Stiles Financial Services Inc

13F filer · CIK 0001904832

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$398MU.S. long equity reported on 13F

Positions16810 new · 4 closed

Net flow last quarter+$3.48MBuys minus sells

Top 10 positions weight34.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026168 positions
NVDANvidia Corp	$32.4M	8.14%	0.00%	+0.4%	Q4 2021
LRCXLam Research Corp	$21M	5.27%	0.00%	-5.4%	Q4 2022
AMDAdvanced Micro Devices Inc	$12.7M	3.18%	0.00%	-0.5%	Q4 2021
ASMLAsml Holding NV	$12.6M	3.16%	0.00%	+1.7%	Q2 2023
AAPLApple Inc.	$11.9M	2.98%	0.00%	-2.6%	Q4 2021
GOOGLAlphabet Inc.	$10.7M	2.68%	0.00%	-1.4%	Q4 2021
AMZNAmazon Com Inc	$9.58M	2.41%	0.00%	-0.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$8.62M	2.16%	Not reported	+3.6%	Q4 2021
COSTCostco Wholesale Corp	$8.25M	2.07%	0.00%	-0.3%	Q4 2021
MUMicron Technology Inc	$8.18M	2.05%	0.00%	-0.4%	Q4 2021
MSFTMicrosoft Corp	$7.86M	1.98%	0.00%	+9.5%	Q4 2021
GOOGAlphabet Inc.	$7.63M	1.92%	Not reported	+0.5%	Q4 2021
AMATApplied Materials Inc	$6.58M	1.65%	0.00%	-2.1%	Q1 2024
TXNTexas Instruments Inc	$5.27M	1.32%	0.00%	+0.2%	Q4 2021
GNRCGenerac Holdings Inc.	$5.24M	1.32%	0.03%	-2.0%	Q3 2022
FASTFastenal Co	$5.22M	1.31%	0.01%	-0.4%	Q4 2021
QCOMQualcomm Inc	$5.16M	1.30%	0.00%	-5.9%	Q4 2021
JPMJPMorgan Chase & Co	$4.96M	1.25%	0.00%	+4.0%	Q4 2021
KLACKla Corp	$4.95M	1.24%	0.00%	-8.0%	Q4 2021
VLOValero Energy Corp	$4.92M	1.24%	0.01%	-1.9%	Q2 2023
STLDSteel Dynamics Inc	$4.85M	1.22%	0.01%	-0.9%	Q4 2022
AVGOBroadcom Inc.	$4.57M	1.15%	0.00%	-4.4%	Q4 2021
HDHome Depot, Inc.	$4.53M	1.14%	0.00%	+6.4%	Q4 2021
GLWCorning Inc	$4.3M	1.08%	0.00%	-1.9%	Q4 2021
NTRSNorthern Trust Corp	$4.27M	1.07%	0.01%	+0.4%	Q1 2023
CSCOCisco Systems, Inc.	$4.16M	1.04%	0.00%	-2.7%	Q4 2021
CMICummins Inc	$4.06M	1.02%	0.00%	-0.9%	Q4 2021
PSAPublic Storage	$3.96M	0.99%	0.01%	+2.5%	Q4 2021
MPWRMonolithic Power Systems, Inc.	$3.85M	0.97%	0.01%	+0.5%	Q4 2024
RTXRTX Corp	$3.74M	0.94%	0.00%	-3.4%	Q4 2021
XELXcel Energy Inc	$3.72M	0.93%	0.01%	+0.4%	Q4 2021
TGTTarget Corp	$3.61M	0.91%	0.01%	+5.9%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.56M	0.89%	0.00%	+15.8%	Q4 2024
WSMWilliams Sonoma Inc	$3.56M	0.89%	0.01%	+2.8%	Q2 2023
PGPROCTER & GAMBLE Co	$3.49M	0.88%	0.00%	-1.8%	Q4 2021
TJXTJX Companies Inc	$3.44M	0.86%	0.00%	-16.0%	Q4 2021
CATCaterpillar Inc	$3.39M	0.85%	0.00%	-0.8%	Q4 2021
DLRDigital Realty Trust, Inc.	$3.38M	0.85%	0.01%	+2.3%	Q4 2021
DUKDuke Energy CORP	$3.35M	0.84%	0.00%	-0.2%	Q4 2021
URIUnited Rentals, Inc.	$3.23M	0.81%	0.00%	+10.8%	Q3 2024
CMECme Group Inc.	$3.17M	0.80%	0.00%	+4.5%	Q4 2021
CEGConstellation Energy Corp	$3.15M	0.79%	0.00%	+8.1%	Q1 2022
SNPSSynopsys Inc	$2.96M	0.74%	0.00%	+3.9%	Q4 2021
VVisa Inc.	$2.91M	0.73%	0.00%	+0.2%	Q4 2021
BXBlackstone Inc.	$2.82M	0.71%	0.00%	+9.5%	Q4 2022
XOMExxonMobil Holdings Corp	$2.71M	0.68%	0.00%	+1.6%	Q1 2022
NEENextera Energy Inc	$2.68M	0.67%	0.00%	-0.6%	Q4 2021
STXSeagate Technology Holdings plc	$2.57M	0.65%	0.00%	-0.9%	Q4 2021
LMTLockheed Martin Corp	$2.55M	0.64%	0.00%	+7.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$2.53M	0.63%	Not reported	+35.8%	Q4 2021

