Institutions / Ayrshire Capital Management LLC
Ayrshire Capital Management LLC
CIK 1801563 · Institution · as of Dec 31, 2025
Portfolio value
$217.87M
Positions
49
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $13.80M | 6.3% |
| Amphenol Corp /De | $11.22M | 5.2% |
| ELI LILLY & Co | $10.37M | 4.8% |
| Apple Inc. | $9.38M | 4.3% |
| TJX Cos Inc/The | $9.35M | 4.3% |
| Danaher Corp /De | $8.75M | 4.0% |
| Kla Corp | $8.13M | 3.7% |
| Amazon.com Inc | $7.79M | 3.6% |
| Mastercard Inc | $7.53M | 3.5% |
| NVIDIA Corp | $7.37M | 3.4% |
| Blackstone Inc | $7.17M | 3.3% |
| Palo Alto Networks Inc | $7.09M | 3.3% |
| Costco Wholesale Corp /New | $6.97M | 3.2% |
| Cencora Inc | $6.90M | 3.2% |
| Roper Technologies Inc | $6.86M | 3.1% |
| Republic Services, Inc. | $6.79M | 3.1% |
| Eaton Corp plc | $6.61M | 3.0% |
| Linde PLC | $6.40M | 2.9% |
| Arthur J. Gallagher & Co. | $6.32M | 2.9% |
| Ecolab Inc. | $6.10M | 2.8% |
| American International Group, Inc. | $6.09M | 2.8% |
| Home Depot, Inc. | $5.66M | 2.6% |
| PROCTER & GAMBLE Co | $5.20M | 2.4% |
| Intercontinental Exchange, Inc. | $5.17M | 2.4% |
| Abbott Laboratories | $5.08M | 2.3% |
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.