Stiles Financial Services
Latest statistics and disclosures from Stiles Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, LRCX, AAPL, COST, GOOGL, and represent 20.55% of Stiles Financial Services's stock portfolio.
- Added to shares of these 10 stocks: TSM, URI, ORCL, DINO, NVDA, MSFT, BX, AFIX, CRM, BK.
- Started 8 new stock positions in DTE, PANW, DINO, CRWV, EPD, OSK, IRM, ON.
- Reduced shares in these 10 stocks: BKLC, AMAT, CPRT, ABT, REGN, OMC, SHW, LULU, NUE, GIS.
- Sold out of its positions in CPRT, GIS, MS.
- Stiles Financial Services was a net buyer of stock by $3.5M.
- Stiles Financial Services has $327M in assets under management (AUM), dropping by 0.74%.
- Central Index Key (CIK): 0001904832
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Portfolio Holdings for Stiles Financial Services
Stiles Financial Services holds 177 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nvidia Corporation Stock (NVDA) | 8.6 | $28M | 161k | 174.40 |
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| Lam Research Corp Stock (LRCX) | 3.3 | $11M | 51k | 213.66 |
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| Apple Stock (AAPL) | 3.3 | $11M | 42k | 253.79 |
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| Costco Wholesale Corporation Stock (COST) | 2.7 | $8.8M | 8.9k | 996.45 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.7 | $8.7M | 30k | 287.56 |
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| Amazon Stock (AMZN) | 2.6 | $8.4M | 40k | 208.27 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 2.5 | $8.2M | 6.2k | 1320.77 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 2.4 | $8.0M | 17k | 479.20 |
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| Microsoft Corp Stock (MSFT) | 2.2 | $7.1M | +5% | 19k | 370.18 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.9 | $6.2M | +3% | 22k | 286.86 |
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| Fastenal Stock (FAST) | 1.5 | $5.1M | 109k | 46.40 |
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| Valero Energy Corp Stock (VLO) | 1.5 | $4.8M | 19k | 247.08 |
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| Advanced Micro Devices Stock (AMD) | 1.4 | $4.5M | 22k | 203.43 |
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| Tjx Cos Stock (TJX) | 1.3 | $4.3M | 27k | 159.70 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $4.3M | +4% | 15k | 294.15 |
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| Cme Group Stock (CME) | 1.2 | $4.1M | 14k | 295.35 |
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| Home Depot Stock (HD) | 1.2 | $4.0M | +5% | 12k | 328.88 |
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| Rtx Corporation Stock (RTX) | 1.2 | $3.9M | -2% | 20k | 192.90 |
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| Broadcom Stock (AVGO) | 1.2 | $3.9M | 13k | 309.50 |
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| Steel Dynamics Stock (STLD) | 1.2 | $3.8M | -5% | 21k | 180.00 |
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| Qualcomm Stock (QCOM) | 1.2 | $3.8M | -4% | 30k | 128.78 |
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| Xcel Energy Stock (XEL) | 1.1 | $3.7M | 46k | 79.44 |
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| Generac Hldgs Stock (GNRC) | 1.1 | $3.6M | 18k | 195.33 |
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| Procter & Gamble Stock (PG) | 1.1 | $3.5M | -2% | 24k | 144.44 |
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| Duke Energy Corp Stock (DUK) | 1.1 | $3.5M | +4% | 27k | 130.94 |
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| Texas Instrs Stock (TXN) | 1.0 | $3.4M | 18k | 194.13 |
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| Northern Tr Corp Stock (NTRS) | 1.0 | $3.4M | +3% | 25k | 139.57 |
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| Digital Rlty Tr Reit (DLR) | 1.0 | $3.3M | +6% | 18k | 180.21 |
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| Exxon Mobil Corp Stock (XOM) | 1.0 | $3.3M | +2% | 20k | 169.66 |
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| Public Storage Oper Reit (PSA) | 1.0 | $3.3M | +2% | 12k | 270.87 |
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| Constellation Energy Corp Stock (CEG) | 1.0 | $3.3M | +8% | 12k | 279.26 |
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| Applied Matls Stock (AMAT) | 1.0 | $3.2M | -10% | 9.3k | 341.80 |
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| Target Corp Stock (TGT) | 1.0 | $3.2M | +2% | 26k | 121.20 |
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| Cummins Stock (CMI) | 0.9 | $3.1M | 5.7k | 537.98 |
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| Monolithic Pwr Sys Stock (MPWR) | 0.9 | $3.0M | 2.8k | 1093.48 |
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| Nextera Energy Stock (NEE) | 0.9 | $2.9M | 31k | 92.88 |
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| Lockheed Martin Corp Stock (LMT) | 0.9 | $2.8M | +3% | 4.7k | 604.33 |
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| Cisco Sys Stock (CSCO) | 0.9 | $2.8M | -4% | 36k | 77.59 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.9 | $2.8M | -9% | 3.7k | 772.56 |
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| Williams Sonoma Stock (WSM) | 0.8 | $2.7M | 15k | 182.33 |
