Stiles Financial Services Inc Top Holdings and 13F Report (2026) About Stiles Financial Services IncInvestment ActivityStiles Financial Services Inc has $392.25 million in total holdings as of December 31, 2025.Stiles Financial Services Inc owns shares of 178 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 1.89% of the portfolio was purchased this quarter.About 2.06% of the portfolio was sold this quarter.This quarter, Stiles Financial Services Inc has purchased 183 new stocks and bought additional shares in 65 stocks.Stiles Financial Services Inc sold shares of 94 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $36,632,579LAM RESEARCH CORP COM NEW $15,576,178Apple $13,368,605Advanced Micro Devices $13,148,032ASML $11,443,912 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP CLASS A COM STK $623,957 Holding92537N108 - Vertiv $265,254 Holding316188838 - FIDELITY AAA CLO ETF $240,090 Holding03761U502 - MidCap Financial Investment $90,555 Holding Largest Purchases this Quarter BNY Mellon US Large Cap Core Equity ETF 21,576 shares (about $1.05M)Micron Technology 763 shares (about $812.73K)SPACE EXPLORATION TECHN CORP CLASS A COM STK 4,136 shares (about $623.96K)Taiwan Semiconductor Manufacturing 1,016 shares (about $463.50K)COREWEAVE INC COM CL A 3,495 shares (about $304.48K) Largest Sales this Quarter NVIDIA 1,548 shares (about $353.53K)Valero Energy 896 shares (about $347.29K)LAM RESEARCH CORP COM NEW 970 shares (about $318.65K)BNY Mellon Core Bond ETF 7,093 shares (about $284.20K)Apple 828 shares (about $275.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStiles Financial Services Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$36,632,579$353,532 ▼-1.0%160,4029.3%TechnologyLAM RESEARCH CORP COM NEW$15,576,178$318,652 ▼-2.0%47,4154.0%StockAAPLApple$13,368,605$275,737 ▼-2.0%40,1443.4%TechnologyAMDAdvanced Micro Devices$13,148,032$182,306 ▼-1.4%21,4923.4%TechnologyASMLASML$11,443,912$10,870 ▼-0.1%6,3172.9%TechnologyMSFTMicrosoft$10,737,097$76,935 ▼-0.7%20,9342.7%TechnologyGOOGLAlphabet$10,406,368$149,675 ▲1.5%30,2442.7%Communication ServicesAMZNAmazon.com$10,021,543$9,468 ▲0.1%40,2232.6%Consumer DiscretionaryBRK.BBerkshire Hathaway$8,471,157$105,566 ▼-1.2%17,0122.2%FinanceMUMicron Technology$8,361,611$812,727 ▲10.8%7,8502.1%TechnologyCOSTCostco Wholesale$8,037,666$4,552 ▲0.1%8,8292.0%Consumer StaplesGOOGAlphabet$7,318,975$43,955 ▼-0.6%21,4801.9%Communication ServicesVLOValero Energy$6,977,951$347,289 ▼-4.7%18,0031.8%EnergyFASTFastenal$5,339,230$41,605 ▼-0.8%107,7981.4%IndustrialsQCOMQualcomm$5,137,804$6,073 ▼-0.1%27,9171.3%TechnologyJPMJPMorgan Chase & Co.