Stiles Financial Services Inc Top Holdings and 13F Report (2026) About Stiles Financial Services IncInvestment ActivityStiles Financial Services Inc has $398.16 million in total holdings as of December 31, 2025.Stiles Financial Services Inc owns shares of 183 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 4.79% of the portfolio was purchased this quarter.About 2.60% of the portfolio was sold this quarter.This quarter, Stiles Financial Services Inc has purchased 177 new stocks and bought additional shares in 84 stocks.Stiles Financial Services Inc sold shares of 76 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $32,404,541LAM RESEARCH CORP COM NEW $20,966,853Advanced Micro Devices $12,658,110ASML $12,578,730Apple $11,855,557 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $2,708,294 Holding35671D857 - Freeport-McMoRan $396,707 Holding458140100 - Intel $382,315 Holding90353T100 - Uber Technologies $321,978 Holding042068205 - ARM HOLDINGS PLC SPONSORED ADS $251,745 Holding Largest Purchases this Quarter KLA 14,615 shares (about $4.41M)EXXONMOBIL HOLDINGS CORP COM SHS 19,809 shares (about $2.71M)BNY Mellon Core Bond ETF 29,627 shares (about $1.24M)Microsoft 1,836 shares (about $684.86K)Invesco QQQ 905 shares (about $666.52K) Largest Sales this Quarter LAM RESEARCH CORP COM NEW 2,751 shares (about $1.19M)TJX Companies 4,339 shares (about $657.36K)Qualcomm 1,747 shares (about $322.83K)Apple 1,072 shares (about $310.19K)Omnicom Group 3,926 shares (about $285.95K) 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$32,404,541$136,861 â–²0.4%161,9508.1%TechnologyLAM RESEARCH CORP COM NEW$20,966,853$1,192,101 â–¼-5.4%48,3855.3%StockAMDAdvanced Micro Devices$12,658,110$60,996 â–¼-0.5%21,7903.2%TechnologyASMLASML$12,578,730$210,872 â–²1.7%6,3233.2%TechnologyAAPLApple$11,855,557$310,191 â–¼-2.5%40,9723.0%TechnologyGOOGLAlphabet$10,652,767$149,380 â–¼-1.4%29,8092.7%Communication ServicesAMZNAmazon.com$9,577,676$10,487 â–¼-0.1%40,1852.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$8,618,799$301,738 â–²3.6%17,2242.2%FinanceCOSTCostco Wholesale$8,254,264$27,128 â–¼-0.3%8,8242.1%Consumer StaplesMUMicron Technology$8,180,773$33,476 â–¼-0.4%7,0872.1%TechnologyMSFTMicrosoft$7,864,647$684,855 â–²9.5%21,0842.0%TechnologyGOOGAlphabet$7,634,933$37,805 â–²0.5%21,6091.9%Communication ServicesAMATApplied Materials$6,577,516$139,532 â–¼-2.1%9,0981.7%TechnologyTXNTexas Instruments$5,271,073$12,519 â–²0.2%17,6841.3%TechnologyGNRCGenerac$5,237,835$104,827 â–¼-2.0%17,8881.3%IndustrialsFASTFastenal$5,217,893$19,981 â–¼-0.4%108,6381.3%IndustrialsQCOMQualcomm$5,164,946$322,832 â–¼-5.9%27,9501.3%TechnologyJPMJPMorgan Chase & Co.