Stiles Financial Services Inc Portfolio Holdings

Stiles Financial Services Inc

  • $304 Million
  • Q3 2025

Stiles Financial Services Inc has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $304 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.1M, Apple Inc. with a value of $11.2M, Microsoft Corp with a value of $9.27M, Amazon Com Inc with a value of $8.75M, and Berkshire Hathaway Inc Class B with a value of $8.15M.

Examining the 13F form we can see an increase of $23.5M in the current position value, from $281M to 304M.

Below you can find more details about Stiles Financial Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $304 Million
Technology: $101 Million
Financial Services: $40.2 Million
Industrials: $30.1 Million
Consumer Cyclical: $30 Million
Consumer Defensive: $18.8 Million
Communication Services: $16.6 Million
Healthcare: $16.3 Million
Utilities: $15.3 Million
Other: $35.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$505B
$29.1 Million 9.55% of portfolio
155,765
Q3 2025 Added 1.43%
$4.35T
$11.2 Million 3.68% of portfolio
44,016
Q3 2025 Added 0.32%
$3.86T
$9.27 Million 3.05% of portfolio
17,888
Q3 2025 Added 3.18%
$2.49T
$8.75 Million 2.88% of portfolio
39,857
Q3 2025 Added 0.52%
$621B
$8.15 Million 2.68% of portfolio
16,208
Q3 2025 Added 7.45%
$403B
$8 Million 2.63% of portfolio
8,648
Q3 2025 Added 1.23%
$1.68T
$7.4 Million 2.43% of portfolio
30,457
Q3 2025 Added 6.88%
$421B
$5.98 Million 1.97% of portfolio
6,180
Q3 2025 Added 5.73%
$203B
$5.21 Million 1.71% of portfolio
31,305
Q3 2025 Added 3.79%
$23.6B
$5.2 Million 1.71% of portfolio
106,097
Q3 2025 Reduced 0.87%
$1.72T
$5.08 Million 1.67% of portfolio
20,843
Q3 2025 Added 4.25%
$389B
$4.43 Million 1.45% of portfolio
10,924
Q3 2025 Added 4.71%
$913B
$4.19 Million 1.38% of portfolio
13,291
Q3 2025 Added 7.48%
$163B
$4.09 Million 1.34% of portfolio
28,296
Q3 2025 Added 1.8%
$150B
$4.05 Million 1.33% of portfolio
12,283
Q3 2025 Added 5.41%
$413B
$3.84 Million 1.26% of portfolio
23,736
Q3 2025 Reduced 2.96%
$356B
$3.82 Million 1.26% of portfolio
24,884
Q3 2025 Added 3.87%
$216B
$3.78 Million 1.24% of portfolio
28,207
Q3 2025 Added 1.76%
$95.4B
$3.67 Million 1.21% of portfolio
13,595
Q3 2025 Reduced 0.22%
$262B
$3.69 Million 1.21% of portfolio
22,078
Q3 2025 Reduced 2.5%
$177B
$3.43 Million 1.13% of portfolio
17,629
Q3 2025 Added 0.27%
$48.9B
$3.32 Million 1.09% of portfolio
11,478
Q3 2025 Added 11.05%
$123B
$3.27 Million 1.07% of portfolio
9,926
Q3 2025 Added 12.18%
$65.4B
$3.16 Million 1.04% of portfolio
18,583
Q3 2025 Added 4.66%
$26.8B
$3.02 Million 0.99% of portfolio
22,431
Q3 2025 Added 11.69%
$95.7B
$2.98 Million 0.98% of portfolio
24,113
Q3 2025 Added 2.77%
$557B
$2.93 Million 0.96% of portfolio
8,573
Q3 2025 Reduced 9.18%
$104B
$2.89 Million 0.95% of portfolio
16,917
Q3 2025 Added 7.04%
$10.7B
$2.86 Million 0.94% of portfolio
17,056
Q3 2025 Reduced 3.18%
$13B
$2.85 Million 0.94% of portfolio
14,595
Q3 2025 Added 0.03%
$49B
$2.84 Million 0.93% of portfolio
16,442
Q3 2025 Added 11.96%
$0
$2.79 Million 0.92% of portfolio
21,733
Q3 2025 Reduced 20.88%
$69.4B
$2.7 Million 0.89% of portfolio
5,480
Q3 2025 Added 9.78%
$300B
$2.63 Million 0.87% of portfolio
38,470
Q3 2025 Reduced 4.09%
$42.7B
$2.58 Million 0.85% of portfolio
28,796
Q3 2025 Added 1.44%
$160B
$2.5 Million 0.82% of portfolio
33,073
Q3 2025 Reduced 0.95%
$189B
$2.46 Million 0.81% of portfolio
5,506
Q3 2025 Added 7.98%
$158B
$2.47 Million 0.81% of portfolio
6,990
Q3 2025 Added 14.63%
$47.2B
$2.47 Million 0.81% of portfolio
2,687
Q3 2025 Added 21.86%
$61.7B
$2.44 Million 0.8% of portfolio
5,774
Q3 2025 Added 4.62%
$69.9B
$2.45 Million 0.8% of portfolio
4,353
Q3 2025 Reduced 0.11%
$83.3B
$2.37 Million 0.78% of portfolio
12,345
Q3 2025 Added 3.62%
$158B
$2.29 Million 0.75% of portfolio
9,276
Q3 2025 Added 10.4%
$89.4B
$2.26 Million 0.74% of portfolio
6,523
Q3 2025 Added 4.4%
$17.2B
$2.21 Million 0.73% of portfolio
22,536
Q3 2025 Added 0.08%
$129B
$2.18 Million 0.72% of portfolio
4,376
Q3 2025 Reduced 2.58%
$201B
$2.14 Million 0.7% of portfolio
10,436
Q3 2025 Added 22.55%
$188B
$2.07 Million 0.68% of portfolio
3,034
Q3 2025 Reduced 1.01%
$477B
$2.03 Million 0.67% of portfolio
18,015
Q3 2025 Added 3.33%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $304 Million
  • Prior Value $281 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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