The Analysis of Ayrshire Capital Management LLC's Holdings
Currently, Ayrshire Capital Management LLC holds 47 types of securities in its portfolio with a total value $215.5M. In the most recent quarter, they have increased their positions in PANW (+37.4K shares, valued at $7.6M), BX (+28.4K shares, valued at $4.9M), META (+4.1K shares, valued at $3.0M); decreased their positions in AJG (-8.4K shares, valued at $2.6M), AMZN (-10.6K shares, valued at $2.3M), AIG (-23.7K shares, valued at $1.9M); initiated new positions in PANW (+37.4K shares, valued at $7.6M), IESC (+595 shares, valued at $236.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APH AMPHENOL CORP NEW133.8K shares-7.75%2025-09-302025-10-20
MSFT MICROSOFT CORP30.5K shares-2.09%2025-09-302025-10-20 AAPL APPLE INC40.5K shares-2.06%2025-09-302025-10-20 TJX TJX COS INC NEW60.7K shares-0.19%2025-09-302025-10-20 META META PLATFORMS INC10.4K shares64.85%2025-09-302025-10-20 PANW PALO ALTO NETWORKS INC37.4K sharesnew addition2025-09-302025-10-20 DHR DANAHER CORPORATION38.0K shares11.61%2025-09-302025-10-20 ETN EATON CORP PLC20.1K shares-9.74%2025-09-302025-10-20 LLY ELI LILLY & CO9.7K shares13.20%2025-09-302025-10-20 BX BLACKSTONE INC42.9K shares196.95%2025-09-302025-10-20 AMZN AMAZON COM INC33.2K shares-24.15%2025-09-302025-10-20 COST COSTCO WHSL CORP NEW7.5K shares-12.20%2025-09-302025-10-20 NVDA NVIDIA CORPORATION36.4K shares-0.25%2025-09-302025-10-20 MA MASTERCARD INCORPORATED11.8K shares-8.17%2025-09-302025-10-20 ROP ROPER TECHNOLOGIES INC13.5K shares1.89%2025-09-302025-10-20 LIN LINDE PLC13.7K shares-0.61%2025-09-302025-10-20 RSG REPUBLIC SVCS INC27.8K shares0.61%2025-09-302025-10-20 COR CENCORA INC20.3K shares-0.20%2025-09-302025-10-20 HD HOME DEPOT INC15.5K shares-3.58%2025-09-302025-10-20 ECL ECOLAB INC22.4K shares-2.96%2025-09-302025-10-20 PODD INSULET CORP18.9K shares-19.60%2025-09-302025-10-20 FI FISERV INC45.0K shares-3.97%2025-09-302025-10-20 AIG AMERICAN INTL GROUP INC69.4K shares-25.43%2025-09-302025-10-20 ABT ABBOTT LABS37.7K shares-4.69%2025-09-302025-10-20 PG PROCTER AND GAMBLE CO32.6K shares-0.41%2025-09-302025-10-20 ZTS ZOETIS INC32.6K shares-1.37%2025-09-302025-10-20 AJG GALLAGHER ARTHUR J & CO14.6K shares-36.42%2025-09-302025-10-20 GOOGL ALPHABET INC8.7K shares-4.63%2025-09-302025-10-20 KLAC KLA CORP1.9K shares-7.12%2025-09-302025-10-20 SPY SPDR S&P 500 ETF TR2.7K shares0.66%2025-09-302025-10-20 ARCC ARES CAPITAL CORP78.5K shares-0.74%2025-09-302025-10-20 CRM SALESFORCE INC5.5K shares-6.18%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares-0.40%2025-09-302025-10-20 WMB WILLIAMS COS INC13.4K shares-3.97%2025-09-302025-10-20 PM PHILIP MORRIS INTL INC4.8K shares0.00%2025-09-302025-10-20 GILD GILEAD SCIENCES INC5.4K shares0.00%2025-09-302025-10-20 DGRO ISHARES TR8.1K shares-5.45%2025-09-302025-10-20 KO COCA COLA CO8.1K shares0.00%2025-09-302025-10-20 SPGI S&P GLOBAL INC1.0K shares0.00%2025-09-302025-10-20 DE DEERE & CO1.0K shares0.00%2025-09-302025-10-20 WFC WELLS FARGO CO NEW5.2K shares0.00%2025-09-302025-10-20 MDY SPDR S&P MIDCAP 400 ETF TR667 shares-13.04%2025-09-302025-10-20 VOO VANGUARD INDEX FDS631 shares0.00%2025-09-302025-10-20 ITOT ISHARES TR2.1K shares5.09%2025-09-302025-10-20 NSC NORFOLK SOUTHN CORP1.0K shares0.00%2025-09-302025-10-20 IESC IES HLDGS INC595 sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available