Stirlingshire Investments
Stirlingshire Investments reported 221 stocks worth $135M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are JAAA (3.5%), VCSH (3.2%) and MGV (2.8%). Compared with Q1 2026, the fund opened new positions in MU, DAVE and BLBD, added to JAAA, MGV and VUSB, trimmed VTI, VBR and CWB and sold out of SPTM, ATMU and ULTA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JAAA Janus Detroit Str TR | $4.7M | 3.5% | 93K | +8,949 (+11%) | 3 of 3 | |
| 2 |  VCSH Vanguard Scottsdale Fds | $4.3M | 3.2% | 54K | No change | 3 of 3 | |
| 3 |  MGV Vanguard Mega Cap Value | $3.8M | 2.8% | 23K | +159 (+1%) | 3 of 3 | |
| 4 |  VUSB Van Ultra Shrt Bnd | $3.7M | 2.7% | 74K | +21K (+39%) | 3 of 3 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $2.9M | 2.1% | 7,779 | −848 (−10%) | 3 of 3 | |
| 6 |  VBR Vanguard Index Fds | $2.9M | 2.1% | 12K | −1,126 (−9%) | 3 of 3 | |
| 7 |  CWB Spdr Series Trust | $2.7M | 2.0% | 25K | −49 (−0%) | 3 of 3 | |
| 8 |  VGIT Vanguard Scottsdale Fds | $2.4M | 1.8% | 41K | −914 (−2%) | 3 of 3 | |
| 9 | DIMENSIONAL ETF TRUST | $2.3M | 1.7% | 51K | −4,464 (−8%) | 3 of 3 | |
| 10 |  AAPL Apple Inc | $2.1M | 1.6% | 7,357 | +437 (+6%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPTM Spdr Series Trust | $612K | 7,738 |
 ATMU Atmus Filtration Technologie | $477K | 8,396 |
 ULTA Ulta Beauty Inc | $416K | 797 |
 UI Ubiquiti Inc | $353K | 446 |
 CAH Cardinal Health Inc | $301K | 1,426 |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stirlingshire Investments 13F FAQ
What does Stirlingshire Investments own?
Stirlingshire Investments reported 221 stocks worth $135M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are JAAA (3.5%), VCSH (3.2%) and MGV (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Stirlingshire Investments buy and sell in Q2 2026?
Compared with Q1 2026: 59 new positions, 89 added to, 63 trimmed and 34 sold out. New positions include MU, DAVE and BLBD. It sold all of SPTM, ATMU and ULTA.
When will Stirlingshire Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Stirlingshire Investments's portfolio worth?
The Q2 2026 filing reports $135M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.