Stirlingshire Investments, Inc.

CIK 0001829271 • 3 13F filings • Feb 11, 2026 – Jul 31, 2026

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Filer information

Filed by: Stirlingshire Investments, Inc., CEO
Address: 15 W 38TH ST., #704, NEW YORK, NY, 10018
Phone: 877-600-7026
AUM: $112.7M

AUM over time

$134.9M latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationOther

Holdings by filing

Portfolio value: $112.7M176 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$394K	0.3%Prev: 0.2%	1,726 SH	Increased+770 SH
ACADIA PHARMACEUTICALS INC	COM	$284K	0.3%	10,619 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$772K	0.7%	20,338 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 APR	$385K	0.3%	11,045 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 JUL	$386K	0.3%	9,867 SH	New
ALLEGION PLC	ORD SHS	$231K	0.2%	1,450 SH	New
ALPHABET INC	CAP STK CL A	$305K	0.3%Prev: 0.4%	974 SH	Decreased-510 SH
ALPHABET INC	CAP STK CL C	$924K	0.8%Prev: 0.9%	2,944 SH	Decreased-641 SH
ALTRIA GROUP INC	COM	$745K	0.7%Prev: 0.8%	12,680 SH	Decreased-2,024 SH
AMAZON COM INC	COM	$746K	0.7%Prev: 0.6%	3,232 SH	Increased+113 SH
APPLE INC	COM	$1.8M	1.6%Prev: 1.6%	6,558 SH	Decreased-799 SH
APPLIED MATLS INC	COM	$238K	0.2%Prev: 0.6%	927 SH	Decreased-205 SH
ARK ETF TR	SPACE & DEFENSE	$230K	0.2%Prev: 0.2%	7,949 SH	Decreased-1,257 SH
ARMSTRONG WORLD INDS INC NEW	COM	$213K	0.2%	1,112 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$284K	0.3%	3,090 SH	New
ATMUS FILTRATION TECHNOLOGIE	COM	$278K	0.2%	5,361 SH	New
ATOUR LIFESTYLE HLDGS LTD	SPONSORED ADS	$279K	0.2%	7,090 SH	New
AUTOLIV INC	COM	$239K	0.2%	2,013 SH	New
B2GOLD CORP	COM	$254K	0.2%	56,415 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$220K	0.2%Prev: 0.2%	438 SH	Increased+21 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$242K	0.2%	7,259 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$756K	0.7%Prev: 0.5%	12,433 SH	Increased+1,649 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$279K	0.2%	7,231 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$251K	0.2%	4,750 SH	New
BROADCOM INC	COM	$299K	0.3%Prev: 0.2%	864 SH	Decreased-2 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$279K	0.2%	1,729 SH	New
CARDINAL HEALTH INC	COM	$294K	0.3%	1,431 SH	New
CENCORA INC	COM	$276K	0.2%	817 SH	New
CINCINNATI FINL CORP	COM	$291K	0.3%	1,775 SH	New
COINBASE GLOBAL INC	COM CL A	$222K	0.2%	980 SH	New
COSTCO WHSL CORP NEW	COM	$266K	0.2%	308 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$265K	0.2%	6,230 SH	New
