Institutions / Stiles Financial Services Inc / Holdings

Stiles Financial Services Inc

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
KLA CORP	—	$2.15M	1,766	0.7%
ELI LILLY & Co	—	$2.10M	1,955	0.6%
MICRON TECHNOLOGY INC	—	$2.03M	7,110	0.6%
INTUIT INC.	—	$1.99M	3,001	0.6%
CATERPILLAR INC	—	$1.82M	3,175	0.6%
LENNAR CORP /NEW	—	$1.67M	16,268	0.5%
ARES CAPITAL CORPARCC	Common Stock	$1.67M	82,404	0.5%
GRACO INC	—	$1.67M	20,320	0.5%
INVESCO QQQ TR	—	$1.61M	2,622	0.5%
CORNING INC /NY	—	$1.53M	17,511	0.5%
Devon Energy Corp	—	$1.45M	39,602	0.4%
United Rentals Inc	—	$1.45M	1,787	0.4%
Goldman Sachs BDC, Inc.GSBD	Common Stock	$1.42M	152,971	0.4%
SOUTHERN CO	—	$1.37M	15,667	0.4%
WASTE MANAGEMENT INC	—	$1.36M	6,210	0.4%
US BANCORP \DE	—	$1.35M	25,245	0.4%
PACKAGING CORP OF AMERICA	—	$1.34M	6,519	0.4%
Welltower, Inc.	—	$1.34M	7,240	0.4%
COCA COLA CO	—	$1.34M	19,213	0.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$1.32M	4,355	0.4%
BNY MELLON ETF TRUST	—	$1.31M	30,916	0.4%
OMNICOM GROUP INC.	—	$1.30M	16,127	0.4%
Lululemon Athletica Inc	—	$1.30M	6,250	0.4%
Marketaxess Holdings Inc	—	$1.26M	6,975	0.4%
MCDONALD'S CORP	—	$1.24M	4,071	0.4%
Sony Group CorpSONY	ADR	$1.20M	46,697	0.4%
PEPSICO INC	—	$1.19M	8,270	0.4%
Mastercard Inc	—	$1.15M	2,023	0.4%
Super Micro Computer, Inc.	—	$1.14M	38,835	0.3%
THE GOLDMAN SACHS GROUP, INC.	—	$1.09M	1,244	0.3%
FactSet Research Systems Inc	—	$1.07M	3,703	0.3%
PROGRESSIVE CORP/OH	—	$1.07M	4,719	0.3%
Union Pacific Corp	—	$1.04M	4,509	0.3%
Tesla Inc	—	$1.02M	2,270	0.3%
United Parcel Service Inc	—	$1.02M	10,249	0.3%
Salesforce Inc	—	$978.4K	3,693	0.3%
ALLSPRING EXCHANGE TRADED FU	—	$948.4K	37,792	0.3%
AUTOMATIC DATA PROCESSING INC	—	$931.8K	3,622	0.3%
CADENCE DESIGN SYSTEMS INC	—	$909.7K	2,910	0.3%
NUCOR CORP	—	$836.0K	5,125	0.3%
Rockwell Automation Inc	—	$808.0K	2,077	0.2%
VANECK ETF TRUST	—	$793.6K	21,923	0.2%
FIRST TR EXCHANGE-TRADED FD	—	$787.0K	20,539	0.2%
Chubb Ltd	—	$781.9K	2,505	0.2%
Snap-on Inc	—	$753.3K	2,186	0.2%
TRAVELERS COMPANIES, INC.	—	$735.9K	2,537	0.2%
Carlyle Group Inc.	—	$732.3K	12,388	0.2%
Seagate Technology Holdings PLC	—	$715.3K	2,598	0.2%
DEERE & CO	—	$709.5K	1,524	0.2%
ISHARES TR	—	$706.9K	1,032	0.2%