§ 13F · FUND PROFILE
Ayrshire Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $208M (13F)Positions · 47Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | 61K | $10M | 5.0% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 25K | $9M | 4.8% | −12% |
| 3 | AAPL | APPLE INC | 32K | $8M | 4.2% | −7% |
| 4 | LIN | LINDE PLC | 16K | $8M | 4.1% | +6% |
| 5 | APH | AMPHENOL CORP | 60K | $8M | 3.9% | −28% |
| 6 | ETN | EATON CORP PLC | 21K | $7M | 3.8% | ±0% |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 7K | $7M | 3.8% | −9% |
| 8 | RSG | REPUBLIC SVCS INC | 33K | $7M | 3.7% | +2% |
| 9 | DHR | DANAHER CORP DEL | 37K | $7M | 3.7% | −2% |
| 10 | AMZN | AMAZON COM INC | 33K | $7M | 3.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AYRSHIRE SIGNAL
AC read
Ayrshire Capital Management LLC is a Other fund managing $208 million in assets. The fund runs a portfolio of 47 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed