Stirlingshire Investments, Inc. holds a diversified book of 221 reported positions 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 reported non-option book. Cloning the disclosed picks since 2026 would be +2% (+3.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Stirlingshire Investments, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
33% mapped to company sectors
+4 sectors below the cut, 4% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Stirlingshire Investments, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 17 / 80 | $1.0B |
| Uhlmann Price Securities, LLC | 21 / 80 | $2.4B |
| Capstone Capital LLC | 18 / 80 | $150.9M |
| Marest Capital, LLC | 8 / 80 | $167.3M |
| Kearns & Associates LLC | 11 / 80 | $170.2M |
| Ketron Financial | 15 / 80 | $243.7M |
| Potomac Fund Management Inc | 13 / 80 | $2.9B |
| Rachor Investment Advisory Services, LLC | 18 / 80 | $146.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Stirlingshire Investments, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Janus Detroit STR TR HENDRSON AAA CL | $4.7M | 93.4K | 3.5% | ▲+11% Added · +9K sh | |
| 2 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $4.3M | 54.2K | 3.2% | ▲~0% Added · +16 sh | |
| 3 | Vanguard World FD MEGA CAP VAL ETF | $3.8M | 23.5K | 2.8% | ▲+0.7% Added · +159 sh | |
| 4 | Vanguard BD Index FDS VANGUARD ULTRA | $3.7M | 74.3K | 2.7% | ▲+39% Added · +21K sh | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $2.9M | 7.8K | 2.1% | ▼−9.8% Reduced · −848 sh | |
| 6 | Vanguard Index FDS SM CP VAL ETF | $2.9M | 11.7K | 2.1% | ▼−8.7% Reduced · −1K sh | |
| 7 | SPDR Series Trust ST STR CONV ETF | $2.7M | 25.1K | 2.0% | ▼−0.2% Reduced · −49 sh | |
| 8 | Vanguard Scottsdale FDS INTER TERM TREAS | $2.4M | 40.6K | 1.8% | ▼−2.2% Reduced · −914 sh | |
| 9 | Dimensional ETF Trust US COR EQU 2 ETF | $2.3M | 51.3K | 1.7% | ▼−8.0% Reduced · −4K sh | |
| 10 | Apple Inc COM | $2.1M | 7.4K | 1.6% | ▲+6.3% Added · +437 sh | |
| 11 | Ishares TR CORE S&P500 ETF | $2.0M | 2.7K | 1.5% | ▲+27% Added · +567 sh | |
| 12 | Zacks Trust EARNGS CONSTANT | $1.9M | 49.5K | 1.4% | ▲+0.3% Added · +167 sh | |
| 13 | Tidal Trust II DEFIANCE NASDAQ | $1.7M | 72.7K | 1.3% | ▼−1.9% Reduced · −1K sh | |
| 14 | SPDR Series Trust ST STR P500ETF | $1.7M | 19.0K | 1.2% | ▼−1.8% Reduced · −341 sh | |
| 15 | Ishares TR CORE US AGGBD ET | $1.6M | 16.3K | 1.2% | ▲+17% Added · +2K sh | |
| 16 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.6M | 28.2K | 1.2% | ▼−0.4% Reduced · −108 sh | |
| 17 | Nvidia Corporation COM | $1.5M | 7.5K | 1.1% | ▲+2.1% Added · +151 sh | |
| 18 | SPDR Series Trust ST STR BLO 1 ETF | $1.4M | 15.7K | 1.1% | ▼−31% Reduced · −7K sh | |
| 19 | Alphabet Inc CAP STK CL C | $1.3M | 3.6K | 0.9% | ▲+21% Added · +616 sh | |
| 20 | Tidal Trust II DEF 500 WEE ETF | $1.3M | 42.0K | 0.9% | ▲+0.5% Added · +217 sh | |
