Stiles Financial Services
Latest statistics and disclosures from Stiles Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, LRCX, AMD, ASML, AAPL, and represent 22.72% of Stiles Financial Services's stock portfolio.
- Added to shares of these 10 stocks: KLAC, Exxon Mobil Corp, BKAG, MSFT, QQQ, ANET, TSM, FCX, INTC, ORCL.
- Started 11 new stock positions in CSX, EXR, UBER, INTC, FCX, ARM, MPC, RACE, MS, Exxon Mobil Corp. CL.
- Reduced shares in these 10 stocks: , LRCX, TJX, Honeywell International, QCOM, AAPL, OMC, ABT, LOW, .
- Sold out of its positions in CMCSA, CCI, XOM, Honeywell International, LOW.
- Stiles Financial Services was a net buyer of stock by $8.7M.
- Stiles Financial Services has $398M in assets under management (AUM), dropping by 21.67%.
- Central Index Key (CIK): 0001904832
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Portfolio Holdings for Stiles Financial Services
Stiles Financial Services holds 183 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nvidia Corporation Stock (NVDA) | 8.1 | $32M | 162k | 200.09 |
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| Lam Research Corp Stock (LRCX) | 5.3 | $21M | -5% | 48k | 433.33 |
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| Advanced Micro Devices Stock (AMD) | 3.2 | $13M | 22k | 580.91 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 3.2 | $13M | 6.3k | 1989.36 |
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| Apple Stock (AAPL) | 3.0 | $12M | -2% | 41k | 289.36 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.7 | $11M | 30k | 357.37 |
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| Amazon Stock (AMZN) | 2.4 | $9.6M | 40k | 238.34 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 2.2 | $8.6M | +3% | 17k | 500.39 |
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| Costco Wholesale Corporation Stock (COST) | 2.1 | $8.3M | 8.8k | 935.43 |
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| Micron Technology Stock (MU) | 2.1 | $8.2M | 7.1k | 1154.34 |
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| Microsoft Corp Stock (MSFT) | 2.0 | $7.9M | +9% | 21k | 373.01 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.9 | $7.6M | 22k | 353.32 |
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| Applied Matls Stock (AMAT) | 1.7 | $6.6M | -2% | 9.1k | 722.96 |
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| Texas Instrs Stock (TXN) | 1.3 | $5.3M | 18k | 298.07 |
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| Generac Hldgs Stock (GNRC) | 1.3 | $5.2M | 18k | 292.81 |
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| Fastenal Stock (FAST) | 1.3 | $5.2M | 109k | 48.03 |
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| Qualcomm Stock (QCOM) | 1.3 | $5.2M | -5% | 28k | 184.79 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.2 | $5.0M | +3% | 15k | 327.34 |
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| Kla Corp Stock (KLAC) | 1.2 | $4.9M | +819% | 16k | 301.71 |
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| Valero Energy Corp Stock (VLO) | 1.2 | $4.9M | 19k | 260.45 |
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| Steel Dynamics Stock (STLD) | 1.2 | $4.8M | 21k | 229.46 |
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| Broadcom Stock (AVGO) | 1.1 | $4.6M | -4% | 12k | 377.75 |
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| Home Depot Stock (HD) | 1.1 | $4.5M | +6% | 13k | 352.67 |
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| Corning Stock (GLW) | 1.1 | $4.3M | 17k | 255.42 |
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| Northern Tr Corp Stock (NTRS) | 1.1 | $4.3M | 25k | 173.84 |
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| Cisco Sys Stock (CSCO) | 1.0 | $4.2M | -2% | 35k | 117.46 |
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| Cummins Stock (CMI) | 1.0 | $4.1M | 5.7k | 713.17 |
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| Public Storage Reit (PSA) | 1.0 | $4.0M | +2% | 12k | 318.32 |
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| Monolithic Pwr Sys Stock (MPWR) | 1.0 | $3.8M | 2.8k | 1382.25 |
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| Rtx Corporation Stock (RTX) | 0.9 | $3.7M | -3% | 20k | 189.73 |
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| Xcel Energy Stock (XEL) | 0.9 | $3.7M | 46k | 80.30 |
