Stiles Financial Services Inc
13F Reported Value
ⓘ$327.2M
Holdings
177
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Stiles Financial Services Inc disclosed 177 positions worth $327.2M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 8.6% of the equity portfolio, followed by $LRCX and $AAPL. During the quarter the fund opened 8 new positions and exited 3 — including a new stake in $DINO and a full exit from $CPRT. The portfolio is most concentrated in Technology (35.0% of disclosed assets). All figures are sourced directly from Stiles Financial Services Inc’s Form 13F-HR filing with the SEC under CIK 1904832.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$28.1M161,266 sh - 82.4#23
Quality
$10.9M51,136 sh - 76.1#112
Quality
$10.7M42,044 sh - 67.0
Quality
$8.8M8,853 sh - 80.2
Quality
$8.7M30,227 sh - 74.6
Quality
$8.4M40,229 sh - —
Quality
$8.2M6,217 sh - 64.5
Quality
$8.0M16,621 sh - 83.7
Quality
$7.1M19,248 sh - 80.2
Quality
$6.2M21,502 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $28.1M | 161,266 |
 LAM RESEARCH CORP$LRCX | 82.4#23 | $10.9M | 51,136 |
 Apple Inc.$AAPL | 76.1#112 | $10.7M | 42,044 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $8.8M | 8,853 |
 Alphabet Inc.$GOOG | 80.2 | $8.7M | 30,227 |
 AMAZON COM INC$AMZN | 74.6 | $8.4M | 40,229 |
 ASML HOLDING NV$ASML | — | $8.2M | 6,217 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $8.0M | 16,621 |
 MICROSOFT CORP$MSFT | 83.7 | $7.1M | 19,248 |
 Alphabet Inc.$GOOGL | 80.2 | $6.2M | 21,502 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Stiles Financial Services Inc's 177 positions.
Showing top 10 of 177 holdings.
Sector Allocation
Technology
$114.7M
Industrials
$45.8M
Consumer Discretionary
$43.4M
Financials
$35.6M
Utilities
$18.4M
Other
$14.9M
Healthcare
$13.3M
Energy
$12.8M
Full Holdings — Stiles Financial Services Inc (Q1 2026)
All 177 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $28.1M | 8.6% | +2% | 90.2 |
| 2 | $LRCX | LAM RESEARCH CORP | $10.9M | 3.3% | -1% | 82.4 |
| 3 | $AAPL | Apple Inc. | $10.7M | 3.3% | -1% | 76.1 |
| 4 | $COST | COSTCO WHOLESALE CORP /NEW | $8.8M | 2.7% | +1% | 67 |
| 5 | $GOOG | Alphabet Inc. | $8.7M | 2.7% | +0% | 80.2 |
| 6 | $AMZN | AMAZON COM INC | $8.4M | 2.6% | +1% | 74.6 |
| 7 | $ASML | ASML HOLDING NV | $8.2M | 2.5% | +1% | — |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $8.0M | 2.4% | +1% | 64.5 |
| 9 | $MSFT | MICROSOFT CORP | $7.1M | 2.2% | +6% | 83.7 |
| 10 | $GOOGL | Alphabet Inc. | $6.2M | 1.9% | +4% | 80.2 |
| 11 |  $FAST | FASTENAL CO | $5.1M | 1.6% | +1% | 73.5 |
| 12 |  $VLO | VALERO ENERGY CORP/TX | $4.8M | 1.4% | +0% | 51.4 |
| 13 |  $AMD | ADVANCED MICRO DEVICES INC | $4.5M | 1.4% | -1% | 78.8 |
| 14 |  $TJX | TJX COMPANIES INC /DE/ | $4.3M | 1.3% | -1% | 70.7 |
