Stiles Financial Services

Stiles Financial Services as of March 31, 2026

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
Lam Research Corp Stock (LRCX) 3.3 $11M 51k 213.66
Apple Stock (AAPL) 3.3 $11M 42k 253.79
Costco Wholesale Corporation Stock (COST) 2.7 $8.8M 8.9k 996.45
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.7 $8.7M 30k 287.56
Amazon Stock (AMZN) 2.6 $8.4M 40k 208.27
Asml Hldg Nv N Y Registry Adr (ASML) 2.5 $8.2M 6.2k 1320.77
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.4 $8.0M 17k 479.20
Microsoft Corp Stock (MSFT) 2.2 $7.1M 19k 370.18
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.9 $6.2M 22k 286.86
Fastenal Stock (FAST) 1.5 $5.1M 109k 46.40
Valero Energy Corp Stock (VLO) 1.5 $4.8M 19k 247.08
Advanced Micro Devices Stock (AMD) 1.4 $4.5M 22k 203.43
Tjx Cos Stock (TJX) 1.3 $4.3M 27k 159.70
Jpmorgan Chase & Co Stock (JPM) 1.3 $4.3M 15k 294.15
Cme Group Stock (CME) 1.2 $4.1M 14k 295.35
Home Depot Stock (HD) 1.2 $4.0M 12k 328.88
Rtx Corporation Stock (RTX) 1.2 $3.9M 20k 192.90
Broadcom Stock (AVGO) 1.2 $3.9M 13k 309.50
Steel Dynamics Stock (STLD) 1.2 $3.8M 21k 180.00
Qualcomm Stock (QCOM) 1.2 $3.8M 30k 128.78
Xcel Energy Stock (XEL) 1.1 $3.7M 46k 79.44
Generac Hldgs Stock (GNRC) 1.1 $3.6M 18k 195.33
Procter & Gamble Stock (PG) 1.1 $3.5M 24k 144.44
Duke Energy Corp Stock (DUK) 1.1 $3.5M 27k 130.94
Texas Instrs Stock (TXN) 1.0 $3.4M 18k 194.13
Northern Tr Corp Stock (NTRS) 1.0 $3.4M 25k 139.57
Digital Rlty Tr Reit (DLR) 1.0 $3.3M 18k 180.21
Exxon Mobil Corp Stock (XOM) 1.0 $3.3M 20k 169.66
Public Storage Oper Reit (PSA) 1.0 $3.3M 12k 270.87
Constellation Energy Corp Stock (CEG) 1.0 $3.3M 12k 279.26
Applied Matls Stock (AMAT) 1.0 $3.2M 9.3k 341.80
Target Corp Stock (TGT) 1.0 $3.2M 26k 121.20
Cummins Stock (CMI) 0.9 $3.1M 5.7k 537.98
Monolithic Pwr Sys Stock (MPWR) 0.9 $3.0M 2.8k 1093.48
Nextera Energy Stock (NEE) 0.9 $2.9M 31k 92.88
Lockheed Martin Corp Stock (LMT) 0.9 $2.8M 4.7k 604.33
Cisco Sys Stock (CSCO) 0.9 $2.8M 36k 77.59
Regeneron Pharmaceuticals Stock (REGN) 0.9 $2.8M 3.7k 772.56
Williams Sonoma Stock (WSM) 0.8 $2.7M 15k 182.33
Intuitive Surgical Stock (ISRG) 0.8 $2.7M 5.8k 460.99
Kla Corp Stock (KLAC) 0.8 $2.6M 1.8k 1472.37
Visa Inc Com Cl A Stock (V) 0.8 $2.6M 8.5k 302.26
Synopsys Stock (SNPS) 0.8 $2.5M 6.4k 396.45
Blackstone Stock (BX) 0.8 $2.5M 22k 114.99
Abbott Laboratories Stock (ABT) 0.8 $2.5M 24k 102.67
Accenture Plc Ireland Shs Class A Stock (ACN) 0.7 $2.4M 12k 198.29
Micron Technology Stock (MU) 0.7 $2.4M 7.1k 337.84
Corning Stock (GLW) 0.7 $2.3M 17k 135.97
Caterpillar Stock (CAT) 0.7 $2.3M 3.2k 708.48
Taiwan Semiconductor Manufact Adr (TSM) 0.7 $2.2M 6.4k 337.93
American Tower Corp Reit (AMT) 0.7 $2.2M 13k 172.58
Devon Energy Corp Stock (DVN) 0.6 $2.0M 39k 50.32
Adobe Stock (ADBE) 0.6 $2.0M 8.1k 243.09
Sherwin Williams Stock (SHW) 0.6 $1.9M 6.0k 320.52
United Rentals Stock (URI) 0.6 $1.9M 2.6k 728.66
Eli Lilly & Co Stock (LLY) 0.5 $1.7M 1.9k 920.01
Graco Stock (GGG) 0.5 $1.6M 19k 84.65
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) 0.5 $1.6M 13k 124.81
Southern Stock (SO) 0.5 $1.5M 16k 96.52
