Stiles Financial Services Inc Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$324.8M

Holdings

172

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
158,422$29.5M9.10%
2
AAPLAPPLE INC
42,414$11.5M3.55%
3
GOOGLALPHABET INC
30,199$9.5M2.91%
4
AMZNAMAZON COM INC
39,740$9.2M2.82%
5
LRCXLAM RESEARCH CORP
51,533$8.8M2.72%
6
MSFTMICROSOFT CORP
18,160$8.8M2.70%
7
BRK/BBERKSHIRE HATHAWAY INC DEL
16,382$8.2M2.53%
8
COSTCOSTCO WHSL CORP NEW
8,744$7.5M2.32%
9
ASMLASML HOLDING N V
6,129$6.6M2.02%
10
GOOGALPHABET INC
20,763$6.5M2.01%
11
QCOMQUALCOMM INC
30,958$5.3M1.63%
12
AMDADVANCED MICRO DEVICES INC
22,061$4.7M1.45%
13
JPMJPMORGAN CHASE & CO.
13,909$4.5M1.38%
14
AVGOBROADCOM INC
12,685$4.4M1.35%
15
FASTFASTENAL CO
107,918$4.3M1.33%
16
TJXTJX COS INC NEW
27,255$4.2M1.29%
17
HDHOME DEPOT INC
11,457$3.9M1.21%
18
RTXRTX CORPORATION
20,848$3.8M1.18%
19
CMECME GROUP INC
13,996$3.8M1.18%
20
CEGCONSTELLATION ENERGY CORP
10,792$3.8M1.17%
21
STLDSTEEL DYNAMICS INC
22,439$3.8M1.17%
22
PGPROCTER AND GAMBLE CO
24,769$3.5M1.09%
23
XELXCEL ENERGY INC
46,649$3.4M1.06%
24
ABTABBOTT LABS
27,372$3.4M1.06%
25
NTRSNORTHERN TR CORP
23,700$3.2M1.00%
26
ISRGINTUITIVE SURGICAL INC
5,669$3.2M0.99%
27
VLOVALERO ENERGY CORP
19,213$3.1M0.96%
28
REGNREGENERON PHARMACEUTICALS
4,011$3.1M0.95%
29
TXNTEXAS INSTRS INC
17,795$3.1M0.95%
30
PSAPUBLIC STORAGE OPER CO
11,782$3.1M0.94%
31
ACNACCENTURE PLC IRELAND
11,383$3.1M0.94%
32
VVISA INC
8,506$3.0M0.92%
33
DUKDUKE ENERGY CORP NEW
25,433$3.0M0.92%
34
CSCOCISCO SYS INC
37,961$2.9M0.90%
35
SNPSSYNOPSYS INC
6,210$2.9M0.90%
36
CMICUMMINS INC
5,683$2.9M0.89%
37
ADBEADOBE INC
8,239$2.9M0.89%
38
BXBLACKSTONE INC
18,599$2.9M0.88%
39
FQIDIGITAL RLTY TR INC
17,303$2.7M0.82%
40
AMATAPPLIED MATLS INC
10,414$2.7M0.82%
41
WSMWILLIAMS SONOMA INC
14,953$2.7M0.82%
42
MPWRMONOLITHIC PWR SYS INC
2,777$2.5M0.77%
43
NEENEXTERA ENERGY INC
31,159$2.5M0.77%
44
DYHTARGET CORP
25,542$2.5M0.77%
45
GNRCGENERAC HLDGS INC
18,211$2.5M0.76%
46
XOMEXXON MOBIL CORP
19,087$2.3M0.71%
47
BKLCBNY MELLON ETF TRUST
17,552$2.3M0.71%
48
SHWSHERWIN WILLIAMS CO
6,819$2.2M0.68%
49
LMTLOCKHEED MARTIN CORP
4,543$2.2M0.68%
50
AMTAMERICAN TOWER CORP NEW
12,501$2.2M0.68%
51
KLACKLA CORP
1,766$2.1M0.66%
52
LLYELI LILLY & CO
1,955$2.1M0.65%
53
MUMICRON TECHNOLOGY INC
7,110$2.0M0.62%
54
INTUINTUIT
3,001$2.0M0.61%
55
CATCATERPILLAR INC
3,175$1.8M0.56%
56
LENLENNAR CORP
16,268$1.7M0.51%
57
ARCCARES CAPITAL CORP
82,404$1.7M0.51%
58
GGGGRACO INC
20,320$1.7M0.51%
59
NDQINVESCO QQQ TR
2,622$1.6M0.50%
60
GLWCORNING INC
17,511$1.5M0.47%
61
DVNDEVON ENERGY CORP NEW
39,602$1.4M0.45%
62
URIUNITED RENTALS INC
1,787$1.4M0.45%
63
GSBDGOLDMAN SACHS BDC INC
152,971$1.4M0.44%
64
SOSOUTHERN CO
15,667$1.4M0.42%
65
WMWASTE MGMT INC DEL
6,210$1.4M0.42%
66
USBUS BANCORP DEL
25,245$1.3M0.41%
67
PKGPACKAGING CORP AMER
6,519$1.3M0.41%
68
KOCOCA COLA CO
19,213$1.3M0.41%
69
WELLWELLTOWER INC
7,240$1.3M0.41%
70
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,355$1.3M0.41%
71
BKAGBNY MELLON ETF TRUST
30,916$1.3M0.40%
72
OMCOMNICOM GROUP INC
16,127$1.3M0.40%
73
LULULULULEMON ATHLETICA INC
6,250$1.3M0.40%
74
MKTXMARKETAXESS HLDGS INC
6,975$1.3M0.39%
75
MCDMCDONALDS CORP
4,071$1.2M0.38%
76
SONYSONY GROUP CORP
46,697$1.2M0.37%
77
PEPPEPSICO INC
8,270$1.2M0.37%
78
MAMASTERCARD INCORPORATED
2,023$1.2M0.36%
79
SMCISUPER MICRO COMPUTER INC
38,835$1.1M0.35%
80
GSGOLDMAN SACHS GROUP INC
1,244$1.1M0.34%
81
PGRPROGRESSIVE CORP
4,719$1.1M0.33%
82
FDSFACTSET RESH SYS INC
3,703$1.1M0.33%
83
UNPUNION PAC CORP
4,509$1.0M0.32%
84
TSLATESLA INC
2,270$1.0M0.31%
85
UPSUNITED PARCEL SERVICE INC
10,249$1.0M0.31%
86
CRMSALESFORCE INC
3,693$978K0.30%
87
AFIXALLSPRING EXCHANGE TRADED FU
37,792$948K0.29%
88
ADPAUTOMATIC DATA PROCESSING IN
3,622$931K0.29%
89
CDNSCADENCE DESIGN SYSTEM INC
2,910$909K0.28%
90
NUENUCOR CORP
5,125$836K0.26%
91
ROKROCKWELL AUTOMATION INC
2,077$807K0.25%
92
SMOTVANECK ETF TRUST
21,923$793K0.24%
93
SDVYFIRST TR EXCHANGE-TRADED FD
20,539$787K0.24%
94
CBCHUBB LIMITED
2,505$781K0.24%
95
SNASNAP ON INC
2,186$753K0.23%
96
TRVTRAVELERS COMPANIES INC
2,537$735K0.23%
97
CGCARLYLE GROUP INC
12,388$732K0.23%
98
STXSEAGATE TECHNOLOGY HLDNGS PL
2,598$715K0.22%
99
DEDEERE & CO
1,524$709K0.22%
100
IVVISHARES TR
1,032$706K0.22%
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