| 15 |  $JPM | JPMORGAN CHASE & CO | $4.3M | 1.3% | +5% | 35.6 |
| 16 |  $CME | CME GROUP INC. | $4.1M | 1.2% | -2% | 74.5 |
| 17 |  $HD | HOME DEPOT, INC. | $4.0M | 1.2% | +5% | 69.2 |
| 18 |  $RTX | RTX Corp | $3.9M | 1.2% | -2% | 70 |
| 19 |  $AVGO | Broadcom Inc. | $3.9M | 1.2% | -0% | 86.4 |
| 20 |  $STLD | STEEL DYNAMICS INC | $3.8M | 1.2% | -5% | 56 |
| 21 |  $QCOM | QUALCOMM INC/DE | $3.8M | 1.2% | -4% | 81.9 |
| 22 |  $XEL | XCEL ENERGY INC | $3.7M | 1.1% | -1% | — |
| 23 |  $GNRC | GENERAC HOLDINGS INC. | $3.6M | 1.1% | +0% | 58.2 |
| 24 |  $PG | PROCTER & GAMBLE Co | $3.5M | 1.1% | -2% | 72.9 |
| 25 |  $DUK | Duke Energy CORP | $3.5M | 1.1% | +4% | 64 |
| 26 |  $TXN | TEXAS INSTRUMENTS INC | $3.4M | 1.1% | -1% | 70.4 |
| 27 |  $NTRS | NORTHERN TRUST CORP | $3.4M | 1.0% | +3% | 71.8 |
| 28 |  $DLR | DIGITAL REALTY TRUST, INC. | $3.3M | 1.0% | +6% | 70.2 |
| 29 |  $XOM | EXXON MOBIL CORP | $3.3M | 1.0% | +2% | 61.8 |
| 30 |  $PSA | Public Storage | $3.3M | 1.0% | +3% | 73.9 |
| 31 |  $CEG | Constellation Energy Corp | $3.3M | 1.0% | +9% | 62.5 |
| 32 |  $AMAT | APPLIED MATERIALS INC /DE | $3.2M | 1.0% | -11% | 74.8 |
| 33 |  $TGT | TARGET CORP | $3.2M | 1.0% | +2% | 53.1 |
| 34 |  $CMI | CUMMINS INC | $3.1M | 0.9% | +1% | 58.9 |
| 35 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $3.0M | 0.9% | -0% | 76.3 |
| 36 |  $NEE | NEXTERA ENERGY INC | $2.9M | 0.9% | -1% | 71.7 |
| 37 |  $LMT | LOCKHEED MARTIN CORP | $2.8M | 0.9% | +3% | 65 |
| 38 |  $CSCO | CISCO SYSTEMS, INC. | $2.8M | 0.9% | -4% | 72.3 |
| 39 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $2.8M | 0.9% | -9% | 75.1 |
| 40 |  $WSM | WILLIAMS SONOMA INC | $2.7M | 0.8% | -1% | 65 |
| 41 |  $ISRG | INTUITIVE SURGICAL INC | $2.7M | 0.8% | +2% | 81.4 |
| 42 |  $KLAC | KLA CORP | $2.6M | 0.8% | +1% | 84.4 |
| 43 |  $V | VISA INC. | $2.6M | 0.8% | -1% | 83.5 |
| 44 |  $SNPS | SYNOPSYS INC | $2.5M | 0.8% | +3% | 63.1 |
| 45 |  $BX | Blackstone Inc. | $2.5M | 0.8% | +17% | 68 |
| 46 |  $ABT | ABBOTT LABORATORIES | $2.5M | 0.8% | -11% | 67 |
| 47 |  $ACN | Accenture plc | $2.4M | 0.7% | +8% | — |
| 48 |  $MU | MICRON TECHNOLOGY INC | $2.4M | 0.7% | +0% | 88.4 |
| 49 |  $GLW | CORNING INC /NY | $2.3M | 0.7% | -2% | 72.7 |
| 50 |  $CAT | CATERPILLAR INC | $2.3M | 0.7% | +1% | 67.8 |
| 51 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.2M | 0.7% | +48% | — |
| 52 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.2M | 0.7% | +1% | 69.8 |
| 53 |  $DVN | DEVON ENERGY CORP/DE | $2.0M | 0.6% | -1% | 70.2 |
| 54 |  $ADBE | ADOBE INC. | $2.0M | 0.6% | -2% | 80.4 |
| 55 |  $SHW | SHERWIN WILLIAMS CO | $1.9M | 0.6% | -12% | 65.3 |
| 56 |  $URI | UNITED RENTALS, INC. | $1.9M | 0.6% | +44% | 70.7 |
| 57 |  $LLY | ELI LILLY & Co | $1.7M | 0.5% | -5% | 89.3 |
| 58 |  $GGG | GRACO INC | $1.6M | 0.5% | -6% | 67.2 |
