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Ayrshire Capital Management LLC

All holdings · as of Dec 31, 2025

49 positions

CompanyClassValueShares% of portfolio
MICROSOFT CORP—$13.80M28,5326.3%
AMPHENOL CORP /DE—$11.22M83,0505.2%
ELI LILLY & Co—$10.37M9,6514.8%
Apple Inc.—$9.38M34,4964.3%
TJX Cos Inc/The—$9.35M60,8494.3%
DANAHER CORP /DE—$8.75M38,2034.0%
KLA CORP—$8.13M6,6953.7%
Amazon.com Inc—$7.79M33,7633.6%
Mastercard Inc—$7.53M13,1943.5%
NVIDIA Corp—$7.37M39,5113.4%
Blackstone Inc—$7.17M46,4973.3%
Palo Alto Networks Inc—$7.09M38,4773.3%
COSTCO WHOLESALE CORP /NEW—$6.97M8,0833.2%
Cencora Inc—$6.90M20,4303.2%
ROPER TECHNOLOGIES INC—$6.86M15,4053.1%
REPUBLIC SERVICES, INC.—$6.79M32,0523.1%
Eaton Corp plc—$6.61M20,7503.0%
LINDE PLC—$6.40M15,0212.9%
Arthur J. Gallagher & Co.—$6.32M24,4212.9%
ECOLAB INC.—$6.10M23,2382.8%
AMERICAN INTERNATIONAL GROUP, INC.—$6.09M71,1552.8%
HOME DEPOT, INC.—$5.66M16,4362.6%
PROCTER & GAMBLE Co—$5.20M36,2622.4%
Intercontinental Exchange, Inc.—$5.17M31,9472.4%
ABBOTT LABORATORIES—$5.08M40,5252.3%
Broadcom Inc.—$4.75M13,7322.2%
Alphabet Inc.—$4.51M14,3582.1%
JPMORGAN CHASE & CO—$3.52M10,9331.6%
Alphabet Inc.—$2.53M8,0871.2%
SPDR S&P 500 ETF TR—$1.87M2,7430.9%
ARES CAPITAL CORPARCCCommon Stock$1.66M82,2710.8%
Salesforce Inc—$1.51M5,6990.7%
Insulet Corp—$1.44M5,0640.7%
Warren E. Buffett—$1.04M2,0750.5%
Williams Cos Inc/The—$895.7K14,9010.4%
ISHARES TR—$772.6K11,1300.4%
Uber Technologies, Inc—$733.9K8,9810.3%
Philip Morris International Inc.—$609.5K3,8000.3%
S&P Global Inc.—$534.6K1,0230.2%
iShares MSCI UAE ETF—$485.0K3,2620.2%
WELLS FARGO & COMPANY/MN—$484.0K5,1930.2%
PROFESIONALLY MANAGED PORTFO—$451.4K6,8900.2%
SPDR S&P MIDCAP 400 ETF TR—$402.4K6670.2%
VANGUARD INDEX FDS—$395.7K6310.2%
COCA COLA CO—$353.7K5,0600.2%
Meta Platforms Inc—$330.0K5000.2%
IES Holdings, Inc.—$273.1K7020.1%
Merck & Co., Inc.—$201.8K1,9170.1%
BLACKSTONE MORTGAGE TRUST IN—$9.9K10,0000.0%
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