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CIK: 0001829271
Total reported value
$134.9M
$134.9M
186 檔
13.7%
According to the latest 13F quarterly dataset, Stirlingshire Investments, Inc. managed an equity portfolio of $134.9M at the end of Q4 2025, spanning 186 distinct U.S. exchange-listed positions.
During Q4 2025, Stirlingshire Investments, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.99% | -0.75% | — | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.41% | -0.59% | — | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.16% | -0.24% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.58% | -0.30% | — | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.30% | -0.23% | — | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.11% | -0.39% | — | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.97% | -0.12% | — | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.83% | -0.21% | — | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.81% | +0.41% | — | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.67% | -0.26% | EXIT | |
| 11 | QQQY | Defiance Nasdaq 100 Weekly D | ETF-Tech | 1.62% | -0.04% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.58% | +0.04% | — | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.50% | -0.33% | — | |
| 14 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 1.50% | -0.07% | — | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | -0.06% | — | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.30% | -0.50% | — | |
| 17 | WDTE | Defiance S&p 500 Weekly Dist | ETF-Large Cap & Growth | 1.24% | -0.11% | — | |
| 18 | NVDY | Yieldmax Nvda Option Inc ETF | ETF-Other | 1.24% | -0.17% | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.22% | -0.02% | — | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.19% | -0.06% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | -0.01% | — | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.02% | -0.17% | — | |
| 23 | PLTY | Yieldmax Pltr Option Inc ETF | ETF-Other | 0.98% | -0.25% | — | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.94% | +0.03% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.27% | — | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.92% | -0.46% | — | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.89% | -0.35% | — | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.89% | -0.06% | — | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.86% | -0.10% | — | |
| 30 | AMZY | Yieldmax Amazn Option Income | ETF-Other | 0.84% | -0.08% | — | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.83% | -0.12% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.19% | — | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | -0.08% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.17% | — | |
| 35 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.73% | -0.02% | — | |
| 36 | DFIC | Dimensional International Co | ETF-Other | 0.69% | -0.18% | — | |
| 37 | TSLY | Yieldmax Tsla Option Inc ETF | ETF-Other | 0.67% | -0.05% | — | |
| 38 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.67% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.01% | — | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.66% | +0.13% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.03% | — | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.62% | -0.41% | — | |
| 43 | QUIZ | Zacks Qlty Inter'l Fund | ETF-Other | 0.62% | +0.01% | — | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.62% | — | — | |
| 45 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.61% | — | — | |
| 46 | PYPY | Yldmx Pypl Op Inc Strtg ETF | ETF-Other | 0.60% | -0.10% | — | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.57% | -0.54% | EXIT | |
| 48 | NFLY | Yieldmax Nflx Option Is ETF | ETF-Other | 0.57% | -0.15% | — | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | — | |
| 50 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.54% | -0.05% | — |
According to official SEC Form 13F filings, Stirlingshire Investments, Inc. reported a total U.S. public equity portfolio value of $134.9M across 186 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BIL, VCSH, JAAA) accounted for 13.7% of total reported equity market value during Q4 2025.
During Q4 2025, Stirlingshire Investments, Inc.'s top holdings by market value included BIL (5.0%)、VCSH (3.4%)、JAAA (3.2%). The largest single position, BIL, represented 5.0% of total portfolio value.
In Q4 2025, Stirlingshire Investments, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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