Stiles Financial Services Inc Portfolio Holdings

Stiles Financial Services Inc

  • $281 Million
  • Q2 2025

Stiles Financial Services Inc has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $281 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $24.3M, Apple Inc. with a value of $9M, Amazon Com Inc with a value of $8.7M, Microsoft Corp with a value of $8.62M, and Costco Wholesale Corp with a value of $8.46M.

Examining the 13F form we can see an increase of $25.9M in the current position value, from $255M to 281M.

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

Portfolio value $281 Million
Technology: $86.7 Million
Financial Services: $38.1 Million
Industrials: $27.9 Million
Consumer Cyclical: $27.5 Million
Consumer Defensive: $19.9 Million
Healthcare: $19.1 Million
Utilities: $13.6 Million
Communication Services: $13.1 Million
Other: $34.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$173B
$4.8 Million 1.71% of portfolio
30,162
Q2 2025 Added 6.79%
$27.8B
$4.5 Million 1.6% of portfolio
107,028
Q2 2025 Added 95.48%
$99.2B
$3.76 Million 1.34% of portfolio
13,625
Q2 2025 Reduced 7.11%
$155B
$3.43 Million 1.22% of portfolio
27,795
Q2 2025 Added 0.06%
$177B
$3.42 Million 1.22% of portfolio
17,582
Q2 2025 Added 0.29%
$39.6B
$3.23 Million 1.15% of portfolio
47,450
Q2 2025 Reduced 9.21%
$127B
$3.21 Million 1.14% of portfolio
11,653
Q2 2025 Added 2.87%
$49.2B
$3.03 Million 1.08% of portfolio
10,336
Q2 2025 Added 2.39%
$112B
$2.92 Million 1.04% of portfolio
42,265
Q2 2025 Added 1.87%
$111B
$2.86 Million 1.02% of portfolio
8,848
Q2 2025 Added 20.28%
$48.9B
$2.8 Million 1.0% of portfolio
28,388
Q2 2025 Added 2.25%
$95.8B
$2.77 Million 0.99% of portfolio
23,463
Q2 2025 Added 3.52%
$169B
$2.77 Million 0.99% of portfolio
5,099
Q2 2025 Added 5.37%
$95.3B
$2.63 Million 0.94% of portfolio
11,914
Q2 2025 Added 1.75%
$95.7B
$2.56 Million 0.91% of portfolio
4,992
Q2 2025 Added 4.39%
$48.7B
$2.56 Million 0.91% of portfolio
14,685
Q2 2025 Added 5.29%
$12.7B
$2.52 Million 0.9% of portfolio
17,616
Q2 2025 Added 10.09%
$150B
$2.51 Million 0.89% of portfolio
8,402
Q2 2025 Added 3.28%
$13.8B
$2.38 Million 0.85% of portfolio
14,590
Q2 2025 Added 9.58%
$51.4B
$2.39 Million 0.85% of portfolio
17,756
Q2 2025 Added 8.87%
$157B
$2.36 Million 0.84% of portfolio
6,098
Q2 2025 Added 9.72%
$123B
$2.36 Million 0.84% of portfolio
15,804
Q2 2025 Added 11.38%
$141B
$2.32 Million 0.83% of portfolio
33,391
Q2 2025 Reduced 2.42%
$59.7B
$2.29 Million 0.81% of portfolio
4,358
Q2 2025 Added 6.4%
$14.1B
$2.23 Million 0.8% of portfolio
4,995
Q2 2025 Reduced 3.16%
$17.2B
$2.21 Million 0.79% of portfolio
22,517
Q2 2025 Added 3.72%
$92.8B
$2.15 Million 0.76% of portfolio
6,248
Q2 2025 Added 2.93%
$113B
$2.08 Million 0.74% of portfolio
4,492
Q2 2025 Added 3.55%
$15B
$2.08 Million 0.74% of portfolio
28,870
Q2 2025 Reduced 0.51%
$21.8B
$1.88 Million 0.67% of portfolio
58,986
Q2 2025 Added 2.34%
$56.3B
$1.81 Million 0.64% of portfolio
5,519
Q2 2025 Added 13.93%
$133B
$1.72 Million 0.61% of portfolio
1,920
Q2 2025 Reduced 0.41%
$14.4B
$1.62 Million 0.58% of portfolio
18,823
Q2 2025 Added 0.08%
$39.5B
$1.61 Million 0.57% of portfolio
2,205
Q2 2025 Added 9.76%
$162B
$1.56 Million 0.56% of portfolio
8,516
Q2 2025 Added 11.66%
$95.6B
$1.44 Million 0.51% of portfolio
6,302
Q2 2025 Reduced 6.43%
$33.7B
$1.42 Million 0.51% of portfolio
54,698
Q2 2025 Reduced 17.24%
$63.8B
$1.32 Million 0.47% of portfolio
13,120
Q2 2025 Added 8.37%
$102B
$1.27 Million 0.45% of portfolio
13,821
Q2 2025 Added 8.12%
$68B
$1.24 Million 0.44% of portfolio
27,507
Q2 2025 Reduced 0.78%
$76.4B
$1.16 Million 0.41% of portfolio
7,535
Q2 2025 Added 0.69%
$124B
$1.11 Million 0.4% of portfolio
3,614
Q2 2025 Added 1.06%
$31.7B
$1.11 Million 0.4% of portfolio
10,057
Q2 2025 Added 7.0%
$18.7B
$1.09 Million 0.39% of portfolio
5,789
Q2 2025 Added 1.51%
$55.6B
$998,000 0.36% of portfolio
18,996
Q2 2025 Reduced 12.39%
$139B
$915,000 0.33% of portfolio
7,430
Q2 2025 Reduced 0.59%
$63.6B
$923,000 0.33% of portfolio
1,226
Q2 2025 Added 29.74%
$97B
$893,000 0.32% of portfolio
2,900
Q2 2025 Added 1.4%
$112B
$892,000 0.32% of portfolio
3,080
Q2 2025 Added 5.3%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $281 Million
  • Prior Value $255 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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