Stiles Financial Services

Stiles Financial Services as of June 30, 2026

Portfolio Holdings for Stiles Financial Services

Stiles Financial Services holds 183 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corporation Stock (NVDA) 8.1 $32M 162k 200.09
Lam Research Corp Stock (LRCX) 5.3 $21M 48k 433.33
Advanced Micro Devices Stock (AMD) 3.2 $13M 22k 580.91
Asml Hldg Nv N Y Registry Adr (ASML) 3.2 $13M 6.3k 1989.36
Apple Stock (AAPL) 3.0 $12M 41k 289.36
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.7 $11M 30k 357.37
Amazon Stock (AMZN) 2.4 $9.6M 40k 238.34
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.2 $8.6M 17k 500.39
Costco Wholesale Corporation Stock (COST) 2.1 $8.3M 8.8k 935.43
Micron Technology Stock (MU) 2.1 $8.2M 7.1k 1154.34
Microsoft Corp Stock (MSFT) 2.0 $7.9M 21k 373.01
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.9 $7.6M 22k 353.32
Applied Matls Stock (AMAT) 1.7 $6.6M 9.1k 722.96
Texas Instrs Stock (TXN) 1.3 $5.3M 18k 298.07
Generac Hldgs Stock (GNRC) 1.3 $5.2M 18k 292.81
Fastenal Stock (FAST) 1.3 $5.2M 109k 48.03
Qualcomm Stock (QCOM) 1.3 $5.2M 28k 184.79
Jpmorgan Chase & Co Stock (JPM) 1.2 $5.0M 15k 327.34
Kla Corp Stock (KLAC) 1.2 $4.9M 16k 301.71
Valero Energy Corp Stock (VLO) 1.2 $4.9M 19k 260.45
Steel Dynamics Stock (STLD) 1.2 $4.8M 21k 229.46
Broadcom Stock (AVGO) 1.1 $4.6M 12k 377.75
Home Depot Stock (HD) 1.1 $4.5M 13k 352.67
Corning Stock (GLW) 1.1 $4.3M 17k 255.42
Northern Tr Corp Stock (NTRS) 1.1 $4.3M 25k 173.84
Cisco Sys Stock (CSCO) 1.0 $4.2M 35k 117.46
Cummins Stock (CMI) 1.0 $4.1M 5.7k 713.17
Public Storage Reit (PSA) 1.0 $4.0M 12k 318.32
Monolithic Pwr Sys Stock (MPWR) 1.0 $3.8M 2.8k 1382.25
Rtx Corporation Stock (RTX) 0.9 $3.7M 20k 189.73
Xcel Energy Stock (XEL) 0.9 $3.7M 46k 80.30
Target Corp Stock (TGT) 0.9 $3.6M 28k 130.61
Taiwan Semiconductor Manufact Adr (TSM) 0.9 $3.6M 7.5k 477.55
Williams Sonoma Stock (WSM) 0.9 $3.6M 15k 233.10
Procter & Gamble Stock (PG) 0.9 $3.5M 24k 146.64
Tjx Cos Stock (TJX) 0.9 $3.4M 23k 151.50
Caterpillar Stock (CAT) 0.9 $3.4M 3.2k 1064.99
Digital Rlty Tr Reit (DLR) 0.8 $3.4M 19k 179.58
Duke Energy Corp Stock (DUK) 0.8 $3.4M 27k 126.58
United Rentals Stock (URI) 0.8 $3.2M 2.8k 1133.05
Cme Group Stock (CME) 0.8 $3.2M 14k 220.83
Constellation Energy Corp Stock (CEG) 0.8 $3.2M 13k 248.37
Synopsys Stock (SNPS) 0.7 $3.0M 6.6k 446.04
Visa Inc Com Cl A Stock (V) 0.7 $2.9M 8.5k 343.10
Blackstone Stock (BX) 0.7 $2.8M 24k 117.67
Exxonmobil Holdings Corp Stock 0.7 $2.7M 20k 136.72
Nextera Energy Stock (NEE) 0.7 $2.7M 31k 87.77
Bny Mellon Core Bond Etf Etf (BKAG) 0.7 $2.6M 63k 41.95
Seagate Technology Hldngs Plc Ord Stock (STX) 0.6 $2.6M 2.7k 964.90
Lockheed Martin Corp Stock (LMT) 0.6 $2.6M 5.0k 509.42
Invesco Qqq Trust Series I Etf (QQQ) 0.6 $2.5M 3.4k 736.48
Intuitive Surgical Stock (ISRG) 0.6 $2.3M 5.9k 397.68
Regeneron Pharmaceuticals Stock (REGN) 0.6 $2.2M 3.6k 623.49
Sherwin Williams Stock (SHW) 0.5 $2.2M 6.3k 344.32
Eli Lilly & Co Stock (LLY) 0.5 $2.2M 1.8k 1199.44
American Tower Corp Reit (AMT) 0.5 $2.1M 13k 163.57
Abbott Laboratories Stock (ABT) 0.5 $1.9M 21k 90.74
Arista Networks Stock (ANET) 0.4 $1.7M 10k 169.88
Accenture Plc Ireland Shs Class A Stock (ACN) 0.4 $1.7M 14k 124.44
