Ayrshire Capital Management LLC
Ayrshire Capital Management LLC is an SEC-registered investment advisory firm headquartered in Westport, Connecticut, USA. Founded in approximately 2011, Ayrshire manages investment portfolios primarily for high net worth individuals, as well as some non-high-net-worth individuals and charitable organizations. The firm has about 2 employees and reports its assets to the SEC. Ayrshire Capital offers personalized wealth management and investment advisory services.
Investment Strategy
Ayrshire Capital Management LLC builds customized, actively-managed portfolios for clients, with a strong emphasis on large-capitalization U.S. equities. The firm’s top holdings include companies such as Microsoft, Amphenol, Amazon, Costco, Apple, and Fiserv, reflecting a bias toward blue-chip growth stocks and diversified sector exposure. Their approach is discretionary, focusing on long-term growth, risk management, and direct relationships with each client. The firm serves mostly high net worth individuals and tailors portfolios according to each client's objectives and risk tolerance.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APH | AMPHENOL CORP NEW | 7.68% | $16.6M | 133,752 | $28.94 | $123.75 | +$2.2M |
M MSFT | MICROSOFT CORP | 7.34% | $15.8M | 30,548 | $232.14 | $517.95 | +$303.9K |
A AAPL | APPLE INC | 4.79% | $10.3M | 40,544 | $140.57 | $254.63 | +$1.8M |
T TJX | TJX COS INC NEW | 4.07% | $8.8M | 60,709 | $66.44 | $144.54 | +$1.3M |
M META | META PLATFORMS INC | 3.56% | $7.7M | 10,435 | $725.49 | $734.38 | +$3.0M |