Stirlingshire Investments, Inc.
Long book
$114.0M
Q1 2026
Positions
196
Top-10 weight
26%
concentration
Last quarter
+7.8%
SPY +14.8%
Turnover
28%
of book per quarter
Strategy in plain words
auto-generated from filingsStirlingshire Investments, Inc. is a wealth-management firm allocating client money, running a $114.0M US long book across 196 positions.
The portfolio is moderately concentrated (top 10 ≈ 26% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD S/T CORP BOND ETF, JANUS HENDERSON AAA CLO ETF, VANGUARD MEGA CAP VALUE ETF, VANGUARD SMALL-CAP VALUE ETF, VANGUARD TOTAL STOCK MKT ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.9%
Q1 2026
+7.8%
Sector allocation
Technology 30%
Industrials 18%
Consumer discretionary 13%
Healthcare 12%
Consumer staples 7%
Financials 7%
Other 5%
Communications 3%
Long book by quarter
What does Stirlingshire Investments, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 6.9K | $1.8M | 1.5% | +5.5% |
| NVDA NVIDIA CORP | Technology | 7.3K | $1.3M | 1.1% | +2.9% |
| GOOG ALPHABET INC-CL C | Technology | 3.0K | $852K | 0.7% | +0.8% |
| MO ALTRIA GROUP INC | Consumer staples | 11.4K | $764K | 0.7% | -10.1% |
| MSFT MICROSOFT CORP | Technology | 1.8K | $657K | 0.6% | +2.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.1K | $638K | 0.6% | -5.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.4K | $588K | 0.5% | -0.8% |
| MNST MONSTER BEVERAGE CORP | Consumer staples | 7.1K | $512K | 0.4% | -1.7% |
| ATMU ATMUS FILTRATION TECHNOLOGIE | Industrials | 8.4K | $477K | 0.4% | +56.6% |
| GOOGL ALPHABET INC-CL A | Technology | 1.6K | $470K | 0.4% | +67.7% |
| EXPD EXPEDITORS INTL WASH INC | Industrials | 3.2K | $459K | 0.4% | +82.9% |
| FHI FEDERATED HERMES INC | Financials | 7.9K | $445K | 0.4% | +56.4% |
| PRU PRUDENTIAL FINANCIAL INC | Financials | 4.5K | $442K | 0.4% | +0.2% |
| MLI MUELLER INDUSTRIES INC | Industrials | 4.0K | $440K | 0.4% | +5.0% |
| NXT NEXTPOWER INC-CL A | Technology | 3.6K | $439K | 0.4% | +20.1% |
| CRUS CIRRUS LOGIC INC | Technology | 3.0K | $437K | 0.4% | New |
| ULTA ULTA BEAUTY INC | Consumer discretionary | 797 | $416K | 0.4% | -0.7% |
| GE GENERAL ELECTRIC | Industrials | 1.4K | $398K | 0.3% | +2.3% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 7.8K | $394K | 0.3% | +0.1% |
| HWM HOWMET AEROSPACE INC | Industrials | 1.7K | $382K | 0.3% | -8.3% |
| META META PLATFORMS INC-CLASS A | Technology | 667 | $382K | 0.3% | -5.5% |
| MRK MERCK & CO. INC. | Healthcare | 3.1K | $376K | 0.3% | New |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.2K | $367K | 0.3% | +0.1% |
| FN FABRINET | Technology | 687 | $358K | 0.3% | +8.7% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 906 | $356K | 0.3% | -26.1% |
| UI UBIQUITI INC | Technology | 446 | $353K | 0.3% | -6.3% |
| KLAC KLA CORP | Other | 233 | $343K | 0.3% | -15.6% |