Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JAAAJanus Detroit Str Tr | $4.7M | 3.5% | +10.6% |
| VCSHVanguard Scottsdale Fds | $4.3M | 3.2% | |
| MGVVanguard World Fd | $3.8M | 2.8% | |
| VUSBVanguard Bd Index Fds | $3.7M | 2.7% | +39.3% |
| VTIVanguard Index Fds | $2.9M | 2.1% | −9.8% |
| VBRVanguard Index Fds | $2.9M | 2.1% | −8.7% |
| CWBSpdr Series Trust | $2.7M | 2.0% | |
| VGITVanguard Scottsdale Fds | $2.4M | 1.8% | −2.2% |
| Dimensional Etf TrustCUSIP 25434V708 | $2.3M | 1.7% | −8.0% |
| AAPLApple Inc | $2.1M | 1.6% | +6.3% |
| IVVIshares Tr | $2.0M | 1.5% | +26.9% |
| ZECPZacks Trust | $1.9M | 1.4% | |
| QQQYTidal Trust II | $1.7M | 1.3% | −1.9% |
| SPYMSpdr Series Trust | $1.7M | 1.2% | −1.8% |
| AGGIshares Tr | $1.6M | 1.2% | +16.7% |
| JEPIJ P Morgan Exchange Traded F | $1.6M | 1.2% | |
| NVDANvidia Corporation | $1.5M | 1.1% | +2.1% |
| BILSpdr Series Trust | $1.4M | 1.1% | −30.6% |
| GOOGAlphabet Inc | $1.3M | 0.9% | +20.7% |
| WDTETidal Trust II | $1.3M | 0.9% | |
| NVDYTidal Trust II | $1.2M | 0.9% | +3.9% |
| SPYState Str Spdr S&p 500 Etf T | $1.2M | 0.9% | −1.1% |
| VEAVanguard Tax-managed Fds | $1.2M | 0.9% | −11.3% |
| IXUSIshares Tr | $1.1M | 0.8% | |
| MOAltria Group Inc | $1.1M | 0.8% | +29.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $818K |
| MNSTMonster Beverage Corp New | December 31, 2025 | +25.4% | $806K |
| MOAltria Group Inc | December 31, 2025 | +24.8% | $1.1M |
| CWBSpdr Series Trust | December 31, 2025 | +20.9% | $2.7M |
| SMIZZacks Trust | December 31, 2025 | +20.6% | $815K |
| MGVVanguard World Fd | December 31, 2025 | +15.8% | $3.8M |
| VBRVanguard Index Fds | December 31, 2025 | +14.7% | $2.9M |
| VEAVanguard Tax-managed Fds | December 31, 2025 | +14.1% | $1.2M |
| IXUSIshares Tr | December 31, 2025 | +12.8% | $1.1M |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $1.3M |
Sold off last quarter
- SPTMSpdr Series Trust was $612K
- ATMUAtmus Filtration Technologie was $477K
- ULTAUlta Beauty Inc was $416K
- UIUbiquiti Inc was $353K
- CAHCardinal Health Inc was $301K
- FLOTIshares Tr was $299K
- APHAmphenol Corp was $298K
- QUALIshares Tr was $298K
- IAGGIshares Tr was $296K
- CINFCincinnati Finl Corp was $294K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.1% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stirlingshire Investments, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1829271&type=13F-HR&dateb=&owner=include&count=40CIK 1829271
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1829271/000117266126002982/Filed July 31, 2026 · accession 0001172661-26-002982