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 $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