Ayrshire Capital Management LLC - Portfolio Stock Holdings

Ayrshire Capital Management LLC disclosed 55 stock positions in a recent SEC 13F filing. $212,302,267 of stock holdings were filed, with the largest holdings including SPY, APH, and KLAC. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $285,051,675 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.