$4,957,850$189,528 â–²4.0%15,1461.2%FinanceKLACKLA$4,947,465$4,409,513 â–²819.7%16,3981.2%TechnologyVLOValero Energy$4,922,181$94,021 â–¼-1.9%18,8991.2%EnergySTLDSteel Dynamics$4,845,093$42,450 â–¼-0.9%21,1151.2%MaterialsAVGOBroadcom$4,573,795$208,896 â–¼-4.4%12,1081.1%TechnologyHDHome Depot$4,533,592$271,204 â–²6.4%12,8551.1%Consumer DiscretionaryGLWCorning$4,298,509$81,991 â–¼-1.9%16,8291.1%TechnologyNTRSNorthern Trust$4,272,721$14,777 â–²0.3%24,5781.1%FinanceCSCOCisco Systems$4,155,130$114,053 â–¼-2.7%35,3751.0%TechnologyCMICummins$4,060,058$36,372 â–¼-0.9%5,6931.0%IndustrialsPSAPublic Storage$3,957,658$96,769 â–²2.5%12,4331.0%Real EstateMPWRMonolithic Power Systems$3,846,802$19,352 â–²0.5%2,7831.0%TechnologyRTXRTX$3,743,606$130,725 â–¼-3.4%19,7310.9%IndustrialsXELXcel Energy$3,718,690$13,490 â–²0.4%46,3100.9%UtilitiesTGTTarget$3,606,293$202,055 â–²5.9%27,6110.9%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$3,563,465$486,622 â–²15.8%7,4620.9%TechnologyWSMWilliams-Sonoma$3,557,572$98,368 â–²2.8%15,2620.9%Consumer DiscretionaryPGProcter & Gamble$3,488,480$62,763 â–¼-1.8%23,7890.9%Consumer StaplesTJXTJX Companies$3,443,294$657,359 â–¼-16.0%22,7280.9%Consumer DiscretionaryCATCaterpillar$3,388,792$26,625 â–¼-0.8%3,1820.9%IndustrialsDLRDigital Realty Trust$3,375,666$75,242 â–²2.3%18,7980.8%Real EstateDUKDuke Energy$3,354,476$6,709 â–¼-0.2%26,5010.8%UtilitiesURIUnited Rentals$3,225,794$314,988 â–²10.8%2,8470.8%IndustrialsCMECME Group$3,172,640$135,809 â–²4.5%14,3670.8%FinanceCEGConstellation Energy$3,151,809$235,206 â–²8.1%12,6900.8%UtilitiesSNPSSynopsys$2,957,221$111,063 â–²3.9%6,6300.7%TechnologyVVisa$2,908,115$6,519 â–²0.2%8,4760.7%FinanceBXBlackstone$2,815,084$244,984 â–²9.5%23,9240.7%FinanceEXXONMOBIL HOLDINGS CORP COM SHS$2,708,294$2,708,294 â–²New Holding19,8090.7%StockNEENextEra Energy$2,682,020$16,325 â–¼-0.6%30,5570.7%UtilitiesBKAGBNY Mellon Core Bond ETF$2,619,864$1,242,854 â–²90.3%62,4520.7%ETFSTXSeagate Technology$2,571,462$22,193 â–¼-0.9%2,6650.6%TechnologyLMTLockheed Martin$2,553,698$167,088 â–²7.0%5,0130.6%IndustrialsQQQInvesco QQQ$2,526,133$666,516 â–²35.8%3,4300.6%ETFISRGIntuitive Surgical$2,339,551$35,791 â–²1.6%5,8830.6%HealthcareREGNRegeneron Pharmaceuticals$2,222,128$53,620 â–¼-2.4%3,5640.6%HealthcareSHWSherwin-Williams$2,184,379$116,037 â–²5.6%6,3440.5%MaterialsLLYEli Lilly and Company$2,172,182$63,570 â–¼-2.8%1,8110.5%HealthcareAMTAmerican Tower$2,136,549$79,331 â–²3.9%13,0620.5%Real EstateABTAbbott Laboratories$1,930,081$282,389 â–¼-12.8%21,2700.5%HealthcareARISTA NETWORKS INC COM SHS$1,733,795$524,080 â–²43.3%10,2060.4%StockACNAccenture$1,682,493$153,927 â–²10.1%13,5210.4%TechnologyBKLCBNY Mellon US