Ayrshire Capital Management LLC has filed its Form 13F-HR report, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists a total of 58 distinct positions held by the firm during the reported period.
The largest position in the portfolio is NVIDIA Corporation, which Ayrshire holds 4,076,800 shares. The firm also holds significant stakes in Apple Inc., with 3,207,900 shares, and Microsoft Corporation, with 2,231,800 shares. Other major holdings include Amazon.com Inc. (3,350,900 shares), Broadcom Inc. (1,561,800 shares), and Eli Lilly & Co. (6,440 shares).
The portfolio is diversified across various sectors. In the technology sector, the firm holds positions in Arista Networks, KLA Corp, and Mastercard. In healthcare, holdings include Gilead Sciences and Merck & Co. The financial sector is represented by JPMorgan Chase & Co., Morgan Stanley, and Visa. Additionally, Ayrshire holds shares in consumer staples companies such as Procter & Gamble and Coca-Cola, as well as industrial firms like Eaton Corp and Williams Cos.
The filing indicates that all positions listed are held in a 'sole' capacity, with no shared investment power or shared voting rights. The total number of individual securities listed in the portfolio is 58.
