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, AMD, ASML, and represent 22.99% of Stiles Financial Services's stock portfolio.
- Added to shares of these 10 stocks: BKLC, MU, SPCX, TSM, CRWV, CAT, CG, VRT, FAAA, CME.
- Started 4 new stock positions in SPCX, FAAA, VRT, MFIC.
- Reduced shares in these 10 stocks: NVDA, VLO, LRCX, BKAG, AAPL, , AXP, TXT, OSK, DINO.
- Sold out of its positions in AXP, CSX, CL, DTE, EXR, LHX, OSK, TXT, OLED.
- Stiles Financial Services was a net seller of stock by $-656k.
- Stiles Financial Services has $392M in assets under management (AUM), dropping by -1.48%.
- Central Index Key (CIK): 0001904832
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Portfolio Holdings for Stiles Financial Services
Stiles Financial Services holds 178 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nvidia Corporation Stock (NVDA) | 9.3 | $37M | 160k | 228.38 |
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| Lam Research Corp Stock (LRCX) | 4.0 | $16M | -2% | 47k | 328.51 |
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| Apple Stock (AAPL) | 3.4 | $13M | -2% | 40k | 333.02 |
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| Advanced Micro Devices Stock (AMD) | 3.4 | $13M | 22k | 611.76 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 2.9 | $11M | 6.3k | 1811.61 |
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| Microsoft Corp Stock (MSFT) | 2.7 | $11M | 21k | 512.90 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.7 | $10M | 30k | 344.08 |
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| Amazon Stock (AMZN) | 2.6 | $10M | 40k | 249.15 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 2.2 | $8.5M | 17k | 497.95 |
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| Micron Technology Stock (MU) | 2.1 | $8.4M | +10% | 7.9k | 1065.17 |
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| Costco Wholesale Corporation Stock (COST) | 2.0 | $8.0M | 8.8k | 910.37 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.9 | $7.3M | 22k | 340.73 |
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| Valero Energy Corp Stock (VLO) | 1.8 | $7.0M | -4% | 18k | 387.60 |
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| Fastenal Stock (FAST) | 1.4 | $5.3M | 108k | 49.53 |
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| Qualcomm Stock (QCOM) | 1.3 | $5.1M | 28k | 184.04 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $5.0M | 15k | 330.83 |
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| Texas Instrs Stock (TXN) | 1.2 | $4.8M | -2% | 17k | 280.08 |
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| Steel Dynamics Stock (STLD) | 1.2 | $4.6M | -2% | 21k | 221.61 |
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| Applied Matls Stock (AMAT) | 1.2 | $4.5M | -2% | 8.8k | 511.39 |
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| Broadcom Stock (AVGO) | 1.1 | $4.3M | 12k | 351.20 |
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| Target Corp Stock (TGT) | 1.1 | $4.2M | -3% | 27k | 156.69 |
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| Northern Tr Corp Stock (NTRS) | 1.0 | $4.1M | 24k | 169.36 |
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| Cme Group Stock (CME) | 1.0 | $4.0M | +6% | 15k | 261.98 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 1.0 | $3.9M | +13% | 8.5k | 456.20 |
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| Generac Hldgs Stock (GNRC) | 1.0 | $3.8M | +2% | 18k | 206.95 |
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| Monolithic Pwr Sys Stock (MPWR) | 1.0 | $3.8M | 2.8k | 1347.06 |
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| Home Depot Stock (HD) | 0.9 | $3.7M | 13k | 284.49 |
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| Cisco Sys Stock (CSCO) | 0.9 | $3.7M | -2% | 35k | 107.63 |
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| Rtx Corporation Stock (RTX) | 0.9 | $3.7M | 20k | 185.65 |
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| Public Storage Reit (PSA) | 0.9 | $3.5M | 12k | 282.84 |
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| Procter & Gamble Stock (PG) | 0.9 | $3.5M | 24k | 145.28 |
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| Constellation Energy Corp Stock (CEG) | 0.9 | $3.4M | +5% | 13k | 254.03 |
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| Williams Sonoma Stock (WSM) | 0.9 | $3.4M | -3% | 15k | 227.94 |
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| Digital Rlty Tr Reit (DLR) | 0.8 | $3.3M | 19k | 175.53 |
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| Exxonmobil Holdings Corp Stock (XOM) | 0.8 | $3.2M | 20k | 162.75 |
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| Xcel Energy Stock (XEL) | 0.8 | $3.2M | -2% | 45k | 70.48 |
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| Kla Corp Stock (KLAC) | 0.8 | $3.2M | 16k | 194.93 |
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| Duke Energy Corp Stock (DUK) | 0.8 | $3.1M | 27k | 114.01 |
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| Tjx Cos Stock (TJX) | 0.8 | $3.0M | 23k | 132.31 |
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| Visa Inc Com Cl A Stock (V) | 0.8 | $3.0M | 8.3k | 359.34 |
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| Cummins Stock (CMI) | 0.7 | $2.9M | 5.6k | 516.53 |