| 59 | — | BNY MELLON US LARGE CAP CORE EQUITY ETF | $1.6M | 0.5% | -26% | — |
| 60 |  $SO | SOUTHERN CO | $1.5M | 0.5% | +2% | 65.1 |
| 61 |  $ARCC | ARES CAPITAL CORP | $1.5M | 0.5% | -1% | — |
| 62 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.5% | -4% | — |
| 63 |  $KO | COCA COLA CO | $1.5M | 0.4% | -1% | 74 |
| 64 |  $LEN | LENNAR CORP /NEW/ | $1.4M | 0.4% | +1% | 49.2 |
| 65 |  $WM | WASTE MANAGEMENT INC | $1.4M | 0.4% | -2% | 70.7 |
| 66 |  $WELL | WELLTOWER INC. | $1.4M | 0.4% | -3% | 75.7 |
| 67 | — | BNY MELLON CORE BOND ETF | $1.4M | 0.4% | +6% | — |
| 68 |  $PKG | PACKAGING CORP OF AMERICA | $1.4M | 0.4% | -2% | 70 |
| 69 |  $GSBD | Goldman Sachs BDC, Inc. | $1.3M | 0.4% | -1% | — |
| 70 |  $UNP | UNION PACIFIC CORP | $1.3M | 0.4% | +20% | 74 |
| 71 |  $UPS | UNITED PARCEL SERVICE INC | $1.3M | 0.4% | +27% | 58.2 |
| 72 | — | ALLSPRING BROAD MARKET CORE BOND ETF | $1.2M | 0.4% | +33% | — |
| 73 |  $USB | US BANCORP DE | $1.2M | 0.4% | -6% | 71.4 |
| 74 |  $PEP | PEPSICO INC | $1.2M | 0.4% | -6% | 62.7 |
| 75 |  $MCD | MCDONALDS CORP | $1.2M | 0.4% | -5% | 73.9 |
| 76 |  $INTU | INTUIT INC. | $1.2M | 0.4% | -8% | 82 |
| 77 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.3% | +7% | — |
| 78 |  $MKTX | MARKETAXESS HOLDINGS INC | $1.1M | 0.3% | -3% | 68.6 |
| 79 |  $STX | Seagate Technology Holdings plc | $1.1M | 0.3% | +3% | — |
| 80 |  $MA | Mastercard Inc | $1.0M | 0.3% | +1% | 81.7 |
| 81 |  $ORCL | ORACLE CORP | $976,163 | 0.3% | +118% | 67.2 |
| 82 |  $CRM | Salesforce, Inc. | $968,667 | 0.3% | +41% | 75.2 |
| 83 |  $OMC | OMNICOM GROUP INC. | $950,281 | 0.3% | -22% | 60.5 |
| 84 |  $SONY | Sony Group Corp | $946,304 | 0.3% | -2% | — |
| 85 |  $__PARK_1390777 | Bank of New York Mellon Corp | $934,530 | 0.3% | +42% | 36.7 |
| 86 |  $TSLA | Tesla, Inc. | $918,322 | 0.3% | +9% | 50.1 |
| 87 |  $CVX | CHEVRON CORP | $910,454 | 0.3% | +3% | 54.7 |
| 88 |  $ANET | Arista Networks, Inc. | $874,316 | 0.3% | +37% | 86 |
| 89 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $843,991 | 0.3% | +4% | 74.4 |
| 90 |  $DE | DEERE & CO | $842,537 | 0.3% | -2% | 57.4 |
| 91 | — | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $827,316 | 0.3% | +2% | — |
| 92 |  $SMCI | Super Micro Computer, Inc. | $796,381 | 0.2% | -10% | 61.9 |
| 93 | — | VANECK MORNINGSTAR SMID MOAT ETF | $775,701 | 0.2% | +1% | — |
| 94 |  $SNA | Snap-on Inc | $749,331 | 0.2% | -6% | 69.3 |
| 95 |  $TRV | TRAVELERS COMPANIES, INC. | $744,132 | 0.2% | +1% | 71.5 |
| 96 | — | ISHARES CORE S&P 500 ETF | $741,271 | 0.2% | +10% | — |
| 97 |  $ICE | Intercontinental Exchange, Inc. | $740,978 | 0.2% | +8% | 73.8 |
| 98 |  $PGR | PROGRESSIVE CORP/OH/ | $720,129 | 0.2% | -23% | 83.6 |
| 99 |  $ROK | ROCKWELL AUTOMATION, INC | $712,436 | 0.2% | -4% | 68.2 |
