Ayrshire Capital Management LLC — 13F Holdings & Portfolio

CIK 1801563 · latest 13F-HR filed 2026-04-13

Ayrshire Capital Management LLC manages $193.3M in 13F-reported U.S. long-equity assets across 50 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TJX (5.02%), MSFT (4.78%), AAPL (4.23%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 4, added to 11, and trimmed 25.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$193.3M

Long-equity book

Holdings

50

Distinct positions

Period

2026-03-31

Filed 2026-04-13

Q/Q Activity

+5 / −4 / ↑11 / ↓25

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • JPMORGAN CHASE & CO$2.2M +63.2%
  • LINDE PLC$1.5M +23.3%
  • S&P GLOBAL INC$1.0M +189.3%
  • EATON CORP PLC$802.4K +12.1%
  • BROADCOM INC$658.9K +13.9%
Show all 11

Top Trims

  • BLACKSTONE INC-$5.6M -78.3%
  • MICROSOFT CORP-$4.6M -33.0%
  • ELI LILLY & CO-$4.2M -40.5%
  • AMPHENOL CORP-$3.7M -32.7%
  • DANAHER CORP DEL-$1.7M -19.1%
Show all 25

New Positions

  • SCHWAB CHARLES CORP$5.8M
  • AMETEK INC$5.2M
  • FLOWSERVE CORP$3.2M
  • GE HEALTHCARE TECHNOLOGIES I$1.8M
  • GILEAD SCIENCES INC$752.6K
Show all 5

Exited Positions

  • PALO ALTO NETWORKS INC$7.1M
  • ROPER TECHNOLOGIES INC$6.9M
  • ABBOTT LABS$5.1M
  • SALESFORCE INC$1.5M
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TJX COS INC NEW TJX 872540109 $9.7M 5.02% 60,778 SH
2 MICROSOFT CORP MSFT 594918104 $9.2M 4.78% 24,969 SH
3 APPLE INC AAPL 037833100 $8.2M 4.23% 32,244 SH
4 LINDE PLC LIN G54950103 $7.9M 4.09% 15,935 SH
5 AMPHENOL CORP APH 032095101 $7.6M 3.91% 59,802 SH
6 EATON CORP PLC ETN G29183103 $7.4M 3.83% 20,721 SH
7 COSTCO WHOLESALE CORPORATION COST 22160K105 $7.3M 3.80% 7,374 SH
8 REPUBLIC SVCS INC RSG 760759100 $7.2M 3.71% 32,748 SH
9 DANAHER CORP DEL DHR 235851102 $7.1M 3.66% 37,333 SH
10 AMAZON COM INC AMZN 023135106 $6.9M 3.57% 33,172 SH
11 NVIDIA CORPORATION NVDA 67066G104 $6.8M 3.50% 38,788 SH
12 MASTERCARD INCORPORATED MA 57636Q104 $6.7M 3.46% 13,403 SH
13 KLA CORP KLAC 482480100 $6.6M 3.41% 4,474 SH
14 CENCORA INC COR 03073E105 $6.3M 3.28% 20,208 SH
15 ELI LILLY & CO LLY 532457108 $6.2M 3.19% 6,706 SH
16 GALLAGHER ARTHUR J & CO AJG 363576109 $5.8M 3.03% 27,009 SH
17 SCHWAB CHARLES CORP SCHW 808513105 $5.8M 3.01% 61,896 SH
18 ECOLAB INC ECL 278865100 $5.8M 2.98% 21,685 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $5.7M 2.97% 19,545 SH
20 HOME DEPOT INC HD 437076102 $5.4M 2.82% 16,562 SH
21 AMERICAN INTL GROUP INC AIG 026874784 $5.4M 2.81% 72,291 SH
22 BROADCOM INC AVGO 11135F101 $5.4M 2.80% 17,484 SH
23 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $5.4M 2.79% 34,334 SH
24 PROCTER & GAMBLE CO PG 742718109 $5.3M 2.75% 36,848 SH
25 AMETEK INC AME 031100100 $5.2M 2.71% 24,441 SH
26 ALPHABET INC GOOG 02079K107 $4.0M 2.07% 13,957 SH
27 FLOWSERVE CORP FLS 34354P105 $3.2M 1.64% 43,153 SH
28 ALPHABET INC GOOGL 02079K305 $2.3M 1.21% 8,139 SH
29 GE HEALTHCARE TECHNOLOGIES I GEHC 36266G107 $1.8M 0.91% 24,802 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.7M 0.90% 2,673 SH
31 BLACKSTONE INC BX 09260D107 $1.6M 0.81% 13,545 SH
32 S&P GLOBAL INC SPGI 78409V104 $1.5M 0.80% 3,637 SH
33 ARES CAPITAL CORP ARCC 04010L103 $1.4M 0.75% 80,366 SH
34 WILLIAMS COS INC WMB 969457100 $1.1M 0.57% 15,236 SH
35 INSULET CORP PODD 45784P101 $1.0M 0.54% 4,932 SH
36 ISHARES TR DGRO 46434V621 $1.0M 0.53% 14,539 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $970.4K 0.50% 2,025 SH
38 GILEAD SCIENCES INC GILD 375558103 $752.6K 0.39% 5,400 SH
39 UBER TECHNOLOGIES INC UBER 90353T100 $659.1K 0.34% 9,163 SH
40 PHILIP MORRIS INTL INC PM 718172109 $628.3K 0.33% 3,800 SH
41 ISHARES TR ITOT 464287150 $524.4K 0.27% 3,681 SH
42 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $411.4K 0.21% 667 SH
43 COCA COLA CO KO 191216100 $369.6K 0.19% 4,860 SH
44 VANGUARD INDEX FDS VOO 922908363 $332.2K 0.17% 556 SH
45 IES HOLDINGS INC IESC 44951W106 $325.0K 0.17% 682 SH
46 WELLS FARGO & CO WFC 949746101 $286.6K 0.15% 3,600 SH
47 META PLATFORMS INC META 30303M102 $286.1K 0.15% 500 SH
48 PROFESIONALLY MANAGED PORTFO AKRE 74316P579 $285.1K 0.15% 5,395 SH
49 MERCK & CO INC MRK 58933Y105 $203.5K 0.11% 1,692 SH
50 BLACKSTONE MORTGAGE TRUST IN BXMT 09257WAE0 $9.9K 0.01% 10,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-13 $193.3M 50 0001754960-26-000224
2025-12-31 2026-01-28 $217.9M 49 0001754960-26-000137