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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.8B
$1.88 Million 0.67% of portfolio
58,986
Q2 2025 Added 2.34%
$462B
$1.88 Million 0.67% of portfolio
17,434
Q2 2025 Added 3.65%
$8.04B
$1.79 Million 0.64% of portfolio
8,006
Q2 2025 Added 4.39%
$51.5B
$1.81 Million 0.64% of portfolio
5,519
Q2 2025 Added 13.93%
$0
$1.75 Million 0.62% of portfolio
19,119
Q2 2025 Reduced 20.42%
$128B
$1.72 Million 0.61% of portfolio
1,920
Q2 2025 Reduced 0.41%
$525B
$1.64 Million 0.59% of portfolio
1,228
Q2 2025 Added 13.28%
$14.3B
$1.62 Million 0.58% of portfolio
18,823
Q2 2025 Added 0.08%
$33.5B
$1.61 Million 0.57% of portfolio
2,205
Q2 2025 Added 9.76%
$199B
$1.6 Million 0.57% of portfolio
12,136
Q2 2025 Added 4.38%
$0
$1.61 Million 0.57% of portfolio
73,449
Q2 2025 Added 11.11%
$299B
$1.6 Million 0.57% of portfolio
22,573
Q2 2025 Reduced 7.06%
$162B
$1.56 Million 0.56% of portfolio
8,516
Q2 2025 Added 11.66%
$94.7B
$1.44 Million 0.51% of portfolio
6,302
Q2 2025 Reduced 6.43%
$0
$1.44 Million 0.51% of portfolio
2,613
Q2 2025 Reduced 1.4%
$31.4B
$1.42 Million 0.51% of portfolio
54,698
Q2 2025 Reduced 17.24%
$103B
$1.27 Million 0.45% of portfolio
13,821
Q2 2025 Added 8.12%
$217B
$1.27 Million 0.45% of portfolio
4,351
Q2 2025 Added 2.11%
$0
$1.25 Million 0.44% of portfolio
111,007
Q2 2025 Added 32.02%
$68.4B
$1.24 Million 0.44% of portfolio
27,507
Q2 2025 Reduced 0.78%
$227B
$1.25 Million 0.44% of portfolio
3,217
Q2 2025 Added 3.91%
$537B
$1.18 Million 0.42% of portfolio
2,107
Q2 2025 Added 0.14%
$74.8B
$1.16 Million 0.41% of portfolio
7,535
Q2 2025 Added 0.69%
$127B
$1.11 Million 0.4% of portfolio
3,614
Q2 2025 Added 1.06%
$28.9B
$1.11 Million 0.4% of portfolio
10,057
Q2 2025 Added 7.0%
$19.3B
$1.09 Million 0.39% of portfolio
5,789
Q2 2025 Added 1.51%
$47.1B
$998,000 0.36% of portfolio
18,996
Q2 2025 Reduced 12.39%
$121B
$915,000 0.33% of portfolio
7,430
Q2 2025 Reduced 0.59%
$60.7B
$923,000 0.33% of portfolio
1,226
Q2 2025 Added 29.74%
$245B
$903,000 0.32% of portfolio
1,277
Q2 2025 New
$89.1B
$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%
$26.7B
$878,000 0.31% of portfolio
3,698
Q2 2025 Added 14.1%
$104B
$836,000 0.3% of portfolio
18,078
Q2 2025 Reduced 12.26%
$964B
$834,000 0.3% of portfolio
2,626
Q2 2025 Reduced 9.17%
$136B
$819,000 0.29% of portfolio
3,562
Q2 2025 Added 20.22%
$155B
$785,000 0.28% of portfolio
1,544
Q2 2025 Reduced 2.4%
$1.27B
$716,000 0.26% of portfolio
12,760
Q2 2025 Added 8.18%
$0
$725,000 0.26% of portfolio
1,169
Q2 2025 Added 0.09%
$41.2B
$709,000 0.25% of portfolio
2,135
Q2 2025 Added 0.05%
$14.5B
$712,000 0.25% of portfolio
23,528
Q2 2025 Added 1.19%
$36.3B
$685,000 0.24% of portfolio
5,293
Q2 2025 Added 0.86%
$61.4B
$675,000 0.24% of portfolio
2,526
Q2 2025 Reduced 1.71%
$152B
$669,000 0.24% of portfolio
6,230
Q2 2025 Reduced 1.58%
$17.6B
$673,000 0.24% of portfolio
2,165
Q2 2025 Reduced 17.15%
$103B
$638,000 0.23% of portfolio
3,482
Q2 2025 Added 10.36%
$305B
$638,000 0.23% of portfolio
4,459
Q2 2025 Added 3.41%
$261B
$653,000 0.23% of portfolio
2,094
Q2 2025 Reduced 22.36%
$19.8B
$617,000 0.22% of portfolio
10,666
Q2 2025 Added 7.82%

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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