Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ayrshire Capital Management LLC (CIK 1801563) reported $193.3M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TJX ($9.7M, 5.02%), MSFT ($9.2M, 4.78%), AAPL ($8.2M, 4.23%), LIN ($7.9M, 4.09%), APH ($7.6M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | $9.7M | 5.02% | 60,778 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $9.2M | 4.78% | 24,969 | Trimmed |
| 3 | AAPL | APPLE INC | $8.2M | 4.23% | 32,244 | Trimmed |
| 4 | LIN | LINDE PLC | $7.9M | 4.09% | 15,935 | Added |
| 5 | APH | AMPHENOL CORP | $7.6M | 3.91% | 59,802 | Trimmed |
| 6 | ETN | EATON CORP PLC | $7.4M | 3.83% | 20,721 | Trimmed |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $7.3M | 3.80% | 7,374 | Trimmed |
| 8 | RSG | REPUBLIC SVCS INC | $7.2M | 3.71% | 32,748 | Added |
| 9 | DHR | DANAHER CORP DEL | $7.1M | 3.66% | 37,333 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $6.9M | 3.57% | 33,172 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $6.8M | 3.50% | 38,788 | Trimmed |
| 12 | MA | MASTERCARD INCORPORATED | $6.7M | 3.46% | 13,403 | Added |
| 13 | KLAC | KLA CORP | $6.6M | 3.41% | 4,474 | Trimmed |
| 14 | ABC | CENCORA INC | $6.3M | 3.28% | 20,208 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $6.2M | 3.19% | 6,706 | Trimmed |
| 16 | AJG | GALLAGHER ARTHUR J & CO | $5.8M | 3.03% | 27,009 | Added |
| 17 | SCHW | SCHWAB CHARLES CORP | $5.8M | 3.01% | 61,896 | New |
| 18 | ECL | ECOLAB INC | $5.8M | 2.98% | 21,685 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $5.7M | 2.97% | 19,545 | Added |
| 20 | HD | HOME DEPOT INC | $5.4M | 2.82% | 16,562 | Added |
| 21 | AIG | AMERICAN INTL GROUP INC | $5.4M | 2.81% | 72,291 | Added |
| 22 | AVGO | BROADCOM INC | $5.4M | 2.80% | 17,484 | Added |
| 23 | ICE | INTERCONTINENTAL EXCHANGE IN | $5.4M | 2.79% | 34,334 | Added |
| 24 | PG | PROCTER & GAMBLE CO | $5.3M | 2.75% | 36,848 | Added |
| 25 | AME | AMETEK INC | $5.2M | 2.71% | 24,441 | New |
Source: SEC Form 13F filings · as of 2026-03-31