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 $10 Billions to $200 Billions