$4,989,570$21,173 ▼-0.4%15,0821.3%FinanceTXNTexas Instruments$4,826,104$126,877 ▼-2.6%17,2311.2%TechnologySTLDSteel Dynamics$4,580,579$98,614 ▼-2.1%20,6701.2%MaterialsAMATApplied Materials$4,523,270$129,382 ▼-2.8%8,8451.2%TechnologyAVGOBroadcom$4,252,973$702 ▲0.0%12,1101.1%TechnologyTGTTarget$4,161,515$164,837 ▼-3.8%26,5591.1%Consumer StaplesNTRSNorthern Trust$4,105,639$56,905 ▼-1.4%24,2421.0%FinanceCMECME Group$3,991,852$227,926 ▲6.1%15,2371.0%FinanceTSMTaiwan Semiconductor Manufacturing$3,867,665$463,499 ▲13.6%8,4781.0%TechnologyGNRCGenerac$3,788,048$86,092 ▲2.3%18,3041.0%IndustrialsMPWRMonolithic Power Systems$3,779,844$30,982 ▲0.8%2,8061.0%TechnologyHDHome Depot$3,725,424$68,278 ▲1.9%13,0950.9%Consumer DiscretionaryCSCOCisco Systems$3,720,818$86,643 ▼-2.3%34,5700.9%TechnologyRTXRTX$3,652,324$10,768 ▼-0.3%19,6730.9%IndustrialsPSAPublic Storage$3,500,416$16,122 ▼-0.5%12,3760.9%Real EstatePGProcter & Gamble$3,453,263$2,760 ▼-0.1%23,7700.9%Consumer StaplesCEGConstellation Energy$3,406,008$182,392 ▲5.7%13,4080.9%UtilitiesWSMWilliams-Sonoma$3,368,108$110,781 ▼-3.2%14,7760.9%Consumer DiscretionaryDLRDigital Realty Trust$3,328,222$28,611 ▲0.9%18,9610.8%Real EstateEXXONMOBIL HOLDINGS CORP COM SHS$3,184,778$39,059 ▼-1.2%19,5690.8%StockXELXcel Energy$3,182,582$81,334 ▼-2.5%45,1560.8%UtilitiesKLACKLA$3,182,300$14,230 ▼-0.4%16,3250.8%TechnologyDUKDuke Energy$3,070,498$49,138 ▲1.6%26,9320.8%UtilitiesTJXTJX Companies$3,032,527$25,403 ▲0.8%22,9200.8%Consumer DiscretionaryVVisa$2,998,006$47,793 ▼-1.6%8,3430.8%FinanceCMICummins$2,909,587$30,992 ▼-1.1%5,6330.7%IndustrialsSNPSSynopsys$2,882,130$1,305 ▼0.0%6,6270.7%TechnologyCATCaterpillar$2,873,209$293,482 ▲11.4%3,5440.7%IndustrialsBXBlackstone$2,847,953$166,340 ▲6.2%25,4080.7%FinanceURIUnited Rentals$2,723,941$125,089 ▼-4.4%2,7220.7%IndustrialsGLWCorning$2,599,719$12,147 ▲0.5%16,9080.7%TechnologyACNAccenture$2,552,689$73,348 ▲3.0%13,9210.7%TechnologyQQQInvesco QQQ$2,509,641$28,115 ▼-1.1%3,3920.6%ETFREGNRegeneron Pharmaceuticals$2,484,102$218,383 ▼-8.1%3,2760.6%HealthcareLMTLockheed Martin$2,474,471$78,425 ▼-3.1%4,8590.6%IndustrialsSTXSeagate Technology$2,450,309$7,378 ▼-0.3%2,6570.6%TechnologyISRGIntuitive Surgical$2,414,528$22,364 ▲0.9%5,9380.6%HealthcareNEENextEra Energy$2,277,715$36,658 ▼-1.6%30,0730.6%UtilitiesBKAGBNY Mellon Core Bond ETF$2,218,118$284,202 ▼-11.4%55,3590.6%ETFLLYEli Lilly and Company$2,158,476$62,497 ▲3.0%1,8650.6%HealthcareAMTAmerican Tower$2,122,723$15,387 ▼-0.7%12,9680.5%Real EstateARISTA NETWORKS INC COM SHS$2,083,336$5,497 ▲0.3%10,2330.5%StockSHWSherwin-Williams$2,064,204$13,255 ▲0.6%6,3850.5%MaterialsABTAbbott