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| Synopsys Stock (SNPS) | 0.7 | $2.9M | 6.6k | 434.91 |
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| Caterpillar Stock (CAT) | 0.7 | $2.9M | +11% | 3.5k | 810.72 |
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| Blackstone Stock (BX) | 0.7 | $2.8M | +6% | 25k | 112.09 |
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| United Rentals Stock (URI) | 0.7 | $2.7M | -4% | 2.7k | 1000.71 |
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| Corning Stock (GLW) | 0.7 | $2.6M | 17k | 153.76 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.7 | $2.6M | +2% | 14k | 183.37 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.6 | $2.5M | 3.4k | 739.87 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.6 | $2.5M | -8% | 3.3k | 758.27 |
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| Lockheed Martin Corp Stock (LMT) | 0.6 | $2.5M | -3% | 4.9k | 509.26 |
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| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.6 | $2.5M | 2.7k | 922.21 |
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| Intuitive Surgical Stock (ISRG) | 0.6 | $2.4M | 5.9k | 406.62 |
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| Nextera Energy Stock (NEE) | 0.6 | $2.3M | 30k | 75.74 |
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| Bny Mellon Core Bond Etf Etf (BKAG) | 0.6 | $2.2M | -11% | 55k | 40.07 |
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| Eli Lilly & Co Stock (LLY) | 0.6 | $2.2M | +2% | 1.9k | 1157.36 |
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| American Tower Corp Reit (AMT) | 0.5 | $2.1M | 13k | 163.69 |
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| Arista Networks Stock (ANET) | 0.5 | $2.1M | 10k | 203.59 |
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| Sherwin Williams Stock (SHW) | 0.5 | $2.1M | 6.4k | 323.29 |
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| Abbott Laboratories Stock (ABT) | 0.5 | $1.9M | -7% | 20k | 98.83 |
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| Devon Energy Corp Stock (DVN) | 0.5 | $1.8M | -2% | 39k | 46.04 |
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| Adobe Stock (ADBE) | 0.4 | $1.7M | -4% | 7.1k | 239.94 |
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| Welltower Reit (WELL) | 0.4 | $1.6M | 7.0k | 230.23 |
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| Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) | 0.4 | $1.6M | +188% | 33k | 48.86 |
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| Lennar Corp Cl A Stock (LEN) | 0.4 | $1.6M | +8% | 20k | 81.59 |
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| Union Pac Corp Stock (UNP) | 0.4 | $1.6M | 5.8k | 272.13 |
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| Coca Cola Stock (KO) | 0.4 | $1.6M | -3% | 18k | 86.08 |
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| Ares Capital Corp Cef (ARCC) | 0.4 | $1.5M | 80k | 19.10 |
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| Super Micro Computer Stock (SMCI) | 0.4 | $1.4M | 35k | 41.07 |
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| Packaging Corp Amer Stock (PKG) | 0.4 | $1.4M | 6.2k | 229.25 |
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| Oracle Corp Stock (ORCL) | 0.4 | $1.4M | +12% | 10k | 137.29 |
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| Graco Stock (GGG) | 0.4 | $1.4M | -6% | 18k | 76.84 |
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| Us Bancorp Stock (USB) | 0.4 | $1.4M | 24k | 57.76 |
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| Goldman Sachs Bdc Cef (GSBD) | 0.3 | $1.4M | 149k | 9.09 |
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| Southern Stock (SO) | 0.3 | $1.3M | 16k | 82.89 |
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| Allspring Broad Market Core Bond Etf Etf (AFIX) | 0.3 | $1.3M | +8% | 55k | 23.57 |
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| Salesforce Stock (CRM) | 0.3 | $1.3M | -3% | 5.5k | 229.58 |
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| Waste Mgmt Inc Del Stock (WM) | 0.3 | $1.2M | 6.0k | 203.94 |
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| Goldman Sachs Group Stock (GS) | 0.3 | $1.2M | 1.3k | 900.13 |
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| Intercontinental Exchange Stock (ICE) | 0.3 | $1.2M | +17% | 7.7k | 152.04 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 0.3 | $1.2M | -10% | 13k | 93.44 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.3 | $1.1M | 2.1k | 551.42 |
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| Fortinet Stock (FTNT) | 0.3 | $1.1M | -8% | 6.3k | 178.76 |
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| Deere & Co Stock (DE) | 0.3 | $1.1M | 1.7k | 671.44 |
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| Bank Of Ny Mellon Corp Stock (BNY) | 0.3 | $1.1M | -5% | 7.8k | 144.63 |
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| Cadence Design System Stock (CDNS) | 0.3 | $1.1M | +8% | 3.3k | 330.22 |
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| Sony Group Corp Adr (SONY) | 0.3 | $1.1M | -7% | 45k | 23.53 |
