Stiles Financial Services
Latest statistics and disclosures from Stiles Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, AMZN, BRK.B, and represent 20.95% of Stiles Financial Services's stock portfolio.
- Added to shares of these 10 stocks: AFIX, BRK.B, CRM, GOOGL, MPWR, NVDA, ANET, GSBD, AMAT, BK.
- Started 8 new stock positions in SMH, ORCL, BK, ANET, AFIX, MS, FTNT, OLED.
- Reduced shares in these 10 stocks: BIL, BKLC, NVO, TTD, , OMC, V, , UNH, BAX.
- Sold out of its positions in AVAV, ALB, TTD, MMM, VZ, WAT, ZTS.
- Stiles Financial Services was a net buyer of stock by $6.7M.
- Stiles Financial Services has $317M in assets under management (AUM), dropping by 9.54%.
- Central Index Key (CIK): 0001904832
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Portfolio Holdings for Stiles Financial Services
Stiles Financial Services holds 176 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.2 | $29M | 156k | 186.58 |
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| Apple (AAPL) | 3.5 | $11M | 44k | 254.63 |
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| Microsoft Corporation (MSFT) | 2.9 | $9.3M | +3% | 18k | 517.96 |
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| Amazon (AMZN) | 2.8 | $8.8M | 40k | 219.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $8.1M | +7% | 16k | 502.75 |
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| Costco Wholesale Corporation (COST) | 2.5 | $8.0M | 8.6k | 925.64 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $7.4M | +6% | 31k | 243.10 |
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| Lam Research Corp Com New (LRCX) | 2.3 | $7.2M | +2% | 54k | 133.90 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.9 | $6.0M | +5% | 6.2k | 968.10 |
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| Qualcomm (QCOM) | 1.6 | $5.2M | +3% | 31k | 166.36 |
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| Fastenal Company (FAST) | 1.6 | $5.2M | 106k | 49.04 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $5.1M | +4% | 21k | 243.55 |
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| Home Depot (HD) | 1.4 | $4.4M | +4% | 11k | 405.19 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $4.2M | +7% | 13k | 315.44 |
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| TJX Companies (TJX) | 1.3 | $4.1M | 28k | 144.54 |
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| Broadcom (AVGO) | 1.3 | $4.1M | +5% | 12k | 329.90 |
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| Advanced Micro Devices (AMD) | 1.2 | $3.8M | -2% | 24k | 161.79 |
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| Procter & Gamble Company (PG) | 1.2 | $3.8M | +3% | 25k | 153.65 |
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| Xcel Energy (XEL) | 1.2 | $3.8M | 47k | 80.65 |
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| Abbott Laboratories (ABT) | 1.2 | $3.8M | 28k | 133.94 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $3.7M | -2% | 22k | 167.33 |
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| Cme (CME) | 1.2 | $3.7M | 14k | 270.19 |
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| Public Storage (PSA) | 1.0 | $3.3M | +11% | 12k | 288.84 |
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| Constellation Energy (CEG) | 1.0 | $3.3M | +12% | 9.9k | 329.07 |
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| Texas Instruments Incorporated (TXN) | 1.0 | $3.2M | 18k | 183.73 |
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| Valero Energy Corporation (VLO) | 1.0 | $3.2M | +4% | 19k | 170.26 |
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| Steel Dynamics (STLD) | 1.0 | $3.1M | 23k | 139.43 |
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| Northern Trust Corporation (NTRS) | 1.0 | $3.0M | +11% | 22k | 134.60 |
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| Duke Energy Corp Com New (DUK) | 0.9 | $3.0M | +2% | 24k | 123.75 |
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| Visa Com Cl A (V) | 0.9 | $2.9M | -9% | 8.6k | 341.36 |
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| Blackstone Group Inc Com Cl A (BX) | 0.9 | $2.9M | +7% | 17k | 170.85 |
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| Generac Holdings (GNRC) | 0.9 | $2.9M | -3% | 17k | 167.40 |
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| Williams-Sonoma (WSM) | 0.9 | $2.9M | 15k | 195.46 |
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| Digital Realty Trust (DLR) | 0.9 | $2.8M | +11% | 16k | 172.88 |
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.9 | $2.8M | -20% | 22k | 128.38 |
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| Synopsys (SNPS) | 0.9 | $2.7M | +9% | 5.5k | 493.39 |
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| Cisco Systems (CSCO) | 0.8 | $2.6M | -4% | 39k | 68.42 |
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| Target Corporation (TGT) | 0.8 | $2.6M | 29k | 89.70 |
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| Nextera Energy (NEE) | 0.8 | $2.5M | 33k | 75.49 |
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| Monolithic Power Systems (MPWR) | 0.8 | $2.5M | +21% | 2.7k | 920.64 |
