Per Stirling Capital Management, LLC
$1.0B 13F equity value
352 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Per Stirling Capital Management, LLC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 72,314 | $54M | 5.2% |
| DGRW | WISDOMTREE TR | 328,739 | $31M | 3.0% |
| VEA | VANGUARD TAX-MANAGED FDS | 421,536 | $30M | 2.9% |
| IVW | ISHARES TR | 210,459 | $29M | 2.8% |
| EVSD | MORGAN STANLEY ETF TRUST | 542,407 | $28M | 2.6% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 535,659 | $26M | 2.5% |
| IVE | ISHARES TR | 103,240 | $23M | 2.2% |
| CGGR | CAPITAL GROUP GROWTH ETF | 399,468 | $19M | 1.8% |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 421,122 | $18M | 1.7% |
| FIIG | FIRST TR EXCHANGE-TRADED FD | 883,962 | $18M | 1.7% |
Track Per Stirling Capital Management, LLC's 13F portfolio: $1.0B in reported holdings, 352 positions. Top holdings and quarterly changes on SentiSense.
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