Stiles Financial Services Inc Portfolio Stock Holdings
Stiles Financial Services Inc disclosed 177 stock positions valued at approximately $327.2 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION COM, LAM RESEARCH CORP COM NEW, and APPLE INC COM. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 177
- Portfolio Value
- $327.2M
Holdings by Sector
Stiles Financial Services Inc Portfolio Holdings in Q1 2026
175 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | NVDA | Technology | 8.59% | 161,266 | +2,844 | +1.80% | $28,124,705 |
| LAM RESEARCH CORP COM NEW | LRCX | Other | 3.34% | 51,136 | -397 | -0.77% | $10,925,704 |
| APPLE INC COM | AAPL | Technology | 3.26% | 42,044 | -370 | -0.87% | $10,670,269 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 2.70% | 8,853 | +109 | +1.25% | $8,821,586 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 2.66% | 30,227 | +28 | +0.09% | $8,691,947 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 2.56% | 40,229 | +489 | +1.23% | $8,378,479 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 2.51% | 6,217 | +88 | +1.44% | $8,211,200 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 2.43% | 16,621 | +239 | +1.46% | $7,964,861 |
| MICROSOFT CORP COM | MSFT | Technology | 2.18% | 19,248 | +1,088 | +5.99% | $7,125,194 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 1.88% | 21,502 | +739 | +3.56% | $6,168,002 |
| FASTENAL CO COM | FAST | Industrials | 1.55% | 109,054 | +1,136 | +1.05% | $5,060,092 |
| VALERO ENERGY CORP COM | VLO | Energy | 1.45% | 19,260 | +47 | +0.24% | $4,758,855 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 1.36% | 21,895 | -166 | -0.75% | $4,454,128 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 1.32% | 27,067 | -188 | -0.69% | $4,322,556 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.31% | 14,567 | +658 | +4.73% | $4,284,923 |
| CME GROUP INC COM | CME | Financial Services | 1.24% | 13,752 | -244 | -1.74% | $4,061,661 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 1.21% | 12,086 | +629 | +5.49% | $3,974,889 |
| RTX CORPORATION COM | RTX | Industrials | 1.20% | 20,420 | -428 | -2.05% | $3,939,059 |
| BROADCOM INC COM | AVGO | Technology | 1.20% | 12,661 | -24 | -0.19% | $3,918,641 |
| STEEL DYNAMICS INC COM | STLD | Basic Materials | 1.17% | 21,300 | -1,139 | -5.08% | $3,833,918 |
| QUALCOMM INC COM | QCOM | Technology | 1.17% | 29,697 | -1,261 | -4.07% | $3,824,441 |
| XCEL ENERGY INC COM | XEL | Utilities | 1.12% | 46,142 | -507 | -1.09% | $3,665,537 |
| GENERAC HLDGS INC COM | GNRC | Industrials | 1.09% | 18,246 | +35 | +0.19% | $3,564,024 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 1.07% | 24,217 | -552 | -2.23% | $3,497,974 |
| DUKE ENERGY CORP NEW COM NEW | DUK | Utilities | 1.06% | 26,554 | +1,121 | +4.41% | $3,476,974 |
| TEXAS INSTRS INC COM | TXN | Technology | 1.05% | 17,642 | -153 | -0.86% | $3,424,928 |
| NORTHERN TR CORP COM | NTRS | Financial Services | 1.04% | 24,493 | +793 | +3.35% | $3,418,520 |
| DIGITAL RLTY TR INC COM | DLR | Real Estate | 1.01% | 18,379 | +1,076 | +6.22% | $3,312,099 |
| EXXON MOBIL CORP COM | XOM | Energy | 1.01% | 19,501 | +414 | +2.17% | $3,308,586 |
| PUBLIC STORAGE OPER CO COM | PSA | Real Estate | 1.00% | 12,129 | +347 | +2.95% | $3,285,442 |