Large Cap Core Equity ETF$1,645,240$215,513 â–¼-11.6%11,4740.4%ETFLENLennar$1,630,162$136,277 â–²9.1%18,0150.4%Consumer DiscretionaryDVNDevon Energy$1,627,850$992 â–²0.1%39,3960.4%EnergyWELLWelltower$1,596,185$5,220 â–¼-0.3%7,0330.4%Real EstateUNPUnion Pacific$1,584,604$107,435 â–²7.3%5,8260.4%IndustrialsADBEAdobe$1,537,686$124,245 â–¼-7.5%7,5000.4%TechnologyKOCocaCola$1,532,503$20,155 â–¼-1.3%18,8570.4%Consumer StaplesSOSouthern$1,504,307$18,568 â–¼-1.2%15,7170.4%UtilitiesUPSUnited Parcel Service$1,497,608$96,537 â–²6.9%13,9310.4%IndustrialsPKGPackaging Corporation of America$1,480,807$40,505 â–¼-2.7%6,2150.4%MaterialsARCCAres Capital$1,476,762$30,148 â–¼-2.0%79,6960.4%FinanceGGGGraco$1,460,373$10,661 â–²0.7%19,3150.4%IndustrialsUSBU.S. Bancorp$1,439,899$1,752 â–²0.1%23,8390.4%FinanceGSBDGoldman Sachs BDC$1,401,573$27,340 â–¼-1.9%147,8450.4%FinanceGSThe Goldman Sachs Group$1,348,529$3,035 â–²0.2%1,3330.3%FinanceWMWaste Management$1,342,410$11,367 â–¼-0.8%6,0230.3%IndustrialsORCLOracle$1,326,178$353,638 â–²36.4%9,0490.3%TechnologyALLSPRING BROAD MARKET CORE BOND ETF$1,248,317$5,356 â–²0.4%50,3460.3%ETFBANK OF NY MELLON CORP COM$1,182,868$43,671 â–²3.8%8,1800.3%StockCDNSCadence Design Systems$1,138,105$1,877 â–¼-0.2%3,0320.3%TechnologyDEDeere & Company$1,074,873$126,195 â–²13.3%1,6950.3%IndustrialsTSLATesla$1,071,801$32,810 â–²3.2%2,5480.3%Consumer DiscretionaryFTNTFortinet$1,063,358$19,971 â–²1.9%6,9220.3%TechnologyMAMastercard$1,063,059$16,434 â–²1.6%2,0700.3%FinanceMCDMcDonald's$1,036,790$10,811 â–¼-1.0%3,8360.3%Consumer DiscretionaryPEPPepsiCo$1,016,391$34,119 â–¼-3.2%7,5070.3%Consumer StaplesSUPER MICRO COMPUTER INC COM NEW$1,014,965$10,852 â–¼-1.1%34,6050.3%StockSONYSony$978,806$61,765 â–²6.7%48,7940.2%Consumer DiscretionaryROKRockwell Automation$947,107$35,646 â–¼-3.6%1,9130.2%IndustrialsVOOVanguard S&P 500 ETF$911,406$298,079 â–²48.6%1,3270.2%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$911,264$6,083 â–²0.7%21,1230.2%ETFCRMSalesforce$892,772$79,894 â–²9.8%5,6990.2%TechnologyIVViShares Core S&P 500 ETF$867,668$17,967 â–²2.1%1,1590.2%ETFSMOTVanEck Morningstar SMID Moat ETF$860,253$3,653 â–²0.4%22,1370.2%ETFTRVTravelers Companies$841,348$660 â–¼-0.1%2,5490.2%FinanceSNASnap-On$821,430$8,854 â–¼-1.1%2,0410.2%IndustrialsNUENucor$819,470$1,336 â–²0.2%3,6790.2%MaterialsICEIntercontinental Exchange$804,198$224,195 â–²38.7%6,5320.2%FinanceALCCAltC Acquisition$791,073$70,384 â–²9.8%15,1170.2%ADPAutomatic Data Processing$772,300$10,524 â–¼-1.3%3,4490.2%IndustrialsMARMarriott International$756,237$8,893 â–¼-1.2%2,0410.2%Consumer DiscretionaryShowing largest 100 holdings. 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