Ayrshire Capital Management LLC: 13F holdings
CIK 18015632026Q2
| Positions | 50 |
|---|---|
| Reported value | $213.5m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 14,938 | $11.2m | 5.2% |
| APH AMPHENOL CORP | 60,434 | $10.7m | 5.0% |
| KLAC KLA CORP | 32,816 | $9.9m | 4.6% |
| AAPL APPLE INC | 32,310 | $9.3m | 4.4% |
| EATON CORP PLC | 20,567 | $8.8m | 4.1% |
| MSFT MICROSOFT CORP | 23,150 | $8.6m | 4.0% |
| NVDA NVIDIA CORPORATION | 40,393 | $8.1m | 3.8% |
| LINDE PLC | 15,565 | $8.1m | 3.8% |
| AMZN AMAZON COM INC | 33,650 | $8.0m | 3.8% |
| LLY ELI LILLY & CO | 6,630 | $8.0m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801563")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.