Stiles Financial Services
Latest statistics and disclosures from Stiles Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOGL, AMZN, LRCX, and represent 21.10% of Stiles Financial Services's stock portfolio.
- Added to shares of these 10 stocks: BKAG, TSM, ACN, NFLX, NVDA, PGR, ADBE, ORCL, NOW, LEN.
- Started 3 new stock positions in UTHR, WAT, BKAG.
- Reduced shares in these 10 stocks: NVO, OMC, DVN, BMY, BKLC, PEP, AAPL, AMD, BIL, LRCX.
- Sold out of its positions in BMY, DCI, EXR, JKHY, HRL, IRM, SYY.
- Stiles Financial Services was a net buyer of stock by $476k.
- Stiles Financial Services has $325M in assets under management (AUM), dropping by 2.42%.
- Central Index Key (CIK): 0001904832
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Portfolio Holdings for Stiles Financial Services
Stiles Financial Services holds 172 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.1 | $30M | 158k | 186.50 |
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| Apple (AAPL) | 3.5 | $12M | -3% | 42k | 271.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $9.5M | 30k | 313.00 |
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| Amazon (AMZN) | 2.8 | $9.2M | 40k | 230.82 |
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| Lam Research Corp Com New (LRCX) | 2.7 | $8.8M | -3% | 52k | 171.18 |
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| Microsoft Corporation (MSFT) | 2.7 | $8.8M | 18k | 483.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $8.2M | 16k | 502.65 |
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| Costco Wholesale Corporation (COST) | 2.3 | $7.5M | 8.7k | 862.34 |
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| Asml Holding N V N Y Registry Shs (ASML) | 2.0 | $6.6M | 6.1k | 1069.81 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $6.5M | 21k | 313.80 |
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| Qualcomm (QCOM) | 1.6 | $5.3M | 31k | 171.05 |
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| Advanced Micro Devices (AMD) | 1.5 | $4.7M | -7% | 22k | 214.16 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $4.5M | +4% | 14k | 322.21 |
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| Broadcom (AVGO) | 1.4 | $4.4M | +3% | 13k | 346.10 |
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| Fastenal Company (FAST) | 1.3 | $4.3M | 108k | 40.13 |
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| TJX Companies (TJX) | 1.3 | $4.2M | -3% | 27k | 153.61 |
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| Home Depot (HD) | 1.2 | $3.9M | +4% | 12k | 344.09 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $3.8M | -5% | 21k | 183.40 |
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| Cme (CME) | 1.2 | $3.8M | +2% | 14k | 273.08 |
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| Constellation Energy (CEG) | 1.2 | $3.8M | +8% | 11k | 353.27 |
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| Steel Dynamics (STLD) | 1.2 | $3.8M | 22k | 169.45 |
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| Procter & Gamble Company (PG) | 1.1 | $3.5M | 25k | 143.31 |
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| Xcel Energy (XEL) | 1.1 | $3.4M | 47k | 73.86 |
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| Abbott Laboratories (ABT) | 1.1 | $3.4M | -2% | 27k | 125.29 |
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| Northern Trust Corporation (NTRS) | 1.0 | $3.2M | +5% | 24k | 136.59 |
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| Intuitive Surgical Com New (ISRG) | 1.0 | $3.2M | +2% | 5.7k | 566.36 |
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| Valero Energy Corporation (VLO) | 1.0 | $3.1M | +3% | 19k | 162.79 |
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| Regeneron Pharmaceuticals (REGN) | 1.0 | $3.1M | -7% | 4.0k | 771.84 |
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| Texas Instruments Incorporated (TXN) | 1.0 | $3.1M | 18k | 173.49 |
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| Public Storage (PSA) | 0.9 | $3.1M | +2% | 12k | 259.50 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $3.1M | +22% | 11k | 268.30 |
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| Visa Com Cl A (V) | 0.9 | $3.0M | 8.5k | 350.71 |
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| Duke Energy Corp Com New (DUK) | 0.9 | $3.0M | +5% | 25k | 117.21 |
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| Cisco Systems (CSCO) | 0.9 | $2.9M | 38k | 77.03 |
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| Synopsys (SNPS) | 0.9 | $2.9M | +13% | 6.2k | 469.72 |
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| Cummins (CMI) | 0.9 | $2.9M | 5.7k | 510.43 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $2.9M | +17% | 8.2k | 350.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.9 | $2.9M | +9% | 19k | 154.14 |