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| Target Corp Stock (TGT) | 0.9 | $3.6M | +5% | 28k | 130.61 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 0.9 | $3.6M | +15% | 7.5k | 477.55 |
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| Williams Sonoma Stock (WSM) | 0.9 | $3.6M | +2% | 15k | 233.10 |
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| Procter & Gamble Stock (PG) | 0.9 | $3.5M | 24k | 146.64 |
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| Tjx Cos Stock (TJX) | 0.9 | $3.4M | -16% | 23k | 151.50 |
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| Caterpillar Stock (CAT) | 0.9 | $3.4M | 3.2k | 1064.99 |
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| Digital Rlty Tr Reit (DLR) | 0.8 | $3.4M | +2% | 19k | 179.58 |
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| Duke Energy Corp Stock (DUK) | 0.8 | $3.4M | 27k | 126.58 |
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| United Rentals Stock (URI) | 0.8 | $3.2M | +10% | 2.8k | 1133.05 |
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| Cme Group Stock (CME) | 0.8 | $3.2M | +4% | 14k | 220.83 |
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| Constellation Energy Corp Stock (CEG) | 0.8 | $3.2M | +8% | 13k | 248.37 |
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| Synopsys Stock (SNPS) | 0.7 | $3.0M | +3% | 6.6k | 446.04 |
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| Visa Inc Com Cl A Stock (V) | 0.7 | $2.9M | 8.5k | 343.10 |
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| Blackstone Stock (BX) | 0.7 | $2.8M | +9% | 24k | 117.67 |
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| Exxonmobil Holdings Corp Stock | 0.7 | $2.7M | NEW | 20k | 136.72 |
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| Nextera Energy Stock (NEE) | 0.7 | $2.7M | 31k | 87.77 |
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| Bny Mellon Core Bond Etf Etf (BKAG) | 0.7 | $2.6M | +90% | 63k | 41.95 |
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| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.6 | $2.6M | 2.7k | 964.90 |
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| Lockheed Martin Corp Stock (LMT) | 0.6 | $2.6M | +7% | 5.0k | 509.42 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.6 | $2.5M | +35% | 3.4k | 736.48 |
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| Intuitive Surgical Stock (ISRG) | 0.6 | $2.3M | 5.9k | 397.68 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.6 | $2.2M | -2% | 3.6k | 623.49 |
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| Sherwin Williams Stock (SHW) | 0.5 | $2.2M | +5% | 6.3k | 344.32 |
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| Eli Lilly & Co Stock (LLY) | 0.5 | $2.2M | -2% | 1.8k | 1199.44 |
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| American Tower Corp Reit (AMT) | 0.5 | $2.1M | +3% | 13k | 163.57 |
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| Abbott Laboratories Stock (ABT) | 0.5 | $1.9M | -12% | 21k | 90.74 |
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| Arista Networks Stock (ANET) | 0.4 | $1.7M | +43% | 10k | 169.88 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.4 | $1.7M | +10% | 14k | 124.44 |
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| Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) | 0.4 | $1.6M | -11% | 12k | 143.39 |
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| Lennar Corp Cl A Stock (LEN) | 0.4 | $1.6M | +9% | 18k | 90.49 |
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| Devon Energy Corp Stock (DVN) | 0.4 | $1.6M | 39k | 41.32 |
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| Welltower Reit (WELL) | 0.4 | $1.6M | 7.0k | 226.96 |
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| Union Pac Corp Stock (UNP) | 0.4 | $1.6M | +7% | 5.8k | 271.99 |
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| Adobe Stock (ADBE) | 0.4 | $1.5M | -7% | 7.5k | 205.02 |
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| Coca Cola Stock (KO) | 0.4 | $1.5M | 19k | 81.27 |
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| Southern Stock (SO) | 0.4 | $1.5M | 16k | 95.71 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 0.4 | $1.5M | +6% | 14k | 107.50 |
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| Packaging Corp Amer Stock (PKG) | 0.4 | $1.5M | -2% | 6.2k | 238.26 |
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| Ares Capital Corp Cef (ARCC) | 0.4 | $1.5M | -2% | 80k | 18.53 |
