Institutional Manager · CIK 0001829271
Stirlingshire Investments, Inc.
NEW YORK, NY · File #028-26235
Latest AUM
$112.7M
Positions
186
Top-10 Concentration
41.5%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | SPDR SERIES TRUST | 78468R663 | +61,576 | +$5.6M | $0 |
| NEW | VANGUARD SCOTTSDALE FDS | 92206C409 | +48,211 | +$3.8M | $0 |
| NEW | JANUS DETROIT STR TR | 47103U845 | +70,520 | +$3.6M | $0 |
| NEW | VANGUARD INDEX FDS | 922908769 | +8,659 | +$2.9M | $0 |
| NEW | J P MORGAN EXCHANGE TRADED F | 46641Q332 | +44,928 | +$2.6M | $0 |
| NEW | VANGUARD SCOTTSDALE FDS | 92206C706 | +39,720 | +$2.4M | $0 |
| NEW | VANGUARD WORLD FD | 921910840 | +15,741 | +$2.2M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V708 | +52,038 | +$2.1M | $0 |
| NEW | VANGUARD BD INDEX FDS | 92203C303 | +40,930 | +$2.0M | $0 |
| NEW | ISHARES TR | 46429B655 | +36,926 | +$1.9M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025186 pos · $112.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78468R663 | 61,576 | $5.6M | 8.02% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 48,211 | $3.8M | 5.48% |
| 3 | JANUS DETROIT STR TR | 47103U845 | 70,520 | $3.6M | 5.08% |
| 4 | VANGUARD INDEX FDS | 922908769 | 8,659 | $2.9M | 4.14% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 44,928 | $2.6M | 3.69% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C706 | 39,720 | $2.4M | 3.39% |
| 7 | VANGUARD WORLD FD | 921910840 | 15,741 | $2.2M | 3.17% |
| 8 | DIMENSIONAL ETF TRUST | 25434V708 | 52,038 | $2.1M | 2.94% |
| 9 | VANGUARD BD INDEX FDS | 92203C303 | 40,930 | $2.0M | 2.91% |
| 10 | ISHARES TR | 46429B655 | 36,926 | $1.9M | 2.68% |
| 11 | TIDAL TRUST II | 88636J154 | 76,901 | $1.8M | 2.60% |
| 12 | APPLE INC | AAPL | 6,558 | $1.8M | 2.54% |
| 13 | VANGUARD INDEX FDS | 922908611 | 7,975 | $1.7M | 2.41% |
| 14 | ZACKS TRUST | 98888G105 | 48,206 | $1.7M | 2.41% |
| 15 | SPDR SERIES TRUST | 78464A854 | 19,676 | $1.6M | 2.25% |
| 16 | ISHARES TR | 46436E718 | 14,610 | $1.5M | 2.09% |
| 17 | TIDAL TRUST II | 88636J147 | 44,088 | $1.4M | 2.00% |
| 18 | TIDAL TRUST II | 88634T774 | 95,972 | $1.4M | 2.00% |
| 19 | ISHARES TR | 464287226 | 13,786 | $1.4M | 1.96% |
| 20 | ISHARES TR | 464288513 | 16,573 | $1.3M | 1.90% |