AYRSHIRE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 80K | $1.45M |
 | AIG | 72K | $5.44M |
 | SCHW | 62K | $5.82M |
 | TJX | 61K | $9.71M |
 | APH | 60K | $7.56M |
 | FLS | 43K | $3.17M |
 | NVDA | 39K | $6.76M |
 | DHR | 37K | $7.08M |
 | PG | 37K | $5.32M |
 | ICE | 34K | $5.40M |
 | AMZN | 33K | $6.91M |
 | RSG | 33K | $7.17M |
 | AAPL | 32K | $8.18M |
 | AJG | 27K | $5.85M |
 | MSFT | 25K | $9.24M |
 | GEHC | 25K | $1.77M |
 | AME | 24K | $5.24M |
 | ECL | 22K | $5.77M |
 | ETN | 21K | $7.41M |
 | COR | 20K | $6.35M |
Ares Capital Corporation
ARCC
Shares Held
80K
Value
$1.45M
American International Group, Inc.
AIG
Shares Held
72K
Value
$5.44M
The Charles Schwab Corporation
SCHW
Shares Held
62K
Value
$5.82M
The TJX Companies, Inc.
TJX
Shares Held
61K
Value
$9.71M
Amphenol Corporation
APH
Shares Held
60K
Value
$7.56M
Flowserve Corporation
FLS
Shares Held
43K
Value
$3.17M
NVIDIA Corporation
NVDA
Shares Held
39K
Value
$6.76M
Danaher Corporation
DHR
Shares Held
37K
Value
$7.08M
The Procter & Gamble Company
PG
Shares Held
37K
Value
$5.32M
Intercontinental Exchange, Inc.
ICE
Shares Held
34K
Value
$5.40M
Amazon.com, Inc.
AMZN
Shares Held
33K
Value
$6.91M
Republic Services, Inc.
RSG
Shares Held
33K
Value
$7.17M
Apple Inc.
AAPL
Shares Held
32K
Value
$8.18M
Arthur J. Gallagher & Co.
AJG
Shares Held
27K
Value
$5.85M
Microsoft Corporation
MSFT
Shares Held
25K
Value
$9.24M
GE HealthCare Technologies Inc.
GEHC
Shares Held
25K
Value
$1.77M
AMETEK, Inc.
AME
Shares Held
24K
Value
$5.24M
Ecolab Inc.
ECL
Shares Held
22K
Value
$5.77M
Eaton Corporation plc
ETN
Shares Held
21K
Value
$7.41M
Cencora, Inc.
COR
Shares Held
20K
Value
$6.35M