Ares Capital Corp Cef (ARCC) 0.4 $1.5M 81k 18.02
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $1.5M 2.5k 577.14
Coca Cola Stock (KO) 0.4 $1.5M 19k 76.05
Lennar Corp Cl A Stock (LEN) 0.4 $1.4M 17k 86.84
Waste Mgmt Inc Del Stock (WM) 0.4 $1.4M 6.1k 229.78
Welltower Reit (WELL) 0.4 $1.4M 7.1k 197.71
Bny Mellon Core Bond Etf Etf (BKAG) 0.4 $1.4M 33k 42.20
Packaging Corp Amer Stock (PKG) 0.4 $1.4M 6.4k 212.23
Goldman Sachs Bdc Cef (GSBD) 0.4 $1.3M 151k 8.88
Union Pac Corp Stock (UNP) 0.4 $1.3M 5.4k 242.61
United Parcel Svcs Inc Cl B Stock (UPS) 0.4 $1.3M 13k 98.38
Allspring Broad Market Core Bond Etf Etf (AFIX) 0.4 $1.2M 50k 24.91
Us Bancorp Stock (USB) 0.4 $1.2M 24k 52.01
Pepsico Stock (PEP) 0.4 $1.2M 7.8k 155.29
Mcdonalds Corp Stock (MCD) 0.4 $1.2M 3.9k 310.76
Intuit Stock (INTU) 0.4 $1.2M 2.8k 432.44
Goldman Sachs Group Stock (GS) 0.3 $1.1M 1.3k 845.95
Marketaxess Hldgs Stock (MKTX) 0.3 $1.1M 6.8k 164.99
Seagate Technology Hldngs Plc Ord Stock (STX) 0.3 $1.1M 2.7k 391.69
Mastercard Incorporated Cl A Stock (MA) 0.3 $1.0M 2.0k 499.60
Oracle Corp Stock (ORCL) 0.3 $976k 6.6k 147.10
Salesforce Stock (CRM) 0.3 $969k 5.2k 186.68
Omnicom Group Stock (OMC) 0.3 $950k 13k 75.31
Sony Group Corp Adr (SONY) 0.3 $946k 46k 20.70
Bank New York Mellon Corp Stock (BK) 0.3 $935k 7.9k 118.63
Tesla Stock (TSLA) 0.3 $918k 2.5k 371.79
Chevron Corporation Stock (CVX) 0.3 $911k 4.4k 206.92
Arista Networks Stock (ANET) 0.3 $874k 7.1k 122.78
Cadence Design System Stock (CDNS) 0.3 $844k 3.0k 277.90
Deere & Co Stock (DE) 0.3 $843k 1.5k 563.19
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.3 $827k 21k 39.43
Super Micro Computer Stock (SMCI) 0.2 $796k 35k 22.77
Vaneck Morningstar Smid Moat Etf Etf (SMOT) 0.2 $776k 22k 35.19
Snap On Stock (SNA) 0.2 $749k 2.1k 363.22
Travelers Companies Stock (TRV) 0.2 $744k 2.6k 291.70
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $741k 1.1k 653.10
Intercontinental Exchange Stock (ICE) 0.2 $741k 4.7k 157.29
Progressive Corp Stock (PGR) 0.2 $720k 3.6k 198.22
Rockwell Automation Stock (ROK) 0.2 $712k 2.0k 358.91
Automatic Data Processing Stock (ADP) 0.2 $710k 3.5k 203.18
Lululemon Athletica Stock (LULU) 0.2 $704k 4.6k 153.10
Oklo Inc Com Cl A Stock (OKLO) 0.2 $683k 14k 49.59
Conocophillips Stock (COP) 0.2 $676k 5.1k 131.99
Marriott Intl Inc New Cl A Stock (MAR) 0.2 $675k 2.1k 327.00
Chubb Ltd Switz Stock (CB) 0.2 $662k 2.0k 325.87
Netflix Stock (NFLX) 0.2 $637k 6.6k 96.15
Nucor Corp Stock (NUE) 0.2 $621k 3.7k 169.12
Factset Resh Sys Stock (FDS) 0.2 $614k 2.8k 216.98
Abbvie Stock (ABBV) 0.2 $612k 2.8k 217.51
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $612k 4.2k 146.28
Carlyle Group Stock (CG) 0.2 $602k 12k 48.39
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.2 $577k 6.3k 91.64
Fortinet Stock (FTNT) 0.2 $555k 6.8k 81.72
Ulta Beauty Stock (ULTA) 0.2 $548k 1.0k 522.71
Quanta Svcs Stock (PWR) 0.2 $542k 987.00 549.14
Vanguard S&p 500 Etf Etf (VOO) 0.2 $533k 893.00 597.34
Autozone Stock (AZO) 0.2 $517k 153.00 3377.78
Hf Sinclair Corp Stock (DINO) 0.2 $504k 8.1k 62.39
Equinix Reit (EQIX) 0.2 $503k 513.00 979.73