Q1 2026Reported Apr 30, 2026162 positions
NVDANvidia Corp	$28.1M	8.59%	0.00%	+1.8%	Q4 2021
LRCXLam Research Corp	$10.9M	3.34%	0.00%	-0.8%	Q4 2022
AAPLApple Inc.	$10.7M	3.26%	0.00%	-0.9%	Q4 2021
COSTCostco Wholesale Corp	$8.82M	2.70%	0.00%	+1.3%	Q4 2021
GOOGLAlphabet Inc.	$8.69M	2.66%	0.00%	+0.1%	Q4 2021
AMZNAmazon Com Inc	$8.38M	2.56%	0.00%	+1.2%	Q4 2021
ASMLAsml Holding NV	$8.21M	2.51%	0.00%	+1.4%	Q2 2023
BRK.BBerkshire Hathaway Inc	$7.96M	2.43%	Not reported	+1.5%	Q4 2021
MSFTMicrosoft Corp	$7.13M	2.18%	0.00%	+6.0%	Q4 2021
GOOGAlphabet Inc.	$6.17M	1.88%	Not reported	+3.6%	Q4 2021
FASTFastenal Co	$5.06M	1.55%	0.01%	+1.1%	Q4 2021
VLOValero Energy Corp	$4.76M	1.45%	0.01%	+0.2%	Q2 2023
AMDAdvanced Micro Devices Inc	$4.45M	1.36%	0.00%	-0.8%	Q4 2021
TJXTJX Companies Inc	$4.32M	1.32%	0.00%	-0.7%	Q4 2021
JPMJPMorgan Chase & Co	$4.28M	1.31%	0.00%	+4.7%	Q4 2021
CMECme Group Inc.	$4.06M	1.24%	0.00%	-1.7%	Q4 2021
HDHome Depot, Inc.	$3.97M	1.21%	0.00%	+5.5%	Q4 2021
RTXRTX Corp	$3.94M	1.20%	0.00%	-2.1%	Q4 2021
AVGOBroadcom Inc.	$3.92M	1.20%	0.00%	-0.2%	Q4 2021
STLDSteel Dynamics Inc	$3.83M	1.17%	0.01%	-5.1%	Q4 2022
QCOMQualcomm Inc	$3.82M	1.17%	0.00%	-4.1%	Q4 2021
XELXcel Energy Inc	$3.67M	1.12%	0.01%	-1.1%	Q4 2021
GNRCGenerac Holdings Inc.	$3.56M	1.09%	0.03%	+0.2%	Q3 2022
PGPROCTER & GAMBLE Co	$3.5M	1.07%	0.00%	-2.2%	Q4 2021
DUKDuke Energy CORP	$3.48M	1.06%	0.00%	+4.4%	Q4 2021
