Per Stirling Capital Management, Llc. Incresed Positions in Q3 2025

Per Stirling Capital Management, Llc.

  • $836 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FHLC
Fidelity Covington Tr Msci Hea

ETFs
15
+ 0.35%
$61.56 - $66.95 $923 - $1K
4.34K $290M
RWM
Proshares Short Russell2000

ETFs
10.6K
+ 13.06%
$16.7 - $18.97 $177K - $201K
91.9K $1.54B
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.28%
$328.67 - $358.52 $657 - $717
715 $250M
AXP
American Express CO

Financial Services
4
+ 0.51%
$294.27 - $342.31 $1.18K - $1.37K
784 $260M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10
+ 0.1%
$97.75 - $100.75 $978 - $1.01K
9.76K $979M
IWP
Ishares Russell Mid Cap Growth

ETFs
40
+ 2.69%
$137.51 - $145.26 $5.5K - $5.81K
1.53K $218M
SO
Southern CO

Utilities
21
+ 0.83%
$90.83 - $96.0 $1.91K - $2.02K
2.54K $241M
UNP
Union Pacific Corp

Industrials
3
+ 0.23%
$214.91 - $237.16 $645 - $711
1.33K $314M
PHO
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.13%
$69.62 - $73.99 $278 - $296
3K $216M
WES
Western Midstream Partners, LP

Energy
67
+ 1.19%
$37.5 - $41.18 $2.51K - $2.76K
5.67K $223M
SNOW
Snowflake Inc.

Technology
1
+ 0.05%
$191.73 - $241.0 $192 - $241
2.16K $488M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
32
+ 0.26%
$22.9 - $23.58 $733 - $755
12.4K $291M
META
Meta Platforms, Inc.

Communication Services
6
+ 1.9%
$695.21 - $791.73 $4.17K - $4.75K
322 $237M
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 6.1%
$915.95 - $994.57 $19.2K - $20.9K
365 $338M
ABT
Abbott Laboratories

Healthcare
28
+ 0.55%
$120.51 - $136.62 $3.37K - $3.83K
5.16K $691M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.14%
$150.47 - $161.22 $301 - $322
1.43K $220M
V
Visa Inc.

Financial Services
5
+ 0.64%
$332.09 - $358.86 $1.66K - $1.79K
788 $269M
T
At&T Inc.

Communication Services
67
+ 0.43%
$26.94 - $29.62 $1.8K - $1.98K
15.7K $443M
SYK
Stryker Corp

Healthcare
1
+ 0.18%
$368.57 - $403.53 $369 - $404
545 $202M
WM
Waste Management Inc

Industrials
2
+ 0.08%
$213.88 - $237.1 $428 - $474
2.54K $561M
DIS
Walt Disney CO

Communication Services
7
+ 0.25%
$112.25 - $124.0 $786 - $868
2.78K $318M
IBM
International Business Machines Corp

Technology
4
+ 0.17%
$234.77 - $292.47 $939 - $1.17K
2.34K $660M
TXN
Texas Instruments Inc

Technology
6
+ 0.36%
N/A
1.68K $309M
FCX
Freeport Mcmoran Inc

Basic Materials
10
+ 0.09%
$35.34 - $47.21 $353 - $472
11.7K $461M
OKE
Oneok Inc

Energy
66
+ 0.53%
$71.36 - $83.47 $4.71K - $5.51K
12.6K $919M
HON
Honeywell International Inc

Industrials
3
+ 0.05%
$207.7 - $240.4 $623 - $721
6.66K $1.4B
KMI
Kinder Morgan, Inc.

Energy
13
+ 0.01%
$26.23 - $28.5 $341 - $371
169K $4.79B
Activity Summary
Buys All Purchases 157 New Holdings 29 Increased Positions 128 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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