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

CompanyClassValueShares% of portfolio
NVIDIA Corpโ€”$29.55M158,4229.1%
Apple Inc.โ€”$11.53M42,4143.5%
Alphabet Inc.โ€”$9.45M30,1992.9%
Amazon.com Incโ€”$9.17M39,7402.8%
Lam Research Corpโ€”$8.82M51,5332.7%
Microsoft Corpโ€”$8.78M18,1602.7%
Warren E. Buffettโ€”$8.23M16,3822.5%
Costco Wholesale Corp /Newโ€”$7.54M8,7442.3%
Asml Holding N Vโ€”$6.56M6,1292.0%
Alphabet Inc.โ€”$6.52M20,7632.0%
Qualcomm INC/DEโ€”$5.30M30,9581.6%
Advanced Micro Devices Incโ€”$4.72M22,0611.5%
JPMorgan Chase & Coโ€”$4.48M13,9091.4%
Broadcom Inc.โ€”$4.39M12,6851.4%
Fastenal Coโ€”$4.33M107,9181.3%
TJX Cos Inc/Theโ€”$4.19M27,2551.3%
Home Depot, Inc.โ€”$3.94M11,4571.2%
RTX Corpโ€”$3.82M20,8481.2%
CME Group Incโ€”$3.82M13,9961.2%
Constellation Energy Corpโ€”$3.81M10,7921.2%
Steel Dynamics Incโ€”$3.80M22,4391.2%
PROCTER & GAMBLE Coโ€”$3.55M24,7691.1%
Xcel Energy Incโ€”$3.45M46,6491.1%
Abbott Laboratoriesโ€”$3.43M27,3721.1%
Northern Trust Corpโ€”$3.24M23,7001.0%

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.