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$258K	0.2%Prev: 0.2%	4,766 SH	Increased+417 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$259K	0.2%	4,928 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$781K	0.7%Prev: 0.6%	22,652 SH	Decreased-518 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$585K	0.5%	12,206 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$605K	0.5%	8,210 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.1M	1.8%	52,038 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$361K	0.3%	4,867 SH	New
DLOCAL LTD	CLASS A COM	$235K	0.2%	16,607 SH	New
DONALDSON INC	COM	$240K	0.2%	2,707 SH	New
ELI LILLY & CO	COM	$262K	0.2%Prev: 0.3%	244 SH	Decreased-45 SH
EMERGENT BIOSOLUTIONS INC	COM	$261K	0.2%Prev: 0.1%	21,110 SH	Increased+3,408 SH
EVERGY INC	COM	$225K	0.2%Prev: 0.2%	3,108 SH	Decreased-251 SH
EXPEDITORS INTL WASH INC	COM	$261K	0.2%Prev: 0.5%	1,753 SH	Decreased-2,740 SH
FABRINET	SHS	$288K	0.3%Prev: 0.4%	632 SH	Decreased-274 SH
FEDERATED HERMES INC	CL B	$261K	0.2%Prev: 0.5%	5,021 SH	Decreased-6,671 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$412K	0.4%Prev: 0.3%	7,268 SH	Decreased-2 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$288K	0.3%Prev: 0.5%	2,929 SH	Decreased-1,889 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$243K	0.2%Prev: 0.5%	9,275 SH	Decreased-12,072 SH
FIRST TR EXCHANGE-TRADED FD	INDXX NEXTG ETF	$372K	0.3%Prev: 0.4%	3,451 SH	Decreased
FOX CORP	CL A COM	$294K	0.3%	4,030 SH	New
GE AEROSPACE	COM NEW	$422K	0.4%Prev: 0.4%	1,368 SH	Decreased-48 SH
GE VERNOVA INC	COM	$285K	0.3%Prev: 0.3%	436 SH	Decreased+61 SH
GENMAB A/S	SPONSORED ADS	$424K	0.4%	13,772 SH	New
GILDAN ACTIVEWEAR INC	COM	$219K	0.2%	3,501 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$318K	0.3%Prev: 0.3%	4,883 SH	Decreased-2,439 SH
GOLDMAN SACHS BDC INC	SHS	$327K	0.3%Prev: 0.1%	34,073 SH	Increased+16,027 SH
GRUPO AEROPORTUARIO DEL CENT	SPON ADR	$269K	0.2%	2,473 SH	New
HASBRO INC	COM	$244K	0.2%Prev: 0.2%	2,976 SH	Decreased-162 SH
HOWMET AEROSPACE INC	COM	$371K	0.3%Prev: 0.5%	1,810 SH	Decreased-634 SH
IDEXX LABS INC	COM	$250K	0.2%	369 SH	New
IES HLDGS INC	COM	$228K	0.2%	586 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$601K	0.5%Prev: 0.5%	17,946 SH	Decreased-562 SH
INNOVATOR ETFS TRUST	INNOVATOR US EQ	$478K	0.4%Prev: 0.4%	13,551 SH	Decreased-2,813 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$222K	0.2%Prev: 0.2%	5,669 SH	Increased+651 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$676K	0.6%	14,780 SH	New
INTERDIGITAL INC	COM	$292K	0.3%	916 SH	New
ISHARES GOLD TR	ISHARES NEW	$320K	0.3%	3,942 SH	New
ISHARES INC	CORE MSCI EMKT	$542K	0.5%Prev: 0.3%	8,060 SH	Increased+2,517 SH
ISHARES TR	0-3 MNTH TREASRY	$1.5M	1.3%	14,610 SH	New
ISHARES TR	10-20 YR TRS ETF	$369K	0.3%	3,624 SH	New
ISHARES TR	20 YR TR BD ETF	$695K	0.6%	7,971 SH	New
ISHARES TR	7-10 YR TRSY BD	$277K	0.2%Prev: 0.2%	2,886 SH	Increased-33 SH
ISHARES TR	CORE 60/40 BALAN	$267K	0.2%	4,113 SH	New
