13F Insight
DOSSIER · 13F-HR · Q1 2026

Per Stirling Capital Management, LLC.

Per Stirling's asset manager based in New York, NY — $905M in tracked AUM across 310 positions as of Q1 2026.

PS
Per Stirling·New York, NY·Asset Manager
CIK 0001689933 · last filed Mar 31, 2026
Total AUM
$905M
▲ 16.8%
vs prior
Holdings
310
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Per Stirling Capital Management, LLC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$48M74K5.3%
02
DGRW
WISDOMTREE TR
$29M328K3.2%
03
VEA
VANGUARD TAX-MANAGED FDS
$28M438K3.1%
04
IVW
ISHARES TR
$24M212K2.7%
05
IVE
ISHARES TR
$22M105K2.5%
06
CGDV
CAPITAL GROUP DIVIDEND VALUE
$22M515K2.4%
07
FIXD
FIRST TR EXCHNG TRADED FD VI
$18M420K2.0%
08
JPST
J P MORGAN EXCHANGE TRADED F
$18M362K2.0%
09
FIIG
FIRST TR EXCHANGE-TRADED FD
$18M880K2.0%
10
EVSD
MORGAN STANLEY ETF TRUST
$17M339K1.9%

Filing history

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