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| Digital Realty Trust (DLR) | 0.8 | $2.7M | +5% | 17k | 154.71 |
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| Applied Materials (AMAT) | 0.8 | $2.7M | 10k | 257.00 |
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| Williams-Sonoma (WSM) | 0.8 | $2.7M | +2% | 15k | 178.59 |
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| Monolithic Power Systems (MPWR) | 0.8 | $2.5M | +3% | 2.8k | 906.24 |
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| Nextera Energy (NEE) | 0.8 | $2.5M | -5% | 31k | 80.28 |
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| Target Corporation (TGT) | 0.8 | $2.5M | -11% | 26k | 97.75 |
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| Generac Holdings (GNRC) | 0.8 | $2.5M | +6% | 18k | 136.37 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $2.3M | +5% | 19k | 120.34 |
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.7 | $2.3M | -19% | 18k | 130.80 |
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| Sherwin-Williams Company (SHW) | 0.7 | $2.2M | +4% | 6.8k | 324.03 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $2.2M | +3% | 4.5k | 483.68 |
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| American Tower Reit (AMT) | 0.7 | $2.2M | 13k | 175.57 |
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| Kla Corp Com New (KLAC) | 0.7 | $2.1M | -6% | 1.8k | 1215.34 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.1M | -13% | 2.0k | 1074.76 |
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| Micron Technology (MU) | 0.6 | $2.0M | -2% | 7.1k | 285.42 |
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| Intuit (INTU) | 0.6 | $2.0M | 3.0k | 662.38 |
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| Caterpillar (CAT) | 0.6 | $1.8M | -6% | 3.2k | 572.84 |
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| Lennar Corp Cl A (LEN) | 0.5 | $1.7M | +27% | 16k | 102.80 |
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| Ares Capital Corporation (ARCC) | 0.5 | $1.7M | 82k | 20.23 |
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| Gra (GGG) | 0.5 | $1.7M | +3% | 20k | 81.97 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.6M | 2.6k | 614.26 |
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| Corning Incorporated (GLW) | 0.5 | $1.5M | -3% | 18k | 87.56 |
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| Devon Energy Corporation (DVN) | 0.4 | $1.5M | -31% | 40k | 36.63 |
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| United Rentals (URI) | 0.4 | $1.4M | +29% | 1.8k | 809.25 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.4 | $1.4M | +2% | 153k | 9.28 |
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| Southern Company (SO) | 0.4 | $1.4M | +2% | 16k | 87.20 |
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| Waste Management (WM) | 0.4 | $1.4M | 6.2k | 219.71 |
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| Us Bancorp Del Com New (USB) | 0.4 | $1.3M | -3% | 25k | 53.36 |
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| Packaging Corporation of America (PKG) | 0.4 | $1.3M | +10% | 6.5k | 206.22 |
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| Welltower Inc Com reit (WELL) | 0.4 | $1.3M | 7.2k | 185.61 |
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| Coca-Cola Company (KO) | 0.4 | $1.3M | -14% | 19k | 69.91 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.3M | +79% | 4.4k | 303.89 |
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| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 0.4 | $1.3M | NEW | 31k | 42.38 |
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| Omni (OMC) | 0.4 | $1.3M | -34% | 16k | 80.75 |
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| Lululemon Athletica (LULU) | 0.4 | $1.3M | +14% | 6.3k | 207.81 |
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| MarketAxess Holdings (MKTX) | 0.4 | $1.3M | -16% | 7.0k | 181.24 |
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| McDonald's Corporation (MCD) | 0.4 | $1.2M | 4.1k | 305.63 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.4 | $1.2M | -6% | 47k | 25.60 |
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| Pepsi (PEP) | 0.4 | $1.2M | -27% | 8.3k | 143.53 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | -2% | 2.0k | 570.78 |
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| Super Micro Computer Com New (SMCI) | 0.3 | $1.1M | +42% | 39k | 29.27 |
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| Goldman Sachs (GS) | 0.3 | $1.1M | -2% | 1.2k | 878.70 |
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| FactSet Research Systems (FDS) | 0.3 | $1.1M | -17% | 3.7k | 290.21 |
