AYRSHIRE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AJG | 15K | $4.53M |
 | LIN | 14K | $6.49M |
 | ROP | 13K | $6.71M |
 | WMB | 13K | $848.91K |
 | MA | 12K | $6.71M |
 | META | 10K | $7.66M |
 | LLY | 10K | $7.42M |
 | GOOGL | 9K | $2.13M |
 | KO | 8K | $534.54K |
 | COST | 8K | $6.99M |
 | CRM | 6K | $1.31M |
 | GILD | 5K | $599.40K |
 | WFC | 5K | $435.28K |
 | PM | 5K | $778.56K |
 | BRK-B | 2K | $1.14M |
 | KLAC | 2K | $2.04M |
 | SPGI | 1K | $497.90K |
 | DE | 1K | $457.26K |
 | NSC | 1K | $300.41K |
 | IESC | 595 | $236.60K |
Arthur J. Gallagher & Co.
AJG
Shares Held
15K
Value
$4.53M
Linde plc
LIN
Shares Held
14K
Value
$6.49M
Roper Technologies, Inc.
ROP
Shares Held
13K
Value
$6.71M
The Williams Companies, Inc.
WMB
Shares Held
13K
Value
$848.91K
Mastercard Incorporated
MA
Shares Held
12K
Value
$6.71M
Meta Platforms, Inc.
META
Shares Held
10K
Value
$7.66M
Eli Lilly and Company
LLY
Shares Held
10K
Value
$7.42M
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.13M
The Coca-Cola Company
KO
Shares Held
8K
Value
$534.54K
Costco Wholesale Corporation
COST
Shares Held
8K
Value
$6.99M
Salesforce, Inc.
CRM
Shares Held
6K
Value
$1.31M
Gilead Sciences, Inc.
GILD
Shares Held
5K
Value
$599.40K
Wells Fargo & Company
WFC
Shares Held
5K
Value
$435.28K
Philip Morris International Inc.
PM
Shares Held
5K
Value
$778.56K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.14M
KLA Corporation
KLAC
Shares Held
2K
Value
$2.04M
S&P Global Inc.
SPGI
Shares Held
1K
Value
$497.90K
Deere & Company
DE
Shares Held
1K
Value
$457.26K
Norfolk Southern Corporation
NSC
Shares Held
1K
Value
$300.41K
IES Holdings, Inc.
IESC
Shares Held
595
Value
$236.60K