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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.02B
$1.46 Million 0.48% of portfolio
8,395
Q3 2025 Added 4.86%
$5.93B
$530,000 0.17% of portfolio
4,920
Q3 2025 Reduced 2.96%
$9.31B
$291,000 0.1% of portfolio
12,780
Q3 2025 Reduced 45.68%
$6.96B
$226,000 0.07% of portfolio
1,579
Q3 2025 New

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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