| 21 | Tidal Trust II YIELDMAX NVDA | $1.2M | 97.8K | 0.9% | ▲+3.9% Added · +4K sh | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $1.2M | 1.6K | 0.9% | ▼−1.1% Reduced · −17 sh | |
| 23 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.2M | 16.4K | 0.9% | ▼−11% Reduced · −2K sh | |
| 24 | Ishares TR CORE MSCI TOTAL | $1.1M | 11.8K | 0.8% | ▲+0.1% Added · +8 sh | |
| 25 | Altria Group Inc COM | $1.1M | 14.7K | 0.8% | ▲+29% Added · +3K sh | |
| 26 | Ishares TR CORE UNIVRSL USD | $980K | 21.2K | 0.7% | ▲+3.8% Added · +772 sh | |
| 27 | Ishares TR NATIONAL MUN ETF | $943K | 8.8K | 0.7% | ▲+3.9% Added · +330 sh | |
| 28 | Vanguard Index FDS MCAP VL IDXVIP | $942K | 4.8K | 0.7% | ▲+43% Added · +1K sh | |
| 29 | Vanguard Mun BD FDS TAX EXEMPT BD | $918K | 18.2K | 0.7% | ▼−0.7% Reduced · −131 sh | |
| 30 | SPDR Series Trust ST STR SP BANK | $887K | 13.0K | 0.7% | ▼−0.6% Reduced · −77 sh | |
| 31 | Dimensional ETF Trust INTL CORE EQUITY | $863K | 23.2K | 0.6% | ▼−12% Reduced · −3K sh | |
| 32 | Zacks Trust QUALITY INTL ETF | $862K | 29.5K | 0.6% | ▲+11% Added · +3K sh | |
| 33 | Applied Matls Inc COM | $818K | 1.1K | 0.6% | ▲+15% Added · +151 sh | |
| 34 | Zacks Trust SMALL/MID CAP | $815K | 18.3K | 0.6% | ▼−1.3% Reduced · −233 sh | |
| 35 | SPDR Gold TR GOLD SHS | $807K | 2.2K | 0.6% | ▼−22% Reduced · −608 sh | |
| 36 | Monster Beverage Corp New COM | $806K | 8.4K | 0.6% | ▲+19% Added · +1K sh | |
| 37 | Tidal Trust II YIELD AMZN ETF | $798K | 74.8K | 0.6% | ▲+7.8% Added · +5K sh | |
| 38 | Kla Corp COM NEW | $792K | 2.6K | 0.6% | ▲11× Added · +2K sh | |
| 39 | Dimensional ETF Trust SHOR DUR FIX ETF | $764K | 16.0K | 0.6% | ▲+7.7% Added · +1K sh | |
| 40 | Dimensional ETF Trust US COR EQU 1 ETF | $748K | 9.1K | 0.6% | ▼−3.2% Reduced · −300 sh | |
| 41 | Pimco ETF TR ENHAN SHRT MA AC | $747K | 7.4K | 0.6% | ▼−28% Reduced · −3K sh | |
| 42 | Amazon Com Inc COM | $743K | 3.1K | 0.6% | ▲+1.8% Added · +55 sh | |
| 43 | BlackRock ETF Trust ISHARES US EQUIT | $733K | 10.8K | 0.5% | ▲+2.5% Added · +269 sh | |
| 44 | Expeditors Intl Wash Inc COM | $732K | 4.5K | 0.5% | ▲+40% Added · +1K sh | |
| 45 | Seagate Technology HLDNGS PL ORD SHS | $729K | 755 | 0.5% | ▼−17% Reduced · −151 sh | |
| 46 | Lam Research Corp COM NEW | $723K | 1.7K | 0.5% | ▲+23% Added · +312 sh | |
| 47 | Tidal Trust II YIELD PLTR ETF | $686K | 24.2K | 0.5% | ▲+8.2% Added · +2K sh | |
| 48 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $681K | 11.1K | 0.5% | ▲+13% Added · +1K sh | |
| 49 | Prudential Finl Inc COM | $675K | 6.3K | 0.5% | ▲+38% Added · +2K sh | |
| 50 | Tidal Trust II YIELD TSLA ETF | $667K | 23.4K | 0.5% | ▲+13% Added · +3K sh |
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Use Arkolith to show Stirlingshire Investments, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.