	-1.9%	72,658	1.3%	DEFIANCE NASDAQ
SPLG SPDR Portfolio S&P 500 ETF	$1,668,654	$29,967 â–¼	-1.8%	18,988	1.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,614,189	$231,122 â–²	16.7%	16,308	1.2%	ETF
JEPI JPMorgan Equity Premium Income ETF	$1,591,278	$6,100 â–¼	-0.4%	28,174	1.2%	ETF
NVDA NVIDIA	$1,491,636	$30,213 â–²	2.1%	7,455	1.1%	Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,442,394	$636,889 â–¼	-30.6%	15,740	1.1%	ETF
GOOG Alphabet	$1,266,649	$217,645 â–²	20.7%	3,585	0.9%	Communication Services
TIDAL TRUST II	$1,258,438	$6,501 â–²	0.5%	42,004	0.9%	DEF 500 WEE ETF
NVDY YieldMax NVDA Option Income Strategy ETF	$1,217,238	$45,393 â–²	3.9%	97,849	0.9%	ETF
SPY SPDR S&P 500 ETF Trust	$1,185,501	$12,731 â–¼	-1.1%	1,583	0.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,169,538	$149,621 â–¼	-11.3%	16,415	0.9%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$1,124,908	$763 â–²	0.1%	11,787	0.8%	ETF
MO Altria Group	$1,072,669	$241,030 â–²	29.0%	14,704	0.8%	Consumer Staples
IUSB iShares Core Total USD Bond Market ETF	$979,803	$35,664 â–²	3.8%	21,209	0.7%	ETF
MUB iShares National Muni Bond ETF	$942,618	$35,514 â–²	3.9%	8,759	0.7%	ETF
VOE Vanguard Mid-Cap Value ETF	$941,951	$281,775 â–²	42.7%	4,767	0.7%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$918,330	$6,626 â–¼	-0.7%	18,156	0.7%	ETF
KBE SPDR S&P Bank ETF	$887,032	$5,253 â–¼	-0.6%	13,003	0.7%	ETF
DFIC Dimensional International Core Equity 2 ETF	$863,326	$120,575 â–¼	-12.3%	23,170	0.6%	ETF
ZACKS TRUST	$862,145	$84,353 â–²	10.8%	29,507	0.6%	QUALITY INTL ETF
AMAT Applied Materials	$818,175	$109,138 â–²	15.4%	1,132	0.6%	Technology
ZACKS TRUST	$814,641	$10,397 â–¼	-1.3%	18,257	0.6%	SMALL/MID CAP
GLD SPDR Gold Shares	$807,121	$223,975 â–¼	-21.7%	2,191	0.6%	ETF
MNST Monster Beverage	$806,247	$126,781 â–²	18.7%	8,388	0.6%	Consumer Staples
TIDAL TRUST II	$798,466	$57,512 â–²	7.8%	74,763	0.6%	YIELD AMZN ETF
KLAC KLA	$791,710	$721,410 â–²	1,026.2%	2,624	0.6%	Technology
DFSD Dimensional Short-Duration Fixed Income ETF	$764,051	$54,483 â–²	7.7%	16,001	0.6%	ETF
DIMENSIONAL ETF TRUST	$748,022	$24,595 â–¼	-3.2%	9,124	0.6%	US COR EQU 1 ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$747,116	$287,515 â–¼	-27.8%	7,411	0.6%	ETF
AMZN Amazon.com	$743,382	$13,109 â–²	1.8%	3,119	0.6%	Consumer Discretionary
DYNF iShares U.S. Equity Factor Rotation Active ETF	$733,446	$18,295 â–²	2.6%	10,784	0.5%	ETF
EXPD Expeditors International of Washington	$732,369	$209,621 â–²	40.1%	4,493	0.5%	Industrials
STX Seagate Technology	$729,202	$145,840 â–¼	-16.7%	755	0.5%	Technology
LAM RESEARCH CORP	$723,379	$135,227 â–²	23.0%	1,669	0.5%	COM NEW
TIDAL TRUST II	$685,862	$52,154 â–²	8.2%	24,184	0.5%	YIELD PLTR ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$681,384	$79,527 â–²	13.2%	11,087	0.5%	ETF
PRU Prudential Financial	$674,767	$186,608 â–²	38.2%	6,252	0.5%	Finance
TIDAL TRUST II	$666,811	$77,401 â–²	13.1%	23,364	0.5%	YIELD TSLA ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$662,115	$29,907 â–²	4.7%	8,280	0.5%	ETF
HWM Howmet Aerospace	$657,115	$211,062 â–²	47.3%	2,444	0.5%	Industrials
TSM Taiwan Semiconductor Manufacturing	$649,873	$216,146 â–²	49.8%	1,359	0.5%	Technology
FHI Federated Hermes	$645,658	$212,108 â–²	48.9%	11,692	0.5%	Finance
AIRR First Trust RBA American Industrial Renaissance ETF	$641,948	$114,053 â–²	21.6%	4,818	0.5%	ETF
ROST Ross Stores	$635,206	$373,588 â–²	142.8%	2,984	0.5%	Consumer Discretionary
