Institutions / Stiles Financial Services Inc / Holdings
Back to Stiles Financial Services Inc

Stiles Financial Services Inc

All holdings · as of Dec 31, 2025

172 positions

CompanyClassValueShares% of portfolio
OMNICOM GROUP INC.—$1.30M16,1270.4%
BNY MELLON ETF TRUST—$1.31M30,9160.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.32M4,3550.4%
COCA COLA CO—$1.34M19,2130.4%
Welltower, Inc.—$1.34M7,2400.4%
PACKAGING CORP OF AMERICA—$1.34M6,5190.4%
US BANCORP \DE—$1.35M25,2450.4%
WASTE MANAGEMENT INC—$1.36M6,2100.4%
SOUTHERN CO—$1.37M15,6670.4%
Goldman Sachs BDC, Inc.GSBDCommon Stock$1.42M152,9710.4%
United Rentals Inc—$1.45M1,7870.4%
Devon Energy Corp—$1.45M39,6020.4%
CORNING INC /NY—$1.53M17,5110.5%
INVESCO QQQ TR—$1.61M2,6220.5%
GRACO INC—$1.67M20,3200.5%
ARES CAPITAL CORPARCCCommon Stock$1.67M82,4040.5%
LENNAR CORP /NEW—$1.67M16,2680.5%
CATERPILLAR INC—$1.82M3,1750.6%
INTUIT INC.—$1.99M3,0010.6%
MICRON TECHNOLOGY INC—$2.03M7,1100.6%
ELI LILLY & Co—$2.10M1,9550.6%
KLA CORP—$2.15M1,7660.7%
American Tower Corp—$2.19M12,5010.7%
LOCKHEED MARTIN CORP—$2.20M4,5430.7%
SHERWIN WILLIAMS CO—$2.21M6,8190.7%
BNY MELLON ETF TRUST—$2.30M17,5520.7%
EXXON MOBIL CORP—$2.30M19,0870.7%
GENERAC HOLDINGS INC.—$2.48M18,2110.8%
TARGET CORP—$2.50M25,5420.8%
NEXTERA ENERGY INC—$2.50M31,1590.8%
Monolithic Power Systems Inc—$2.52M2,7770.8%
WILLIAMS SONOMA INC—$2.67M14,9530.8%
APPLIED MATERIALS INC /DE—$2.68M10,4140.8%
Digital Realty Trust Inc—$2.68M17,3030.8%
Blackstone Inc—$2.87M18,5990.9%
ADOBE INC.—$2.88M8,2390.9%
CUMMINS INC—$2.90M5,6830.9%
SYNOPSYS INC—$2.92M6,2100.9%
CISCO SYSTEMS, INC.—$2.92M37,9610.9%
Duke Energy Corp—$2.98M25,4330.9%
Visa Inc—$2.98M8,5060.9%
Accenture plc—$3.05M11,3830.9%
Public Storage—$3.06M11,7820.9%
TEXAS INSTRUMENTS INC—$3.09M17,7951.0%
REGENERON PHARMACEUTICALS, INC.—$3.10M4,0111.0%
Valero Energy Corp—$3.13M19,2131.0%
Intuitive Surgical Inc—$3.21M5,6691.0%
NORTHERN TRUST CORP—$3.24M23,7001.0%
ABBOTT LABORATORIES—$3.43M27,3721.1%
XCEL ENERGY INC—$3.45M46,6491.1%
← PrevPage 3 of 4Next →