AYRSHIRE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APH | 83K | $11.22M |
 | ARCC | 82K | $1.66M |
 | AIG | 71K | $6.09M |
 | TJX | 61K | $9.35M |
 | BX | 46K | $7.17M |
 | ABT | 41K | $5.08M |
 | NVDA | 40K | $7.37M |
 | PANW | 38K | $7.09M |
 | DHR | 38K | $8.75M |
 | PG | 36K | $5.20M |
 | AAPL | 34K | $9.38M |
 | AMZN | 34K | $7.79M |
 | RSG | 32K | $6.79M |
 | ICE | 32K | $5.17M |
 | MSFT | 29K | $13.80M |
 | AJG | 24K | $6.32M |
 | ECL | 23K | $6.10M |
 | ETN | 21K | $6.61M |
 | COR | 20K | $6.90M |
 | HD | 16K | $5.66M |
Amphenol Corporation
APH
Shares Held
83K
Value
$11.22M
Ares Capital Corporation
ARCC
Shares Held
82K
Value
$1.66M
American International Group, Inc.
AIG
Shares Held
71K
Value
$6.09M
The TJX Companies, Inc.
TJX
Shares Held
61K
Value
$9.35M
Blackstone Inc.
BX
Shares Held
46K
Value
$7.17M
Abbott Laboratories
ABT
Shares Held
41K
Value
$5.08M
NVIDIA Corporation
NVDA
Shares Held
40K
Value
$7.37M
Palo Alto Networks, Inc.
PANW
Shares Held
38K
Value
$7.09M
Danaher Corporation
DHR
Shares Held
38K
Value
$8.75M
The Procter & Gamble Company
PG
Shares Held
36K
Value
$5.20M
Apple Inc.
AAPL
Shares Held
34K
Value
$9.38M
Amazon.com, Inc.
AMZN
Shares Held
34K
Value
$7.79M
Republic Services, Inc.
RSG
Shares Held
32K
Value
$6.79M
Intercontinental Exchange, Inc.
ICE
Shares Held
32K
Value
$5.17M
Microsoft Corporation
MSFT
Shares Held
29K
Value
$13.80M
Arthur J. Gallagher & Co.
AJG
Shares Held
24K
Value
$6.32M
Ecolab Inc.
ECL
Shares Held
23K
Value
$6.10M
Eaton Corporation plc
ETN
Shares Held
21K
Value
$6.61M
Cencora, Inc.
COR
Shares Held
20K
Value
$6.90M
The Home Depot, Inc.
HD
Shares Held
16K
Value
$5.66M