STIRLINGSHIRE INVESTMENTS, INC.

Filed: 5/4/2026ACC: 0001172661-26-001591

📋 What this filing means

STIRLINGSHIRE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 196 equity positions with a total reported market value of $114.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

196

Positions

$114.05M

Total AUM (reported)

Total Shares

Allocation by class

COM$19.78M17.3%

STATE STREET SPD$8.24M7.2%

SHRT TRM CORP BD$4.30M3.8%

HENDRSON AAA CL$4.27M3.7%

MEGA CAP VAL ETF$3.38M3.0%

SM CP VAL ETF$2.80M2.5%

TOTAL STK MKT$2.77M2.4%

Portfolio Concentration

Top 3$11.95M10.5%

4–10$17.24M15.1%

11–25$20.02M17.6%

Rest$64.83M56.8%

Top 3 weight

10.5%

Top 10 weight

25.6%

Voting Authority Distribution

Total shares with voting rights: 2M

Sole

Full voting authority

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole196

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings196

Rows:

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares54.21K

TypeSH

Market value$4.30M

3.77%

Sole

54.21K

Shared

0.00

None

0.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares84.49K

TypeSH

Market value$4.27M

3.75%

Sole

84.49K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares23.29K

TypeSH

Market value$3.38M

2.96%

Sole

23.29K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares12.88K

TypeSH

Market value$2.80M

2.45%

Sole

12.88K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares8.63K

TypeSH

Market value$2.77M

2.43%

Sole

8.63K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares53.34K

TypeSH

Market value$2.66M

2.33%

Sole

53.34K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares41.50K

TypeSH

Market value$2.47M

2.17%

Sole

41.50K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares25.18K

TypeSH

Market value$2.30M

2.02%

Sole

25.18K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares55.80K

TypeSH

Market value$2.17M

1.90%

Sole

55.80K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares22.69K

TypeSH

Market value$2.08M

1.82%

Sole

22.69K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares6.92K

TypeSH

Market value$1.76M

1.54%

Sole

6.92K

Shared

0.00

None

0.00

ZACKS TRUST

SOLE

EARNGS CONSTANT

Shares49.34K

TypeSH

Market value$1.67M

1.46%

Sole

49.34K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares28.28K

TypeSH

Market value$1.60M

1.41%

Sole

28.28K

Shared

0.00

None

0.00

TIDAL TRUST II

SOLE

DEFIANCE NASDAQ

Shares74.08K

TypeSH

Market value$1.53M

1.34%

Sole

74.08K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares19.33K

TypeSH

Market value$1.48M

1.30%

Sole

19.33K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE US AGGBD ET

Shares13.97K

TypeSH

Market value$1.39M

1.22%

Sole

13.97K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares2.10K

TypeSH

Market value$1.37M

1.21%

Sole

2.10K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares7.30K

TypeSH

Market value$1.27M

1.12%

Sole

7.30K

Shared

0.00

None

0.00

TIDAL TRUST II

SOLE

YIELDMAX NVDA

Shares94.20K

TypeSH

Market value$1.22M

1.07%

Sole

94.20K

Shared

0.00

None

0.00

SPDR GOLD TR

SOLE

GOLD SHS

Shares2.80K

TypeSH

Market value$1.20M

1.06%

Sole

2.80K

Shared

0.00

None

0.00

TIDAL TRUST II

SOLE

DEFIANCE S&P 500

Shares41.79K

TypeSH

Market value$1.19M

1.04%

Sole

41.79K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares18.52K

TypeSH

Market value$1.19M

1.04%

Sole

18.52K

Shared

0.00

None

0.00

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares10.63K

TypeSH

Market value$1.07M

0.94%

Sole

10.63K

Shared

0.00

None

0.00

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares1.60K

TypeSH

Market value$1.04M

0.91%

Sole

1.60K

Shared

0.00

None

0.00

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares10.26K

TypeSH

Market value$1.03M

0.91%

Sole

10.26K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	54.21K	SH	$4.30M 3.77%	54.21K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	84.49K	SH	$4.27M 3.75%	84.49K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	23.29K	SH	$3.38M 2.96%	23.29K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	12.88K	SH	$2.80M 2.45%	12.88K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	8.63K	SH	$2.77M 2.43%	8.63K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	53.34K	SH	$2.66M 2.33%	53.34K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	41.50K	SH	$2.47M 2.17%	41.50K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	25.18K	SH	$2.30M 2.02%	25.18K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	55.80K	SH	$2.17M 1.90%	55.80K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	22.69K	SH	$2.08M 1.82%	22.69K
APPLE INCSOLE	COM	6.92K	SH	$1.76M 1.54%	6.92K
ZACKS TRUSTSOLE	EARNGS CONSTANT	49.34K	SH	$1.67M 1.46%	49.34K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	28.28K	SH	$1.60M 1.41%	28.28K
TIDAL TRUST IISOLE	DEFIANCE NASDAQ	74.08K	SH	$1.53M 1.34%	74.08K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	19.33K	SH	$1.48M 1.30%	19.33K
ISHARES TRSOLE	CORE US AGGBD ET	13.97K	SH	$1.39M 1.22%	13.97K
ISHARES TRSOLE	CORE S&P500 ETF	2.10K	SH	$1.37M 1.21%	2.10K
NVIDIA CORPORATIONSOLE	COM	7.30K	SH	$1.27M 1.12%	7.30K
TIDAL TRUST IISOLE	YIELDMAX NVDA	94.20K	SH	$1.22M 1.07%	94.20K
SPDR GOLD TRSOLE	GOLD SHS	2.80K	SH	$1.20M 1.06%	2.80K
TIDAL TRUST IISOLE	DEFIANCE S&P 500	41.79K	SH	$1.19M 1.04%	41.79K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	18.52K	SH	$1.19M 1.04%	18.52K
ISHARES TRSOLE	0-3 MNTH TREASRY	10.63K	SH	$1.07M 0.94%	10.63K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	1.60K	SH	$1.04M 0.91%	1.60K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	10.26K	SH	$1.03M 0.91%	10.26K

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