| 100 |  $ADP | AUTOMATIC DATA PROCESSING INC | $710,302 | 0.2% | -3% | 77.9 |
| 101 |  $LULU | lululemon athletica inc. | $704,413 | 0.2% | -26% | 62.9 |
| 102 |  $OKLO | Oklo Inc. | $682,953 | 0.2% | +52% | — |
| 103 |  $COP | CONOCOPHILLIPS | $676,065 | 0.2% | -1% | 74.8 |
| 104 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $675,263 | 0.2% | -3% | 65.9 |
| 105 |  $CB | Chubb Ltd | $662,165 | 0.2% | -19% | — |
| 106 |  $NFLX | NETFLIX INC | $637,090 | 0.2% | -2% | 86.7 |
| 107 |  $NUE | NUCOR CORP | $621,181 | 0.2% | -28% | 58.9 |
| 108 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $614,063 | 0.2% | -24% | 67.9 |
| 109 |  $ABBV | AbbVie Inc. | $612,068 | 0.2% | -3% | 59.3 |
| 110 |  $PLTR | Palantir Technologies Inc. | $611,894 | 0.2% | +10% | 85.8 |
| 111 |  $CG | Carlyle Group Inc. | $601,900 | 0.2% | +0% | 47.3 |
| 112 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $577,032 | 0.2% | -5% | — |
| 113 |  $FTNT | Fortinet, Inc. | $555,042 | 0.2% | -14% | 78.1 |
| 114 |  $ULTA | Ulta Beauty, Inc. | $547,800 | 0.2% | +1% | 66.6 |
| 115 |  $PWR | QUANTA SERVICES, INC. | $541,997 | 0.2% | +2% | 62.6 |
| 116 | — | VANGUARD S&P 500 ETF | $533,421 | 0.2% | +1% | — |
| 117 |  $AZO | AUTOZONE INC | $516,800 | 0.2% | -3% | 66.5 |
| 118 |  $DINO | HF Sinclair Corp | $504,334 | 0.1% | NEW | 54 |
| 119 |  $EQIX | EQUINIX INC | $502,602 | 0.1% | +0% | 61.4 |
| 120 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $498,012 | 0.1% | +4% | 72.9 |
| 121 |  $PSX | Phillips 66 | $494,551 | 0.1% | -3% | 47.6 |
| 122 |  $WFC | WELLS FARGO & COMPANY/MN | $461,544 | 0.1% | +1% | — |
| 123 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $447,506 | 0.1% | +12% | — |
| 124 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $431,899 | 0.1% | +1% | 75.4 |
| 125 |  $ORLY | O REILLY AUTOMOTIVE INC | $421,857 | 0.1% | +0% | 72.7 |
| 126 | — | ISHARES SELECT DIVIDEND ETF | $421,470 | 0.1% | -3% | — |
| 127 |  $JNJ | JOHNSON & JOHNSON | $415,258 | 0.1% | +0% | 72.8 |
| 128 |  $NOW | ServiceNow, Inc. | $411,927 | 0.1% | +35% | 76 |
| 129 |  $SYK | STRYKER CORP | $403,687 | 0.1% | -3% | 69.8 |
| 130 |  $PCAR | PACCAR INC | $399,665 | 0.1% | -2% | 56.5 |
| 131 |  $LYB | LyondellBasell Industries N.V. | $399,491 | 0.1% | -5% | — |
| 132 | — | VANECK MORNINGSTAR WIDE MOAT ETF | $392,628 | 0.1% | +0% | — |
| 133 |  $NVO | NOVO NORDISK A S | $390,373 | 0.1% | -9% | — |
| 134 |  $ADI | ANALOG DEVICES INC | $386,319 | 0.1% | -2% | 76.2 |
| 135 | — | ISHARES S&P 500 GROWTH ETF | $373,876 | 0.1% | +0% | — |
| 136 | — | VANECK SEMICONDUCTOR ETF | $367,683 | 0.1% | +13% | — |
| 137 |  $BSX | BOSTON SCIENTIFIC CORP | $365,833 | 0.1% | +0% | 79.9 |
| 138 |  $UNH | UNITEDHEALTH GROUP INC | $364,575 | 0.1% | +0% | 66.8 |
| 139 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $359,268 | 0.1% | +1% | — |
