Stiles Financial Services Inc

CIK: 0001904832SEC EDGAR →

Portfolio Value

$324.8M

Holdings

172

As of

Q4 2025

New Positions

172

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
NVDA

NVIDIA CORPORATION

158,422$29.5M
9.10%
2
AAPL

APPLE INC

42,414$11.5M
3.55%
3
GOOGL

ALPHABET INC

30,199$9.5M
2.91%
4
AMZN

AMAZON COM INC

39,740$9.2M
2.82%
5
LRCX

LAM RESEARCH CORP

51,533$8.8M
2.72%
6
MSFT

MICROSOFT CORP

18,160$8.8M
2.70%
7
BRK/B

BERKSHIRE HATHAWAY INC DEL

16,382$8.2M
2.53%
8
COST

COSTCO WHSL CORP NEW

8,744$7.5M
2.32%
9
ASML

ASML HOLDING N V

6,129$6.6M
2.02%
10
GOOG

ALPHABET INC

20,763$6.5M
2.01%

Quarterly Changes

Top Buys

NVDANEW
$29.5M
AAPLNEW
$11.5M
GOOGLNEW
$9.5M
AMZNNEW
$9.2M
LRCXNEW
$8.8M

Top Sells

No sells this quarter

New Positions (172)

NVDA
$29.5M · 158K shares
AAPL
$11.5M · 42K shares
GOOGL
$9.5M · 30K shares
AMZN
$9.2M · 40K shares
LRCX
$8.8M · 52K shares
MSFT
$8.8M · 18K shares
BRK/B
$8.2M · 16K shares
COST
$7.5M · 9K shares
ASML
$6.6M · 6K shares
GOOG
$6.5M · 21K shares
QCOM
$5.3M · 31K shares
AMD
$4.7M · 22K shares
JPM
$4.5M · 14K shares
AVGO
$4.4M · 13K shares
FAST
$4.3M · 108K shares
TJX
$4.2M · 27K shares
HD
$3.9M · 11K shares
RTX
$3.8M · 21K shares
CME
$3.8M · 14K shares
CEG
$3.8M · 11K shares
STLD
$3.8M · 22K shares
PG
$3.5M · 25K shares
XEL
$3.4M · 47K shares
ABT
$3.4M · 27K shares
NTRS
$3.2M · 24K shares
ISRG
$3.2M · 6K shares
VLO
$3.1M · 19K shares
REGN
$3.1M · 4K shares
TXN
$3.1M · 18K shares
PSA
$3.1M · 12K shares
ACN
$3.1M · 11K shares
V
$3.0M · 9K shares
DUK
$3.0M · 25K shares
CSCO
$2.9M · 38K shares
SNPS
$2.9M · 6K shares
CMI
$2.9M · 6K shares
ADBE
$2.9M · 8K shares
BX
$2.9M · 19K shares
FQI
$2.7M · 17K shares
AMAT
$2.7M · 10K shares
WSM
$2.7M · 15K shares
MPWR
$2.5M · 3K shares
NEE
$2.5M · 31K shares
DYH
$2.5M · 26K shares
GNRC
$2.5M · 18K shares
XOM
$2.3M · 19K shares
BKLC
$2.3M · 18K shares
SHW
$2.2M · 7K shares
LMT
$2.2M · 5K shares
AMT
$2.2M · 13K shares
KLAC
$2.1M · 2K shares
LLY
$2.1M · 2K shares
MU
$2.0M · 7K shares
INTU
$2.0M · 3K shares
CAT
$1.8M · 3K shares
LEN
$1.7M · 16K shares
ARCC
$1.7M · 82K shares
GGG
$1.7M · 20K shares
NDQ
$1.6M · 3K shares
GLW
$1.5M · 18K shares
DVN
$1.4M · 40K shares
URI
$1.4M · 2K shares
GSBD
$1.4M · 153K shares
SO
$1.4M · 16K shares
WM
$1.4M · 6K shares
USB
$1.3M · 25K shares
PKG
$1.3M · 7K shares
KO
$1.3M · 19K shares
WELL
$1.3M · 7K shares
TSM
$1.3M · 4K shares
BKAG
$1.3M · 31K shares
OMC
$1.3M · 16K shares
LULU
$1.3M · 6K shares
MKTX
$1.3M · 7K shares
MCD
$1.2M · 4K shares
