# Stirlingshire Investments, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1829271. Source: https://holderbook.com/funds/1829271-stirlingshire-investments-inc/

- Reported value: $134.9M
- Positions: 221
- Weight of the ten largest: 23.6%
- Filed: 2026-07-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $4.7M | 93,437 | 3.5% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $4.3M | 54,228 | 3.2% | 3 |
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $3.8M | 23,452 | 2.8% | 3 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $3.7M | 74,283 | 2.7% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $2.9M | 7,779 | 2.1% | 3 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $2.9M | 11,749 | 2.1% | 3 |
| SPDR SERIES TRUST | [CWB](https://holderbook.com/stocks/CWB/) | $2.7M | 25,130 | 2.0% | 3 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $2.4M | 40,586 | 1.8% | 3 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $2.3M | 51,334 | 1.7% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.1M | 7,357 | 1.6% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.0M | 2,671 | 1.5% | 3 |
| ZACKS TRUST | [ZECP](https://holderbook.com/stocks/ZECP/) | $1.9M | 49,507 | 1.4% | 3 |
| TIDAL TRUST II | [QQQY](https://holderbook.com/stocks/QQQY/) | $1.7M | 72,658 | 1.3% | 3 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $1.7M | 18,988 | 1.2% | 3 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $1.6M | 16,308 | 1.2% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $1.6M | 28,174 | 1.2% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.5M | 7,455 | 1.1% | 3 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $1.4M | 15,740 | 1.1% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,585 | 0.9% | 3 |
| TIDAL TRUST II | [WDTE](https://holderbook.com/stocks/WDTE/) | $1.3M | 42,004 | 0.9% | 3 |
| TIDAL TRUST II | [NVDY](https://holderbook.com/stocks/NVDY/) | $1.2M | 97,849 | 0.9% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.2M | 1,583 | 0.9% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.2M | 16,415 | 0.9% | 3 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $1.1M | 11,787 | 0.8% | 3 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $1.1M | 14,704 | 0.8% | 3 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $979.8K | 21,209 | 0.7% | 3 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $942.6K | 8,759 | 0.7% | 3 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $942.0K | 4,767 | 0.7% | 3 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $918.3K | 18,156 | 0.7% | 3 |
| SPDR SERIES TRUST | [KBE](https://holderbook.com/stocks/KBE/) | $887.0K | 13,003 | 0.7% | 3 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $863.3K | 23,170 | 0.6% | 3 |
| ZACKS TRUST | [QUIZ](https://holderbook.com/stocks/QUIZ/) | $862.1K | 29,507 | 0.6% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $818.2K | 1,132 | 0.6% | 3 |
| ZACKS TRUST | [SMIZ](https://holderbook.com/stocks/SMIZ/) | $814.6K | 18,257 | 0.6% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $807.1K | 2,191 | 0.6% | 3 |
| MONSTER BEVERAGE CORP NEW | [MNST](https://holderbook.com/stocks/MNST/) | $806.2K | 8,388 | 0.6% | 3 |
| TIDAL TRUST II | [AMZY](https://holderbook.com/stocks/AMZY/) | $798.5K | 74,763 | 0.6% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $791.7K | 2,624 | 0.6% | 3 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $764.1K | 16,001 | 0.6% | 3 |
| DIMENSIONAL ETF TRUST | [DCOR](https://holderbook.com/stocks/DCOR/) | $748.0K | 9,124 | 0.6% | 3 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $747.1K | 7,411 | 0.6% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $743.4K | 3,119 | 0.6% | 3 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $733.4K | 10,784 | 0.5% | 3 |
| EXPEDITORS INTL WASH INC | [EXPD](https://holderbook.com/stocks/EXPD/) | $732.4K | 4,493 | 0.5% | 3 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $729.2K | 755 | 0.5% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $723.4K | 1,669 | 0.5% | 3 |
| TIDAL TRUST II | [PLTY](https://holderbook.com/stocks/PLTY/) | $685.9K | 24,184 | 0.5% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $681.4K | 11,087 | 0.5% | 3 |
| PRUDENTIAL FINL INC | [PRU](https://holderbook.com/stocks/PRU/) | $674.8K | 6,252 | 0.5% | 3 |
| TIDAL TRUST II | [TSLY](https://holderbook.com/stocks/TSLY/) | $666.8K | 23,364 | 0.5% | 3 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $662.1K | 8,280 | 0.5% | 3 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $657.1K | 2,444 | 0.5% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $649.9K | 1,359 | 0.5% | 3 |
