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STIRLINGSHIRE INVESTMENTS, INC. 13F portfolio summary

STIRLINGSHIRE INVESTMENTS, INC. of STIRLINGSHIRE INVESTMENTS, INC. has 221 current stock holdings with a reported portfolio value of $134.9M. The portfolio 1 year return is +6.00%. Top holdings include JAAA (3.51%), VCSH (3.18%), MGV (2.84%), VUSB (2.74%), VTI (2.13%).

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STIRLINGSHIRE INVESTMENTS, INC.

STIRLINGSHIRE INVESTMENTS, INC.
Latest filing: 2026-06-30

STIRLINGSHIRE INVESTMENTS, INC. runs STIRLINGSHIRE INVESTMENTS, INC. and currently holds 221 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $134.85M. Their top holdings are JAAA, VCSH, MGV, VUSB, VTI. The top five represent 14.4% of reported portfolio weight. STIRLINGSHIRE INVESTMENTS, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, STIRLINGSHIRE INVESTMENTS, INC. initiated 10 new positions. They added to 58 existing positions. They trimmed 31 positions. Their current best-performing preview position is STX with returns of +146.07%.

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Top 5 Holdings
JAAA3.5%
VCSH3.2%
MGV2.8%
VUSB2.7%
VTI2.1%
Top 5: 14.4%
Portfolio Returns
1 Year
+6.00%
#0/1000
3 Year
+6.00%
#0/1000
5 Year
+6.00%
#0/1000

Portfolio Value

$134.85M

Alpha Score

6.2

#0 of 1000

Holdings

221

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221 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
JAAA
JANUS DETROIT STR TR
3.51%$50.54$50.67+0.26%
Added
+10.59%
VCSH
VANGUARD SCOTTSDALE FDS
3.18%$79.68$78.59-1.37%
Added
+0.03%
MGV
VANGUARD WORLD FD
2.84%$142.53$168.19+18.00%
Added
+0.68%
VUSB
VANGUARD BD INDEX FDS
2.74%$49.81$49.75-0.12%
Added
+39.27%
VTI
VANGUARD INDEX FDS
2.13%$335.27$378.25+12.82%
Trimmed
-9.83%
VBR
VANGUARD INDEX FDS
2.12%$213.87$249.17+16.51%
Trimmed
-8.75%
CWB
SPDR SERIES TRUST
2.01%$91.16$103.82+13.88%
Trimmed
-0.19%
VGIT
VANGUARD SCOTTSDALE FDS
1.78%$59.91$58.32-2.66%
Trimmed
-2.20%
DFAC
DIMENSIONAL ETF TRUST
1.69%$39.54$45.61+15.35%
Trimmed
-8.00%
AAPL
APPLE INC
1.58%$272.01$309.35+13.73%
Added
+6.32%

Showing 1-10 of 221