Ayrshire Capital Management LLC 13F Holdings

CIK 0001801563 · WESTPORT, CT

As of Sep 30, 2025, Ayrshire Capital Management LLC reported 47 positions worth $215.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMPHENOL CORP-CL AAPHTechnology133,752 6.6M7.68%
MICROSOFT CORPMSFTTechnology30,548 5.8M7.34%
APPLE INCAAPLTechnology40,544 0.3M4.79%
TJX COMPANIES INCTJXConsumer Cyclical60,709$8.8M4.07%
META PLATFORMS INCMETACommunication Services10,435$7.7M3.56%
PALO ALTO NETWORKS INCPANWTechnology37,418$7.6M3.54%
DANAHER CORPDHRHealthcare37,992$7.5M3.50%
EATON CORP PLCETNIndustrials20,066$7.5M3.49%
ELI LILLY & COLLYHealthcare9,726$7.4M3.44%
BLACKSTONE INCBXFinancial Services42,892$7.3M3.40%
AMAZON.COM INCAMZNEquity33,246$7.3M3.39%
COSTCO WHOLESALE CORPCOSTConsumer Defensive7,549$7.0M3.24%
NVIDIA CORPNVDATechnology36,374$6.8M3.15%
MASTERCARD INCMAFinancial Services11,797$6.7M3.11%
ROPER TECHNOLOGIES INCROPTechnology13,451$6.7M3.11%
LINDE PLCLINBasic Materials13,668$6.5M3.01%
REPUBLIC SERVICES INCRSGIndustrials27,755$6.4M2.96%
CENCORA INCCORHealthcare20,308$6.3M2.95%
HOME DEPOT INCHDConsumer Cyclical15,508$6.3M2.92%
ECOLAB INCECLBasic Materials22,360$6.1M2.84%
INSULET CORPPODDHealthcare18,942$5.8M2.71%
FISERV INCFISVTechnology45,050$5.8M2.70%
AMERICAN INTERNATIONAL GROUP INCAIGFinancial Services69,417$5.5M2.53%
ABBOTT LABORATORIESABTHealthcare37,671$5.0M2.34%
PROCTER & GAMBLE COPGConsumer Defensive32,559$5.0M2.32%