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| Progressive Corporation (PGR) | 0.3 | $1.1M | +71% | 4.7k | 227.72 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.0M | +3% | 4.5k | 231.34 |
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| Tesla Motors (TSLA) | 0.3 | $1.0M | 2.3k | 449.77 |
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| United Parcel Service CL B (UPS) | 0.3 | $1.0M | -4% | 10k | 99.19 |
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| salesforce (CRM) | 0.3 | $978k | +27% | 3.7k | 264.95 |
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| Allspring Exchange Traded Fu Broad Market Cor (AFIX) | 0.3 | $948k | -15% | 38k | 25.10 |
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| Automatic Data Processing (ADP) | 0.3 | $932k | 3.6k | 257.27 |
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| Cadence Design Systems (CDNS) | 0.3 | $910k | 2.9k | 312.62 |
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| Nucor Corporation (NUE) | 0.3 | $836k | 5.1k | 163.12 |
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| Rockwell Automation (ROK) | 0.2 | $808k | 2.1k | 389.02 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.2 | $794k | +2% | 22k | 36.20 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $787k | +2% | 21k | 38.32 |
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| Chubb (CB) | 0.2 | $782k | -11% | 2.5k | 312.12 |
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| Snap-on Incorporated (SNA) | 0.2 | $753k | 2.2k | 344.60 |
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| Travelers Companies (TRV) | 0.2 | $736k | 2.5k | 290.06 |
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| Carlyle Group (CG) | 0.2 | $732k | 12k | 59.11 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $715k | -20% | 2.6k | 275.34 |
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| Deere & Company (DE) | 0.2 | $710k | 1.5k | 465.55 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $707k | 1.0k | 684.99 |
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| Intercontinental Exchange (ICE) | 0.2 | $704k | +22% | 4.3k | 161.97 |
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| Arista Networks Com Shs (ANET) | 0.2 | $681k | +86% | 5.2k | 131.03 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $676k | 3.8k | 177.75 |
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| Abbvie (ABBV) | 0.2 | $662k | 2.9k | 228.51 |
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| Marriott Intl Cl A (MAR) | 0.2 | $661k | -2% | 2.1k | 310.23 |
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| Chevron Corporation (CVX) | 0.2 | $653k | -2% | 4.3k | 152.41 |
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| Oklo Com Cl A (OKLO) | 0.2 | $649k | +91% | 9.0k | 71.76 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $642k | +53% | 5.5k | 116.10 |
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| Netflix (NFLX) | 0.2 | $635k | +403% | 6.8k | 93.76 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $630k | -4% | 1.0k | 605.01 |
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| Fortinet (FTNT) | 0.2 | $625k | +115% | 7.9k | 79.41 |
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| Spdr Series Trust State Street Spd (BIL) | 0.2 | $603k | -36% | 6.6k | 91.38 |
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| Oracle Corporation (ORCL) | 0.2 | $594k | +184% | 3.0k | 194.89 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $592k | -63% | 12k | 50.88 |
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| Boston Scientific Corporation (BSX) | 0.2 | $556k | -6% | 5.8k | 95.35 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $554k | 883.00 | 627.13 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $553k | +5% | 15k | 37.00 |
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| Wells Fargo & Company (WFC) | 0.2 | $537k | 5.8k | 93.20 |
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| AutoZone (AZO) | 0.2 | $533k | -3% | 157.00 | 3391.50 |
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| ConocoPhillips (COP) | 0.1 | $485k | -12% | 5.2k | 93.61 |
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| Philip Morris International (PM) | 0.1 | $462k | 2.9k | 160.40 |
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| Autodesk (ADSK) | 0.1 | $452k | -3% | 1.5k | 296.01 |
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| Servicenow (NOW) | 0.1 | $448k | +400% | 2.9k | 153.19 |
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| Stryker Corporation (SYK) | 0.1 | $446k | 1.3k | 351.40 |
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| UnitedHealth (UNH) | 0.1 | $444k | 1.3k | 330.11 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $435k | 4.1k | 106.69 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $421k | 4.1k | 103.57 |
