AYRSHIRE CAPITAL MANAGEMENT LLC

PrivateCIK: 1801563
Location

WESTPORT, CT

50
Positions
$213.52M
Total AUM (reported)
950.30K
Total Shares

Allocation by class

TOTAL AUM$213.52M50 positions
COM$130.97M61.3%
CL A$18.16M8.5%
SHS$16.84M7.9%
COM NEW$14.64M6.9%
TR UNIT$11.16M5.2%
CAP STK CL C$6.30M2.9%
CORE DIV GRWTH$5.19M2.4%

Portfolio Concentration

Top 314.9%4–1027.6%11–2543.1%Rest14.5%TOP 1042.4%0%100%
Top 3$31.71M14.9%
4–10$58.88M27.6%
11–25$92.07M43.1%
Rest$30.85M14.5%

Top 3 weight

14.9%

Top 10 weight

42.4%

Voting Authority Distribution

Total shares with voting rights: 950.30K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

950.30K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole50
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings50
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares14.94K
TypeSH
Market value$11.16M
5.22%
Sole
0.00
Shared
0.00
None
14.94K

AMPHENOL CORP

SOLE
CL A
Shares60.43K
TypeSH
Market value$10.66M
4.99%
Sole
0.00
Shared
0.00
None
60.43K

KLA CORP

SOLE
COM NEW
Shares32.82K
TypeSH
Market value$9.90M
4.64%
Sole
0.00
Shared
0.00
None
32.82K

APPLE INC

SOLE
COM
Shares32.31K
TypeSH
Market value$9.35M
4.38%
Sole
0.00
Shared
0.00
None
32.31K

EATON CORP PLC

SOLE
SHS
Shares20.57K
TypeSH
Market value$8.76M
4.10%
Sole
0.00
Shared
0.00
None
20.57K

MICROSOFT CORP

SOLE
COM
Shares23.15K
TypeSH
Market value$8.64M
4.04%
Sole
0.00
Shared
0.00
None
23.15K

NVIDIA CORPORATION

SOLE
COM
Shares40.39K
TypeSH
Market value$8.08M
3.79%
Sole
0.00
Shared
0.00
None
40.39K

LINDE PLC

SOLE
SHS
Shares15.56K
TypeSH
Market value$8.08M
3.78%
Sole
0.00
Shared
0.00
None
15.56K

AMAZON COM INC

SOLE
COM
Shares33.65K
TypeSH
Market value$8.02M
3.76%
Sole
0.00
Shared
0.00
None
33.65K

ELI LILLY & CO

SOLE
COM
Shares6.63K
TypeSH
Market value$7.95M
3.72%
Sole
0.00
Shared
0.00
None
6.63K

REPUBLIC SVCS INC

SOLE
COM
Shares34.54K
TypeSH
Market value$7.36M
3.45%
Sole
0.00
Shared
0.00
None
34.54K

MASTERCARD INCORPORATED

SOLE
CL A
Shares14.05K
TypeSH
Market value$7.22M
3.38%
Sole
0.00
Shared
0.00
None
14.05K

TJX COS INC NEW

SOLE
COM
Shares46.40K
TypeSH
Market value$7.03M
3.29%
Sole
0.00
Shared
0.00
None
46.40K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares7.31K
TypeSH
Market value$6.84M
3.20%
Sole
0.00
Shared
0.00
None
7.31K

BROADCOM INC

SOLE
COM
Shares17.54K
TypeSH
Market value$6.63M
3.10%
Sole
0.00
Shared
0.00
None
17.54K

ECOLAB INC

SOLE
COM
Shares23.33K
TypeSH
Market value$6.50M
3.04%
Sole
0.00
Shared
0.00
None
23.33K

JPMORGAN CHASE & CO

SOLE
COM
Shares19.69K
TypeSH
Market value$6.44M
3.02%
Sole
0.00
Shared
0.00
None
19.69K

ALPHABET INC

SOLE
CAP STK CL C
Shares17.82K
TypeSH
Market value$6.30M
2.95%
Sole
0.00
Shared
0.00
None
17.82K

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares27.33K
TypeSH
Market value$6.27M
2.94%
Sole
0.00
Shared
0.00
None
27.33K

HOME DEPOT INC

SOLE
COM
Shares17.44K
TypeSH
Market value$6.15M
2.88%
Sole
0.00
Shared
0.00
None
17.44K

AMETEK INC

SOLE
COM
Shares24.80K
TypeSH
Market value$6.00M
2.81%
Sole
0.00
Shared
0.00
None
24.80K

PROCTER & GAMBLE CO

SOLE
COM
Shares38.25K
TypeSH
Market value$5.61M
2.63%
Sole
0.00
Shared
0.00
None
38.25K

ISHARES TR

SOLE
CORE DIV GRWTH
Shares68.47K
TypeSH
Market value$5.19M
2.43%
Sole
0.00
Shared
0.00
None
68.47K

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares35.73K
TypeSH
Market value$4.40M
2.06%
Sole
0.00
Shared
0.00
None
35.73K

S&P GLOBAL INC

SOLE
COM
Shares10.16K
TypeSH
Market value$4.14M
1.94%
Sole
0.00
Shared
0.00
None
10.16K
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