Stirlingshire Investments, Inc.

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
196
Total value ($000)
$114,047
Net value change ($000)
+1,325 (1.2%)
New positions
36
Sold out positions
26
Turnover %
14.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CWB 1,952 554.5%
MGV 1,154 51.9%
VBR 1,108 65.6%
JAAA 706 19.8%
DBMF 636 NEW
VUSB 615 30.1%
VCSH 453 11.8%
CRUS 437 NEW
VOE 406 193.3%
MRK 376 NEW
Top Reduces (Value $000, Stocks/ETFs)
BIL -3,548 -63.1%
FLOT -1,579 -84.1%
JEPI -988 -38.1%
HYG -707 -52.9%
TLT -695 -100.0%
JEPQ -521 -48.9%
OEF -484 -100.0%
NTES -430 -100.0%
GMAB -424 -100.0%
SGOV -397 -27.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type