| 140 |  $HON | HONEYWELL INTERNATIONAL INC | $356,765 | 0.1% | +0% | 65.7 |
| 141 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $346,900 | 0.1% | -5% | 60.5 |
| 142 |  $NRG | NRG ENERGY, INC. | $343,128 | 0.1% | -3% | 59.5 |
| 143 |  $ADSK | Autodesk, Inc. | $342,821 | 0.1% | -6% | 76.4 |
| 144 | — | ISHARES CORE S&P SMALL CAP ETF | $326,594 | 0.1% | +0% | — |
| 145 |  $AFL | AFLAC INC | $307,727 | 0.1% | -9% | 60.3 |
| 146 |  $O | REALTY INCOME CORP | $295,360 | 0.1% | +0% | 74.6 |
| 147 |  $MDT | Medtronic plc | $288,703 | 0.1% | +0% | — |
| 148 | — | ISHARES RUSSELL MID-CAP GROWTH ETF | $281,873 | 0.1% | +0% | — |
| 149 |  $LIN | LINDE PLC | $276,857 | 0.1% | -5% | — |
| 150 |  $UTHR | UNITED THERAPEUTICS Corp | $271,585 | 0.1% | +0% | 80.1 |
| 151 |  $EXC | EXELON CORP | $270,362 | 0.1% | +0% | 63.9 |
| 152 |  $EMR | EMERSON ELECTRIC CO | $269,948 | 0.1% | -4% | 65.9 |
| 153 |  $JCI | Johnson Controls International plc | $267,546 | 0.1% | +8% | — |
| 154 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $267,146 | 0.1% | +56% | 64.7 |
| 155 |  $NVS | NOVARTIS AG | $264,064 | 0.1% | -19% | — |
| 156 |  $CMS | CMS ENERGY CORP | $263,460 | 0.1% | +0% | 61.5 |
| 157 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $260,049 | 0.1% | -2% | 71.5 |
| 158 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $258,353 | 0.1% | +0% | 66.5 |
| 159 |  $PM | Philip Morris International Inc. | $247,762 | 0.1% | -48% | 80.5 |
| 160 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $238,127 | 0.1% | +0% | — |
| 161 |  $LOW | LOWES COMPANIES INC | $236,046 | 0.1% | -10% | 63.5 |
| 162 |  $SBUX | STARBUCKS CORP | $233,309 | 0.1% | -4% | 54.6 |
| 163 |  $CRWV | CoreWeave, Inc. | $232,797 | 0.1% | NEW | 46.5 |
| 164 |  $TXT | TEXTRON INC | $227,476 | 0.1% | +0% | 58.2 |
| 165 |  $CCZ | COMCAST CORP | $218,684 | 0.1% | -29% | 70.4 |
| 166 |  $IRM | IRON MOUNTAIN INC | $217,302 | 0.1% | NEW | 50.7 |
| 167 |  $RY | ROYAL BANK OF CANADA | $217,075 | 0.1% | +0% | — |
| 168 |  $OSK | OSHKOSH CORP | $212,717 | 0.1% | NEW | 53 |
| 169 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $212,713 | 0.1% | NEW | 66.4 |
| 170 |  $AXP | AMERICAN EXPRESS CO | $210,022 | 0.1% | +0% | 73.2 |
| 171 |  $CCI | CROWN CASTLE INC. | $206,764 | 0.1% | +0% | 52.9 |
| 172 |  $DTB | DTE ENERGY CO | $206,577 | 0.1% | NEW | — |
| 173 |  $PANW | Palo Alto Networks Inc | $203,286 | 0.1% | NEW | 66.5 |
| 174 |  $WAT | WATERS CORP /DE/ | $197,441 | 0.1% | +0% | 69.9 |
| 175 |  $BAX | BAXTER INTERNATIONAL INC | $195,900 | 0.1% | +3% | 45.7 |
| 176 |  $ON | ON SEMICONDUCTOR CORP | $193,810 | 0.1% | NEW | 42.4 |
| 177 |  $SAN | Banco Santander, S.A. | $161,677 | 0.1% | +0% | — |
New Positions (8)
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