Stiles Financial Services as of June 30, 2025
Portfolio Holdings for Stiles Financial Services
Stiles Financial Services holds 175 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.4 | $24M | 154k | 158.00 | |
| Apple (AAPL) | 3.1 | $9.0M | 44k | 205.19 | |
| Amazon (AMZN) | 3.0 | $8.7M | 40k | 219.39 | |
| Microsoft Corporation (MSFT) | 3.0 | $8.6M | 17k | 497.68 | |
| Costco Wholesale Corporation (COST) | 2.9 | $8.5M | 8.5k | 991.49 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $7.3M | 15k | 485.84 | |
| Lam Research Corp Com New (LRCX) | 1.8 | $5.1M | 52k | 97.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $5.0M | 29k | 176.24 | |
| Qualcomm (QCOM) | 1.7 | $4.8M | 30k | 159.28 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.6 | $4.7M | 5.8k | 803.39 | |
| Fastenal Company (FAST) | 1.6 | $4.5M | 107k | 42.00 | |
| Home Depot (HD) | 1.3 | $3.8M | 10k | 366.82 | |
| Procter & Gamble Company (PG) | 1.3 | $3.8M | 24k | 159.31 | |
| Abbott Laboratories (ABT) | 1.3 | $3.8M | 28k | 136.05 | |
| Cme (CME) | 1.3 | $3.8M | 14k | 275.60 | |
| Texas Instruments Incorporated (TXN) | 1.3 | $3.6M | 18k | 207.60 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.6M | 12k | 289.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $3.5M | 20k | 177.42 | |
| Advanced Micro Devices (AMD) | 1.2 | $3.5M | 25k | 141.90 | |
| TJX Companies (TJX) | 1.2 | $3.4M | 28k | 123.49 | |
| Visa Com Cl A (V) | 1.2 | $3.4M | 9.4k | 355.05 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $3.3M | 23k | 146.01 | |
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 1.1 | $3.3M | 28k | 118.45 | |
| Xcel Energy (XEL) | 1.1 | $3.2M | 48k | 68.10 | |
| Broadcom (AVGO) | 1.1 | $3.2M | 12k | 275.71 | |
| Public Storage (PSA) | 1.0 | $3.0M | 10k | 293.39 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $2.9M | 42k | 69.03 | |
| Steel Dynamics (STLD) | 1.0 | $2.9M | 23k | 128.01 | |
| Constellation Energy (CEG) | 1.0 | $2.9M | 8.8k | 323.07 | |
| Target Corporation (TGT) | 1.0 | $2.8M | 28k | 98.64 | |
| Cisco Systems (CSCO) | 1.0 | $2.8M | 40k | 69.38 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $2.8M | 5.1k | 543.41 | |
| Duke Energy Corp Com New (DUK) | 1.0 | $2.8M | 24k | 118.01 | |
| American Tower Reit (AMT) | 0.9 | $2.6M | 12k | 221.02 | |
| Digital Realty Trust (DLR) | 0.9 | $2.6M | 15k | 174.38 | |
| Synopsys (SNPS) | 0.9 | $2.6M | 5.0k | 512.68 | |
| Northern Trust Corporation (NTRS) | 0.9 | $2.5M | 20k | 126.78 | |
| Generac Holdings (GNRC) | 0.9 | $2.5M | 18k | 143.21 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $2.5M | 8.4k | 299.13 | |
| Intuit (INTU) | 0.8 | $2.4M | 3.1k | 788.09 | |
| Valero Energy Corporation (VLO) | 0.8 | $2.4M | 18k | 134.43 | |
| Williams-Sonoma (WSM) | 0.8 | $2.4M | 15k | 163.39 | |
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $2.4M | 16k | 149.53 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $2.4M | 6.1k | 386.83 | |
| Nextera Energy (NEE) | 0.8 | $2.3M | 33k | 69.43 | |
| Regeneron Pharmaceuticals (REGN) | 0.8 | $2.3M | 4.4k | 525.59 | |
| FactSet Research Systems (FDS) | 0.8 | $2.2M | 5.0k | 447.34 | |
| Sherwin-Williams Company (SHW) | 0.7 | $2.1M | 6.2k | 343.47 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $2.1M | 4.5k | 463.76 | |
| Omni (OMC) | 0.7 | $2.1M | 29k | 71.94 | |
| Eli Lilly & Co. (LLY) | 0.7 | $1.9M | 2.4k | 780.48 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.9M | 17k | 107.81 | |
| Devon Energy Corporation (DVN) | 0.6 | $1.9M | 59k | 31.81 | |
| Cummins (CMI) | 0.6 | $1.8M | 5.5k | 327.78 | |
| MarketAxess Holdings (MKTX) | 0.6 | $1.8M | 8.0k | 223.39 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.6 | $1.8M | 19k | 91.73 | |
| Kla Corp Com New (KLAC) | 0.6 | $1.7M | 1.9k | 895.54 | |