| FEDERATED HERMES INC | [FHI](https://holderbook.com/stocks/FHI/) | $645.7K | 11,692 | 0.5% | 3 |
| FIRST TR EXCHANGE TRADED FD | [AIRR](https://holderbook.com/stocks/AIRR/) | $641.9K | 4,818 | 0.5% | 3 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $635.2K | 2,984 | 0.5% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $634.3K | 550 | 0.5% | 1 |
| MUELLER INDS INC | [MLI](https://holderbook.com/stocks/MLI/) | $634.3K | 5,160 | 0.5% | 3 |
| INNOVATOR ETFS TRUST | [BALT](https://holderbook.com/stocks/BALT/) | $634.3K | 18,508 | 0.5% | 3 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $630.2K | 7,691 | 0.5% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [RDVI](https://holderbook.com/stocks/RDVI/) | $627.6K | 21,347 | 0.5% | 3 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $624.5K | 4,541 | 0.5% | 3 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $600.2K | 5,962 | 0.4% | 3 |
| INNOVATOR ETFS TRUST | [EALT](https://holderbook.com/stocks/EALT/) | $586.8K | 16,364 | 0.4% | 3 |
| NORTHERN LTS FD TR III | [CPAI](https://holderbook.com/stocks/CPAI/) | $586.3K | 11,284 | 0.4% | 3 |
| DAVE INC | [DAVE](https://holderbook.com/stocks/DAVE/) | $583.5K | 1,566 | 0.4% | 1 |
| BLUE BIRD CORP | [BLBD](https://holderbook.com/stocks/BLBD/) | $558.8K | 7,077 | 0.4% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $558.1K | 1,496 | 0.4% | 3 |
| EXELIXIS INC | [EXEL](https://holderbook.com/stocks/EXEL/) | $551.9K | 10,144 | 0.4% | 1 |
| JABIL INC | [JBL](https://holderbook.com/stocks/JBL/) | $549.7K | 1,426 | 0.4% | 1 |
| IES HOLDINGS INC | [IESC](https://holderbook.com/stocks/IESC/) | $547.6K | 745 | 0.4% | 3 |
| NEXTPOWER INC | [NXT](https://holderbook.com/stocks/NXT/) | $545.3K | 4,577 | 0.4% | 3 |
| VALMONT INDS INC | [VMI](https://holderbook.com/stocks/VMI/) | $541.9K | 937 | 0.4% | 1 |
| COCA COLA CONS INC | [COKE](https://holderbook.com/stocks/COKE/) | $534.7K | 2,800 | 0.4% | 2 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $533.6K | 777 | 0.4% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $530.2K | 1,484 | 0.4% | 3 |
| EMCOR GROUP INC | [EME](https://holderbook.com/stocks/EME/) | $529.6K | 638 | 0.4% | 1 |
| FIRST TR EXCHANGE TRADED FD | [NXTG](https://holderbook.com/stocks/NXTG/) | $529.2K | 3,451 | 0.4% | 3 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $529.1K | 1,416 | 0.4% | 3 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $529.0K | 17,351 | 0.4% | 1 |
| POWELL INDS INC | [POWL](https://holderbook.com/stocks/POWL/) | $522.2K | 1,824 | 0.4% | 2 |
| OLD DOMINION FREIGHT LINE IN | [ODFL](https://holderbook.com/stocks/ODFL/) | $512.3K | 2,365 | 0.4% | 2 |
| TAPESTRY INC | [TPR](https://holderbook.com/stocks/TPR/) | $509.8K | 3,483 | 0.4% | 2 |
| FABRINET | [FN](https://holderbook.com/stocks/FN/) | $509.2K | 906 | 0.4% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $507.4K | 1,998 | 0.4% | 3 |
| TIDAL TRUST II | [PYPY](https://holderbook.com/stocks/PYPY/) | $506.0K | 20,214 | 0.4% | 3 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $504.8K | 3,182 | 0.4% | 3 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $502.3K | 5,771 | 0.4% | 1 |
| UNITED THERAPEUTICS CORP DEL | [UTHR](https://holderbook.com/stocks/UTHR/) | $494.7K | 913 | 0.4% | 3 |
| IMPERIAL OIL LTD | [IMO](https://holderbook.com/stocks/IMO/) | $484.5K | 4,311 | 0.4% | 2 |
| TIDAL TRUST II | [NFLY](https://holderbook.com/stocks/NFLY/) | $481.4K | 61,018 | 0.4% | 3 |
| PERDOCEO ED CORP | [PRDO](https://holderbook.com/stocks/PRDO/) | $480.5K | 15,015 | 0.4% | 1 |
| CIRRUS LOGIC INC | [CRUS](https://holderbook.com/stocks/CRUS/) | $470.2K | 3,166 | 0.3% | 2 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $469.6K | 7,868 | 0.3% | 3 |
| SIRIUSXM HOLDINGS INC | [SIRI](https://holderbook.com/stocks/SIRI/) | $466.5K | 15,791 | 0.3% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $464.4K | 3,131 | 0.3% | 3 |
| VITA COCO CO INC | [COCO](https://holderbook.com/stocks/COCO/) | $461.1K | 6,971 | 0.3% | 2 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $459.1K | 5,543 | 0.3% | 3 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $450.7K | 4,335 | 0.3% | 3 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $448.1K | 5,939 | 0.3% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.4% | +14.8% | -7.4% | 100% |
| Q1 2026 | -2.1% | -4.6% | +2.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $134.9M | 221 |
| Q1 2026 | $114.0M | 196 |
| Q4 2025 | $112.7M | 186 |