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| Intuitive Surgical Stock (ISRG) | 0.8 | $2.7M | +2% | 5.8k | 460.99 |
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| Kla Corp Stock (KLAC) | 0.8 | $2.6M | 1.8k | 1472.37 |
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| Visa Inc Com Cl A Stock (V) | 0.8 | $2.6M | 8.5k | 302.26 |
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| Synopsys Stock (SNPS) | 0.8 | $2.5M | +2% | 6.4k | 396.45 |
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| Blackstone Stock (BX) | 0.8 | $2.5M | +17% | 22k | 114.99 |
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| Abbott Laboratories Stock (ABT) | 0.8 | $2.5M | -10% | 24k | 102.67 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.7 | $2.4M | +7% | 12k | 198.29 |
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| Micron Technology Stock (MU) | 0.7 | $2.4M | 7.1k | 337.84 |
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| Corning Stock (GLW) | 0.7 | $2.3M | -2% | 17k | 135.97 |
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| Caterpillar Stock (CAT) | 0.7 | $2.3M | 3.2k | 708.48 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 0.7 | $2.2M | +47% | 6.4k | 337.93 |
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| American Tower Corp Reit (AMT) | 0.7 | $2.2M | 13k | 172.58 |
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| Devon Energy Corp Stock (DVN) | 0.6 | $2.0M | 39k | 50.32 |
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| Adobe Stock (ADBE) | 0.6 | $2.0M | 8.1k | 243.09 |
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| Sherwin Williams Stock (SHW) | 0.6 | $1.9M | -11% | 6.0k | 320.52 |
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| United Rentals Stock (URI) | 0.6 | $1.9M | +43% | 2.6k | 728.66 |
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| Eli Lilly & Co Stock (LLY) | 0.5 | $1.7M | -4% | 1.9k | 920.01 |
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| Graco Stock (GGG) | 0.5 | $1.6M | -5% | 19k | 84.65 |
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| Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) | 0.5 | $1.6M | -26% | 13k | 124.81 |
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| Southern Stock (SO) | 0.5 | $1.5M | 16k | 96.52 |
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| Ares Capital Corp Cef (ARCC) | 0.4 | $1.5M | 81k | 18.02 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $1.5M | -3% | 2.5k | 577.14 |
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| Coca Cola Stock (KO) | 0.4 | $1.5M | 19k | 76.05 |
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| Lennar Corp Cl A Stock (LEN) | 0.4 | $1.4M | 17k | 86.84 |
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| Waste Mgmt Inc Del Stock (WM) | 0.4 | $1.4M | -2% | 6.1k | 229.78 |
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| Welltower Reit (WELL) | 0.4 | $1.4M | -2% | 7.1k | 197.71 |
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| Bny Mellon Core Bond Etf Etf (BKAG) | 0.4 | $1.4M | +6% | 33k | 42.20 |
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| Packaging Corp Amer Stock (PKG) | 0.4 | $1.4M | -2% | 6.4k | 212.23 |
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| Goldman Sachs Bdc Cef (GSBD) | 0.4 | $1.3M | 151k | 8.88 |
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| Union Pac Corp Stock (UNP) | 0.4 | $1.3M | +20% | 5.4k | 242.61 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 0.4 | $1.3M | +27% | 13k | 98.38 |
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| Allspring Broad Market Core Bond Etf Etf (AFIX) | 0.4 | $1.2M | +32% | 50k | 24.91 |
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| Us Bancorp Stock (USB) | 0.4 | $1.2M | -5% | 24k | 52.01 |
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| Pepsico Stock (PEP) | 0.4 | $1.2M | -6% | 7.8k | 155.29 |
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| Mcdonalds Corp Stock (MCD) | 0.4 | $1.2M | -4% | 3.9k | 310.76 |
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| Intuit Stock (INTU) | 0.4 | $1.2M | -7% | 2.8k | 432.44 |
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| Goldman Sachs Group Stock (GS) | 0.3 | $1.1M | +6% | 1.3k | 845.95 |
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| Marketaxess Hldgs Stock (MKTX) | 0.3 | $1.1M | -2% | 6.8k | 164.99 |
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| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.3 | $1.1M | +3% | 2.7k | 391.69 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.3 | $1.0M | 2.0k | 499.60 |
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| Oracle Corp Stock (ORCL) | 0.3 | $976k | +117% | 6.6k | 147.10 |
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| Salesforce Stock (CRM) | 0.3 | $969k | +40% | 5.2k | 186.68 |
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| Omnicom Group Stock (OMC) | 0.3 | $950k | -21% | 13k | 75.31 |
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| Sony Group Corp Adr (SONY) | 0.3 | $946k | -2% | 46k | 20.70 |
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| Bank New York Mellon Corp Stock (BK) | 0.3 | $935k | +42% | 7.9k | 118.63 |
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| Tesla Stock (TSLA) | 0.3 | $918k | +8% | 2.5k | 371.79 |