| Netflix (NFLX) | 0.6 | $1.6M | 1.2k | 1339.13 | |
| Gra (GGG) | 0.6 | $1.6M | 19k | 85.97 | |
| Monolithic Power Systems (MPWR) | 0.6 | $1.6M | 2.2k | 732.62 | |
| Ares Capital Corporation (ARCC) | 0.6 | $1.6M | 73k | 21.96 | |
| Pepsi (PEP) | 0.6 | $1.6M | 12k | 131.98 | |
| Coca-Cola Company (KO) | 0.6 | $1.6M | 23k | 70.76 | |
| Applied Materials (AMAT) | 0.5 | $1.6M | 8.5k | 183.07 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.4M | 2.6k | 552.05 | |
| Waste Management (WM) | 0.5 | $1.4M | 6.3k | 228.79 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.5 | $1.4M | 55k | 26.03 | |
| United Parcel Service CL B (UPS) | 0.5 | $1.3M | 13k | 100.88 | |
| McDonald's Corporation (MCD) | 0.4 | $1.3M | 4.4k | 292.21 | |
| Southern Company (SO) | 0.4 | $1.3M | 14k | 91.83 | |
| Caterpillar (CAT) | 0.4 | $1.2M | 3.2k | 388.23 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.4 | $1.2M | 111k | 11.25 | |
| Us Bancorp Del Com New (USB) | 0.4 | $1.2M | 28k | 45.25 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | 2.1k | 561.95 | |
| Welltower Inc Com reit (WELL) | 0.4 | $1.2M | 7.5k | 153.77 | |
| Automatic Data Processing (ADP) | 0.4 | $1.1M | 3.6k | 308.41 | |
| Lennar Corp Cl A (LEN) | 0.4 | $1.1M | 10k | 110.62 | |
| Packaging Corporation of America (PKG) | 0.4 | $1.1M | 5.8k | 188.47 | |
| Super Micro Computer Com New (SMCI) | 0.4 | $1.1M | 22k | 49.01 | |
| Corning Incorporated (GLW) | 0.3 | $999k | 19k | 52.58 | |
| United Rentals (URI) | 0.3 | $926k | 1.2k | 754.97 | |
| Micron Technology (MU) | 0.3 | $916k | 7.4k | 123.27 | |
| Goldman Sachs (GS) | 0.3 | $905k | 1.3k | 708.87 | |
| Cadence Design Systems (CDNS) | 0.3 | $894k | 2.9k | 308.19 | |
| Chubb (CB) | 0.3 | $893k | 3.1k | 289.91 | |
| Lululemon Athletica (LULU) | 0.3 | $879k | 3.7k | 237.58 | |
| Bristol Myers Squibb (BMY) | 0.3 | $837k | 18k | 46.30 | |
| Tesla Motors (TSLA) | 0.3 | $834k | 2.6k | 317.69 | |
| Union Pacific Corporation (UNP) | 0.3 | $820k | 3.6k | 230.13 | |
| Deere & Company (DE) | 0.3 | $785k | 1.5k | 508.69 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $726k | 1.2k | 620.90 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $717k | 13k | 56.15 | |
| Baxter International (BAX) | 0.2 | $712k | 24k | 30.28 | |
| Rockwell Automation (ROK) | 0.2 | $709k | 2.1k | 331.99 | |
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.2 | $708k | 20k | 34.80 | |
| Nucor Corporation (NUE) | 0.2 | $686k | 5.3k | 129.56 | |
| Travelers Companies (TRV) | 0.2 | $676k | 2.5k | 267.41 | |
| Snap-on Incorporated (SNA) | 0.2 | $674k | 2.2k | 311.27 | |
| Boston Scientific Corporation (BSX) | 0.2 | $669k | 6.2k | 107.41 | |
| UnitedHealth (UNH) | 0.2 | $653k | 2.1k | 311.95 | |
| Intercontinental Exchange (ICE) | 0.2 | $639k | 3.5k | 183.53 | |
| Chevron Corporation (CVX) | 0.2 | $639k | 4.5k | 143.22 | |
| Carlyle Group (CG) | 0.2 | $626k | 12k | 51.42 | |
| AutoZone (AZO) | 0.2 | $624k | 168.00 | 3712.23 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $617k | 11k | 57.87 | |
| Abbvie (ABBV) | 0.2 | $608k | 3.3k | 185.63 | |
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $608k | 17k | 35.29 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $601k | 17k | 35.69 | |
| Servicenow (NOW) | 0.2 | $601k | 585.00 | 1028.08 | |
| Marriott Intl Cl A (MAR) | 0.2 | $594k | 2.2k | 273.22 | |
| Stryker Corporation (SYK) | 0.2 | $525k | 1.3k | 396.70 | |
| Philip Morris International (PM) | 0.2 | $524k | 2.9k | 182.13 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $516k | 3.6k | 144.24 | |
| General Mills (GIS) | 0.2 | $504k | 9.7k | 51.81 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $504k | 1.1k | 467.82 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $502k | 883.00 | 568.03 | |