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| Adobe Systems Incorporated (ADBE) | 0.8 | $2.5M | +14% | 7.0k | 352.76 |
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| Intuitive Surgical Com New (ISRG) | 0.8 | $2.5M | +7% | 5.5k | 447.23 |
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| Regeneron Pharmaceuticals (REGN) | 0.8 | $2.4M | 4.4k | 562.33 |
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| Cummins (CMI) | 0.8 | $2.4M | +4% | 5.8k | 422.36 |
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| American Tower Reit (AMT) | 0.7 | $2.4M | +3% | 12k | 192.31 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $2.3M | +10% | 9.3k | 246.60 |
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| Sherwin-Williams Company (SHW) | 0.7 | $2.3M | +4% | 6.5k | 346.28 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $2.2M | -2% | 4.4k | 499.20 |
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| Applied Materials (AMAT) | 0.7 | $2.1M | +22% | 10k | 204.74 |
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| Intuit (INTU) | 0.7 | $2.1M | 3.0k | 682.80 |
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| Kla Corp Com New (KLAC) | 0.6 | $2.0M | 1.9k | 1078.52 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.0M | +3% | 18k | 112.75 |
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| Devon Energy Corporation (DVN) | 0.6 | $2.0M | -2% | 58k | 35.06 |
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| Omni (OMC) | 0.6 | $2.0M | -14% | 25k | 81.53 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $1.8M | -25% | 32k | 55.49 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.7M | -7% | 2.3k | 763.06 |
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| Ares Capital Corporation (ARCC) | 0.5 | $1.7M | +13% | 84k | 20.41 |
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| Gra (GGG) | 0.5 | $1.7M | +3% | 20k | 84.96 |
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| Lennar Corp Cl A (LEN) | 0.5 | $1.6M | +27% | 13k | 126.04 |
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| Netflix (NFLX) | 0.5 | $1.6M | +9% | 1.3k | 1198.92 |
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| Caterpillar (CAT) | 0.5 | $1.6M | +5% | 3.4k | 477.16 |
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| Pepsi (PEP) | 0.5 | $1.6M | -5% | 11k | 140.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.6M | 2.6k | 600.39 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.5 | $1.5M | +34% | 150k | 10.17 |
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| Coca-Cola Company (KO) | 0.5 | $1.5M | 23k | 66.32 |
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| Corning Incorporated (GLW) | 0.5 | $1.5M | -4% | 18k | 82.03 |
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| MarketAxess Holdings (MKTX) | 0.5 | $1.5M | +4% | 8.4k | 174.26 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.5 | $1.4M | -8% | 50k | 28.79 |
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| Southern Company (SO) | 0.5 | $1.4M | +10% | 15k | 94.77 |
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| Waste Management (WM) | 0.4 | $1.4M | 6.3k | 220.82 |
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| United Rentals (URI) | 0.4 | $1.3M | +12% | 1.4k | 955.00 |
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| Super Micro Computer Com New (SMCI) | 0.4 | $1.3M | +24% | 27k | 47.94 |
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| FactSet Research Systems (FDS) | 0.4 | $1.3M | -9% | 4.5k | 286.50 |
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| Welltower Inc Com reit (WELL) | 0.4 | $1.3M | -4% | 7.2k | 178.14 |
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| Packaging Corporation of America (PKG) | 0.4 | $1.3M | 5.9k | 217.92 |
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| Us Bancorp Del Com New (USB) | 0.4 | $1.3M | -5% | 26k | 48.33 |
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| McDonald's Corporation (MCD) | 0.4 | $1.3M | -5% | 4.1k | 303.88 |
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| Micron Technology (MU) | 0.4 | $1.2M | 7.3k | 167.31 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | 2.1k | 568.91 |
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| Allspring Exchange Traded Fu Broad Market Cor (AFIX) | 0.4 | $1.1M | NEW | 45k | 25.25 |
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| Automatic Data Processing (ADP) | 0.3 | $1.1M | 3.6k | 293.54 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.0M | +21% | 4.3k | 236.40 |
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| Goldman Sachs (GS) | 0.3 | $1.0M | 1.3k | 796.44 |
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| Cadence Design Systems (CDNS) | 0.3 | $1.0M | 2.9k | 351.30 |
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| Tesla Motors (TSLA) | 0.3 | $997k | -14% | 2.2k | 444.77 |
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| Lululemon Athletica (LULU) | 0.3 | $975k | +48% | 5.5k | 177.93 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.3 | $959k | -45% | 11k | 91.75 |
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| United Parcel Service CL B (UPS) | 0.3 | $899k | -18% | 11k | 83.53 |