TXNTexas Instruments Inc	$3.42M	1.05%	0.00%	-0.9%	Q4 2021
NTRSNorthern Trust Corp	$3.42M	1.04%	0.01%	+3.4%	Q1 2023
DLRDigital Realty Trust, Inc.	$3.31M	1.01%	0.01%	+6.2%	Q4 2021
XOMExxonMobil Holdings Corp	$3.31M	1.01%	0.00%	+2.2%	Q1 2022
PSAPublic Storage	$3.29M	1.00%	0.01%	+3.0%	Q4 2021
CEGConstellation Energy Corp	$3.28M	1.00%	0.00%	+8.8%	Q1 2022
AMATApplied Materials Inc	$3.18M	0.97%	0.00%	-10.8%	Q1 2024
TGTTarget Corp	$3.16M	0.97%	0.01%	+2.0%	Q4 2021
CMICummins Inc	$3.09M	0.94%	0.00%	+1.1%	Q4 2021
MPWRMonolithic Power Systems, Inc.	$3.03M	0.93%	0.01%	-0.3%	Q4 2024
NEENextera Energy Inc	$2.86M	0.87%	0.00%	-1.3%	Q4 2021
LMTLockheed Martin Corp	$2.83M	0.87%	0.00%	+3.1%	Q4 2021
CSCOCisco Systems, Inc.	$2.82M	0.86%	0.00%	-4.3%	Q4 2021
REGNRegeneron Pharmaceuticals, Inc.	$2.82M	0.86%	0.00%	-9.0%	Q4 2022
WSMWilliams Sonoma Inc	$2.71M	0.83%	0.01%	-0.8%	Q2 2023
ISRGIntuitive Surgical Inc	$2.67M	0.82%	0.00%	+2.2%	Q4 2021
KLACKla Corp	$2.63M	0.80%	0.00%	+1.0%	Q4 2021
VVisa Inc.	$2.56M	0.78%	0.00%	-0.6%	Q4 2021
SNPSSynopsys Inc	$2.53M	0.77%	0.00%	+2.8%	Q4 2021
BXBlackstone Inc.	$2.51M	0.77%	0.00%	+17.4%	Q4 2022
ABTAbbott Laboratories	$2.5M	0.76%	0.00%	-10.9%	Q4 2021
ACNAccenture plc	$2.44M	0.74%	0.00%	+7.9%	Q4 2021
MUMicron Technology Inc	$2.4M	0.73%	0.00%	+0.1%	Q4 2021
GLWCorning Inc	$2.33M	0.71%	0.00%	-2.1%	Q4 2021
CATCaterpillar Inc	$2.27M	0.69%	0.00%	+1.0%	Q4 2021