| CONSTELLATION ENERGY CORP COM | CEG | Utilities | 1.00% | 11,743 | +951 | +8.81% | $3,279,311 |
| APPLIED MATLS INC COM | AMAT | Technology | 0.97% | 9,291 | -1,123 | -10.78% | $3,175,669 |
| TARGET CORP COM | TGT | Consumer Defensive | 0.97% | 26,064 | +522 | +2.04% | $3,158,990 |
| CUMMINS INC COM | CMI | Industrials | 0.94% | 5,744 | +61 | +1.07% | $3,090,160 |
| MONOLITHIC PWR SYS INC COM | MPWR | Technology | 0.93% | 2,769 | -8 | -0.29% | $3,027,840 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 0.87% | 30,743 | -416 | -1.34% | $2,855,389 |
| LOCKHEED MARTIN CORP COM | LMT | Industrials | 0.87% | 4,685 | +142 | +3.13% | $2,831,272 |
| CISCO SYS INC COM | CSCO | Technology | 0.86% | 36,346 | -1,615 | -4.25% | $2,820,091 |
| REGENERON PHARMACEUTICALS COM | REGN | Healthcare | 0.86% | 3,650 | -361 | -9.00% | $2,819,828 |
| WILLIAMS SONOMA INC COM | WSM | Consumer Cyclical | 0.83% | 14,840 | -113 | -0.76% | $2,705,729 |
| INTUITIVE SURGICAL INC COM NEW | ISRG | Healthcare | 0.82% | 5,793 | +124 | +2.19% | $2,670,515 |
| KLA CORP COM NEW | KLAC | Technology | 0.80% | 1,783 | +17 | +0.96% | $2,625,230 |
| VISA INC COM CL A | V | Financial Services | 0.78% | 8,457 | -49 | -0.58% | $2,556,183 |
| SYNOPSYS INC COM | SNPS | Technology | 0.77% | 6,381 | +171 | +2.75% | $2,529,741 |
| BLACKSTONE INC COM | BX | Financial Services | 0.77% | 21,842 | +3,243 | +17.44% | $2,511,601 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 0.76% | 24,382 | -2,990 | -10.92% | $2,503,310 |
| ACCENTURE PLC IRELAND SHS CLASS A | ACN | Technology | 0.74% | 12,284 | +901 | +7.92% | $2,435,825 |
| MICRON TECHNOLOGY INC COM | MU | Technology | 0.73% | 7,116 | +6 | +0.08% | $2,404,042 |
| CORNING INC COM | GLW | Technology | 0.71% | 17,150 | -361 | -2.06% | $2,331,905 |
| CATERPILLAR INC COM | CAT | Industrials | 0.69% | 3,207 | +32 | +1.01% | $2,272,110 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 0.67% | 6,443 | +2,088 | +47.94% | $2,177,296 |
| AMERICAN TOWER CORP COM | AMT | Real Estate | 0.66% | 12,577 | +76 | +0.61% | $2,170,488 |
| DEVON ENERGY CORP NEW COM | DVN | Energy | 0.61% | 39,372 | -230 | -0.58% | $1,981,223 |
| ADOBE INC COM | ADBE | Technology | 0.60% | 8,106 | -133 | -1.61% | $1,970,450 |
| SHERWIN WILLIAMS CO COM | SHW | Basic Materials | 0.59% | 6,007 | -812 | -11.91% | $1,925,390 |
| UNITED RENTALS INC COM | URI | Industrials | 0.57% | 2,569 | +782 | +43.76% | $1,871,937 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.52% | 1,864 | -91 | -4.65% | $1,714,901 |
| GRACO INC COM | GGG | Industrials | 0.50% | 19,174 | -1,146 | -5.64% | $1,623,115 |
| BNY MELLON US LARGE CAP CORE EQUITY ETF | BKLC | Other | 0.49% | 12,977 | -4,575 | -26.07% | $1,619,665 |
| SOUTHERN CO COM | SO | Utilities | 0.47% | 15,911 | +244 | +1.56% | $1,535,743 |
| ARES CAPITAL CORP COM | ARCC | Financial Services | 0.45% | 81,323 | -1,081 | -1.31% | $1,465,449 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 0.45% | 2,525 | -97 | -3.70% | $1,457,286 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.44% | 19,105 | -108 | -0.56% | $1,452,901 |
| LENNAR CORP CL A | LEN | Consumer Cyclical | 0.44% | 16,509 | +241 | +1.48% | $1,433,603 |
| WASTE MGMT INC DEL COM | WM | Industrials | 0.43% | 6,074 | -136 | -2.19% | $1,395,690 |
| WELLTOWER INC COM | WELL | Real Estate | 0.43% | 7,056 | -184 | -2.54% | $1,395,039 |
