Institutions / Stiles Financial Services Inc
Stiles Financial Services Inc
CIK 1904832 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$324.83M
Positions
172
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 172 โ
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $29.55M | 9.1% |
| Apple Inc. | $11.53M | 3.5% |
| Alphabet Inc. | $9.45M | 2.9% |
| Amazon.com Inc | $9.17M | 2.8% |
| Lam Research Corp | $8.82M | 2.7% |
| Microsoft Corp | $8.78M | 2.7% |
| Warren E. Buffett | $8.23M | 2.5% |
| Costco Wholesale Corp /New | $7.54M | 2.3% |
| Asml Holding N V | $6.56M | 2.0% |
| Alphabet Inc. | $6.52M | 2.0% |
| Qualcomm INC/DE | $5.30M | 1.6% |
| Advanced Micro Devices Inc | $4.72M | 1.5% |
| JPMorgan Chase & Co | $4.48M | 1.4% |
| Broadcom Inc. | $4.39M | 1.4% |
| Fastenal Co | $4.33M | 1.3% |
| TJX Cos Inc/The | $4.19M | 1.3% |
| Home Depot, Inc. | $3.94M | 1.2% |
| RTX Corp | $3.82M | 1.2% |
| CME Group Inc | $3.82M | 1.2% |
| Constellation Energy Corp | $3.81M | 1.2% |
| Steel Dynamics Inc | $3.80M | 1.2% |
| PROCTER & GAMBLE Co | $3.55M | 1.1% |
| Xcel Energy Inc | $3.45M | 1.1% |
| Abbott Laboratories | $3.43M | 1.1% |
| Northern Trust Corp | $3.24M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.