Stirlingshire Investments, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Stirlingshire Investments, Inc. opened 53 positions, added to 70, reduced 43 and sold out of 35.
- Q2 2026: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 2,799.
- Q2 2026: Stock STX; Country of operation —; Class ORD SHS; Shares before 906.
- Q2 2026: Stock GEV; Country of operation United States; Class COM; Shares before 378.
- Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 1,775.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1829271), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 2,799 | 2,191 | -608 | $1,204,382 | $807,121 | -$397,261 | 2026-07-31 |
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| Q2 2026 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 906 | 755 | -151 | $355,550 | $729,202 | +$373,652 | 2026-07-31 |
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| Q2 2026 | GEV
GE VERNOVA INC | United States | COM | 378 | 375 | -3 | $329,988 | $440,874 | +$110,886 | 2026-07-31 |
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| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 1,775 | 1,496 | -279 | $657,030 | $558,133 | -$98,897 | 2026-07-31 |
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| Q2 2026 | WTS
WATTS WATER TECHNOLOGIES INC | United States | CL A | 875 | 866 | -9 | $253,860 | $339,126 | +$85,266 | 2026-07-31 |
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| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,406 | 1,998 | -408 | $588,077 | $507,392 | -$80,685 | 2026-07-31 |
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| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 299 | 289 | -10 | $275,308 | $346,329 | +$71,021 | 2026-07-31 |
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| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 7,848 | 7,811 | -37 | $394,009 | $330,727 | -$63,282 | 2026-07-31 |
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| Q2 2026 | GSBD
GOLDMAN SACHS BDC INC | United States | SHS | 25,993 | 18,046 | -7,947 | $239,137 | $176,852 | -$62,285 | 2026-07-31 |
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| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,633 | 1,484 | -149 | $469,668 | $530,226 | +$60,558 | 2026-07-31 |
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| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 878 | 866 | -12 | $271,870 | $327,085 | +$55,215 | 2026-07-31 |
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| Q2 2026 | V
VISA INC | United States | COM CL A | 713 | 699 | -14 | $215,618 | $239,938 | +$24,320 | 2026-07-31 |
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| Q2 2026 | TSLA
TESLA INC | United States | COM | 559 | 538 | -21 | $207,808 | $226,283 | +$18,475 | 2026-07-31 |
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| Q2 2026 | EBS
EMERGENT BIOSOLUTIONS INC | United States | COM | 19,285 | 17,702 | -1,583 | $160,066 | $148,341 | -$11,725 | 2026-07-31 |
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| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 420 | 417 | -3 | $201,264 | $208,663 | +$7,399 | 2026-07-31 |
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| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 3,108 | 2,923 | -185 | $376,487 | $377,769 | +$1,282 | 2026-07-31 |
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| Q1 2026 | BTG
B2GOLD CORP | | COM | 56,415 | 12,512 | -43,903 | $254,437 | $56,683 | -$197,754 | 2026-05-04 |
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| Q1 2026 | ABBV
ABBVIE INC | United States | COM | 1,726 | 950 | -776 | $394,337 | $206,741 | -$187,596 | 2026-05-04 |
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| Q1 2026 | AMZN
AMAZON COM INC | United States | COM | 3,232 | 3,064 | -168 | $746,010 | $638,139 | -$107,871 | 2026-05-04 |
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| Q1 2026 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 3,942 | 2,461 | -1,481 | $319,972 | $216,962 | -$103,010 | 2026-05-04 |
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| Q1 2026 | EBS
EMERGENT BIOSOLUTIONS INC | United States | COM | 21,110 | 19,285 | -1,825 | $260,920 | $160,066 | -$100,854 | 2026-05-04 |
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| Q1 2026 | UI
UBIQUITI INC | United States | COM | 476 | 446 | -30 | $263,459 | $352,806 | +$89,347 | 2026-05-04 |
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| Q1 2026 | GSBD
GOLDMAN SACHS BDC INC | United States | SHS | 34,073 | 25,993 | -8,080 | $327,099 | $239,137 | -$87,962 | 2026-05-04 |
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| Q1 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 2,425 | 2,406 | -19 | $501,789 | $588,077 | +$86,288 | 2026-05-04 |
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| Q1 2026 | TSLA
TESLA INC | United States | COM | 650 | 559 | -91 | $292,318 | $207,808 | -$84,510 | 2026-05-04 |
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| Q1 2026 | META
META PLATFORMS INC | United States | CL A | 706 | 667 | -39 | $465,731 | $381,890 | -$83,841 | 2026-05-04 |
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| Q1 2026 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 1,965 | 1,881 | -84 | $349,279 | $275,153 | -$74,126 | 2026-05-04 |
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| Q1 2026 | ULTA
ULTA BEAUTY INC | United States | COM | 803 | 797 | -6 | $485,823 | $416,422 | -$69,401 | 2026-05-04 |
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| Q1 2026 | GEV
GE VERNOVA INC | United States | COM | 436 | 378 | -58 | $285,126 | $329,988 | +$44,862 | 2026-05-04 |
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| Q1 2026 | ROST
ROSS STORES INC | United States | COM | 1,253 | 1,229 | -24 | $225,632 | $266,228 | +$40,596 | 2026-05-04 |
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| Q1 2026 | MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 7,188 | 7,069 | -119 | $551,104 | $512,214 | -$38,890 | 2026-05-04 |
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| Q1 2026 | DCI
DONALDSON INC | United States | COM | 2,707 | 2,522 | -185 | $240,040 | $214,020 | -$26,020 | 2026-05-04 |
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| Q1 2026 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 1,839 | 1,357 | -482 | $315,234 | $290,354 | -$24,880 | 2026-05-04 |
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| Q1 2026 | MO
ALTRIA GROUP INC | United States | COM | 12,680 | 11,400 | -1,280 | $744,595 | $764,375 | +$19,780 | 2026-05-04 |
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| Q1 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 438 | 420 | -18 | $220,161 | $201,264 | -$18,897 | 2026-05-04 |
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| Q1 2026 | WMT
WALMART INC | United States | COM | 2,171 | 1,796 | -375 | $242,340 | $223,704 | -$18,636 | 2026-05-04 |
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| Q1 2026 | HAS
HASBRO INC | United States | COM | 2,976 | 2,798 | -178 | $244,030 | $261,878 | +$17,848 | 2026-05-04 |
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| Q1 2026 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 1,226 | 906 | -320 | $338,571 | $355,550 | +$16,979 | 2026-05-04 |
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| Q1 2026 | CHRW
C H ROBINSON WORLDWIDE IN | United States | COM NEW | 1,729 | 1,603 | -126 | $279,056 | $267,213 | -$11,843 | 2026-05-04 |
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| Q1 2026 | HWM
HOWMET AEROSPACE INC | United States | COM | 1,810 | 1,659 | -151 | $370,998 | $382,254 | +$11,256 | 2026-05-04 |
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| Q1 2026 | KLAC
KLA CORP | United States | COM NEW | 276 | 233 | -43 | $334,900 | $343,213 | +$8,313 | 2026-05-04 |
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| Q1 2026 | CAH
CARDINAL HEALTH INC | United States | COM | 1,431 | 1,426 | -5 | $293,996 | $301,316 | +$7,320 | 2026-05-04 |
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| Q1 2026 | WTS
WATTS WATER TECHNOLOGIES INC | United States | CL A | 898 | 875 | -23 | $247,797 | $253,860 | +$6,063 | 2026-05-04 |
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