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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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