Stiles Financial Services Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Stiles Financial Services Inc held in its portfolio 170 assets valued at $324,828,616 (i.e. $324.83M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($29.55M), APPLE INC ($11.53M), and ALPHABET INC ($9.45M).
The chart below shows the top 10 valuable assets, and the table below shows the top 170 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Stiles Financial Services Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 158422 | 29545795 | COM |
| APPLE INC | 42414 | 11530686 | COM |
| ALPHABET INC | 30199 | 9452332 | CAP STK CL A |
| AMAZON COM INC | 39740 | 9172770 | COM |
| LAM RESEARCH CORP | 51533 | 8821340 | COM NEW |
| MICROSOFT CORP | 18160 | 8782499 | COM |
| BERKSHIRE HATHAWAY INC DEL | 16382 | 8234494 | CL B NEW |
| COSTCO WHSL CORP NEW | 8744 | 7540283 | COM |
| ASML HOLDING N V | 6129 | 6556894 | N Y REGISTRY SHS |
| ALPHABET INC | 20763 | 6515338 | CAP STK CL C |
| QUALCOMM INC | 30958 | 5295442 | COM |
| ADVANCED MICRO DEVICES INC | 22061 | 4724614 | COM |
| JPMORGAN CHASE & CO. | 13909 | 4481640 | COM |
| BROADCOM INC | 12685 | 4390255 | COM |
| FASTENAL CO | 107918 | 4330750 | COM |
| TJX COS INC NEW | 27255 | 4186629 | COM |
| HOME DEPOT INC | 11457 | 3942254 | COM |
| RTX CORPORATION | 20848 | 3823492 | COM |
| CME GROUP INC | 13996 | 3822039 | COM |
| CONSTELLATION ENERGY CORP | 10792 | 3812508 | COM |
| STEEL DYNAMICS INC | 22439 | 3802257 | COM |
| PROCTER AND GAMBLE CO | 24769 | 3549708 | COM |
| XCEL ENERGY INC | 46649 | 3445471 | COM |
| ABBOTT LABS | 27372 | 3429389 | COM |
| NORTHERN TR CORP | 23700 | 3237236 | COM |
| INTUITIVE SURGICAL INC | 5669 | 3210695 | COM NEW |
| VALERO ENERGY CORP | 19213 | 3127691 | COM |
| REGENERON PHARMACEUTICALS | 4011 | 3095835 | COM |
| TEXAS INSTRS INC | 17795 | 3087332 | COM |
| PUBLIC STORAGE OPER CO | 11782 | 3057488 | COM |
| ACCENTURE PLC IRELAND | 11383 | 3054033 | SHS CLASS A |
| VISA INC | 8506 | 2983121 | COM CL A |
| DUKE ENERGY CORP NEW | 25433 | 2980959 | COM NEW |
| CISCO SYS INC | 37961 | 2924112 | COM |
| SYNOPSYS INC | 6210 | 2916961 | COM |
| CUMMINS INC | 5683 | 2900764 | COM |
| ADOBE INC | 8239 | 2883630 | COM |
| BLACKSTONE INC | 18599 | 2866858 | COM |
| DIGITAL RLTY TR INC | 17303 | 2676925 | COM |
| APPLIED MATLS INC | 10414 | 2676394 | COM |
| WILLIAMS SONOMA INC | 14953 | 2670527 | COM |
| MONOLITHIC PWR SYS INC | 2777 | 2516631 | COM |
| NEXTERA ENERGY INC | 31159 | 2501451 | COM |
| TARGET CORP | 25542 | 2496766 | COM |
| GENERAC HLDGS INC | 18211 | 2483457 | COM |
| EXXON MOBIL CORP | 19087 | 2296917 | COM |
| BNY MELLON ETF TRUST | 17552 | 2295844 | US LRG CP CORE |
| SHERWIN WILLIAMS CO | 6819 | 2209530 | COM |
| LOCKHEED MARTIN CORP | 4543 | 2197374 | COM |
| AMERICAN TOWER CORP NEW | 12501 | 2194812 | COM |
