Stock Taper 
AYRSHIRE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 17.54K | $6.63M |
 The Home Depot, Inc. | HD | 17.44K | $6.15M |
 Linde plc | LIN | 15.56K | $8.08M |
 The Williams Companies, Inc. | WMB | 15.18K | $1.13M |
 Mastercard Incorporated | MA | 14.05K | $7.22M |
 S&P Global Inc. | SPGI | 10.16K | $4.14M |
 Uber Technologies, Inc. | UBER | 9.05K | $652.79K |
 Blackstone Inc. | BX | 8.3K | $976.96K |
 Alphabet Inc. | GOOGL | 8.03K | $2.87M |
 Morgan Stanley | MS | 7.93K | $1.66M |
 Costco Wholesale Corporation | COST | 7.31K | $6.84M |
 Space Exploration Technologies Corp. | SPCX | 7.13K | $1.22M |
 Danaher Corporation | DHR | 6.81K | $1.3M |
 Eli Lilly and Company | LLY | 6.63K | $7.95M |
 Gilead Sciences, Inc. | GILD | 5.46K | $690.07K |
 The Coca-Cola Company | KO | 4.66K | $378.72K |
 Philip Morris International Inc. | PM | 3.8K | $687.46K |
 Kinsale Capital Group, Inc. | KNSL | 3.71K | $1.22M |
 Wells Fargo & Company | WFC | 2.5K | $206.6K |
 Micron Technology, Inc. | MU | 2.26K | $2.61M |