Laboratories$1,949,730$152,397 ▼-7.2%19,7280.5%HealthcareDVNDevon Energy$1,776,094$37,707 ▼-2.1%38,5770.5%EnergyADBEAdobe$1,711,967$87,578 ▼-4.9%7,1350.4%TechnologyWELLWelltower$1,621,522$2,302 ▲0.1%7,0430.4%Real EstateBKLCBNY Mellon US Large Cap Core Equity ETF$1,614,812$1,054,196 ▲188.0%33,0500.4%ETFLENLennar$1,588,682$118,874 ▲8.1%19,4720.4%Consumer DiscretionaryUNPUnion Pacific$1,582,451$2,993 ▼-0.2%5,8150.4%IndustrialsKOCoca-Cola$1,566,295$56,898 ▼-3.5%18,1960.4%Consumer StaplesARCCAres Capital$1,526,511$4,317 ▲0.3%79,9220.4%FinanceSUPER MICRO COMPUTER INC COM NEW$1,429,852$8,625 ▲0.6%34,8150.4%StockPKGPackaging Corporation of America$1,420,201$4,585 ▼-0.3%6,1950.4%MaterialsORCLOracle$1,399,440$157,065 ▲12.6%10,1930.4%TechnologyGGGGraco$1,389,791$94,359 ▼-6.4%18,0870.4%IndustrialsUSBU.S. Bancorp$1,378,474$1,559 ▲0.1%23,8660.4%FinanceGSBDGoldman Sachs BDC$1,356,705$12,799 ▲1.0%149,2530.3%FinanceSOSouthern$1,297,817$4,973 ▼-0.4%15,6570.3%UtilitiesALLSPRING BROAD MARKET CORE BOND ETF$1,291,813$105,082 ▲8.9%54,8040.3%ETFCRMSalesforce$1,266,604$41,784 ▼-3.2%5,5170.3%TechnologyWMWaste Management$1,221,373$6,934 ▼-0.6%5,9890.3%IndustrialsGSThe Goldman Sachs Group$1,213,376$13,502 ▲1.1%1,3480.3%FinanceICEIntercontinental Exchange$1,170,086$176,972 ▲17.8%7,6960.3%FinanceUPSUnited Parcel Service$1,165,913$135,765 ▼-10.4%12,4780.3%IndustrialsMAMastercard$1,149,154$7,720 ▲0.7%2,0840.3%FinanceFTNTFortinet$1,129,406$107,971 ▼-8.7%6,3180.3%TechnologyDEDeere & Company$1,129,366$8,729 ▼-0.8%1,6820.3%IndustrialsBANK OF NY MELLON CORP COM$1,121,006$62,045 ▼-5.2%7,7510.3%StockCDNSCadence Design Systems$1,087,088$85,857 ▲8.6%3,2920.3%TechnologySONYSony$1,063,337$84,778 ▼-7.4%45,1910.3%Consumer DiscretionaryTSLATesla$1,012,048$107,876 ▲11.9%2,8520.3%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC CL A$1,007,270$124,576 ▲14.1%5,3850.3%StockVOOVanguard S&P 500 ETF$919,790$10,516 ▼-1.1%1,3120.2%ETFCGCarlyle Group$914,838$274,844 ▲42.9%23,0670.2%FinanceMKTXMarketAxess$912,579$69,669 ▼-7.1%5,5670.2%FinanceSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$907,545$50,361 ▲5.9%22,3640.2%ETFPEPPepsiCo$907,230$44,101 ▼-4.6%7,1590.2%Consumer StaplesADPAutomatic Data Processing$889,168$774 ▼-0.1%3,4460.2%IndustrialsSMOTVanEck Morningstar SMID Moat ETF$885,801$56,213 ▲6.8%23,6370.2%ETFTRVTravelers Companies$880,777$27,803 ▼-3.1%2,4710.2%FinanceCVXChevron$867,823$10,618 ▼-1.2%4,2500.2%EnergyNUENucor$862,533$2,571 ▲0.3%3,6900.2%MaterialsMCDMcDonald's$849,203$36,721 ▼-4.1%3,6770.2%Consumer DiscretionaryDINOHF Sinclair$828,193$218,397 ▼-20.9%7,7170.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