Q4 2025Reported Feb 3, 2026157 positions
NVDANvidia Corp	$29.5M	9.10%	0.00%	+1.7%	Q4 2021
AAPLApple Inc.	$11.5M	3.55%	0.00%	-3.6%	Q4 2021
GOOGLAlphabet Inc.	$9.45M	2.91%	0.00%	-0.9%	Q4 2021
AMZNAmazon Com Inc	$9.17M	2.82%	0.00%	-0.3%	Q4 2021
LRCXLam Research Corp	$8.82M	2.72%	0.00%	-3.7%	Q4 2022
MSFTMicrosoft Corp	$8.78M	2.70%	0.00%	+1.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$8.23M	2.54%	Not reported	+1.1%	Q4 2021
COSTCostco Wholesale Corp	$7.54M	2.32%	0.00%	+1.1%	Q4 2021
ASMLAsml Holding NV	$6.56M	2.02%	0.00%	-0.8%	Q2 2023
GOOGAlphabet Inc.	$6.52M	2.01%	Not reported	-0.4%	Q4 2021
QCOMQualcomm Inc	$5.3M	1.63%	0.00%	-1.1%	Q4 2021
AMDAdvanced Micro Devices Inc	$4.72M	1.45%	0.00%	-7.1%	Q4 2021
JPMJPMorgan Chase & Co	$4.48M	1.38%	0.00%	+4.7%	Q4 2021
AVGOBroadcom Inc.	$4.39M	1.35%	0.00%	+3.3%	Q4 2021
FASTFastenal Co	$4.33M	1.33%	0.01%	+1.7%	Q4 2021
TJXTJX Companies Inc	$4.19M	1.29%	0.00%	-3.7%	Q4 2021
HDHome Depot, Inc.	$3.94M	1.21%	0.00%	+4.9%	Q4 2021
RTXRTX Corp	$3.82M	1.18%	0.00%	-5.6%	Q4 2021
CMECme Group Inc.	$3.82M	1.18%	0.00%	+3.0%	Q4 2021
CEGConstellation Energy Corp	$3.81M	1.17%	0.00%	+8.7%	Q1 2022
STLDSteel Dynamics Inc	$3.8M	1.17%	0.02%	-0.4%	Q4 2022
PGPROCTER & GAMBLE Co	$3.55M	1.09%	0.00%	-0.5%	Q4 2021
XELXcel Energy Inc	$3.45M	1.06%	0.01%	-1.5%	Q4 2021
ABTAbbott Laboratories	$3.43M	1.06%	0.00%	-3.0%	Q4 2021
NTRSNorthern Trust Corp	$3.24M	1.00%	0.01%	+5.7%	Q1 2023
ISRGIntuitive Surgical Inc	$3.21M	0.99%	0.00%	+3.0%	Q4 2021
VLOValero Energy Corp	$3.13M	0.96%	0.01%	+3.4%	Q2 2023
REGNRegeneron Pharmaceuticals, Inc.	$3.1M	0.95%	0.00%	-7.9%	Q4 2022
TXNTexas Instruments Inc	$3.09M	0.95%	0.00%	+0.9%	Q4 2021
PSAPublic Storage	$3.06M	0.94%	0.01%	+2.7%	Q4 2021
ACNAccenture plc	$3.05M	0.94%	0.00%	+22.7%	Q4 2021
VVisa Inc.	$2.98M	0.92%	0.00%	-0.8%	Q4 2021
DUKDuke Energy CORP	$2.98M	0.92%	0.00%	+5.5%	Q4 2021
CSCOCisco Systems, Inc.	$2.92M	0.90%	0.00%	-1.3%	Q4 2021
SNPSSynopsys Inc	$2.92M	0.90%	0.00%	+13.3%	Q4 2021
CMICummins Inc	$2.9M	0.89%	0.00%	-1.6%	Q4 2021
ADBEAdobe Inc.	$2.88M	0.89%	0.00%	+17.9%	Q4 2021
BXBlackstone Inc.	$2.87M	0.88%	0.00%	+9.9%	Q4 2022
DLRDigital Realty Trust, Inc.	$2.68M	0.82%	0.01%	+5.2%	Q4 2021
AMATApplied Materials Inc	$2.68M	0.82%	0.00%	-0.2%	Q1 2024
WSMWilliams Sonoma Inc	$2.67M	0.82%	0.01%	+2.5%	Q2 2023
MPWRMonolithic Power Systems, Inc.	$2.52M	0.77%	0.01%	+3.4%	Q4 2024
NEENextera Energy Inc	$2.5M	0.77%	0.00%	-5.8%	Q4 2021
TGTTarget Corp	$2.5M	0.77%	0.01%	-11.3%	Q4 2021
GNRCGenerac Holdings Inc.	$2.48M	0.76%	0.03%	+6.8%	Q3 2022
XOMExxonMobil Holdings Corp	$2.3M	0.71%	0.00%	+6.0%	Q1 2022
SHWSherwin Williams Co	$2.21M	0.68%	0.00%	+4.5%	Q4 2021
LMTLockheed Martin Corp	$2.2M	0.68%	0.00%	+3.8%	Q4 2021
AMTAmerican Tower Corp	$2.19M	0.68%	0.00%	+1.3%	Q4 2021
KLACKla Corp	$2.15M	0.66%	0.00%	-6.7%	Q4 2021

