Stirlingshire Investments, Inc.

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
221
Total value ($000)
$134,855
Net value change ($000)
+20,808 (18.2%)
New positions
59
Sold out positions
34
Turnover %
20.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUSB 1,043 39.3%
MU 634 NEW
IVV 626 45.5%
DAVE 583 NEW
BLBD 559 NEW
EXEL 552 NEW
JBL 550 NEW
VMI 542 NEW
EME 530 NEW
PFF 529 NEW
Top Reduces (Value $000, Stocks/ETFs)
BIL -637 -30.6%
SPTM -612 -100.0%
ATMU -477 -100.0%
SGOV -470 -43.9%
ULTA -416 -100.0%
EFV -404 -50.2%
GLD -397 -33.0%
UI -353 -100.0%
DBMF -321 -50.5%
CAH -301 -100.0%
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