| Autodesk (ADSK) | 0.2 | $488k | 1.6k | 309.57 | |
| Wells Fargo & Company (WFC) | 0.2 | $478k | 6.0k | 80.11 | |
| ConocoPhillips (COP) | 0.2 | $470k | 5.2k | 89.76 | |
| O'reilly Automotive (ORLY) | 0.2 | $457k | 5.1k | 90.13 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $428k | 3.1k | 136.32 | |
| Copart (CPRT) | 0.1 | $409k | 8.3k | 49.07 | |
| Equinix (EQIX) | 0.1 | $405k | 510.00 | 794.94 | |
| Progressive Corporation (PGR) | 0.1 | $398k | 1.5k | 266.98 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $395k | 5.5k | 71.99 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $393k | 3.2k | 120.99 | |
| Nrg Energy Com New (NRG) | 0.1 | $387k | 2.4k | 160.59 | |
| 3M Company (MMM) | 0.1 | $384k | 2.5k | 152.24 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $381k | 4.1k | 93.80 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $377k | 2.8k | 132.80 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $364k | 3.3k | 110.11 | |
| Starbucks Corporation (SBUX) | 0.1 | $360k | 3.9k | 91.60 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $356k | 3.7k | 95.30 | |
| Phillips 66 (PSX) | 0.1 | $350k | 2.9k | 119.21 | |
| Quanta Services (PWR) | 0.1 | $348k | 920.00 | 378.13 | |
| Emerson Electric (EMR) | 0.1 | $346k | 2.6k | 133.28 | |
| American Electric Power Company (AEP) | 0.1 | $335k | 3.2k | 103.75 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $335k | 1.5k | 218.69 | |
| Honeywell International (HON) | 0.1 | $324k | 1.4k | 232.75 | |
| AFLAC Incorporated (AFL) | 0.1 | $324k | 3.1k | 105.43 | |
| Medtronic SHS (MDT) | 0.1 | $321k | 3.7k | 87.17 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $321k | 1.4k | 226.60 | |
| Analog Devices (ADI) | 0.1 | $320k | 1.3k | 237.65 | |
| Hormel Foods Corporation (HRL) | 0.1 | $309k | 10k | 30.25 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $305k | 2.2k | 138.68 | |
| Jack Henry & Associates (JKHY) | 0.1 | $295k | 1.6k | 180.30 | |
| Linde SHS (LIN) | 0.1 | $293k | 623.00 | 469.75 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $287k | 2.6k | 109.30 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $285k | 3.0k | 93.99 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $280k | 559.00 | 500.89 | |
| Rbc Cad (RY) | 0.1 | $277k | 2.1k | 131.62 | |
| Realty Income (O) | 0.1 | $275k | 4.8k | 57.61 | |
| Lowe's Companies (LOW) | 0.1 | $274k | 1.2k | 221.99 | |
| Paccar (PCAR) | 0.1 | $270k | 2.8k | 95.08 | |
| Johnson & Johnson (JNJ) | 0.1 | $268k | 1.8k | 152.66 | |
| Zoetis Cl A (ZTS) | 0.1 | $263k | 1.7k | 156.14 | |
| Crown Castle Intl (CCI) | 0.1 | $261k | 2.5k | 102.73 | |
| Donaldson Company (DCI) | 0.1 | $253k | 3.6k | 69.35 | |
| SYSCO Corporation (SYY) | 0.1 | $251k | 3.3k | 75.75 | |
| L3harris Technologies (LHX) | 0.1 | $244k | 975.00 | 250.61 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $237k | 4.5k | 52.34 | |
| Exelon Corporation (EXC) | 0.1 | $235k | 5.4k | 43.42 | |
| CMS Energy Corporation (CMS) | 0.1 | $232k | 3.3k | 69.28 | |
| Waters Corporation (WAT) | 0.1 | $231k | 663.00 | 349.04 | |
| American Express Company (AXP) | 0.1 | $227k | 710.00 | 319.09 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $221k | 2.1k | 105.61 | |
| Albemarle Corporation (ALB) | 0.1 | $221k | 3.5k | 62.70 | |
| Extra Space Storage (EXR) | 0.1 | $218k | 1.5k | 147.43 | |
| Iron Mountain (IRM) | 0.1 | $218k | 2.1k | 102.59 | |
| salesforce (CRM) | 0.1 | $214k | 782.00 | 273.12 | |
| AeroVironment (AVAV) | 0.1 | $209k | 735.00 | 284.95 | |
| Textron (TXT) | 0.1 | $209k | 2.6k | 80.32 | |
| Oklo Com Cl A (OKLO) | 0.1 | $202k | 3.6k | 55.99 | |
| Verizon Communications (VZ) | 0.1 | $201k | 4.7k | 43.26 | |
| Banco Santander Adr (SAN) | 0.0 | $119k | 14k | 8.30 |