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| Tesla Stock (TSLA) | 0.3 | $1.0M | +11% | 2.9k | 354.86 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.3 | $1.0M | +14% | 5.4k | 187.05 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.2 | $920k | 1.3k | 701.06 |
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| Carlyle Group Stock (CG) | 0.2 | $915k | +42% | 23k | 39.66 |
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| Marketaxess Hldgs Stock (MKTX) | 0.2 | $913k | -7% | 5.6k | 163.93 |
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| First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) | 0.2 | $908k | +5% | 22k | 40.58 |
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| Pepsico Stock (PEP) | 0.2 | $907k | -4% | 7.2k | 126.73 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $889k | 3.4k | 258.03 |
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| Vaneck Morningstar Smid Moat Etf Etf (SMOT) | 0.2 | $886k | +6% | 24k | 37.48 |
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| Travelers Companies Stock (TRV) | 0.2 | $881k | -3% | 2.5k | 356.45 |
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| Chevron Corporation Stock (CVX) | 0.2 | $868k | 4.3k | 204.19 |
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| Nucor Corp Stock (NUE) | 0.2 | $863k | 3.7k | 233.75 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $849k | -4% | 3.7k | 230.95 |
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| Hf Sinclair Corp Stock (DINO) | 0.2 | $828k | -20% | 7.7k | 107.32 |
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| Rockwell Automation Stock (ROK) | 0.2 | $816k | -2% | 1.9k | 435.23 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $794k | -10% | 1.0k | 766.19 |
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| Snap On Stock (SNA) | 0.2 | $737k | 2.0k | 363.39 |
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| Abbvie Stock (ABBV) | 0.2 | $735k | 2.8k | 261.56 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.2 | $719k | 2.0k | 355.62 |
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| Servicenow Stock (NOW) | 0.2 | $695k | +4% | 5.2k | 134.01 |
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| Progressive Corp Stock (PGR) | 0.2 | $684k | 3.3k | 207.30 |
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| Oklo Inc Com Cl A Stock (OKLO) | 0.2 | $683k | +22% | 19k | 37.02 |
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| Vaneck Semiconductor Etf Etf (SMH) | 0.2 | $649k | +5% | 1.1k | 609.18 |
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| Coreweave Inc Com Cl A Stock (CRWV) | 0.2 | $639k | +91% | 7.3k | 87.12 |
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| Phillips 66 Stock (PSX) | 0.2 | $635k | 2.5k | 255.30 |
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| Conocophillips Stock (COP) | 0.2 | $630k | 5.0k | 125.14 |
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| Space Exploration Techn Corp Class A Com Stk Stock (SPCX) | 0.2 | $624k | NEW | 4.1k | 150.86 |
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| Chubb Stock (CB) | 0.2 | $600k | -5% | 1.8k | 325.19 |
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| Quanta Svcs Stock (PWR) | 0.2 | $599k | 932.00 | 642.62 |
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| Ulta Beauty Stock (ULTA) | 0.2 | $594k | 1.1k | 546.07 |
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| Intuit Stock (INTU) | 0.1 | $570k | -20% | 2.1k | 275.76 |
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| Chipotle Mexican Grill Stock (CMG) | 0.1 | $569k | +11% | 18k | 31.95 |
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| State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.1 | $543k | -5% | 4.4k | 123.07 |
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| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.1 | $539k | +22% | 7.7k | 70.00 |
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| Palo Alto Networks Stock (PANW) | 0.1 | $519k | 1.3k | 397.31 |
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| Factset Resh Sys Stock (FDS) | 0.1 | $513k | -12% | 1.9k | 269.97 |
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| Equinix Reit (EQIX) | 0.1 | $506k | 500.00 | 1012.00 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $489k | 1.3k | 367.18 |
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| Analog Devices Stock (ADI) | 0.1 | $479k | 1.2k | 396.75 |
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| Wells Fargo & Co Stock (WFC) | 0.1 | $472k | 5.9k | 80.05 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $470k | 3.3k | 142.28 |
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| State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.1 | $469k | 5.1k | 91.64 |
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| Netflix Stock (NFLX) | 0.1 | $466k | -3% | 6.7k | 69.58 |
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| Omnicom Group Stock (OMC) | 0.1 | $462k | -27% | 6.3k | 73.63 |
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| Uber Technologies Stock (UBER) | 0.1 | $460k | +50% | 6.7k | 68.51 |
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| Johnson & Johnson Stock (JNJ) | 0.1 | $449k | 1.7k | 264.71 |
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| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.1 | $429k | 4.1k | 105.72 |
