Ayrshire Capital Management LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Ayrshire Capital Management LLC opened 6 positions, added to 20, reduced 16, sold out of 5 and left 2 unchanged. The largest increase in value was ANET (+$3,719,862); the largest decrease was COR (-$6,348,047).
- ANET: Country of operation United States; Class COM SHS; Shares 2026-03-31 0; Shares 2026-06-30 21,897.
- WMT: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 29,227.
- MU: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,257.
- MS: Country of operation United States; Class COM NEW; Shares 2026-03-31 0; Shares 2026-06-30 7,926.
Two Form 13F-HR filings compared (SEC CIK 1801563): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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