Stiles Financial Services Inc
CIK: 0001904832Latest portfolio: $324.8M · Q4 2025
Holdings
172
Total Value
$324.8M
New Positions
172
Closed Positions
0
Top Holdings
View All 172 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 158,422 | $29.5M | 9.10% | NEW | |
| 2 | AAPLAPPLE INC | 42,414 | $11.5M | 3.55% | NEW | |
| 3 | GOOGLALPHABET INC | 30,199 | $9.5M | 2.91% | NEW | |
| 4 | AMZNAMAZON COM INC | 39,740 | $9.2M | 2.82% | NEW | |
| 5 | LRCXLAM RESEARCH CORP | 51,533 | $8.8M | 2.72% | NEW | |
| 6 | MSFTMICROSOFT CORP | 18,160 | $8.8M | 2.70% | NEW | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,382 | $8.2M | 2.53% | NEW | |
| 8 | COSTCOSTCO WHSL CORP NEW | 8,744 | $7.5M | 2.32% | NEW | |
| 9 | ASMLASML HOLDING N V | 6,129 | $6.6M | 2.02% | NEW | |
| 10 | GOOGALPHABET INC | 20,763 | $6.5M | 2.01% | NEW | |
| 11 | QCOMQUALCOMM INC | 30,958 | $5.3M | 1.63% | NEW | |
| 12 | AMDADVANCED MICRO DEVICES INC | 22,061 | $4.7M | 1.45% | NEW | |
| 13 | JPMJPMORGAN CHASE & CO. | 13,909 | $4.5M | 1.38% | NEW | |
| 14 | AVGOBROADCOM INC | 12,685 | $4.4M | 1.35% | NEW | |
| 15 | FASTFASTENAL CO | 107,918 | $4.3M | 1.33% | NEW | |
| 16 | TJXTJX COS INC NEW | 27,255 | $4.2M | 1.29% | NEW | |
| 17 | HDHOME DEPOT INC | 11,457 | $3.9M | 1.21% | NEW | |
| 18 | RTXRTX CORPORATION | 20,848 | $3.8M | 1.18% | NEW | |
| 19 | CMECME GROUP INC | 13,996 | $3.8M | 1.18% | NEW | |
| 20 | CEGCONSTELLATION ENERGY CORP | 10,792 | $3.8M | 1.17% | NEW | |
| 21 | STLDSTEEL DYNAMICS INC | 22,439 | $3.8M | 1.17% | NEW | |
| 22 | PGPROCTER AND GAMBLE CO | 24,769 | $3.5M | 1.09% | NEW | |
| 23 | XELXCEL ENERGY INC | 46,649 | $3.4M | 1.06% | NEW | |
| 24 | ABTABBOTT LABS | 27,372 | $3.4M | 1.06% | NEW | |
| 25 | NTRSNORTHERN TR CORP | 23,700 | $3.2M | 1.00% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.481382232372983e+122T)
Technology0.0% ($2.9545115308821878e+116T)
Industrials0.0% ($4.3303823290024834e+73T)
Consumer Cyclical0.0% ($9.172418639422671e+47T)
Healthcare0.0% ($3.4293210309521014e+33T)
Unknown0.0% ($8.234267624961612e+30T)
Utilities0.0% ($38123445298025013248.0T)
Energy0.0% ($312722961450.7T)
Consumer Defensive0.0% ($7540354913.4T)
Communication Services0.0% ($945265151.3T)
Real Estate0.0% ($305721941.3T)
Basic Materials0.0% ($38022209.8T)
Filing History
Fund Information
Stiles Financial Services Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $324.8M across 172 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 9.1% of the portfolio. Compared to the previous quarter, the fund opened 172 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.