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| Ferrari N V Stock (RACE) | 0.1 | $423k | +81% | 1.1k | 392.80 |
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| Autozone Stock (AZO) | 0.1 | $422k | 149.00 | 2830.02 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $412k | 2.7k | 152.10 |
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| State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.1 | $394k | 6.5k | 61.13 |
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| Lululemon Athletica Stock (LULU) | 0.1 | $371k | -14% | 3.9k | 96.19 |
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| Oreilly Automotive Stock (ORLY) | 0.1 | $358k | -8% | 4.2k | 85.41 |
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| American Elec Pwr Stock (AEP) | 0.1 | $357k | -8% | 3.0k | 118.65 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $352k | -3% | 2.6k | 136.06 |
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| Stryker Corporation Stock (SYK) | 0.1 | $336k | 1.2k | 275.46 |
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| Intel Corp Stock (INTC) | 0.1 | $329k | 2.7k | 120.23 |
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| Emerson Elec Stock (EMR) | 0.1 | $321k | 2.1k | 155.13 |
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| Aflac Stock (AFL) | 0.1 | $315k | 2.8k | 111.79 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $312k | 788.00 | 395.57 |
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| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.1 | $310k | -2% | 2.3k | 137.69 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $309k | -14% | 8.2k | 37.91 |
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| Medtronic Stock (MDT) | 0.1 | $309k | 3.6k | 86.28 |
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| Johnson Ctls Intl Stock (JCI) | 0.1 | $303k | 2.0k | 148.66 |
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| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.1 | $293k | 4.0k | 72.64 |
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| Waters Corp Stock (WAT) | 0.1 | $278k | 633.00 | 439.39 |
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| Autodesk Stock (ADSK) | 0.1 | $276k | -3% | 1.3k | 209.00 |
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| Lyondellbasell Industries Nv Shs - A - Stock (LYB) | 0.1 | $270k | -3% | 4.7k | 57.47 |
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| Royal Bk Cda Stock (RY) | 0.1 | $265k | 1.4k | 196.58 |
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| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.1 | $265k | NEW | 1.1k | 241.36 |
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| Realty Income Corp Reit (O) | 0.1 | $263k | 4.8k | 54.29 |
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| Philip Morris Intl Stock (PM) | 0.1 | $262k | -9% | 1.4k | 190.88 |
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| Boston Scientific Corp Stock (BSX) | 0.1 | $255k | 5.8k | 43.65 |
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| On Semiconductor Corp Stock (ON) | 0.1 | $241k | 3.1k | 76.87 |
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| Fidelity Aaa Clo Etf Etf (FAAA) | 0.1 | $240k | NEW | 4.8k | 50.26 |
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| Baxter Intl Stock (BAX) | 0.1 | $239k | -8% | 10k | 24.00 |
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| Marsh & Mclennan Cos Stock (MRSH) | 0.1 | $237k | -7% | 1.4k | 170.76 |
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| Iron Mtn Inc Del Reit (IRM) | 0.1 | $236k | 2.1k | 110.98 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $227k | +12% | 6.4k | 35.61 |
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| Paccar Stock (PCAR) | 0.1 | $227k | -37% | 2.1k | 109.83 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $227k | 2.4k | 93.96 |
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| Exelon Corp Stock (EXC) | 0.1 | $224k | 5.5k | 40.40 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $221k | -10% | 456.00 | 483.64 |
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| United Therapeutics Corp Del Stock (UTHR) | 0.1 | $218k | -12% | 403.00 | 541.89 |
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| Novartis Adr (NVS) | 0.1 | $218k | -11% | 1.5k | 142.56 |
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| Cms Energy Corp Stock (CMS) | 0.1 | $214k | 3.4k | 63.08 |
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| Linde Stock (LIN) | 0.1 | $213k | 448.00 | 474.96 |
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| Nrg Energy Stock (NRG) | 0.1 | $210k | -6% | 2.2k | 95.67 |
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| Morgan Stanley Stock (MS) | 0.1 | $210k | -6% | 1.1k | 188.09 |
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| Arm Holdings Adr (ARM) | 0.1 | $206k | 710.00 | 289.66 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $199k | 14k | 13.83 |
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| Midcap Financial Invstmnt Corp Cef (MFIC) | 0.0 | $91k | NEW | 10k | 8.74 |
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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 Q3 filed Oct. 30, 2026
- 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