SONY
$1.2M · 47K shares
PEP
$1.2M · 8K shares
MA
$1.2M · 2K shares
SMCI
$1.1M · 39K shares
GS
$1.1M · 1K shares
PGR
$1.1M · 5K shares
FDS
$1.1M · 4K shares
UNP
$1.0M · 5K shares
TSLA
$1.0M · 2K shares
UPS
$1.0M · 10K shares
CRM
$978K · 4K shares
AFIX
$948K · 38K shares
ADP
$931K · 4K shares
CDNS
$909K · 3K shares
NUE
$836K · 5K shares
ROK
$807K · 2K shares
SMOT
$793K · 22K shares
SDVY
$787K · 21K shares
CB
$781K · 3K shares
SNA
$753K · 2K shares
TRV
$735K · 3K shares
CG
$732K · 12K shares
STX
$715K · 3K shares
DE
$709K · 2K shares
IVV
$706K · 1K shares
ICE
$703K · 4K shares
ANET
$680K · 5K shares
PLTR
$675K · 4K shares
ABBV
$662K · 3K shares
MAR
$660K · 2K shares
CVX
$652K · 4K shares
OKLO
$649K · 9K shares
BK
$642K · 6K shares
NFLX
$635K · 7K shares
ULTA
$629K · 1K shares
FTNT
$624K · 8K shares
BIL
$602K · 7K shares
ORCL
$593K · 3K shares
NVO
$592K · 12K shares
BSX
$555K · 6K shares
VOO
$553K · 883 shares
CMG
$552K · 15K shares
WFC
$537K · 6K shares
AZO
$532K · 157 shares
COP
$485K · 5K shares
4I1
$461K · 3K shares
ADSK
$452K · 2K shares
NOW
$448K · 3K shares
SYK
$445K · 1K shares
UNH
$443K · 1K shares
SPYG
$435K · 4K shares
MOAT
$420K · 4K shares
ORLY
$416K · 5K shares
PWR
$409K · 970 shares
IVW
$407K · 3K shares
AQLT
$404K · 3K shares
EQIX
$392K · 512 shares
PCAR
$385K · 4K shares
NRA
$384K · 2K shares
AEP
$377K · 3K shares
PSX
$362K · 3K shares
SPYV
$356K · 6K shares
JNJ
$351K · 2K shares
AFL
$341K · 3K shares
ADI
$334K · 1K shares
CMCSA
$322K · 11K shares
MDT
$318K · 3K shares
IJR
$315K · 3K shares
CPRT
$313K · 8K shares
HON
$307K · 2K shares
FBTC
$307K · 4K shares
NOC
$306K · 537 shares
SMH
$304K · 845 shares
IWP
$301K · 2K shares
NVSN
$294K · 2K shares
EMR
$285K · 2K shares
MRSH
$285K · 2K shares
O
$271K · 5K shares
LOW
$266K · 1K shares
AXP
$256K · 693 shares
WAT
$251K · 663 shares
LIN
$249K · 585 shares
GIS
$244K · 5K shares
PEO
$239K · 6K shares
CMS
$237K · 3K shares
SBUX
$229K · 3K shares
DWD
$229K · 1K shares
RY
$227K · 1K shares
LYB
$226K · 5K shares
JCI
$226K · 2K shares
TXT
$226K · 3K shares
8CW
$225K · 3K shares
UTH
$223K · 458 shares
LHX
$219K · 747 shares
BAX
$217K · 11K shares
OLED
$217K · 2K shares
SAN
$168K · 14K shares

Sector Breakdown

Sector# HoldingsValue%
Technology34$117.9M36.3%
Financial Services39$42.8M13.2%
Industrials24$30.0M9.2%
Consumer Cyclical16$29.8M9.2%
Communication Services5$18.2M5.6%
Unknown12$18.2M5.6%
Healthcare13$15.7M4.8%
Utilities8$15.4M4.7%
Consumer Defensive5$13.9M4.3%
Energy6$8.4M2.6%
Basic Materials5$7.3M2.3%
Real Estate5$7.3M2.2%