Stiles Financial Services Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Stiles Financial Services Inc disclosed 181 stock positions valued at approximately $398.16M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION COM, LAM RESEARCH CORP COM NEW, and ADVANCED MICRO DEVICES INC COM.
- Report Period
- June 30, 2026
- No. of Stocks
- 181
- Portfolio Value
- $398.16M
Holdings by Sector
Stiles Financial Services Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | NVDA | Technology | 8.14% | 161,950 | +684 | +0.42% | $32,404,541 |
| LAM RESEARCH CORP COM NEW | LRCX | Other | 5.27% | 48,385 | -2,751 | -5.38% | $20,966,853 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 3.18% | 21,790 | -105 | -0.48% | $12,658,110 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 3.16% | 6,323 | +106 | +1.71% | $12,578,730 |
| APPLE INC COM | AAPL | Technology | 2.98% | 40,972 | -1,072 | -2.55% | $11,855,557 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 2.68% | 29,809 | -418 | -1.38% | $10,652,767 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 2.41% | 40,185 | -44 | -0.11% | $9,577,676 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 2.16% | 17,224 | +603 | +3.63% | $8,618,799 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 2.07% | 8,824 | -29 | -0.33% | $8,254,264 |
| MICRON TECHNOLOGY INC COM | MU | Technology | 2.05% | 7,087 | -29 | -0.41% | $8,180,773 |
| MICROSOFT CORP COM | MSFT | Technology | 1.98% | 21,084 | +1,836 | +9.54% | $7,864,647 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 1.92% | 21,609 | +107 | +0.50% | $7,634,933 |
| APPLIED MATLS INC COM | AMAT | Technology | 1.65% | 9,098 | -193 | -2.08% | $6,577,516 |
| TEXAS INSTRS INC COM | TXN | Technology | 1.32% | 17,684 | +42 | +0.24% | $5,271,073 |
| GENERAC HLDGS INC COM | GNRC | Industrials | 1.32% | 17,888 | -358 | -1.96% | $5,237,835 |
| FASTENAL CO COM | FAST | Industrials | 1.31% | 108,638 | -416 | -0.38% | $5,217,893 |
| QUALCOMM INC COM | QCOM | Technology | 1.30% | 27,950 | -1,747 | -5.88% | $5,164,946 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.25% | 15,146 | +579 | +3.97% | $4,957,850 |
| KLA CORP COM NEW | KLAC | Technology | 1.24% | 16,398 | +14,615 | +819.69% | $4,947,465 |
| VALERO ENERGY CORP COM | VLO | Energy | 1.24% | 18,899 | -361 | -1.87% | $4,922,181 |
| STEEL DYNAMICS INC COM | STLD | Basic Materials | 1.22% | 21,115 | -185 | -0.87% | $4,845,093 |
| BROADCOM INC COM | AVGO | Technology | 1.15% | 12,108 | -553 | -4.37% | $4,573,795 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 1.14% | 12,855 | +769 | +6.36% | $4,533,592 |
| CORNING INC COM | GLW | Technology | 1.08% | 16,829 | -321 | -1.87% | $4,298,509 |
| NORTHERN TR CORP COM | NTRS | Financial Services | 1.07% | 24,578 | +85 | +0.35% | $4,272,721 |
| CISCO SYS INC COM | CSCO | Technology | 1.04% | 35,375 | -971 | -2.67% | $4,155,130 |
| CUMMINS INC COM | CMI | Industrials | 1.02% | 5,693 | -51 | -0.89% | $4,060,058 |
| PUBLIC STORAGE COM | PSA | Real Estate | 0.99% | 12,433 | +304 | +2.51% | $3,957,658 |
| MONOLITHIC PWR SYS INC COM | MPWR | Technology | 0.97% | 2,783 | +14 | +0.51% | $3,846,802 |
| RTX CORPORATION COM | RTX | Industrials | 0.94% | 19,731 | -689 | -3.37% | $3,743,606 |
Showing 30 of 181 holdings in the latest reporting period.