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Stiles Financial Services Inc

All holdings · as of Dec 31, 2025

172 positions

CompanyClassValueShares% of portfolio
Autodesk, Inc.—$452.0K1,5270.1%
Philip Morris International Inc.—$461.6K2,8780.1%
ConocoPhillips—$485.2K5,1830.1%
AUTOZONE INC—$532.5K1570.2%
WELLS FARGO & COMPANY/MN—$537.4K5,7660.2%
Chipotle Mexican Grill Inc—$552.7K14,9380.2%
VANGUARD INDEX FDS—$553.8K8830.2%
BOSTON SCIENTIFIC CORP—$555.9K5,8300.2%
NOVO-NORDISK A S—$592.2K11,6400.2%
ORACLE CORP—$593.6K3,0460.2%
SPDR SERIES TRUST—$602.9K6,5980.2%
Fortinet Inc—$624.6K7,8650.2%
Ulta Beauty, Inc.—$629.8K1,0410.2%
Netflix Inc—$635.2K6,7750.2%
Bank of New York Mellon Corp/The—$642.2K5,5320.2%
Oklo Inc.—$649.2K9,0470.2%
CHEVRON CORP—$652.5K4,2810.2%
Marriott International Inc/MD—$660.5K2,1290.2%
AbbVie Inc.—$662.2K2,8980.2%
Palantir Technologies Inc—$675.6K3,8010.2%
Arista Networks, Inc.ANETCommon Stock$680.8K5,1960.2%
Intercontinental Exchange, Inc.—$703.6K4,3440.2%
ISHARES TR—$706.9K1,0320.2%
DEERE & CO—$709.5K1,5240.2%
Seagate Technology Holdings PLC—$715.3K2,5980.2%
Carlyle Group Inc.—$732.3K12,3880.2%
TRAVELERS COMPANIES, INC.—$735.9K2,5370.2%
Snap-on Inc—$753.3K2,1860.2%
Chubb Ltd—$781.9K2,5050.2%
FIRST TR EXCHANGE-TRADED FD—$787.0K20,5390.2%
VANECK ETF TRUST—$793.6K21,9230.2%
Rockwell Automation Inc—$808.0K2,0770.2%
NUCOR CORP—$836.0K5,1250.3%
CADENCE DESIGN SYSTEMS INC—$909.7K2,9100.3%
AUTOMATIC DATA PROCESSING INC—$931.8K3,6220.3%
ALLSPRING EXCHANGE TRADED FU—$948.4K37,7920.3%
Salesforce Inc—$978.4K3,6930.3%
United Parcel Service Inc—$1.02M10,2490.3%
Tesla Inc—$1.02M2,2700.3%
Union Pacific Corp—$1.04M4,5090.3%
PROGRESSIVE CORP/OH—$1.07M4,7190.3%
FactSet Research Systems Inc—$1.07M3,7030.3%
THE GOLDMAN SACHS GROUP, INC.—$1.09M1,2440.3%
Super Micro Computer, Inc.—$1.14M38,8350.3%
Mastercard Inc—$1.15M2,0230.4%
PEPSICO INC—$1.19M8,2700.4%
Sony Group CorpSONYADR$1.20M46,6970.4%
MCDONALD'S CORP—$1.24M4,0710.4%
Marketaxess Holdings Inc—$1.26M6,9750.4%
Lululemon Athletica Inc—$1.30M6,2500.4%
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