Stiles Financial Services Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Stiles Financial Services Inc disclosed 178 stock positions valued at approximately $392.25M as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION COM, LAM RESEARCH CORP COM NEW, and APPLE INC COM.
- Report Period
- September 30, 2026
- No. of Stocks
- 178
- Portfolio Value
- $392.25M
Holdings by Sector
Stiles Financial Services Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | NVDA | Technology | 9.34% | 160,402 | -1,548 | -0.96% | $36,632,579 |
| LAM RESEARCH CORP COM NEW | LRCX | Technology | 3.97% | 47,415 | -970 | -2.00% | $15,576,178 |
| APPLE INC COM | AAPL | Technology | 3.41% | 40,144 | -828 | -2.02% | $13,368,605 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 3.35% | 21,492 | -298 | -1.37% | $13,148,032 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Technology | 2.92% | 6,317 | -6 | -0.09% | $11,443,912 |
| MICROSOFT CORP COM | MSFT | Technology | 2.74% | 20,934 | -150 | -0.71% | $10,737,097 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 2.65% | 30,244 | +435 | +1.46% | $10,406,368 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 2.55% | 40,223 | +38 | +0.09% | $10,021,543 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 2.16% | 17,012 | -212 | -1.23% | $8,471,157 |
| MICRON TECHNOLOGY INC COM | MU | Technology | 2.13% | 7,850 | +763 | +10.77% | $8,361,611 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 2.05% | 8,829 | +5 | +0.06% | $8,037,666 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 1.87% | 21,480 | -129 | -0.60% | $7,318,975 |
| VALERO ENERGY CORP COM | VLO | Energy | 1.78% | 18,003 | -896 | -4.74% | $6,977,951 |
| FASTENAL CO COM | FAST | Industrials | 1.36% | 107,798 | -840 | -0.77% | $5,339,230 |
| QUALCOMM INC COM | QCOM | Technology | 1.31% | 27,917 | -33 | -0.12% | $5,137,804 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.27% | 15,082 | -64 | -0.42% | $4,989,570 |
| TEXAS INSTRS INC COM | TXN | Technology | 1.23% | 17,231 | -453 | -2.56% | $4,826,104 |
| STEEL DYNAMICS INC COM | STLD | Basic Materials | 1.17% | 20,670 | -445 | -2.11% | $4,580,579 |
| APPLIED MATLS INC COM | AMAT | Technology | 1.15% | 8,845 | -253 | -2.78% | $4,523,270 |
| BROADCOM INC COM | AVGO | Technology | 1.08% | 12,110 | +2 | +0.02% | $4,252,973 |
| TARGET CORP COM | TGT | Consumer Defensive | 1.06% | 26,559 | -1,052 | -3.81% | $4,161,515 |
| NORTHERN TR CORP COM | NTRS | Financial Services | 1.05% | 24,242 | -336 | -1.37% | $4,105,639 |
| CME GROUP INC COM | CME | Financial Services | 1.02% | 15,237 | +870 | +6.06% | $3,991,852 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 0.99% | 8,478 | +1,016 | +13.62% | $3,867,665 |
| GENERAC HLDGS INC COM | GNRC | Industrials | 0.97% | 18,304 | +416 | +2.33% | $3,788,048 |
| MONOLITHIC PWR SYS INC COM | MPWR | Technology | 0.96% | 2,806 | +23 | +0.83% | $3,779,844 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.95% | 13,095 | +240 | +1.87% | $3,725,424 |
| CISCO SYS INC COM | CSCO | Technology | 0.95% | 34,570 | -805 | -2.28% | $3,720,818 |
| RTX CORPORATION COM | RTX | Industrials | 0.93% | 19,673 | -58 | -0.29% | $3,652,324 |
| PUBLIC STORAGE COM | PSA | Real Estate | 0.89% | 12,376 | -57 | -0.46% | $3,500,416 |
Showing 30 of 178 holdings in the latest reporting period.