ISHARES TR	CORE INTL AGGR	$243K	0.2%	4,853 SH	New
ISHARES TR	CORE MSCI TOTAL	$1.0M	0.9%Prev: 0.8%	11,866 SH	Decreased+79 SH
ISHARES TR	CORE S&P SCP ETF	$397K	0.4%Prev: 0.3%	3,301 SH	Decreased+170 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.9%Prev: 1.5%	1,551 SH	Decreased-1,120 SH
ISHARES TR	CORE UNIVRSL USD	$969K	0.9%Prev: 0.7%	20,799 SH	Decreased-410 SH
ISHARES TR	CORE US AGGBD ET	$1.4M	1.2%Prev: 1.2%	13,786 SH	Decreased-2,522 SH
ISHARES TR	EAFE VALUE ETF	$698K	0.6%Prev: 0.3%	9,778 SH	Increased+4,542 SH
ISHARES TR	FLTG RATE NT ETF	$1.9M	1.7%	36,926 SH	New
ISHARES TR	IBOXX HI YD ETF	$1.3M	1.2%Prev: 0.5%	16,573 SH	Increased+8,293 SH
ISHARES TR	MBS ETF	$255K	0.2%Prev: 0.2%	2,681 SH	Increased+130 SH
ISHARES TR	MSCI USA QLT FCT	$312K	0.3%	1,568 SH	New
ISHARES TR	NATIONAL MUN ETF	$883K	0.8%Prev: 0.7%	8,241 SH	Decreased-518 SH
ISHARES TR	PFD AND INCM SEC	$327K	0.3%Prev: 0.4%	10,574 SH	Decreased-6,777 SH
ISHARES TR	S&P 100 ETF	$484K	0.4%	1,410 SH	New
ISHARES TR	S&P 500 GRWT ETF	$608K	0.5%Prev: 0.5%	4,930 SH	Decreased+389 SH
ISHARES TR	S&P 500 VAL ETF	$533K	0.5%Prev: 0.3%	2,514 SH	Increased+882 SH
ISHARES TR	TRS FLT RT BD	$207K	0.2%Prev: 0.2%	4,102 SH	Decreased-61 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.6M	2.3%Prev: 1.2%	44,928 SH	Increased+16,754 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$315K	0.3%Prev: 0.2%	6,228 SH	Increased
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.1M	0.9%Prev: 0.5%	18,140 SH	Increased+7,053 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$206K	0.2%Prev: 0.2%	4,200 SH	Increased
JANUS DETROIT STR TR	HENDRSON AAA CL	$3.6M	3.2%Prev: 3.5%	70,520 SH	Decreased-22,917 SH
JOHNSON & JOHNSON	COM	$502K	0.4%Prev: 0.4%	2,425 SH	Decreased+427 SH
KLA CORP	COM NEW	$335K	0.3%Prev: 0.6%	276 SH	Decreased-2,348 SH
LAM RESEARCH CORP	COM NEW	$315K	0.3%Prev: 0.5%	1,839 SH	Decreased+170 SH
LOGITECH INTL S A	SHS	$323K	0.3%	3,222 SH	New
MCDONALDS CORP	COM	$361K	0.3%Prev: 0.2%	1,181 SH	Increased-2 SH
MCKESSON CORP	COM	$260K	0.2%	317 SH	New
META PLATFORMS INC	CL A	$466K	0.4%Prev: 0.3%	706 SH	Increased+2 SH
MICROSOFT CORP	COM	$840K	0.7%Prev: 0.4%	1,736 SH	Increased+240 SH
MONSTER BEVERAGE CORP NEW	COM	$551K	0.5%Prev: 0.6%	7,188 SH	Decreased-1,200 SH
MUELLER INDS INC	COM	$434K	0.4%Prev: 0.5%	3,784 SH	Decreased-1,376 SH
NETEASE INC	SPONSORED ADS	$430K	0.4%	3,122 SH	New
NEWMARKET CORP	COM	$207K	0.2%	300 SH	New
NEXTPOWER INC	CLASS A COM	$264K	0.2%Prev: 0.4%	3,034 SH	Decreased-1,543 SH
NORTHERN LTS FD TR III	COUNTERPOINT QUA	$538K	0.5%	13,423 SH	New
NUVEEN MUN CR OPPORTUNITIES	COM	$233K	0.2%Prev: 0.2%	22,768 SH	Decreased-734 SH
NVIDIA CORPORATION	COM	$1.3M	1.2%Prev: 1.1%	7,101 SH	Decreased-354 SH