| KLA CORP | 1766 | 2146297 | COM NEW |
| ELI LILLY & CO | 1955 | 2101162 | COM |
| MICRON TECHNOLOGY INC | 7110 | 2029302 | COM |
| INTUIT | 3001 | 1987810 | COM |
| CATERPILLAR INC | 3175 | 1818759 | COM |
| LENNAR CORP | 16268 | 1672392 | CL A |
| ARES CAPITAL CORP | 82404 | 1667025 | COM |
| GRACO INC | 20320 | 1665648 | COM |
| INVESCO QQQ TR | 2622 | 1610600 | UNIT SER 1 |
| CORNING INC | 17511 | 1533224 | COM |
| DEVON ENERGY CORP NEW | 39602 | 1450612 | COM |
| UNITED RENTALS INC | 1787 | 1446122 | COM |
| GOLDMAN SACHS BDC INC | 152971 | 1419574 | SHS |
| SPDR SERIES TRUST | 16946 | 1394335 | STATE STREET SPD |
| SOUTHERN CO | 15667 | 1366193 | COM |
| WASTE MGMT INC DEL | 6210 | 1364414 | COM |
| US BANCORP DEL | 25245 | 1347079 | COM NEW |
| PACKAGING CORP AMER | 6519 | 1344379 | COM |
| WELLTOWER INC | 7240 | 1343808 | COM |
| COCA COLA CO | 19213 | 1343192 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 4355 | 1323434 | SPONSORED ADS |
| BNY MELLON ETF TRUST | 30916 | 1310292 | CORE BOND ETF |
| OMNICOM GROUP INC | 16127 | 1302283 | COM |
| LULULEMON ATHLETICA INC | 6250 | 1298813 | COM |
| MARKETAXESS HLDGS INC | 6975 | 1264169 | COM |
| MCDONALDS CORP | 4071 | 1244221 | COM |
| SONY GROUP CORP | 46697 | 1195435 | SPONSORED ADR |
| PEPSICO INC | 8270 | 1186957 | COM |
| MASTERCARD INCORPORATED | 2023 | 1154682 | CL A |
| SUPER MICRO COMPUTER INC | 38835 | 1136700 | COM NEW |
| GOLDMAN SACHS GROUP INC | 1244 | 1093099 | COM |
| FACTSET RESH SYS INC | 3703 | 1074645 | COM |
| PROGRESSIVE CORP | 4719 | 1074615 | COM |
| UNION PAC CORP | 4509 | 1043100 | COM |
| TESLA INC | 2270 | 1020984 | COM |
| UNITED PARCEL SERVICE INC | 10249 | 1016572 | CL B |
| SALESFORCE INC | 3693 | 978445 | COM |
| ALLSPRING EXCHANGE TRADED FU | 37792 | 948394 | BROAD MARKET COR |
| AUTOMATIC DATA PROCESSING IN | 3622 | 931815 | COM |
| CADENCE DESIGN SYSTEM INC | 2910 | 909720 | COM |
| NUCOR CORP | 5125 | 836000 | COM |
| ROCKWELL AUTOMATION INC | 2077 | 807988 | COM |
| VANECK ETF TRUST | 21923 | 793621 | MORNINGSTAR SMID |
| FIRST TR EXCHANGE-TRADED FD | 20539 | 787044 | SMID RISNG ETF |
| CHUBB LIMITED | 2505 | 781872 | COM |
| SNAP ON INC | 2186 | 753306 | COM |
| TRAVELERS COMPANIES INC | 2537 | 735872 | COM |
| CARLYLE GROUP INC | 12388 | 732251 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 2598 | 715336 | ORD SHS |
| DEERE & CO | 1524 | 709491 | COM |
| ISHARES TR | 1032 | 706906 | CORE S&P500 ETF |
| INTERCONTINENTAL EXCHANGE IN | 4344 | 703606 | COM |
| ARISTA NETWORKS INC | 5196 | 680832 | COM SHS |
| PALANTIR TECHNOLOGIES INC | 3801 | 675628 | CL A |
| ABBVIE INC | 2898 | 662233 | COM |
| MARRIOTT INTL INC NEW | 2129 | 660469 | CL A |
| CHEVRON CORP NEW | 4281 | 652471 | COM |
| OKLO INC | 9047 | 649213 | COM CL A |
| BANK NEW YORK MELLON CORP | 5532 | 642239 | COM |