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) 0.4 $1.6M 12k 143.39
Lennar Corp Cl A Stock (LEN) 0.4 $1.6M 18k 90.49
Devon Energy Corp Stock (DVN) 0.4 $1.6M 39k 41.32
Welltower Reit (WELL) 0.4 $1.6M 7.0k 226.96
Union Pac Corp Stock (UNP) 0.4 $1.6M 5.8k 271.99
Adobe Stock (ADBE) 0.4 $1.5M 7.5k 205.02
Coca Cola Stock (KO) 0.4 $1.5M 19k 81.27
Southern Stock (SO) 0.4 $1.5M 16k 95.71
United Parcel Svcs Inc Cl B Stock (UPS) 0.4 $1.5M 14k 107.50
Packaging Corp Amer Stock (PKG) 0.4 $1.5M 6.2k 238.26
Ares Capital Corp Cef (ARCC) 0.4 $1.5M 80k 18.53
Graco Stock (GGG) 0.4 $1.5M 19k 75.61
Us Bancorp Stock (USB) 0.4 $1.4M 24k 60.40
Goldman Sachs Bdc Cef (GSBD) 0.4 $1.4M 148k 9.48
Goldman Sachs Group Stock (GS) 0.3 $1.3M 1.3k 1011.65
Waste Mgmt Inc Del Stock (WM) 0.3 $1.3M 6.0k 222.88
Oracle Corp Stock (ORCL) 0.3 $1.3M 9.0k 146.56
Allspring Broad Market Core Bond Etf Etf (AFIX) 0.3 $1.2M 50k 24.79
Bank Of Ny Mellon Corp Stock (BNY) 0.3 $1.2M 8.2k 144.60
Cadence Design System Stock (CDNS) 0.3 $1.1M 3.0k 375.36
Deere & Co Stock (DE) 0.3 $1.1M 1.7k 634.14
Tesla Stock (TSLA) 0.3 $1.1M 2.5k 420.64
Fortinet Stock (FTNT) 0.3 $1.1M 6.9k 153.62
Mastercard Incorporated Cl A Stock (MA) 0.3 $1.1M 2.1k 513.56
Mcdonalds Corp Stock (MCD) 0.3 $1.0M 3.8k 270.28
Pepsico Stock (PEP) 0.3 $1.0M 7.5k 135.39
Super Micro Computer Stock (SMCI) 0.3 $1.0M 35k 29.33
Sony Group Corp Adr (SONY) 0.2 $979k 49k 20.06
Rockwell Automation Stock (ROK) 0.2 $947k 1.9k 495.09
Vanguard S&p 500 Etf Etf (VOO) 0.2 $911k 1.3k 686.82
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.2 $911k 21k 43.14
Salesforce Stock (CRM) 0.2 $893k 5.7k 156.65
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $868k 1.2k 748.63
Vaneck Morningstar Smid Moat Etf Etf (SMOT) 0.2 $860k 22k 38.86
Travelers Companies Stock (TRV) 0.2 $841k 2.5k 330.07
Snap On Stock (SNA) 0.2 $821k 2.0k 402.46
Nucor Corp Stock (NUE) 0.2 $820k 3.7k 222.74
Intercontinental Exchange Stock (ICE) 0.2 $804k 6.5k 123.12
Oklo Inc Com Cl A Stock (OKLO) 0.2 $791k 15k 52.33
Automatic Data Processing Stock (ADP) 0.2 $772k 3.4k 223.92
Marriott Intl Inc New Cl A Stock (MAR) 0.2 $756k 2.0k 370.52
Progressive Corp Stock (PGR) 0.2 $733k 3.4k 218.46
Chevron Corporation Stock (CVX) 0.2 $713k 4.3k 165.75
Abbvie Stock (ABBV) 0.2 $713k 2.8k 251.66
Intuit Stock (INTU) 0.2 $682k 2.6k 261.03
Marketaxess Hldgs Stock (MKTX) 0.2 $680k 6.0k 113.48
Carlyle Group Stock (CG) 0.2 $680k 16k 42.11
Hf Sinclair Corp Stock (DINO) 0.2 $679k 9.8k 69.65
Vaneck Semiconductor Etf Etf (SMH) 0.2 $665k 1.0k 655.89
Chubb Stock (CB) 0.2 $664k 1.9k 340.82
Quanta Svcs Stock (PWR) 0.2 $660k 917.00 720.15
Omnicom Group Stock (OMC) 0.2 $633k 8.7k 72.83
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $558k 4.7k 118.98
Unitedhealth Group Stock (UNH) 0.1 $553k 1.3k 415.72
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $551k 4.7k 116.67
Chipotle Mexican Grill Stock (CMG) 0.1 $543k 16k 34.00
Conocophillips Stock (COP) 0.1 $530k 5.1k 103.96
Equinix Reit (EQIX) 0.1 $521k 500.00 1041.36
Lululemon Athletica Stock (LULU) 0.1 $515k 4.5k 114.18
Factset Resh Sys Stock (FDS) 0.1 $500k 2.2k 230.08
Netflix Stock (NFLX) 0.1 $496k 6.9k 71.40
Ulta Beauty Stock (ULTA) 0.1 $495k 1.1k 450.98
Servicenow Stock (NOW) 0.1 $491k 4.9k 99.28