| BNY MELLON CORE BOND ETF | BKAG | Other | 0.42% | 32,825 | +1,909 | +6.17% | $1,385,229 |
| PACKAGING CORP AMER COM | PKG | Consumer Cyclical | 0.41% | 6,385 | -134 | -2.06% | $1,355,080 |
| GOLDMAN SACHS BDC INC SHS | GSBD | Financial Services | 0.41% | 150,729 | -2,242 | -1.47% | $1,338,474 |
| UNION PAC CORP COM | UNP | Industrials | 0.40% | 5,431 | +922 | +20.45% | $1,317,640 |
| UNITED PARCEL SVCS INC CL B | UPS | Industrials | 0.39% | 13,033 | +2,784 | +27.16% | $1,282,204 |
| US BANCORP COM NEW | USB | Financial Services | 0.38% | 23,810 | -1,435 | -5.68% | $1,238,377 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.37% | 7,759 | -511 | -6.18% | $1,204,867 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 0.37% | 3,876 | -195 | -4.79% | $1,204,512 |
| INTUIT COM | INTU | Technology | 0.37% | 2,768 | -233 | -7.76% | $1,196,982 |
| GOLDMAN SACHS GROUP INC COM | GS | Financial Services | 0.34% | 1,330 | +86 | +6.91% | $1,125,116 |
| MARKETAXESS HLDGS INC COM | MKTX | Financial Services | 0.34% | 6,767 | -208 | -2.98% | $1,116,500 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | STX | Other | 0.32% | 2,688 | +90 | +3.46% | $1,052,866 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 0.31% | 2,038 | +15 | +0.74% | $1,018,178 |
| ORACLE CORP COM | ORCL | Technology | 0.30% | 6,636 | +3,590 | +117.86% | $976,163 |
| SALESFORCE INC COM | CRM | Technology | 0.30% | 5,189 | +1,496 | +40.51% | $968,667 |
| OMNICOM GROUP INC COM | OMC | Communication Services | 0.29% | 12,618 | -3,509 | -21.76% | $950,281 |
| SONY GROUP CORP SPONSORED ADR | SONY | Technology | 0.29% | 45,715 | -982 | -2.10% | $946,304 |
| BANK NEW YORK MELLON CORP COM | BK | Financial Services | 0.29% | 7,878 | +2,346 | +42.41% | $934,530 |
| TESLA INC COM | TSLA | Consumer Cyclical | 0.28% | 2,470 | +200 | +8.81% | $918,322 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.28% | 4,400 | +119 | +2.78% | $910,454 |
| ARISTA NETWORKS INC COM SHS | ANET | Other | 0.27% | 7,121 | +1,925 | +37.05% | $874,316 |
| CADENCE DESIGN SYSTEM INC COM | CDNS | Technology | 0.26% | 3,037 | +127 | +4.36% | $843,991 |
| DEERE & CO COM | DE | Industrials | 0.26% | 1,496 | -28 | -1.84% | $842,537 |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | Other | 0.25% | 20,982 | +443 | +2.16% | $827,316 |
| SUPER MICRO COMPUTER INC COM NEW | SMCI | Other | 0.24% | 34,975 | -3,860 | -9.94% | $796,381 |
| VANECK MORNINGSTAR SMID MOAT ETF | SMOT | Other | 0.24% | 22,043 | +120 | +0.55% | $775,701 |
| SNAP ON INC COM | SNA | Industrials | 0.23% | 2,063 | -123 | -5.63% | $749,331 |
| TRAVELERS COMPANIES INC COM | TRV | Financial Services | 0.23% | 2,551 | +14 | +0.55% | $744,132 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.23% | 1,135 | +103 | +9.98% | $741,271 |
| INTERCONTINENTAL EXCHANGE INC COM | ICE | Financial Services | 0.23% | 4,711 | +367 | +8.45% | $740,978 |
| PROGRESSIVE CORP COM | PGR | Financial Services | 0.22% | 3,633 | -1,086 | -23.01% | $720,129 |
| ROCKWELL AUTOMATION INC COM | ROK | Industrials | 0.22% | 1,985 | -92 | -4.43% | $712,436 |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Technology | 0.22% | 3,496 | -126 | -3.48% | $710,302 |
| LULULEMON ATHLETICA INC COM | LULU | Consumer Cyclical | 0.22% | 4,601 | -1,649 | -26.38% | $704,413 |