PALANTIR TECHNOLOGIES INC	CL A	$349K	0.3%Prev: 0.2%	1,965 SH	Increased-99 SH
PFIZER INC	COM	$215K	0.2%	8,639 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$1.0M	0.9%Prev: 0.6%	10,012 SH	Increased+2,601 SH
PROSHARES TR	S&P 500 DV ARIST	$394K	0.3%Prev: 0.3%	3,790 SH	Decreased-3,578 SH
PRUDENTIAL FINL INC	COM	$509K	0.5%Prev: 0.5%	4,512 SH	Decreased-1,740 SH
PTC THERAPEUTICS INC	COM	$272K	0.2%	3,587 SH	New
QUALCOMM INC	COM	$230K	0.2%Prev: 0.3%	1,347 SH	Decreased-1,061 SH
ROSS STORES INC	COM	$226K	0.2%Prev: 0.5%	1,253 SH	Decreased-1,731 SH
RYANAIR HOLDINGS PLC	SPONSORED ADR	$227K	0.2%	3,141 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$267K	0.2%Prev: 0.2%	8,144 SH	Decreased+604 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$339K	0.3%Prev: 0.5%	1,226 SH	Decreased+471 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$577K	0.5%	3,726 SH	New
SERVICE PPTYS TR	COM SH BEN INT	$24K	0.0%	13,292 SH	New
SIMPLIFY EXCHANGE TRADED FUN	VOLATILITY PREM	$603K	0.5%Prev: 0.1%	34,319 SH	Increased+24,169 SH
SIRIUSXM HOLDINGS INC	COMMON STOCK	$290K	0.3%Prev: 0.3%	14,503 SH	Decreased-1,288 SH
SPDR GOLD TR	GOLD SHS	$1.0M	0.9%Prev: 0.6%	2,624 SH	Increased+433 SH
SPDR S&P 500 ETF TR	TR UNIT	$702K	0.6%	1,026 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.8M	8.7%	125,857 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$319K	0.3%	1,046 SH	New
TESLA INC	COM	$292K	0.3%Prev: 0.2%	650 SH	Increased+112 SH
TIDAL TRUST II	DEFIANCE NASDAQ	$1.8M	1.6%Prev: 1.3%	76,901 SH	Increased+4,243 SH
TIDAL TRUST II	DEFIANCE S&P 500	$1.4M	1.2%	44,088 SH	New
TIDAL TRUST II	YIELDMAX AMZN OP	$943K	0.8%	70,979 SH	New
TIDAL TRUST II	YIELDMAX COIN OP	$521K	0.5%	13,230 SH	New
TIDAL TRUST II	YIELDMAX NFLX	$637K	0.6%Prev: 0.4%	53,053 SH	Increased-7,965 SH
TIDAL TRUST II	YIELDMAX NVDA	$1.4M	1.2%Prev: 0.9%	95,972 SH	Increased-1,877 SH
TIDAL TRUST II	YIELDMAX PLTR OP	$1.1M	1.0%	21,476 SH	New
TIDAL TRUST II	YIELDMAX PYPL OP	$677K	0.6%	16,591 SH	New
TIDAL TRUST II	YIELDMAX SHORT	$167K	0.1%	13,772 SH	New
TIDAL TRUST II	YIELDMAX SHORT T	$317K	0.3%	12,256 SH	New
TIDAL TRUST II	YIELDMAX TSLA OP	$757K	0.7%	20,156 SH	New
TIDAL TRUST II	YIELDMAX XYZ OPT	$296K	0.3%	8,717 SH	New
TJX COS INC NEW	COM	$229K	0.2%	1,493 SH	New
UBIQUITI INC	COM	$263K	0.2%	476 SH	New
ULTA BEAUTY INC	COM	$486K	0.4%	803 SH	New
UNITED THERAPEUTICS CORP DEL	COM	$236K	0.2%Prev: 0.4%	484 SH	Decreased-429 SH
VALE S A	SPONSORED ADS	$218K	0.2%Prev: 0.2%	15,939 SH	Decreased-860 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$500K	0.4%Prev: 0.3%	4,827 SH	Increased+492 SH
VANECK ETF TRUST	VIDEO GMNG ESPRT	$244K	0.2%	2,358 SH	New