Autozone Stock (AZO) 0.1 $483k 151.00 3195.94
Wells Fargo & Co Stock (WFC) 0.1 $482k 5.8k 82.64
Analog Devices Stock (ADI) 0.1 $479k 1.2k 397.19
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $465k 5.1k 91.63
Novo-nordisk A S Adr (NVO) 0.1 $457k 9.5k 47.94
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $455k 3.3k 137.55
American Elec Pwr Stock (AEP) 0.1 $451k 3.3k 136.82
Palo Alto Networks Stock (PANW) 0.1 $443k 1.3k 341.02
Johnson & Johnson Stock (JNJ) 0.1 $431k 1.7k 253.94
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $422k 4.1k 103.97
Ishares Select Dividend Etf Etf (DVY) 0.1 $422k 2.7k 156.32
Oreilly Automotive Stock (ORLY) 0.1 $421k 4.6k 92.09
Phillips 66 Stock (PSX) 0.1 $419k 2.5k 169.02
Paccar Stock (PCAR) 0.1 $398k 3.3k 120.13
Freeport Mcmoran Inc Cl B Stock (FCX) 0.1 $397k 6.3k 62.89
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $396k 2.7k 148.29
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $391k 6.4k 60.79
Stryker Corporation Stock (SYK) 0.1 $387k 1.2k 314.77
Intel Corp Stock (INTC) 0.1 $382k 2.7k 139.63
Coreweave Inc Com Cl A Stock (CRWV) 0.1 $382k 3.8k 99.54
Nrg Energy Stock (NRG) 0.1 $344k 2.4k 146.03
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $339k 2.3k 146.43
Aflac Stock (AFL) 0.1 $330k 2.8k 117.27
Uber Technologies Stock (UBER) 0.1 $322k 4.5k 72.16
Realty Income Corp Reit (O) 0.1 $300k 4.8k 61.95
Johnson Ctls Intl Stock (JCI) 0.1 $298k 2.0k 146.12
On Semiconductor Corp Stock (ON) 0.1 $296k 3.1k 94.54
Emerson Elec Stock (EMR) 0.1 $296k 2.1k 143.15
Medtronic Stock (MDT) 0.1 $281k 3.6k 78.23
Royal Bk Cda Stock (RY) 0.1 $279k 1.3k 206.95
Philip Morris Intl Stock (PM) 0.1 $274k 1.5k 180.90
Novartis Adr (NVS) 0.1 $271k 1.7k 156.70
Iron Mtn Inc Del Reit (IRM) 0.1 $269k 2.1k 126.34
Autodesk Stock (ADSK) 0.1 $267k 1.4k 194.42
Cms Energy Corp Stock (CMS) 0.1 $260k 3.4k 76.50
Northrop Grumman Corp Stock (NOC) 0.1 $259k 508.00 509.28
Exelon Corp Stock (EXC) 0.1 $258k 5.5k 46.62
Lyondellbasell Industries Nv Shs - A - Stock (LYB) 0.1 $257k 4.9k 52.65
Arm Holdings Adr (ARM) 0.1 $252k 710.00 354.57
Starbucks Corp Stock (SBUX) 0.1 $251k 2.5k 102.21
Marsh & Mclennan Cos Stock (MRSH) 0.1 $251k 1.5k 166.66
Morgan Stanley Stock (MS) 0.1 $249k 1.2k 209.11
Boston Scientific Corp Stock (BSX) 0.1 $249k 5.8k 42.68
United Therapeutics Corp Del Stock (UTHR) 0.1 $248k 458.00 541.83
Universal Display Corp Stock (OLED) 0.1 $244k 2.8k 86.58
Waters Corp Stock (WAT) 0.1 $237k 633.00 375.04
American Express Stock (AXP) 0.1 $235k 696.00 338.29
Linde Stock (LIN) 0.1 $233k 448.00 519.10
Baxter Intl Stock (BAX) 0.1 $232k 11k 21.32
Textron Stock (TXT) 0.1 $225k 2.4k 91.74
Ferrari N V Stock (RACE) 0.1 $222k 595.00 372.20
Oshkosh Corp Stock (OSK) 0.1 $221k 1.4k 153.53
Colgate Palmolive Stock (CL) 0.1 $218k 2.4k 91.70
Dte Energy Stock (DTE) 0.1 $215k 1.4k 152.37
Extra Space Storage Reit (EXR) 0.1 $215k 1.5k 145.29
Enterprise Prods Partners Stock (EPD) 0.1 $208k 5.7k 36.76
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $206k 4.0k 51.05
Csx Corp Stock (CSX) 0.1 $203k 4.3k 47.52
L3harris Technologies Stock (LHX) 0.1 $203k 699.00 290.66
Marathon Pete Corp Stock (MPC) 0.1 $201k 788.00 255.64
Banco Santander Sa Adr (SAN) 0.0 $198k 14k 13.80