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| Chubb (CB) | 0.3 | $795k | -8% | 2.8k | 282.22 |
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| Carlyle Group (CG) | 0.2 | $785k | +2% | 13k | 62.70 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $776k | -8% | 3.3k | 236.08 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.2 | $774k | +5% | 22k | 36.08 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $764k | +16% | 20k | 38.02 |
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| Snap-on Incorporated (SNA) | 0.2 | $754k | 2.2k | 346.61 |
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| Rockwell Automation (ROK) | 0.2 | $732k | 2.1k | 349.61 |
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| Travelers Companies (TRV) | 0.2 | $707k | 2.5k | 279.22 |
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| Deere & Company (DE) | 0.2 | $702k | 1.5k | 457.17 |
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| AutoZone (AZO) | 0.2 | $695k | -3% | 162.00 | 4290.24 |
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| Nucor Corporation (NUE) | 0.2 | $695k | -3% | 5.1k | 135.44 |
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| salesforce (CRM) | 0.2 | $687k | +270% | 2.9k | 237.04 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $686k | -12% | 1.0k | 669.62 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $684k | +19% | 3.7k | 182.42 |
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| Chevron Corporation (CVX) | 0.2 | $683k | 4.4k | 155.29 |
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| Abbvie (ABBV) | 0.2 | $682k | -10% | 2.9k | 231.53 |
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| Progressive Corporation (PGR) | 0.2 | $680k | +84% | 2.8k | 246.96 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $679k | +71% | 2.4k | 279.33 |
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| Bristol Myers Squibb (BMY) | 0.2 | $614k | -24% | 14k | 45.10 |
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| Boston Scientific Corporation (BSX) | 0.2 | $608k | 6.2k | 97.63 |
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| Intercontinental Exchange (ICE) | 0.2 | $597k | 3.5k | 168.50 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $594k | 1.1k | 546.75 |
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| Marriott Intl Cl A (MAR) | 0.2 | $567k | 2.2k | 260.49 |
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| ConocoPhillips (COP) | 0.2 | $559k | +12% | 5.9k | 94.59 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $553k | +10% | 14k | 39.19 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $541k | 883.00 | 612.38 |
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| Servicenow (NOW) | 0.2 | $538k | 585.00 | 920.28 |
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| O'reilly Automotive (ORLY) | 0.2 | $530k | -2% | 4.9k | 107.81 |
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| Oklo Com Cl A (OKLO) | 0.2 | $528k | +31% | 4.7k | 111.63 |
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| Autodesk (ADSK) | 0.2 | $501k | 1.6k | 317.67 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $490k | -6% | 10k | 49.04 |
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| Wells Fargo & Company (WFC) | 0.2 | $488k | -2% | 5.8k | 83.82 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $487k | -8% | 16k | 31.42 |
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| Stryker Corporation (SYK) | 0.1 | $468k | -4% | 1.3k | 369.58 |
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| Philip Morris International (PM) | 0.1 | $467k | 2.9k | 162.20 |
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| UnitedHealth (UNH) | 0.1 | $464k | -35% | 1.3k | 345.28 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $434k | +11% | 4.2k | 104.50 |
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| Arista Networks Com Shs (ANET) | 0.1 | $407k | NEW | 2.8k | 145.71 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $405k | 2.8k | 142.09 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $402k | 4.1k | 99.12 |
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| Quanta Services (PWR) | 0.1 | $402k | +5% | 970.00 | 414.48 |
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| Equinix (EQIX) | 0.1 | $400k | 511.00 | 782.80 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $399k | 3.3k | 120.74 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $392k | NEW | 3.6k | 108.95 |
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| Nrg Energy Com New (NRG) | 0.1 | $391k | 2.4k | 161.97 |
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| Phillips 66 (PSX) | 0.1 | $380k | -4% | 2.8k | 136.03 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $369k | +47% | 6.7k | 55.33 |
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| American Electric Power Company (AEP) | 0.1 | $366k | 3.3k | 112.51 |
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| Copart (CPRT) | 0.1 | $360k | -3% | 8.0k | 44.97 |
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| General Mills (GIS) | 0.1 | $355k | -27% | 7.0k | 50.42 |