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| Graco Stock (GGG) | 0.4 | $1.5M | 19k | 75.61 |
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| Us Bancorp Stock (USB) | 0.4 | $1.4M | 24k | 60.40 |
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| Goldman Sachs Bdc Cef (GSBD) | 0.4 | $1.4M | 148k | 9.48 |
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| Goldman Sachs Group Stock (GS) | 0.3 | $1.3M | 1.3k | 1011.65 |
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| Waste Mgmt Inc Del Stock (WM) | 0.3 | $1.3M | 6.0k | 222.88 |
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| Oracle Corp Stock (ORCL) | 0.3 | $1.3M | +36% | 9.0k | 146.56 |
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| Allspring Broad Market Core Bond Etf Etf (AFIX) | 0.3 | $1.2M | 50k | 24.79 |
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| Bank Of Ny Mellon Corp Stock (BNY) | 0.3 | $1.2M | +3% | 8.2k | 144.60 |
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| Cadence Design System Stock (CDNS) | 0.3 | $1.1M | 3.0k | 375.36 |
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| Deere & Co Stock (DE) | 0.3 | $1.1M | +13% | 1.7k | 634.14 |
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| Tesla Stock (TSLA) | 0.3 | $1.1M | +3% | 2.5k | 420.64 |
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| Fortinet Stock (FTNT) | 0.3 | $1.1M | 6.9k | 153.62 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.3 | $1.1M | 2.1k | 513.56 |
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| Mcdonalds Corp Stock (MCD) | 0.3 | $1.0M | 3.8k | 270.28 |
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| Pepsico Stock (PEP) | 0.3 | $1.0M | -3% | 7.5k | 135.39 |
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| Super Micro Computer Stock (SMCI) | 0.3 | $1.0M | 35k | 29.33 |
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| Sony Group Corp Adr (SONY) | 0.2 | $979k | +6% | 49k | 20.06 |
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| Rockwell Automation Stock (ROK) | 0.2 | $947k | -3% | 1.9k | 495.09 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.2 | $911k | +48% | 1.3k | 686.82 |
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| First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) | 0.2 | $911k | 21k | 43.14 |
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| Salesforce Stock (CRM) | 0.2 | $893k | +9% | 5.7k | 156.65 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $868k | +2% | 1.2k | 748.63 |
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| Vaneck Morningstar Smid Moat Etf Etf (SMOT) | 0.2 | $860k | 22k | 38.86 |
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| Travelers Companies Stock (TRV) | 0.2 | $841k | 2.5k | 330.07 |
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| Snap On Stock (SNA) | 0.2 | $821k | 2.0k | 402.46 |
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| Nucor Corp Stock (NUE) | 0.2 | $820k | 3.7k | 222.74 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $804k | +38% | 6.5k | 123.12 |
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| Oklo Inc Com Cl A Stock (OKLO) | 0.2 | $791k | +9% | 15k | 52.33 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $772k | 3.4k | 223.92 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.2 | $756k | 2.0k | 370.52 |
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| Progressive Corp Stock (PGR) | 0.2 | $733k | -7% | 3.4k | 218.46 |
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| Chevron Corporation Stock (CVX) | 0.2 | $713k | -2% | 4.3k | 165.75 |
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| Abbvie Stock (ABBV) | 0.2 | $713k | 2.8k | 251.66 |
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| Intuit Stock (INTU) | 0.2 | $682k | -5% | 2.6k | 261.03 |
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| Marketaxess Hldgs Stock (MKTX) | 0.2 | $680k | -11% | 6.0k | 113.48 |
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| Carlyle Group Stock (CG) | 0.2 | $680k | +29% | 16k | 42.11 |
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| Hf Sinclair Corp Stock (DINO) | 0.2 | $679k | +20% | 9.8k | 69.65 |
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| Vaneck Semiconductor Etf Etf (SMH) | 0.2 | $665k | +5% | 1.0k | 655.89 |
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| Chubb Stock (CB) | 0.2 | $664k | -4% | 1.9k | 340.82 |
