Arkolith/Funds/Stirlingshire Investments, Inc.

Stirlingshire Investments, Inc.

CIK 1829271
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Stirlingshire Investments, Inc. holds a diversified book of 221 stocks worth $134.9M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Janus Henderson Aaa Clo ETF at 4% of the equity book.

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Use Arkolith to show Stirlingshire Investments, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
83
new positions
Added to
92
existing
Trimmed
64
reduced
Sold out
34
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
24%
Top 20 holdings
35%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

33% mapped to company sectors

ETF / fund or unclassified
67%
Information Technology
12%
Industrials
4%
Financials
4%
Consumer Discretionary
3%
Health Care
3%
Consumer Staples
2%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Stirlingshire Investments, Inc.

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.77 / 80$15.0B
MORGAN STANLEY76 / 80$397.8B
IFP Advisors, Inc76 / 80$1.0B
JPMORGAN CHASE & CO75 / 80$393.4B
WELLS FARGO & COMPANY/MN75 / 80$115.3B
Cetera Investment Advisers74 / 80$21.1B
Steward Partners Investment Advisory, LLC74 / 80$5.3B
UBS Group AG73 / 80$101.6B

Ranked by how many of Stirlingshire Investments, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

221 positions
#SecurityValueShares% PortLast moveHistory
1Janus Detroit STR TR
HENDRSON AAA CL
$4.7M93.4K
3.5%
+11%
Added · +9K sh
2Vanguard Scottsdale FDS
SHRT TRM CORP BD
$4.3M54.2K
3.2%
~0%
Added · +16 sh
3Vanguard World FD
MEGA CAP VAL ETF
$3.8M23.5K
2.8%
+0.7%
Added · +159 sh
4Vanguard BD Index FDS
VANGUARD ULTRA
$3.7M74.3K
2.7%
+39%
Added · +21K sh
5Vanguard Index FDS
TOTAL STK MKT
$2.9M7.8K
2.1%
−9.8%
Reduced · −848 sh
6Vanguard Index FDS
SM CP VAL ETF
$2.9M11.7K
2.1%
−8.7%
Reduced · −1K sh
7SPDR Series Trust
ST STR CONV ETF
$2.7M25.1K
2.0%
−0.2%
Reduced · −49 sh
8Vanguard Scottsdale FDS
INTER TERM TREAS
$2.4M40.6K
1.8%
−2.2%
Reduced · −914 sh
9Dimensional ETF Trust
US COR EQU 2 ETF
$2.3M51.3K
1.7%
−8.0%
Reduced · −4K sh
10Apple Inc
COM
$2.1M7.4K
1.6%
+6.3%
Added · +437 sh
11Ishares TR
CORE S&P500 ETF
$2.0M2.7K
1.5%
+27%
Added · +567 sh
12Zacks Trust
EARNGS CONSTANT
$1.9M49.5K
1.4%
+0.3%
Added · +167 sh
13Tidal Trust II
DEFIANCE NASDAQ
$1.7M72.7K
1.3%
−1.9%
Reduced · −1K sh
14SPDR Series Trust
ST STR P500ETF
$1.7M19.0K
1.2%
−1.8%
Reduced · −341 sh
15Ishares TR
CORE US AGGBD ET
$1.6M16.3K
1.2%
+17%
Added · +2K sh
16J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.6M28.2K
1.2%
−0.4%
Reduced · −108 sh
17Nvidia Corporation
COM
$1.5M7.5K
1.1%
+2.1%
Added · +151 sh
18SPDR Series Trust
ST STR BLO 1 ETF
$1.4M15.7K
1.1%
−31%
Reduced · −7K sh
19Alphabet Inc
CAP STK CL C
$1.3M3.6K
0.9%
+21%
Added · +616 sh
20Tidal Trust II
DEF 500 WEE ETF
$1.3M42.0K
0.9%
+0.5%
Added · +217 sh
21Tidal Trust II
YIELDMAX NVDA
$1.2M97.8K
0.9%
+3.9%
Added · +4K sh
22State STR SPDR S&P 500 ETF T
TR UNIT
$1.2M1.6K
0.9%
−1.1%
Reduced · −17 sh
23Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.2M16.4K
0.9%
−11%
Reduced · −2K sh
24Ishares TR
CORE MSCI TOTAL
$1.1M11.8K
0.8%
+0.1%
Added · +8 sh
25Altria Group Inc
COM
$1.1M14.7K
0.8%
+29%
Added · +3K sh
26Ishares TR
CORE UNIVRSL USD
$980K21.2K
0.7%
+3.8%
Added · +772 sh
27Ishares TR
NATIONAL MUN ETF
$943K8.8K
0.7%
+3.9%
Added · +330 sh
28Vanguard Index FDS
MCAP VL IDXVIP
$942K4.8K
0.7%
+43%
Added · +1K sh
29Vanguard Mun BD FDS
TAX EXEMPT BD
$918K18.2K
0.7%
−0.7%
Reduced · −131 sh
30SPDR Series Trust
ST STR SP BANK
$887K13.0K
0.7%
−0.6%
Reduced · −77 sh
31Dimensional ETF Trust
INTL CORE EQUITY
$863K23.2K
0.6%
−12%
Reduced · −3K sh
32Zacks Trust
QUALITY INTL ETF
$862K29.5K
0.6%
+11%
Added · +3K sh
33Applied Matls Inc
COM
$818K1.1K
0.6%
+15%
Added · +151 sh
34Zacks Trust
SMALL/MID CAP
$815K18.3K
0.6%
−1.3%
Reduced · −233 sh
35SPDR Gold TR
GOLD SHS
$807K2.2K
0.6%
−22%
Reduced · −608 sh
36Monster Beverage Corp New
COM
$806K8.4K
0.6%
+19%
Added · +1K sh
37Tidal Trust II
YIELD AMZN ETF
$798K74.8K
0.6%
+7.8%
Added · +5K sh
38Kla Corp
COM NEW
$792K2.6K
0.6%
11×
Added · +2K sh
39Dimensional ETF Trust
SHOR DUR FIX ETF
$764K16.0K
0.6%
+7.7%
Added · +1K sh
40Dimensional ETF Trust
US COR EQU 1 ETF
$748K9.1K
0.6%
−3.2%
Reduced · −300 sh
41Pimco ETF TR
ENHAN SHRT MA AC
$747K7.4K
0.6%
−28%
Reduced · −3K sh
42Amazon Com Inc
COM
$743K3.1K
0.6%
+1.8%
Added · +55 sh
43BlackRock ETF Trust
ISHARES US EQUIT
$733K10.8K
0.5%
+2.5%
Added · +269 sh
44Expeditors Intl Wash Inc
COM
$732K4.5K
0.5%
+40%
Added · +1K sh
45Seagate Technology HLDNGS PL
ORD SHS
$729K755
0.5%
−17%
Reduced · −151 sh
46Lam Research Corp
COM NEW
$723K1.7K
0.5%
+23%
Added · +312 sh
47Tidal Trust II
YIELD PLTR ETF
$686K24.2K
0.5%
+8.2%
Added · +2K sh
48J P Morgan Exchange Traded F
NASDAQ EQT PREM
$681K11.1K
0.5%
+13%
Added · +1K sh
49Prudential Finl Inc
COM
$675K6.3K
0.5%
+38%
Added · +2K sh
50Tidal Trust II
YIELD TSLA ETF
$667K23.4K
0.5%
+13%
Added · +3K sh
Showing 50 of 221 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026221$134.9M13F-HR
Q1 2026Mar 31, 2026May 4, 2026196$114.0M13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026186$112.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.