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

Per Stirling Capital Management, LLC.

$905M in tracked AUM across 310 positions as of Q1 2026.

PS
CIK 0001689933 · last filed Mar 31, 2026
Total AUM
$905M
as of Q1 2026
Holdings
310
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$905M▲ 1.6%
310 positionsView →2025Q4Dec 31
$891M▲ 6.5%
300 positionsView →2025Q3Sep 30
$836M▲ 9.2%
281 positionsView →2025Q2Jun 30
$766M▲ 10.2%
274 positionsLocked2025Q1Mar 31
$695M▼ 1.3%
257 positionsLocked2024Q4Dec 31
$705M▼ 2.2%
256 positionsLocked2024Q3Sep 30
$721M▲ 16.1%
258 positionsLocked2024Q2Jun 30
$621M▲ 3.6%
238 positionsLocked2024Q1Mar 31
$599M▲ 9.9%
223 positionsLocked2023Q4Dec 31
$545M▲ 13.2%
209 positionsLocked2023Q3Sep 30
$482M▼ 2.0%
195 positionsLocked2023Q2Jun 30
$491M▲ 5.9%
194 positionsLocked
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