Institutions / Per Stirling Capital Management, LLC.
Per Stirling Capital Management, LLC.
CIK 1689933 · Institution · as of Dec 31, 2025
Portfolio value
$890.77M
Positions
300
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 300 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $64.38M | 7.2% |
| WisdomTree Tr | $29.90M | 3.4% |
| Vanguard Tax-Managed Fds | $29.58M | 3.3% |
| iShares Tr | $26.21M | 2.9% |
| Capital Group Growth ETF | $24.00M | 2.7% |
| Capital Group Dividend Value | $23.09M | 2.6% |
| iShares Tr | $22.56M | 2.5% |
| Morgan Stanley ETF Trust | $17.34M | 1.9% |
| J P Morgan Exchange Traded F | $16.87M | 1.9% |
| Janus Detroit Str Tr | $16.64M | 1.9% |
| First Tr Exch Traded Fd III | $16.26M | 1.8% |
| iShares Tr | $15.82M | 1.8% |
| First Trust Exchange-Traded Fund IV | $15.75M | 1.8% |
| First Tr Exchng Traded Fd VI | $15.69M | 1.8% |
| First Tr Exchange Traded Fd | $15.31M | 1.7% |
| Vanguard Index Fds | $13.67M | 1.5% |
| iShares Tr | $13.63M | 1.5% |
| J P Morgan Exchange Traded F | $13.40M | 1.5% |
| American Centy ETF Tr | $13.19M | 1.5% |
| Fidelity Covington Trust | $12.91M | 1.4% |
| Schwab Strategic Tr | $12.77M | 1.4% |
| J P Morgan Exchange Traded F | $12.63M | 1.4% |
| Invesco Exch Traded Fd Tr II | $12.57M | 1.4% |
| J P Morgan Exchange Traded F | $11.79M | 1.3% |
| iShares MSCI UAE ETF | $11.28M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.