Stiles Financial Services Inc Top Holdings and 13F Report (2026) About Stiles Financial Services IncInvestment ActivityStiles Financial Services Inc has $327.25 million in total holdings as of December 31, 2025.Stiles Financial Services Inc owns shares of 177 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 3.18% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Stiles Financial Services Inc has purchased 172 new stocks and bought additional shares in 79 stocks.Stiles Financial Services Inc sold shares of 77 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $28,124,705LAM RESEARCH CORP COM NEW $10,925,704Apple $10,670,269Costco Wholesale $8,821,586Alphabet $8,691,947 Largest New Holdings this Quarter 403949100 - HF Sinclair $504,334 Holding21873S108 - COREWEAVE INC COM CL A $232,797 Holding46284V101 - Iron Mountain $217,302 Holding688239201 - Oshkosh $212,717 Holding293792107 - Enterprise Products Partners $212,713 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 2,088 shares (about $705.60K)United Rentals 782 shares (about $569.81K)Oracle 3,590 shares (about $528.09K)HF Sinclair 8,084 shares (about $504.33K)NVIDIA 2,844 shares (about $495.99K) Largest Sales this Quarter BNY Mellon US Large Cap Core Equity ETF 4,575 shares (about $571.01K)Applied Materials 1,123 shares (about $383.84K)Abbott Laboratories 2,990 shares (about $306.98K)Regeneron Pharmaceuticals 361 shares (about $278.89K)Omnicom Group 3,509 shares (about $264.27K) 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$28,124,705$495,992 â–²1.8%161,2668.6%Computer and TechnologyLAM RESEARCH CORP COM NEW$10,925,704$84,823 â–¼-0.8%51,1363.3%StockAAPLApple$10,670,269$93,902 â–¼-0.9%42,0443.3%Computer and TechnologyCOSTCostco Wholesale$8,821,586$108,613 â–²1.2%8,8532.7%Retail/WholesaleGOOGLAlphabet$8,691,947$8,052 â–²0.1%30,2272.7%Computer and TechnologyAMZNAmazon.com$8,378,479$101,844 â–²1.2%40,2292.6%Retail/WholesaleASMLASML$8,211,200$116,227 â–²1.4%6,2172.5%Computer and TechnologyBRK.BBerkshire Hathaway$7,964,861$114,530 â–²1.5%16,6212.4%FinanceMSFTMicrosoft$7,125,194$402,754 â–²6.0%19,2482.2%Computer and TechnologyGOOGAlphabet$6,168,002$211,987 â–²3.6%21,5021.9%Computer and TechnologyFASTFastenal$5,060,092$52,710 â–²1.1%109,0541.5%Retail/WholesaleVLOValero Energy$4,758,855$11,613 â–²0.2%19,2601.5%EnergyAMDAdvanced Micro Devices$4,454,128$33,770 â–¼-0.8%21,8951.4%Computer and TechnologyTJXTJX Companies$4,322,556$30,023 â–¼-0.7%27,0671.3%Retail/WholesaleJPMJPMorgan Chase & Co.