VANECK MERK GOLD ETF	GOLD SHS	$371K	0.3%Prev: 0.2%	8,956 SH	Increased+953 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$269K	0.2%Prev: 0.2%	3,633 SH	Increased+281 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.0M	1.8%Prev: 2.7%	40,930 SH	Decreased-33,353 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$210K	0.2%Prev: 0.7%	1,182 SH	Decreased-3,585 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$339K	0.3%Prev: 0.4%	541 SH	Decreased-236 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.7M	1.5%Prev: 2.1%	7,975 SH	Decreased-3,774 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	2.6%Prev: 2.1%	8,659 SH	Increased+880 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$454K	0.4%Prev: 0.3%	8,447 SH	Decreased+579 SH
VANGUARD MALVERN FDS	CORE BD ETF	$208K	0.2%Prev: 0.2%	2,671 SH	Increased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$941K	0.8%Prev: 0.7%	18,710 SH	Increased+554 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.4M	2.1%Prev: 1.8%	39,720 SH	Decreased-866 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$354K	0.3%Prev: 0.3%	7,526 SH	Decreased-1,045 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$317K	0.3%Prev: 0.2%	5,397 SH	Increased+136 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.8M	3.4%Prev: 3.2%	48,211 SH	Decreased-6,017 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	1.0%Prev: 0.9%	18,481 SH	Decreased+2,066 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.2M	2.0%Prev: 2.8%	15,741 SH	Decreased-7,711 SH
VERIZON COMMUNICATIONS INC	COM	$319K	0.3%Prev: 0.2%	7,838 SH	Decreased+27 SH
VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$218K	0.2%Prev: 0.2%	4,285 SH	Increased
VISA INC	COM CL A	$247K	0.2%Prev: 0.2%	704 SH	Increased+5 SH
WALMART INC	COM	$242K	0.2%Prev: 0.2%	2,171 SH	Decreased+31 SH
WATTS WATER TECHNOLOGIES INC	CL A	$248K	0.2%Prev: 0.3%	898 SH	Decreased+32 SH
ZACKS TRUST	EARNGS CONSTANT	$1.7M	1.5%Prev: 1.4%	48,206 SH	Decreased-1,301 SH
ZACKS TRUST	QUALITY INTERNAT	$695K	0.6%	26,157 SH	New
ZACKS TRUST	SMALL/MID CAP	$690K	0.6%Prev: 0.6%	18,530 SH	Decreased+273 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $205K
ADVISORSHARES TR — $340K
AIM ETF PRODUCTS TRUST — $420K
AIM ETF PRODUCTS TRUST — $417K
AIM ETF PRODUCTS TRUST — $836K
ALLIANCEBERNSTEIN HLDG L P — $296K
ALLSTATE CORP — $237K
APPLIED INDL TECHNOLOGIES IN — $289K
ARISTA NETWORKS INC — $227K
BLACKROCK DEBT STRATEGIES FD — $106K
BLACKROCK ETF TRUST — $304K
BLACKROCK ETF TRUST — $210K
BLACKROCK ETF TRUST — $247K
BLACKROCK ETF TRUST — $242K
BLACKROCK ETF TRUST — $211K
BLACKROCK MUNIHOLDINGS FD IN — $359K
BLACKROCK MUNIYILD QULT FD I — $286K
BLUE BIRD CORP — $559K
C H ROBINSON WORLDWIDE IN — $318K
CIRRUS LOGIC INC — $470K
… and 96 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001172661-26-000634	$112.7M	View
Jul 31, 2026	Q2 2026	13F-HR	0001172661-26-002982	$134.9M	View
May 4, 2026	Q1 2026