Ayrshire Capital Management LLC — 13F holdings

Ayrshire Capital Management LLC reported 50 holdings worth $219M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $12.2M (5.6%)
2. MSFT MICROSOFT CORP — $11.4M (5.2%)
3. AAPL APPLE INC — $10.7M (4.9%)
4. APH AMPHENOL CORP NEW — $9.93M (4.5%)
5. NVDA NVIDIA CORPORATION — $9.31M (4.3%)
6. DGRO ISHARES TR — $8.73M (4.0%)
7. ETN EATON CORP PLC — $8.37M (3.8%)
8. AMZN AMAZON COM INC — $8.35M (3.8%)
9. LIN LINDE PLC — $7.48M (3.4%)
10. LLY ELI LILLY & CO — $7.45M (3.4%)