13F Insight
DOSSIER · 13F-HR · Q3 2026

Ayrshire Capital Management LLC

$219M in tracked AUM across 50 positions as of Q3 2026.

AC
CIK 0001801563 · last filed Sep 30, 2026
Total AUM
$219M
as of Q3 2026
Holdings
50
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Ayrshire Capital Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$12M16K5.6%02
MSFT
MICROSOFT CORP
$11M22K5.2%03
AAPL
APPLE INC
$11M32K4.9%04
APH
AMPHENOL CORP
$10M118K4.5%05
NVDA
NVIDIA CORPORATION
$9M41K4.3%06
DGRO
ISHARES TR
$9M116K4.0%07
G29183103
EATON CORP PLC
$8M19K3.8%08
AMZN
AMAZON COM INC
$8M34K3.8%09
G54950103
LINDE PLC
$7M16K3.4%10
LLY
ELI LILLY & CO
$7M6K3.4%

Filing history

2026Q3Sep 30
$219M▲ 2.5%
50 positionsView →2026Q2Jun 30
$214M▲ 10.5%
50 positionsView →2026Q1Mar 31
$193M▼ 11.3%
50 positionsView →2025Q4Dec 31
$218M▲ 1.1%
49 positionsView →2025Q3Sep 30
$215M▲ 3.5%
47 positionsLocked2025Q2Jun 30
$208M▲ 0.8%
47 positionsLocked2025Q1Mar 31
$207M▲ 0.8%
50 positionsLocked2024Q4Dec 31
$205M▼ 2.5%
49 positionsLocked2024Q3Sep 30
$210M▲ 7.1%
48 positionsLocked2024Q2Jun 30
$196M▲ 6.1%
48 positionsLocked2024Q1Mar 31
$185M▲ 6.7%
46 positionsLocked2023Q4Dec 31
$173M▲ 12.0%
48 positionsLocked
Showing 12 of 28