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| Chevron Corporation Stock (CVX) | 0.3 | $911k | +2% | 4.4k | 206.92 |
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| Arista Networks Stock (ANET) | 0.3 | $874k | +37% | 7.1k | 122.78 |
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| Cadence Design System Stock (CDNS) | 0.3 | $844k | +4% | 3.0k | 277.90 |
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| Deere & Co Stock (DE) | 0.3 | $843k | 1.5k | 563.19 |
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| First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) | 0.3 | $827k | +2% | 21k | 39.43 |
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| Super Micro Computer Stock (SMCI) | 0.2 | $796k | -9% | 35k | 22.77 |
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| Vaneck Morningstar Smid Moat Etf Etf (SMOT) | 0.2 | $776k | 22k | 35.19 |
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| Snap On Stock (SNA) | 0.2 | $749k | -5% | 2.1k | 363.22 |
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| Travelers Companies Stock (TRV) | 0.2 | $744k | 2.6k | 291.70 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $741k | +9% | 1.1k | 653.10 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $741k | +8% | 4.7k | 157.29 |
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| Progressive Corp Stock (PGR) | 0.2 | $720k | -23% | 3.6k | 198.22 |
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| Rockwell Automation Stock (ROK) | 0.2 | $712k | -4% | 2.0k | 358.91 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $710k | -3% | 3.5k | 203.18 |
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| Lululemon Athletica Stock (LULU) | 0.2 | $704k | -26% | 4.6k | 153.10 |
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| Oklo Inc Com Cl A Stock (OKLO) | 0.2 | $683k | +52% | 14k | 49.59 |
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| Conocophillips Stock (COP) | 0.2 | $676k | 5.1k | 131.99 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.2 | $675k | -3% | 2.1k | 327.00 |
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| Chubb Ltd Switz Stock (CB) | 0.2 | $662k | -18% | 2.0k | 325.87 |
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| Netflix Stock (NFLX) | 0.2 | $637k | -2% | 6.6k | 96.15 |
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| Nucor Corp Stock (NUE) | 0.2 | $621k | -28% | 3.7k | 169.12 |
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| Factset Resh Sys Stock (FDS) | 0.2 | $614k | -23% | 2.8k | 216.98 |
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| Abbvie Stock (ABBV) | 0.2 | $612k | -2% | 2.8k | 217.51 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.2 | $612k | +10% | 4.2k | 146.28 |
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| Carlyle Group Stock (CG) | 0.2 | $602k | 12k | 48.39 |
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| State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.2 | $577k | -4% | 6.3k | 91.64 |
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| Fortinet Stock (FTNT) | 0.2 | $555k | -13% | 6.8k | 81.72 |
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| Ulta Beauty Stock (ULTA) | 0.2 | $548k | 1.0k | 522.71 |
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| Quanta Svcs Stock (PWR) | 0.2 | $542k | 987.00 | 549.14 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.2 | $533k | 893.00 | 597.34 |
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| Autozone Stock (AZO) | 0.2 | $517k | -2% | 153.00 | 3377.78 |
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| Hf Sinclair Corp Stock (DINO) | 0.2 | $504k | NEW | 8.1k | 62.39 |
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| Equinix Reit (EQIX) | 0.2 | $503k | 513.00 | 979.73 |
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| Chipotle Mexican Grill Stock (CMG) | 0.2 | $498k | +4% | 16k | 32.01 |
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| Phillips 66 Stock (PSX) | 0.2 | $495k | -3% | 2.7k | 182.16 |
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| Wells Fargo & Co Stock (WFC) | 0.1 | $462k | 5.8k | 79.60 |
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| State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.1 | $448k | +12% | 4.6k | 97.90 |
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| American Elec Pwr Stock (AEP) | 0.1 | $432k | 3.3k | 131.08 |
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| Oreilly Automotive Stock (ORLY) | 0.1 | $422k | 4.6k | 92.31 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $422k | -2% | 2.8k | 151.39 |
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| Johnson & Johnson Stock (JNJ) | 0.1 | $415k | 1.7k | 244.41 |
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| Servicenow Stock (NOW) | 0.1 | $412k | +34% | 3.9k | 104.55 |
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| Stryker Corporation Stock (SYK) | 0.1 | $404k | -3% | 1.2k | 328.47 |
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| Paccar Stock (PCAR) | 0.1 | $400k | 3.5k | 115.51 |
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| Lyondellbasell Industries Nv Shs - A - Stock (LYB) | 0.1 | $400k | -5% | 5.0k | 80.56 |