$4,284,923$193,553 â–²4.7%14,5671.3%FinanceCMECME Group$4,061,661$72,066 â–¼-1.7%13,7521.2%FinanceHDHome Depot$3,974,889$206,868 â–²5.5%12,0861.2%Retail/WholesaleRTXRTX$3,939,059$82,562 â–¼-2.1%20,4201.2%AerospaceAVGOBroadcom$3,918,641$7,428 â–¼-0.2%12,6611.2%Computer and TechnologySTLDSteel Dynamics$3,833,918$205,016 â–¼-5.1%21,3001.2%Basic MaterialsQCOMQualcomm$3,824,441$162,394 â–¼-4.1%29,6971.2%Computer and TechnologyXELXcel Energy$3,665,537$40,276 â–¼-1.1%46,1421.1%UtilitiesGNRCGenerac$3,564,024$6,837 â–²0.2%18,2461.1%IndustrialsPGProcter & Gamble$3,497,974$79,732 â–¼-2.2%24,2171.1%Consumer StaplesDUKDuke Energy$3,476,974$146,783 â–²4.4%26,5541.1%UtilitiesTXNTexas Instruments$3,424,928$29,703 â–¼-0.9%17,6421.0%Computer and TechnologyNTRSNorthern Trust$3,418,520$110,680 â–²3.3%24,4931.0%FinanceDLRDigital Realty Trust$3,312,099$193,907 â–²6.2%18,3791.0%FinanceXOMExxonMobil$3,308,586$70,240 â–²2.2%19,5011.0%EnergyPSAPublic Storage$3,285,442$93,994 â–²2.9%12,1291.0%FinanceCEGConstellation Energy$3,279,311$265,573 â–²8.8%11,7431.0%EnergyAMATApplied Materials$3,175,669$383,842 â–¼-10.8%9,2911.0%Computer and TechnologyTGTTarget$3,158,990$63,267 â–²2.0%26,0641.0%Retail/WholesaleCMICummins$3,090,160$32,817 â–²1.1%5,7440.9%Auto/Tires/TrucksMPWRMonolithic Power Systems$3,027,840$8,748 â–¼-0.3%2,7690.9%Computer and TechnologyNEENextEra Energy$2,855,389$38,638 â–¼-1.3%30,7430.9%UtilitiesLMTLockheed Martin$2,831,272$85,814 â–²3.1%4,6850.9%AerospaceCSCOCisco Systems$2,820,091$125,308 â–¼-4.3%36,3460.9%Computer and TechnologyREGNRegeneron Pharmaceuticals$2,819,828$278,893 â–¼-9.0%3,6500.9%MedicalWSMWilliams-Sonoma$2,705,729$20,603 â–¼-0.8%14,8400.8%Retail/WholesaleISRGIntuitive Surgical$2,670,515$57,163 â–²2.2%5,7930.8%MedicalKLACKLA$2,625,230$25,030 â–²1.0%1,7830.8%Computer and TechnologyVVisa$2,556,183$14,811 â–¼-0.6%8,4570.8%Business ServicesSNPSSynopsys$2,529,741$67,793 â–²2.8%6,3810.8%Computer and TechnologyBXBlackstone$2,511,601$372,911 â–²17.4%21,8420.8%FinanceABTAbbott Laboratories$2,503,310$306,985 â–¼-10.9%24,3820.8%MedicalACNAccenture$2,435,825$178,662 â–²7.9%12,2840.7%Computer and TechnologyMUMicron Technology$2,404,042$2,027 â–²0.1%7,1160.7%Computer and TechnologyGLWCorning$2,331,905$49,086 â–¼-2.1%17,1500.7%Computer and TechnologyCATCaterpillar$2,272,110$22,672 â–²1.0%3,2070.7%IndustrialsTSMTaiwan Semiconductor Manufacturing$2,177,296$705,602 â–²47.9%6,4430.7%Computer and TechnologyAMTAmerican Tower$2,170,488$13,116 â–²0.6%12,5770.7%FinanceDVNDevon Energy$1,981,223$11,574 â–¼-0.6%39,3720.6%EnergyADBEAdobe$1,970,450$32,330 â–¼-1.6%8,1060.6%Computer and TechnologySHWSherwin-Williams$1,925,390$260,266 â–¼-11.9%6,0070.6%Basic MaterialsURIUnited Rentals$1,871,937$569,815 â–²43.8%2,5690.6%ConstructionLLYEli Lilly and Company$1,714,901$83,721 â–¼-4.7%1,8640.5%MedicalGGGGraco$1,623,115$97,011 â–¼-5.6%19,1740.5%IndustrialsBKLCBNY Mellon US Large Cap Core Equity ETF$1,619,665$571,008 â–¼-26.1%12,9770.5%ETFSOSouthern$1,535,743$23,551 â–²1.6%15,9110.5%UtilitiesARCCAres