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| AFLAC Incorporated (AFL) | 0.1 | $354k | +3% | 3.2k | 111.71 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $348k | -16% | 2.7k | 128.25 |
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| Paccar (PCAR) | 0.1 | $342k | +22% | 3.5k | 98.32 |
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| Honeywell International (HON) | 0.1 | $331k | +13% | 1.6k | 210.54 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $327k | -4% | 536.00 | 609.40 |
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| Medtronic SHS (MDT) | 0.1 | $326k | -6% | 3.4k | 95.25 |
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| Johnson & Johnson (JNJ) | 0.1 | $315k | -3% | 1.7k | 185.40 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $313k | 2.2k | 142.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $312k | 2.6k | 118.84 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $309k | 1.5k | 201.57 |
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| Fortinet (FTNT) | 0.1 | $307k | NEW | 3.7k | 84.08 |
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| Analog Devices (ADI) | 0.1 | $303k | -8% | 1.2k | 245.63 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $303k | 3.0k | 99.81 |
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| Oracle Corporation (ORCL) | 0.1 | $301k | NEW | 1.1k | 281.18 |
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| Linde SHS (LIN) | 0.1 | $297k | 624.00 | 475.24 |
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| Realty Income (O) | 0.1 | $291k | 4.8k | 60.79 |
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| Baxter International (BAX) | 0.1 | $291k | -45% | 13k | 22.77 |
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| Emerson Electric (EMR) | 0.1 | $282k | -17% | 2.1k | 131.17 |
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| Lowe's Companies (LOW) | 0.1 | $278k | -10% | 1.1k | 251.20 |
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| Rbc Cad (RY) | 0.1 | $270k | -13% | 1.8k | 147.32 |
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| Donaldson Company (DCI) | 0.1 | $267k | -10% | 3.3k | 81.84 |
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| CMS Energy Corporation (CMS) | 0.1 | $247k | 3.4k | 73.27 |
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| Exelon Corporation (EXC) | 0.1 | $246k | 5.5k | 45.01 |
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| Crown Castle Intl (CCI) | 0.1 | $245k | 2.5k | 96.49 |
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| SYSCO Corporation (SYY) | 0.1 | $243k | -10% | 3.0k | 82.34 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $234k | NEW | 716.00 | 326.30 |
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| Hormel Foods Corporation (HRL) | 0.1 | $233k | -7% | 9.4k | 24.74 |
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| American Express Company (AXP) | 0.1 | $230k | -2% | 692.00 | 332.01 |
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| Starbucks Corporation (SBUX) | 0.1 | $230k | -30% | 2.7k | 84.61 |
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| L3harris Technologies (LHX) | 0.1 | $229k | -22% | 751.00 | 305.23 |
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| Universal Display Corporation (OLED) | 0.1 | $227k | NEW | 1.6k | 143.66 |
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| Textron (TXT) | 0.1 | $220k | 2.6k | 84.50 |
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| Iron Mountain (IRM) | 0.1 | $217k | 2.1k | 101.96 |
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| Morgan Stanley Com New (MS) | 0.1 | $216k | NEW | 1.4k | 158.91 |
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| Extra Space Storage (EXR) | 0.1 | $209k | 1.5k | 140.93 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $208k | -9% | 1.9k | 109.93 |
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| Jack Henry & Associates (JKHY) | 0.1 | $206k | -15% | 1.4k | 148.94 |
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| Banco Santander Adr (SAN) | 0.0 | $150k | 14k | 10.48 |
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Past Filings by Stiles Financial Services
SEC 13F filings are viewable for Stiles Financial Services going back to 2021
- Stiles Financial Services 2025 Q3 filed Oct. 30, 2025
- Stiles Financial Services 2025 Q2 filed July 24, 2025
- Stiles Financial Services 2025 Q1 filed April 22, 2025
- Stiles Financial Services 2024 Q4 filed Jan. 28, 2025
- Stiles Financial Services 2024 Q3 filed Oct. 31, 2024
- Stiles Financial Services 2024 Q2 filed Aug. 1, 2024
- Stiles Financial Services 2024 Q1 filed April 30, 2024
- Stiles Financial Services 2023 Q4 filed Jan. 26, 2024
- Stiles Financial Services 2023 Q3 filed Nov. 8, 2023
- Stiles Financial Services 2023 Q2 filed July 21, 2023
- Stiles Financial Services 2023 Q1 filed May 11, 2023
- Stiles Financial Services 2022 Q4 filed Jan. 27, 2023
- Stiles Financial Services 2022 Q3 filed Nov. 2, 2022
- Stiles Financial Services 2022 Q2 filed July 26, 2022
- Stiles Financial Services 2022 Q1 filed May 6, 2022
- Stiles Financial Services 2021 Q4 filed Feb. 9, 2022