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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$29.1 Million 9.55% of portfolio
155,765
Q3 2025 Added 1.43%
$4.3T
$11.2 Million 3.68% of portfolio
44,016
Q3 2025 Added 0.32%
$3.78T
$9.27 Million 3.05% of portfolio
17,888
Q3 2025 Added 3.18%
$2.39T
$8.75 Million 2.88% of portfolio
39,857
Q3 2025 Added 0.52%
$662B
$8.15 Million 2.68% of portfolio
16,208
Q3 2025 Added 7.45%
$404B
$8 Million 2.63% of portfolio
8,648
Q3 2025 Added 1.23%
$1.65T
$7.4 Million 2.43% of portfolio
30,457
Q3 2025 Added 6.88%
$405B
$5.98 Million 1.97% of portfolio
6,180
Q3 2025 Added 5.73%
$187B
$5.21 Million 1.71% of portfolio
31,305
Q3 2025 Added 3.79%
$23.2B
$5.2 Million 1.71% of portfolio
106,097
Q3 2025 Reduced 0.87%
$1.74T
$5.08 Million 1.67% of portfolio
20,843
Q3 2025 Added 4.25%
$367B
$4.43 Million 1.45% of portfolio
10,924
Q3 2025 Added 4.71%
$881B
$4.19 Million 1.38% of portfolio
13,291
Q3 2025 Added 7.48%
$170B
$4.09 Million 1.34% of portfolio
28,296
Q3 2025 Added 1.8%
$139B
$4.05 Million 1.33% of portfolio
12,283
Q3 2025 Added 5.41%
$388B
$3.84 Million 1.26% of portfolio
23,736
Q3 2025 Reduced 2.96%
$346B
$3.82 Million 1.26% of portfolio
24,884
Q3 2025 Added 3.87%
$228B
$3.78 Million 1.24% of portfolio
28,207
Q3 2025 Added 1.76%
$100B
$3.67 Million 1.21% of portfolio
13,595
Q3 2025 Reduced 0.22%
$258B
$3.69 Million 1.21% of portfolio
22,078
Q3 2025 Reduced 2.5%
$177B
$3.43 Million 1.13% of portfolio
17,629
Q3 2025 Added 0.27%
$48.1B
$3.32 Million 1.09% of portfolio
11,478
Q3 2025 Added 11.05%
$111B
$3.27 Million 1.07% of portfolio
9,926
Q3 2025 Added 12.18%
$70.1B
$3.16 Million 1.04% of portfolio
18,583
Q3 2025 Added 4.66%
$26.6B
$3.02 Million 0.99% of portfolio
22,431
Q3 2025 Added 11.69%
$96.4B
$2.98 Million 0.98% of portfolio
24,113
Q3 2025 Added 2.77%
$533B
$2.93 Million 0.96% of portfolio
8,573
Q3 2025 Reduced 9.18%
$98.1B
$2.89 Million 0.95% of portfolio
16,917
Q3 2025 Added 7.04%
$9.65B
$2.86 Million 0.94% of portfolio
17,056
Q3 2025 Reduced 3.18%
$12.2B
$2.85 Million 0.94% of portfolio
14,595
Q3 2025 Added 0.03%
$45.5B
$2.84 Million 0.93% of portfolio
16,442
Q3 2025 Added 11.96%
$59.7B
$2.7 Million 0.89% of portfolio
5,480
Q3 2025 Added 9.78%
$319B
$2.63 Million 0.87% of portfolio
38,470
Q3 2025 Reduced 4.09%
$41.4B
$2.58 Million 0.85% of portfolio
28,796
Q3 2025 Added 1.44%
$168B
$2.5 Million 0.82% of portfolio
33,073
Q3 2025 Reduced 0.95%
$193B
$2.46 Million 0.81% of portfolio
5,506
Q3 2025 Added 7.98%
$151B
$2.47 Million 0.81% of portfolio
6,990
Q3 2025 Added 14.63%
$43.2B
$2.47 Million 0.81% of portfolio
2,687
Q3 2025 Added 21.86%
$65.2B
$2.44 Million 0.8% of portfolio
5,774
Q3 2025 Added 4.62%
$74.3B
$2.45 Million 0.8% of portfolio
4,353
Q3 2025 Reduced 0.11%
$84B
$2.37 Million 0.78% of portfolio
12,345
Q3 2025 Added 3.62%
$152B
$2.29 Million 0.75% of portfolio
9,276
Q3 2025 Added 10.4%
$86.1B
$2.26 Million 0.74% of portfolio
6,523
Q3 2025 Added 4.4%
$17.2B
$2.21 Million 0.73% of portfolio
22,536
Q3 2025 Added 0.08%
$123B
$2.18 Million 0.72% of portfolio
4,376
Q3 2025 Reduced 2.58%
$197B
$2.14 Million 0.7% of portfolio
10,436
Q3 2025 Added 22.55%
$182B
$2.07 Million 0.68% of portfolio
3,034
Q3 2025 Reduced 1.01%
$490B
$2.03 Million 0.67% of portfolio
18,015
Q3 2025 Added 3.33%
$161B
$2.04 Million 0.67% of portfolio
1,893
Q3 2025 Reduced 1.41%

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
Track This Portfolio

Track Stiles Financial Services Inc Portfolio

Follow Stiles Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stiles Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Stiles Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email