Capital$1,465,449$19,480 â–¼-1.3%81,3230.4%FinanceQQQInvesco QQQ$1,457,286$55,983 â–¼-3.7%2,5250.4%FinanceKOCocaCola$1,452,901$8,213 â–¼-0.6%19,1050.4%Consumer StaplesLENLennar$1,433,603$20,928 â–²1.5%16,5090.4%ConstructionWMWaste Management$1,395,690$31,250 â–¼-2.2%6,0740.4%Business ServicesWELLWelltower$1,395,039$36,379 â–¼-2.5%7,0560.4%FinanceBKAGBNY Mellon Core Bond ETF$1,385,229$80,561 â–²6.2%32,8250.4%ETFPKGPackaging Corporation of America$1,355,080$28,439 â–¼-2.1%6,3850.4%IndustrialsGSBDGoldman Sachs BDC$1,338,474$19,909 â–¼-1.5%150,7290.4%FinanceUNPUnion Pacific$1,317,640$223,691 â–²20.4%5,4310.4%TransportationUPSUnited Parcel Service$1,282,204$273,894 â–²27.2%13,0330.4%TransportationALLSPRING BROAD MARKET CORE BOND ETF$1,248,745$307,341 â–²32.6%50,1300.4%ETFUSBU.S. Bancorp$1,238,377$74,635 â–¼-5.7%23,8100.4%FinancePEPPepsiCo$1,204,867$79,351 â–¼-6.2%7,7590.4%Consumer StaplesMCDMcDonald's$1,204,512$60,599 â–¼-4.8%3,8760.4%Retail/WholesaleINTUIntuit$1,196,982$100,758 â–¼-7.8%2,7680.4%Computer and TechnologyGSThe Goldman Sachs Group$1,125,116$72,752 â–²6.9%1,3300.3%FinanceMKTXMarketAxess$1,116,500$34,318 â–¼-3.0%6,7670.3%FinanceSTXSeagate Technology$1,052,866$35,252 â–²3.5%2,6880.3%Computer and TechnologyMAMastercard$1,018,178$7,494 â–²0.7%2,0380.3%Business ServicesORCLOracle$976,163$528,093 â–²117.9%6,6360.3%Computer and TechnologyCRMSalesforce$968,667$279,269 â–²40.5%5,1890.3%Computer and TechnologyOMCOmnicom Group$950,281$264,268 â–¼-21.8%12,6180.3%Business ServicesSONYSony$946,304$20,327 â–¼-2.1%45,7150.3%Consumer DiscretionaryBANK NEW YORK MELLON CORP COM$934,530$278,295 â–²42.4%7,8780.3%StockTSLATesla$918,322$74,358 â–²8.8%2,4700.3%Auto/Tires/TrucksCVXChevron$910,454$24,624 â–²2.8%4,4000.3%EnergyARISTA NETWORKS INC COM SHS$874,316$236,351 â–²37.0%7,1210.3%StockCDNSCadence Design Systems$843,991$35,294 â–²4.4%3,0370.3%Computer and TechnologyDEDeere & Company$842,537$15,769 â–¼-1.8%1,4960.3%IndustrialsSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$827,316$17,467 â–²2.2%20,9820.3%ETFSUPER MICRO COMPUTER INC COM NEW$796,381$87,892 â–¼-9.9%34,9750.2%StockSMOTVanEck Morningstar SMID Moat ETF$775,701$4,223 â–²0.5%22,0430.2%ETFSNASnap-On$749,331$44,677 â–¼-5.6%2,0630.2%Consumer DiscretionaryTRVTravelers Companies$744,132$4,084 â–²0.6%2,5510.2%FinanceIVViShares Core S&P 500 ETF$741,271$67,270 â–²10.0%1,1350.2%ETFICEIntercontinental Exchange$740,978$57,724 â–²8.4%4,7110.2%FinancePGRProgressive$720,129$215,266 â–¼-23.0%3,6330.2%FinanceROKRockwell Automation$712,436$33,020 â–¼-4.4%1,9850.2%Computer and TechnologyADPAutomatic Data Processing$710,302$25,600 â–¼-3.5%3,4960.2%Computer and TechnologyShowing largest 100 holdings. 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