Chipotle Mexican Grill Stock (CMG) 0.2 $498k 16k 32.01
Phillips 66 Stock (PSX) 0.2 $495k 2.7k 182.16
Wells Fargo & Co Stock (WFC) 0.1 $462k 5.8k 79.60
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $448k 4.6k 97.90
American Elec Pwr Stock (AEP) 0.1 $432k 3.3k 131.08
Oreilly Automotive Stock (ORLY) 0.1 $422k 4.6k 92.31
Ishares Select Dividend Etf Etf (DVY) 0.1 $422k 2.8k 151.39
Johnson & Johnson Stock (JNJ) 0.1 $415k 1.7k 244.41
Servicenow Stock (NOW) 0.1 $412k 3.9k 104.55
Stryker Corporation Stock (SYK) 0.1 $404k 1.2k 328.47
Paccar Stock (PCAR) 0.1 $400k 3.5k 115.51
Lyondellbasell Industries Nv Shs - A - Stock (LYB) 0.1 $400k 5.0k 80.56
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $393k 4.1k 96.71
Novo-nordisk A S Adr (NVO) 0.1 $390k 11k 36.75
Analog Devices Stock (ADI) 0.1 $386k 1.2k 318.22
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $374k 3.3k 113.12
Vaneck Semiconductor Etf Etf (SMH) 0.1 $368k 959.00 383.40
Boston Scientific Corp Stock (BSX) 0.1 $366k 5.8k 62.75
Unitedhealth Group Stock (UNH) 0.1 $365k 1.3k 270.66
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $359k 6.4k 56.58
Honeywell Intl Stock (HON) 0.1 $357k 1.6k 226.09
Northrop Grumman Corp Stock (NOC) 0.1 $347k 508.00 682.87
Nrg Energy Stock (NRG) 0.1 $343k 2.3k 146.14
Autodesk Stock (ADSK) 0.1 $343k 1.4k 239.40
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $327k 2.6k 124.32
Aflac Stock (AFL) 0.1 $308k 2.8k 109.71
Realty Income Corp Reit (O) 0.1 $295k 4.8k 61.18
Medtronic Stock (MDT) 0.1 $289k 3.3k 86.65
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $282k 2.2k 128.12
Linde Stock (LIN) 0.1 $277k 558.00 496.16
United Therapeutics Corp Del Stock (UTHR) 0.1 $272k 458.00 592.98
Exelon Corp Stock (EXC) 0.1 $270k 5.5k 49.02
Emerson Elec Stock (EMR) 0.1 $270k 2.1k 131.04
Johnson Ctls Intl Stock (JCI) 0.1 $268k 2.0k 130.96
Universal Display Corp Stock (OLED) 0.1 $267k 2.9k 91.65
Novartis Adr (NVS) 0.1 $264k 1.7k 152.73
Cms Energy Corp Stock (CMS) 0.1 $264k 3.4k 77.58
Marsh & Mclennan Cos Stock (MRSH) 0.1 $260k 1.5k 173.48
L3harris Technologies Stock (LHX) 0.1 $258k 749.00 344.93
Philip Morris Intl Stock (PM) 0.1 $248k 1.5k 165.28
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $238k 4.0k 59.03
Lowes Cos Stock (LOW) 0.1 $236k 999.00 236.28
Starbucks Corp Stock (SBUX) 0.1 $233k 2.6k 89.60
Coreweave Inc Com Cl A Stock (CRWV) 0.1 $233k 3.0k 77.47
Textron Stock (TXT) 0.1 $228k 2.6k 87.56
Comcast Corp New Cl A Stock (CMCSA) 0.1 $219k 7.6k 28.71
Iron Mtn Inc Del Reit (IRM) 0.1 $217k 2.1k 102.16
Royal Bk Cda Stock (RY) 0.1 $217k 1.3k 161.75
Oshkosh Corp Stock (OSK) 0.1 $213k 1.4k 147.21
Enterprise Prods Partners Stock (EPD) 0.1 $213k 5.6k 37.84
American Express Stock (AXP) 0.1 $210k 694.00 302.63
Crown Castle Reit (CCI) 0.1 $207k 2.5k 81.31
Dte Energy Stock (DTE) 0.1 $207k 1.4k 146.20
Palo Alto Networks Stock (PANW) 0.1 $203k 1.3k 160.32
Waters Corp Stock (WAT) 0.1 $197k 663.00 297.80
Baxter Intl Stock (BAX) 0.1 $196k 12k 16.80
On Semiconductor Corp Stock (ON) 0.1 $194k 3.1k 61.92
Banco Santander Sa Adr (SAN) 0.0 $162k 14k 11.28