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