| NETFLIX INC | 6775 | 635224 | COM |
| ULTA BEAUTY INC | 1041 | 629815 | COM |
| FORTINET INC | 7865 | 624560 | COM |
| ORACLE CORP | 3046 | 593642 | COM |
| NOVO-NORDISK A S | 11640 | 592246 | ADR |
| BOSTON SCIENTIFIC CORP | 5830 | 555891 | COM |
| VANGUARD INDEX FDS | 883 | 553756 | S&P 500 ETF SHS |
| CHIPOTLE MEXICAN GRILL INC | 14938 | 552706 | COM |
| WELLS FARGO CO NEW | 5766 | 537388 | COM |
| AUTOZONE INC | 157 | 532466 | COM |
| CONOCOPHILLIPS | 5183 | 485174 | COM |
| PHILIP MORRIS INTL INC | 2878 | 461631 | COM |
| AUTODESK INC | 1527 | 452007 | COM |
| SERVICENOW INC | 2925 | 448081 | COM |
| STRYKER CORPORATION | 1268 | 445571 | COM |
| UNITEDHEALTH GROUP INC | 1344 | 443669 | COM |
| VANECK ETF TRUST | 4060 | 420481 | MRNGSTR WDE MOAT |
| OREILLY AUTOMOTIVE INC | 4570 | 416830 | COM |
| QUANTA SVCS INC | 970 | 409470 | COM |
| ISHARES TR | 3305 | 407426 | S&P 500 GRWT ETF |
| ISHARES TR | 2868 | 404820 | SELECT DIVID ETF |
| EQUINIX INC | 512 | 392126 | COM |
| PACCAR INC | 3521 | 385637 | COM |
| NRG ENERGY INC | 2417 | 384906 | COM NEW |
| AMERICAN ELEC PWR CO INC | 3274 | 377513 | COM |
| PHILLIPS 66 | 2806 | 362143 | COM |
| JOHNSON & JOHNSON | 1697 | 351155 | COM |
| AFLAC INC | 3099 | 341775 | COM |
| ANALOG DEVICES INC | 1235 | 334971 | COM |
| COMCAST CORP NEW | 10795 | 322674 | CL A |
| MEDTRONIC PLC | 3321 | 318982 | SHS |
| ISHARES TR | 2627 | 315743 | CORE S&P SCP ETF |
| COPART INC | 8010 | 313592 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 4034 | 307512 | SHS |
| HONEYWELL INTL INC | 1576 | 307393 | COM |
| NORTHROP GRUMMAN CORP | 537 | 306444 | COM |
| VANECK ETF TRUST | 845 | 304312 | SEMICONDUCTR ETF |
| ISHARES TR | 2200 | 301274 | RUS MD CP GR ETF |
| NOVARTIS AG | 2137 | 294661 | SPONSORED ADR |
| EMERSON ELEC CO | 2150 | 285411 | COM |
| MARSH & MCLENNAN COS INC | 1537 | 285071 | COM |
| REALTY INCOME CORP | 4811 | 271179 | COM |
| LOWES COS INC | 1104 | 266143 | COM |
| AMERICAN EXPRESS CO | 693 | 256374 | COM |
| WATERS CORP | 663 | 251827 | COM |
| LINDE PLC | 585 | 249418 | SHS |
| GENERAL MLS INC | 5259 | 244545 | COM |
| EXELON CORP | 5504 | 239940 | COM |
| CMS ENERGY CORP | 3396 | 237481 | COM |
| MORGAN STANLEY | 1291 | 229248 | COM NEW |
| STARBUCKS CORP | 2721 | 229159 | COM |
| ROYAL BK CDA | 1337 | 227997 | COM |
| TEXTRON INC | 2598 | 226444 | COM |
| JOHNSON CTLS INTL PLC | 1890 | 226374 | SHS |
| LYONDELLBASELL INDUSTRIES N | 5221 | 226060 | SHS - A - |
| CROWN CASTLE INC | 2543 | 225989 | COM |
| UNITED THERAPEUTICS CORP DEL | 458 | 223161 | COM |
| L3HARRIS TECHNOLOGIES INC | 747 | 219358 | COM |
| UNIVERSAL DISPLAY CORP | 1864 | 217678 | COM |
| BAXTER INTL INC | 11359 | 217064 | COM |
| BANCO SANTANDER SA | 14333 | 168126 | ADR |
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