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CIK: 0001829271
Total reported value
$134.9M
$134.9M
196 檔
13.0%
As reported in its official Q1 2026 Form 13F filing, Stirlingshire Investments, Inc.'s tracked investment portfolio stood at $134.9M with 196 total positions.
In Q1 2026, Stirlingshire Investments, Inc. displayed an active expansion posture, initiating 36 new positions and adding to 76 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VCSH, JAAA, MGV) accounted for 13.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
DBMF
市值: $635.9K
Top Position Liquidated / Trimmed
TLT
前期市值: $694.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.77% | -0.59% | +12.45% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.75% | -0.24% | +19.81% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.96% | -0.12% | +47.98% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.45% | -0.33% | +61.44% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.43% | -0.30% | -0.37% | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.33% | +0.41% | +30.32% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.17% | -0.39% | +4.48% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.02% | -0.01% | +538.74% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.90% | -0.21% | +7.23% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.82% | -0.75% | -63.15% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.04% | +5.52% | |
| 12 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 1.46% | -0.07% | +2.35% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.41% | -0.23% | -37.05% | |
| 14 | QQQY | Defiance Nasdaq 100 Weekly D | ETF-Tech | 1.34% | -0.04% | -3.67% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.06% | -1.76% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.22% | -0.02% | +1.36% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.27% | +35.65% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.01% | +2.86% | |
| 19 | NVDY | Yieldmax Nvda Option Inc ETF | ETF-Other | 1.07% | -0.17% | -1.85% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.06% | -0.46% | +6.67% | |
| 21 | WDTE | Defiance S&p 500 Weekly Dist | ETF-Large Cap & Growth | 1.04% | -0.11% | -5.22% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | -0.17% | +0.18% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.94% | -0.50% | -27.21% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.03% | +55.95% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.91% | -0.35% | +2.51% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.89% | -0.06% | -0.73% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.83% | -0.10% | -1.74% | |
| 28 | DFIC | Dimensional International Co | ETF-Other | 0.82% | -0.18% | +16.57% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.80% | -0.12% | -2.26% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | -0.08% | +2.28% | |
| 31 | PLTY | Yieldmax Pltr Option Inc ETF | ETF-Other | 0.76% | -0.25% | +4.05% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.19% | +0.85% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.71% | -0.41% | +10.76% | |
| 34 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.68% | -0.02% | -2.93% | |
| 35 | AMZY | Yieldmax Amazn Option Income | ETF-Other | 0.67% | -0.08% | -2.26% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.67% | +0.13% | -10.09% | |
| 37 | QUIZ | Zacks Qlty Inter'l Fund | ETF-Other | 0.63% | +0.01% | +1.77% | |
| 38 | DFSD | Dimensional Short Duration | ETF-Other | 0.62% | -0.05% | +21.74% | |
| 39 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.60% | — | -0.22% | |
| 40 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.60% | -0.05% | +14.79% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.17% | +2.25% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.01% | -5.20% | |
| 43 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.56% | -0.33% | — | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.55% | -0.06% | -52.30% | |