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| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.1 | $393k | 4.1k | 96.71 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $390k | -8% | 11k | 36.75 |
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| Analog Devices Stock (ADI) | 0.1 | $386k | 1.2k | 318.22 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $374k | 3.3k | 113.12 |
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| Vaneck Semiconductor Etf Etf (SMH) | 0.1 | $368k | +13% | 959.00 | 383.40 |
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| Boston Scientific Corp Stock (BSX) | 0.1 | $366k | 5.8k | 62.75 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $365k | 1.3k | 270.66 |
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| State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.1 | $359k | 6.4k | 56.58 |
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| Honeywell Intl Stock (HON) | 0.1 | $357k | 1.6k | 226.09 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $347k | -5% | 508.00 | 682.87 |
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| Nrg Energy Stock (NRG) | 0.1 | $343k | -2% | 2.3k | 146.14 |
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| Autodesk Stock (ADSK) | 0.1 | $343k | -6% | 1.4k | 239.40 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $327k | 2.6k | 124.32 |
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| Aflac Stock (AFL) | 0.1 | $308k | -9% | 2.8k | 109.71 |
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| Realty Income Corp Reit (O) | 0.1 | $295k | 4.8k | 61.18 |
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| Medtronic Stock (MDT) | 0.1 | $289k | 3.3k | 86.65 |
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| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $282k | 2.2k | 128.12 |
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| Linde Stock (LIN) | 0.1 | $277k | -4% | 558.00 | 496.16 |
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| United Therapeutics Corp Del Stock (UTHR) | 0.1 | $272k | 458.00 | 592.98 |
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| Exelon Corp Stock (EXC) | 0.1 | $270k | 5.5k | 49.02 |
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| Emerson Elec Stock (EMR) | 0.1 | $270k | -4% | 2.1k | 131.04 |
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| Johnson Ctls Intl Stock (JCI) | 0.1 | $268k | +8% | 2.0k | 130.96 |
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| Universal Display Corp Stock (OLED) | 0.1 | $267k | +56% | 2.9k | 91.65 |
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| Novartis Adr (NVS) | 0.1 | $264k | -19% | 1.7k | 152.73 |
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| Cms Energy Corp Stock (CMS) | 0.1 | $264k | 3.4k | 77.58 |
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| Marsh & Mclennan Cos Stock (MRSH) | 0.1 | $260k | -2% | 1.5k | 173.48 |
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| L3harris Technologies Stock (LHX) | 0.1 | $258k | 749.00 | 344.93 |
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| Philip Morris Intl Stock (PM) | 0.1 | $248k | -47% | 1.5k | 165.28 |
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| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.1 | $238k | 4.0k | 59.03 |
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| Lowes Cos Stock (LOW) | 0.1 | $236k | -9% | 999.00 | 236.28 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $233k | -4% | 2.6k | 89.60 |
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| Coreweave Inc Com Cl A Stock (CRWV) | 0.1 | $233k | NEW | 3.0k | 77.47 |
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| Textron Stock (TXT) | 0.1 | $228k | 2.6k | 87.56 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $219k | -29% | 7.6k | 28.71 |
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| Iron Mtn Inc Del Reit (IRM) | 0.1 | $217k | NEW | 2.1k | 102.16 |
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| Royal Bk Cda Stock (RY) | 0.1 | $217k | 1.3k | 161.75 |
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| Oshkosh Corp Stock (OSK) | 0.1 | $213k | NEW | 1.4k | 147.21 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $213k | NEW | 5.6k | 37.84 |
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| American Express Stock (AXP) | 0.1 | $210k | 694.00 | 302.63 |
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| Crown Castle Reit (CCI) | 0.1 | $207k | 2.5k | 81.31 |
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| Dte Energy Stock (DTE) | 0.1 | $207k | NEW | 1.4k | 146.20 |
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| Palo Alto Networks Stock (PANW) | 0.1 | $203k | NEW | 1.3k | 160.32 |
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| Waters Corp Stock (WAT) | 0.1 | $197k | 663.00 | 297.80 |
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| Baxter Intl Stock (BAX) | 0.1 | $196k | +2% | 12k | 16.80 |
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| On Semiconductor Corp Stock (ON) | 0.1 | $194k | NEW | 3.1k | 61.92 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $162k | 14k | 11.28 |
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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 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
- Stiles Financial Services 2022 Q2 filed July 26, 2022