Q3 2025Reported Oct 30, 2025162 positions
NVDANvidia Corp	$29.1M	9.16%	0.00%	+1.4%	Q4 2021
AAPLApple Inc.	$11.2M	3.53%	0.00%	+0.3%	Q4 2021
MSFTMicrosoft Corp	$9.27M	2.92%	0.00%	+3.2%	Q4 2021
AMZNAmazon Com Inc	$8.75M	2.76%	0.00%	+0.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$8.15M	2.57%	Not reported	+7.5%	Q4 2021
COSTCostco Wholesale Corp	$8M	2.52%	0.00%	+1.2%	Q4 2021
GOOGLAlphabet Inc.	$7.4M	2.33%	0.00%	+6.9%	Q4 2021
LRCXLam Research Corp	$7.16M	2.26%	0.00%	+2.6%	Q4 2022
ASMLAsml Holding NV	$5.98M	1.89%	0.00%	+5.7%	Q2 2023
QCOMQualcomm Inc	$5.21M	1.64%	0.00%	+3.8%	Q4 2021
FASTFastenal Co	$5.2M	1.64%	0.01%	-0.9%	Q4 2021
GOOGAlphabet Inc.	$5.08M	1.60%	Not reported	+4.3%	Q4 2021
HDHome Depot, Inc.	$4.43M	1.40%	0.00%	+4.7%	Q4 2021
JPMJPMorgan Chase & Co	$4.19M	1.32%	0.00%	+7.5%	Q4 2021
TJXTJX Companies Inc	$4.09M	1.29%	0.00%	+1.8%	Q4 2021
AVGOBroadcom Inc.	$4.05M	1.28%	0.00%	+5.4%	Q4 2021
AMDAdvanced Micro Devices Inc	$3.84M	1.21%	0.00%	-3.0%	Q4 2021
PGPROCTER & GAMBLE Co	$3.82M	1.21%	0.00%	+3.9%	Q4 2021
XELXcel Energy Inc	$3.82M	1.20%	0.01%	-0.2%	Q4 2021
ABTAbbott Laboratories	$3.78M	1.19%	0.00%	+1.8%	Q4 2021
RTXRTX Corp	$3.69M	1.16%	0.00%	-2.5%	Q4 2021
CMECme Group Inc.	$3.67M	1.16%	0.00%	-0.2%	Q4 2021
PSAPublic Storage	$3.32M	1.05%	0.01%	+11.1%	Q4 2021
CEGConstellation Energy Corp	$3.27M	1.03%	0.00%	+12.2%	Q1 2022
TXNTexas Instruments Inc	$3.24M	1.02%	0.00%	+0.3%	Q4 2021
VLOValero Energy Corp	$3.16M	1.00%	0.01%	+4.7%	Q2 2023
STLDSteel Dynamics Inc	$3.14M	0.99%	0.02%	+0.1%	Q4 2022
NTRSNorthern Trust Corp	$3.02M	0.95%	0.01%	+11.7%	Q1 2023
DUKDuke Energy CORP	$2.98M	0.94%	0.00%	+2.8%	Q4 2021
VVisa Inc.	$2.93M	0.92%	0.00%	-9.2%	Q4 2021
BXBlackstone Inc.	$2.89M	0.91%	0.00%	+7.0%	Q4 2022
GNRCGenerac Holdings Inc.	$2.86M	0.90%	0.03%	-3.2%	Q3 2022
WSMWilliams Sonoma Inc	$2.85M	0.90%	0.01%	0.0%	Q2 2023
DLRDigital Realty Trust, Inc.	$2.84M	0.90%	0.00%	+12.0%	Q4 2021
SNPSSynopsys Inc	$2.7M	0.85%	0.00%	+9.8%	Q4 2021
CSCOCisco Systems, Inc.	$2.63M	0.83%	0.00%	-4.1%	Q4 2021
TGTTarget Corp	$2.58M	0.81%	0.01%	+1.4%	Q4 2021
NEENextera Energy Inc	$2.5M	0.79%	0.00%	-1.0%	Q4 2021
MPWRMonolithic Power Systems, Inc.	$2.47M	0.78%	0.01%	+21.9%	Q4 2024
ADBEAdobe Inc.	$2.47M	0.78%	0.00%	+14.6%	Q4 2021
ISRGIntuitive Surgical Inc	$2.46M	0.78%	0.00%	+8.0%	Q4 2021
REGNRegeneron Pharmaceuticals, Inc.	$2.45M	0.77%	0.00%	-0.1%	Q4 2022
CMICummins Inc	$2.44M	0.77%	0.00%	+4.6%	Q4 2021
AMTAmerican Tower Corp	$2.37M	0.75%	0.00%	+3.6%	Q4 2021
ACNAccenture plc	$2.29M	0.72%	0.00%	+10.4%	Q4 2021
SHWSherwin Williams Co	$2.26M	0.71%	0.00%	+4.4%	Q4 2021
LMTLockheed Martin Corp	$2.18M	0.69%	0.00%	-2.6%	Q4 2021
AMATApplied Materials Inc	$2.14M	0.67%	0.00%	+22.6%	Q1 2024
INTUIntuit Inc.	$2.07M	0.65%	0.00%	-1.0%	Q4 2021
KLACKla Corp	$2.04M	0.64%	0.00%	-1.4%	Q4 2021

Premium opens every quarter this fund has filed