| 45 | TSLY | Yieldmax Tsla Option Inc ETF | ETF-Other | 0.54% | -0.05% | +2.46% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.54% | +0.16% | +182.66% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.54% | -0.54% | EXIT | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.54% | — | -15.43% | |
| 49 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.52% | -0.19% | +72.68% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.14% | -0.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CWB | Ss Spdr Bb Conv Sec ETF | +1.7% | +538.74% | Add |
| 2 | MGV | Vanguard Mega Cap Value ETF | +1% | +47.98% | Add |
| 3 | VBR | Vanguard Small-cap Value ETF | +1% | +61.44% | Add |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | +0.6% | +19.81% | Add |
| 5 | VUSB | Vanguard Ultra Short Bond Et | +0.5% | +30.32% | Add |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +12.45% | Add |
| 7 | VOE | Vanguard Mid-cap Value ETF | +0.4% | +182.66% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +55.95% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.3% | +35.65% | Add |
| 10 | SHLD | Global X Defense Tech ETF | +0.2% | +72.68% | Add |
| 11 | ATMU | Atmus Filtration Technologie | +0.2% | +56.61% | Add |
| 12 | EXPD | Expeditors Intl Wash Inc | +0.2% | +82.94% | Add |
| 13 | FHI | Federated Hermes Inc | +0.2% | +56.36% | Add |
| 14 | NXT | Nextpower Inc-cl A | +0.2% | +20.07% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +67.66% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | +6.67% | Add |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +56.67% | Add |
| 18 | DFIC | Dimensional International Co | +0.1% | +16.57% | Add |
| 19 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +49.76% | Add |
| 20 | ARKX | Ark Space & Defense Innovati | +0.1% | +62.57% | Add |
| 21 | AIRR | First Trust Rba American Ind | +0.1% | +35.27% | Add |
| 22 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +59.75% | Add |
| 23 | DFSD | Dimensional Short Duration | +0.1% | +21.74% | Add |
| 24 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +10.76% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +36.04% | Add |
| 26 | AMAT | Applied Materials Inc | +0.1% | +5.83% | Add |
| 27 | UI | Ubiquiti Inc | +0.1% | -6.30% | Trim |
| 28 | DFAC | Dimensional US Core Equity 2 | +0.1% | +7.23% | Add |
| 29 | JNJ | Johnson & Johnson | +0.1% | -0.78% | Trim |
| 30 | XYZY | Yieldmax Xyz Option Income | +0.1% | +65.02% | Add |
| 31 | VZ | Verizon Communications Inc | +0.1% | +0.13% | Add |
| 32 | VGIT | Vanguard Intermediate-term T | +0.1% | +4.48% | Add |
| 33 | DCOR | Dimensional US Core Eq 1 ETF | +0.1% | +14.79% | Add |
| 34 | UTHR | United Therapeutics CORP | +0.1% | +7.44% | Add |
| 35 | FN | Fabrinet | +0.1% | +8.70% | Add |
| 36 | TJX | Tjx Companies Inc | +0.1% | +21.03% | Add |
| 37 | IESC | Ies Holdings Inc | +0.1% | +1.02% | Add |
| 38 | IAGG | Ishares Intl Aggregate Bond | 0% | +21.84% | Add |
| 39 | SIRI | Sirius Xm Holdings Inc | 0% | +1.88% | Add |
| 40 | EVRG | Evergy Inc | 0% | +6.50% | Add |
| 41 | GEV | GE Vernova Inc | 0% | -13.30% | Trim |
| 42 | VALE | Vale Sa-sp Adr | 0% | +2.45% | Add |
| 43 | COST | Costco Wholesale CORP | 0% | +0.65% | Add |
| 44 | ROST | Ross Stores Inc | 0% | -1.92% | Trim |
| 45 | IJR | Ishares Core S&p Small-cap E | 0% | +5.42% | Add |
| 46 | VMBS | Vanguard Mortgage-backed Sec | 0% | +8.26% | Add |
| 47 | VEA | Vanguard Ftse Developed ETF | 0% | +0.18% | Add |
| 48 | APRW | Allinzim US Eq Bfr20 Apr-usd | 0% | +6.30% | Add |
| 49 | MCK | Mckesson CORP | 0% | +5.68% | Add |
| 50 | PFE | Pfizer Inc | 0% | +0.22% | Add |
According to official SEC Form 13F filings, Stirlingshire Investments, Inc. reported a total U.S. public equity portfolio value of $134.9M across 196 disclosed positions in Q1 2026.
During Q1 2026, Stirlingshire Investments, Inc.'s top holdings by market value included VCSH (3.8%)、JAAA (3.8%)、MGV (3.0%). The largest single position, VCSH, represented 3.8% of total portfolio value.
In Q1 2026, Stirlingshire Investments, Inc. made 198 total portfolio adjustments, initiating 36 new buys, adding to 76 positions, trimming 60 holdings, and fully liquidating 26 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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