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| Quanta Svcs Stock (PWR) | 0.2 | $660k | -7% | 917.00 | 720.15 |
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| Omnicom Group Stock (OMC) | 0.2 | $633k | -31% | 8.7k | 72.83 |
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| State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.1 | $558k | +2% | 4.7k | 118.98 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $553k | 1.3k | 415.72 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $551k | +12% | 4.7k | 116.67 |
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| Chipotle Mexican Grill Stock (CMG) | 0.1 | $543k | +2% | 16k | 34.00 |
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| Conocophillips Stock (COP) | 0.1 | $530k | 5.1k | 103.96 |
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| Equinix Reit (EQIX) | 0.1 | $521k | -2% | 500.00 | 1041.36 |
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| Lululemon Athletica Stock (LULU) | 0.1 | $515k | -2% | 4.5k | 114.18 |
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| Factset Resh Sys Stock (FDS) | 0.1 | $500k | -23% | 2.2k | 230.08 |
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| Netflix Stock (NFLX) | 0.1 | $496k | +4% | 6.9k | 71.40 |
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| Ulta Beauty Stock (ULTA) | 0.1 | $495k | +4% | 1.1k | 450.98 |
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| Servicenow Stock (NOW) | 0.1 | $491k | +25% | 4.9k | 99.28 |
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| Autozone Stock (AZO) | 0.1 | $483k | 151.00 | 3195.94 |
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| Wells Fargo & Co Stock (WFC) | 0.1 | $482k | 5.8k | 82.64 |
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| Analog Devices Stock (ADI) | 0.1 | $479k | 1.2k | 397.19 |
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| State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.1 | $465k | -19% | 5.1k | 91.63 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $457k | -10% | 9.5k | 47.94 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $455k | 3.3k | 137.55 |
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| American Elec Pwr Stock (AEP) | 0.1 | $451k | 3.3k | 136.82 |
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| Palo Alto Networks Stock (PANW) | 0.1 | $443k | +2% | 1.3k | 341.02 |
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| Johnson & Johnson Stock (JNJ) | 0.1 | $431k | 1.7k | 253.94 |
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| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.1 | $422k | 4.1k | 103.97 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $422k | -3% | 2.7k | 156.32 |
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| Oreilly Automotive Stock (ORLY) | 0.1 | $421k | 4.6k | 92.09 |
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| Phillips 66 Stock (PSX) | 0.1 | $419k | -8% | 2.5k | 169.02 |
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| Paccar Stock (PCAR) | 0.1 | $398k | -4% | 3.3k | 120.13 |
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| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.1 | $397k | NEW | 6.3k | 62.89 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $396k | 2.7k | 148.29 |
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| State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.1 | $391k | 6.4k | 60.79 |
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| Stryker Corporation Stock (SYK) | 0.1 | $387k | 1.2k | 314.77 |
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| Intel Corp Stock (INTC) | 0.1 | $382k | NEW | 2.7k | 139.63 |
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| Coreweave Inc Com Cl A Stock (CRWV) | 0.1 | $382k | +27% | 3.8k | 99.54 |
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| Nrg Energy Stock (NRG) | 0.1 | $344k | 2.4k | 146.03 |
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| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $339k | +5% | 2.3k | 146.43 |
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| Aflac Stock (AFL) | 0.1 | $330k | 2.8k | 117.27 |
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| Uber Technologies Stock (UBER) | 0.1 | $322k | NEW | 4.5k | 72.16 |
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| Realty Income Corp Reit (O) | 0.1 | $300k | 4.8k | 61.95 |
