Per Stirling Capital Management, LLC. - Portfolio overview

Per Stirling Capital Management, LLC. has 339 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.11%
2. DGRW - WISDOMTREE TR, 3.06%
3. VEA - VANGUARD TAX-MANAGED FDS, 2.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.