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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$161B
$2.04 Million 0.67% of portfolio
1,893
Q3 2025 Reduced 1.41%
$14.7B
$2.01 Million 0.66% of portfolio
24,623
Q3 2025 Reduced 14.71%
$23.5B
$2.02 Million 0.66% of portfolio
57,563
Q3 2025 Reduced 2.41%
$109B
$1.76 Million 0.58% of portfolio
31,678
Q3 2025 Reduced 25.05%
$971B
$1.72 Million 0.57% of portfolio
2,259
Q3 2025 Reduced 7.65%
$0
$1.71 Million 0.56% of portfolio
83,694
Q3 2025 Added 13.95%
$13.5B
$1.66 Million 0.55% of portfolio
19,551
Q3 2025 Added 3.87%
$204B
$1.6 Million 0.53% of portfolio
11,411
Q3 2025 Reduced 5.97%
$291B
$1.61 Million 0.53% of portfolio
3,379
Q3 2025 Added 5.04%
$49.1B
$1.61 Million 0.53% of portfolio
1,345
Q3 2025 Added 9.53%
$30.9B
$1.61 Million 0.53% of portfolio
12,800
Q3 2025 Added 27.27%
$0
$1.58 Million 0.52% of portfolio
2,640
Q3 2025 Added 1.03%
$0
$1.52 Million 0.5% of portfolio
149,840
Q3 2025 Added 34.98%
$306B
$1.49 Million 0.49% of portfolio
22,530
Q3 2025 Reduced 0.19%
$69.4B
$1.49 Million 0.49% of portfolio
18,159
Q3 2025 Reduced 4.41%
$6.59B
$1.46 Million 0.48% of portfolio
8,395
Q3 2025 Added 4.86%
$98.6B
$1.44 Million 0.47% of portfolio
15,225
Q3 2025 Added 10.16%
$85.9B
$1.39 Million 0.46% of portfolio
6,307
Q3 2025 Added 0.08%
$55.9B
$1.32 Million 0.43% of portfolio
1,379
Q3 2025 Added 12.48%
$89.8B
$1.29 Million 0.42% of portfolio
7,229
Q3 2025 Reduced 4.06%
$18.5B
$1.29 Million 0.42% of portfolio
5,897
Q3 2025 Added 1.87%
$10.4B
$1.29 Million 0.42% of portfolio
4,504
Q3 2025 Reduced 9.83%
$67.6B
$1.26 Million 0.41% of portfolio
26,059
Q3 2025 Reduced 5.26%
$224B
$1.25 Million 0.41% of portfolio
4,128
Q3 2025 Reduced 5.13%
$268B
$1.22 Million 0.4% of portfolio
7,309
Q3 2025 Reduced 1.63%
$512B
$1.18 Million 0.39% of portfolio
2,071
Q3 2025 Reduced 1.71%
$104B
$1.06 Million 0.35% of portfolio
3,610
Q3 2025 Reduced 0.11%
$136B
$1.03 Million 0.34% of portfolio
4,340
Q3 2025 Added 21.84%
$265B
$1.02 Million 0.33% of portfolio
1,279
Q3 2025 Added 0.16%
$1.29T
$996,000 0.33% of portfolio
2,241
Q3 2025 Reduced 14.66%
$86.4B
$1.01 Million 0.33% of portfolio
2,875
Q3 2025 Reduced 0.86%
$20.9B
$974,000 0.32% of portfolio
5,479
Q3 2025 Added 48.16%
$0
$958,000 0.31% of portfolio
10,452
Q3 2025 Reduced 45.33%
$68.7B
$898,000 0.3% of portfolio
10,756
Q3 2025 Reduced 18.02%
$53.3B
$776,000 0.26% of portfolio
3,288
Q3 2025 Reduced 8.03%
$123B
$795,000 0.26% of portfolio
2,818
Q3 2025 Reduced 8.51%
$19.3B
$784,000 0.26% of portfolio
12,516
Q3 2025 Added 2.81%
$17.5B
$753,000 0.25% of portfolio
2,175
Q3 2025 Added 0.46%
$0
$763,000 0.25% of portfolio
20,093
Q3 2025 Added 16.65%
$43.5B
$731,000 0.24% of portfolio
2,093
Q3 2025 Reduced 1.97%
$67.3B
$706,000 0.23% of portfolio
2,531
Q3 2025 Added 0.2%
$237B
$687,000 0.23% of portfolio
2,900
Q3 2025 Added 270.84%
$73.2B
$695,000 0.23% of portfolio
162
Q3 2025 Reduced 3.57%
$0
$685,000 0.23% of portfolio
1,024
Q3 2025 Reduced 12.4%
$38B
$694,000 0.23% of portfolio
5,129
Q3 2025 Reduced 3.1%
$144B
$701,000 0.23% of portfolio
1,535
Q3 2025 Reduced 0.58%
$414B
$682,000 0.22% of portfolio
2,947
Q3 2025 Reduced 10.07%
$132B
$679,000 0.22% of portfolio
2,753
Q3 2025 Added 84.77%
$342B
$683,000 0.22% of portfolio
3,747
Q3 2025 Added 19.29%

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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