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| O'reilly Automotive (ORLY) | 0.1 | $417k | -7% | 4.6k | 91.21 |
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| Quanta Services (PWR) | 0.1 | $410k | 970.00 | 422.13 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $407k | 3.3k | 123.28 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $405k | 2.9k | 141.15 |
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| Equinix (EQIX) | 0.1 | $392k | 512.00 | 765.87 |
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| Paccar (PCAR) | 0.1 | $386k | 3.5k | 109.52 |
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| Nrg Energy Com New (NRG) | 0.1 | $385k | 2.4k | 159.25 |
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| American Electric Power Company (AEP) | 0.1 | $378k | 3.3k | 115.31 |
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| Phillips 66 (PSX) | 0.1 | $362k | 2.8k | 129.06 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $356k | -6% | 6.3k | 56.81 |
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| Johnson & Johnson (JNJ) | 0.1 | $351k | 1.7k | 206.93 |
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| AFLAC Incorporated (AFL) | 0.1 | $342k | -2% | 3.1k | 110.29 |
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| Analog Devices (ADI) | 0.1 | $335k | 1.2k | 271.23 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $323k | -30% | 11k | 29.89 |
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| Medtronic SHS (MDT) | 0.1 | $319k | -3% | 3.3k | 96.05 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $316k | 2.6k | 120.19 |
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| Copart (CPRT) | 0.1 | $314k | 8.0k | 39.15 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $308k | +32% | 4.0k | 76.23 |
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| Honeywell International (HON) | 0.1 | $307k | 1.6k | 195.05 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $306k | 537.00 | 570.66 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $304k | +18% | 845.00 | 360.13 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $301k | 2.2k | 136.94 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $295k | -21% | 2.1k | 137.89 |
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| Emerson Electric (EMR) | 0.1 | $285k | 2.2k | 132.75 |
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| Marsh & McLennan Companies | 0.1 | $285k | 1.5k | 185.47 |
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| Realty Income (O) | 0.1 | $271k | 4.8k | 56.37 |
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| Lowe's Companies (LOW) | 0.1 | $266k | 1.1k | 241.07 |
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| American Express Company (AXP) | 0.1 | $256k | 693.00 | 369.95 |
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| Waters Corporation (WAT) | 0.1 | $252k | NEW | 663.00 | 379.83 |
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| Linde SHS (LIN) | 0.1 | $249k | -6% | 585.00 | 426.36 |
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| General Mills (GIS) | 0.1 | $245k | -25% | 5.3k | 46.50 |
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| Exelon Corporation (EXC) | 0.1 | $240k | 5.5k | 43.59 |
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| CMS Energy Corporation (CMS) | 0.1 | $238k | 3.4k | 69.93 |
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| Morgan Stanley Com New (MS) | 0.1 | $229k | -4% | 1.3k | 177.57 |
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| Starbucks Corporation (SBUX) | 0.1 | $229k | 2.7k | 84.22 |
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| Rbc Cad (RY) | 0.1 | $228k | -26% | 1.3k | 170.53 |
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| Textron (TXT) | 0.1 | $226k | 2.6k | 87.16 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $226k | 1.9k | 119.77 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $226k | -47% | 5.2k | 43.30 |
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| Crown Castle Intl (CCI) | 0.1 | $226k | 2.5k | 88.87 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $223k | NEW | 458.00 | 487.25 |
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| L3harris Technologies (LHX) | 0.1 | $219k | 747.00 | 293.65 |
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| Universal Display Corporation (OLED) | 0.1 | $218k | +18% | 1.9k | 116.78 |
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| Baxter International (BAX) | 0.1 | $217k | -11% | 11k | 19.11 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $168k | 14k | 11.73 |
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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 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
- Stiles Financial Services 2022 Q1 filed May 6, 2022