MU Micron Technology	$634,341	$634,341 â–²	New Holding	550	0.5%	Technology
MLI Mueller Industries	$634,313	$145,794 â–²	29.8%	5,160	0.5%	Industrials
BALT Innovator Defined Wealth Shield ETF	$634,269	$38,725 â–²	6.5%	18,508	0.5%	ETF
DFUS Dimensional U.S. Equity ETF	$630,227	$32,941 â–²	5.5%	7,691	0.5%	ETF
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$627,605	$191,983 â–²	44.1%	21,347	0.5%	ETF
IVW iShares S&P 500 Growth ETF	$624,545	$46,349 â–¼	-6.9%	4,541	0.5%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$600,156	$470,300 â–¼	-43.9%	5,962	0.4%	ETF
INNOVATOR ETFS TRUST	$586,813	$101,520 â–²	20.9%	16,364	0.4%	INNOVATOR US EQ
NORTHERN LTS FD TR III	$586,308	$20,212 â–¼	-3.3%	11,284	0.4%	COUN QUA EQU ETF
DAVE Dave	$583,476	$583,476 â–²	New Holding	1,566	0.4%	Finance
BLBD Blue Bird	$558,800	$558,800 â–²	New Holding	7,077	0.4%	Industrials
MSFT Microsoft	$558,133	$104,090 â–¼	-15.7%	1,496	0.4%	Technology
EXEL Exelixis	$551,935	$551,935 â–²	New Holding	10,144	0.4%	Healthcare
JBL Jabil	$549,739	$549,739 â–²	New Holding	1,426	0.4%	Technology
IESC IES	$547,564	$112,453 â–²	25.8%	745	0.4%	Industrials
NXT Nextpower	$545,304	$111,277 â–²	25.6%	4,577	0.4%	Industrials
VMI Valmont Industries	$541,920	$541,920 â–²	New Holding	937	0.4%	Industrials
COKE Coca-Cola Consolidated	$534,655	$331,486 â–²	163.2%	2,800	0.4%	Consumer Staples
VOO Vanguard S&P 500 ETF	$533,605	$28,157 â–²	5.6%	777	0.4%	ETF
GOOGL Alphabet	$530,226	$53,237 â–¼	-9.1%	1,484	0.4%	Communication Services
EME EMCOR Group	$529,564	$529,564 â–²	New Holding	638	0.4%	Industrials
NXTG First Trust Indxx NextG ETF	$529,220		0.0%	3,451	0.4%	ETF
GE GE Aerospace	$529,124	$6,352 â–²	1.2%	1,416	0.4%	Industrials
PFF iShares Preferred and Income Securities ETF	$529,018	$529,018 â–²	New Holding	17,351	0.4%	ETF
POWL Powell Industries	$522,223	$374,203 â–²	252.8%	1,824	0.4%	Industrials
ODFL Old Dominion Freight Line	$512,325	$275,767 â–²	116.6%	2,365	0.4%	Industrials
TPR Tapestry	$509,833	$224,543 â–²	78.7%	3,483	0.4%	Consumer Discretionary
FN Fabrinet	$509,239	$123,094 â–²	31.9%	906	0.4%	Technology
JNJ Johnson & Johnson	$507,392	$103,612 â–¼	-17.0%	1,998	0.4%	Healthcare
TIDAL TRUST II	$505,986	$37,497 â–²	8.0%	20,214	0.4%	YIEL PYPL OPT IN
XLV Health Care Select Sector SPDR Fund	$504,829	$95,191 â–¼	-15.9%	3,182	0.4%	ETF
IBKR Interactive Brokers Group	$502,337	$502,337 â–²	New Holding	5,771	0.4%	Finance
UTHR United Therapeutics	$494,685	$212,937 â–²	75.6%	913	0.4%	Healthcare
IMO Imperial Oil	$484,481	$232,519 â–²	92.3%	4,311	0.4%	Energy
TIDAL TRUST II	$481,426	$59,521 â–²	14.1%	61,018	0.4%	YIELDMAX NFLX
PRDO Perdoceo Education	$480,468	$480,468 â–²	New Holding	15,015	0.4%	Consumer Discretionary
CRUS Cirrus Logic	$470,246	$21,834 â–²	4.9%	3,166	0.3%	Technology
VWO Vanguard FTSE Emerging Markets ETF	$469,649	$32,830 â–¼	-6.5%	7,868	0.3%	ETF
SIRIUSXM HOLDINGS INC	$466,480	$30,014 â–²	6.9%	15,791	0.3%	COMMON STOCK
IJR iShares Core S&P Small-Cap ETF	$464,366	$51,761 â–¼	-10.0%	3,131	0.3%	ETF
COCO Vita Coco	$461,062	$136,910 â–²	42.2%	6,971	0.3%	Consumer Staples
IEMG iShares Core MSCI Emerging Markets ETF	$459,142	$145,123 â–¼	-24.0%	5,543	0.3%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$450,681	$70,071 â–¼	-13.5%	4,335	0.3%	ETF
GDX VanEck Gold Miners ETF	$448,075	$448,075 â–²	New Holding	5,939	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

Best-in-Class Portfolio Monitoring

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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