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| Johnson Ctls Intl Stock (JCI) | 0.1 | $298k | 2.0k | 146.12 |
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| On Semiconductor Corp Stock (ON) | 0.1 | $296k | 3.1k | 94.54 |
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| Emerson Elec Stock (EMR) | 0.1 | $296k | 2.1k | 143.15 |
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| Medtronic Stock (MDT) | 0.1 | $281k | +7% | 3.6k | 78.23 |
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| Royal Bk Cda Stock (RY) | 0.1 | $279k | 1.3k | 206.95 |
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| Philip Morris Intl Stock (PM) | 0.1 | $274k | 1.5k | 180.90 |
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| Novartis Adr (NVS) | 0.1 | $271k | 1.7k | 156.70 |
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| Iron Mtn Inc Del Reit (IRM) | 0.1 | $269k | 2.1k | 126.34 |
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| Autodesk Stock (ADSK) | 0.1 | $267k | -4% | 1.4k | 194.42 |
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| Cms Energy Corp Stock (CMS) | 0.1 | $260k | 3.4k | 76.50 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $259k | 508.00 | 509.28 |
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| Exelon Corp Stock (EXC) | 0.1 | $258k | 5.5k | 46.62 |
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| Lyondellbasell Industries Nv Shs - A - Stock (LYB) | 0.1 | $257k | 4.9k | 52.65 |
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| Arm Holdings Adr (ARM) | 0.1 | $252k | NEW | 710.00 | 354.57 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $251k | -5% | 2.5k | 102.21 |
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| Marsh & Mclennan Cos Stock (MRSH) | 0.1 | $251k | 1.5k | 166.66 |
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| Morgan Stanley Stock (MS) | 0.1 | $249k | NEW | 1.2k | 209.11 |
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| Boston Scientific Corp Stock (BSX) | 0.1 | $249k | 5.8k | 42.68 |
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| United Therapeutics Corp Del Stock (UTHR) | 0.1 | $248k | 458.00 | 541.83 |
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| Universal Display Corp Stock (OLED) | 0.1 | $244k | -3% | 2.8k | 86.58 |
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| Waters Corp Stock (WAT) | 0.1 | $237k | -4% | 633.00 | 375.04 |
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| American Express Stock (AXP) | 0.1 | $235k | 696.00 | 338.29 |
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| Linde Stock (LIN) | 0.1 | $233k | -19% | 448.00 | 519.10 |
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| Baxter Intl Stock (BAX) | 0.1 | $232k | -6% | 11k | 21.32 |
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| Textron Stock (TXT) | 0.1 | $225k | -5% | 2.4k | 91.74 |
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| Ferrari N V Stock (RACE) | 0.1 | $222k | NEW | 595.00 | 372.20 |
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| Oshkosh Corp Stock (OSK) | 0.1 | $221k | 1.4k | 153.53 |
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| Colgate Palmolive Stock (CL) | 0.1 | $218k | NEW | 2.4k | 91.70 |
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| Dte Energy Stock (DTE) | 0.1 | $215k | 1.4k | 152.37 |
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| Extra Space Storage Reit (EXR) | 0.1 | $215k | NEW | 1.5k | 145.29 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $208k | 5.7k | 36.76 |
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| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.1 | $206k | 4.0k | 51.05 |
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| Csx Corp Stock (CSX) | 0.1 | $203k | NEW | 4.3k | 47.52 |
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| L3harris Technologies Stock (LHX) | 0.1 | $203k | -6% | 699.00 | 290.66 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $201k | NEW | 788.00 | 255.64 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $198k | 14k | 13.80 |
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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 2026 Q2 filed Aug. 12, 2026
- Stiles Financial Services 2026 Q1 filed April 30, 2026
- Stiles Financial Services 2025 Q4 filed Feb. 3, 2026
- 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