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
$1.46T
$679,000 0.22% of portfolio
2,432
Q3 2025 Added 71.87%
$303B
$682,000 0.22% of portfolio
4,396
Q3 2025 Reduced 1.41%
$147B
$608,000 0.2% of portfolio
6,230
Q2 2025 Reduced 1.58%
$84.9B
$596,000 0.2% of portfolio
3,540
Q3 2025 Added 1.67%
$99.5B
$614,000 0.2% of portfolio
13,616
Q3 2025 Reduced 24.68%
$27.1B
$594,000 0.2% of portfolio
1,087
Q3 2025 Added 0.93%
$92.7B
$567,000 0.19% of portfolio
2,178
Q3 2025 Added 0.18%
$875M
$553,000 0.18% of portfolio
14,118
Q3 2025 Added 10.64%
$0
$540,000 0.18% of portfolio
883
Q2 2024 Reduced 11.7%
$169B
$538,000 0.18% of portfolio
585
Q1 2025 Reduced 4.88%
$113B
$559,000 0.18% of portfolio
5,913
Q3 2025 Added 12.82%
$6.2B
$530,000 0.17% of portfolio
4,920
Q3 2025 Reduced 2.96%
$120B
$486,000 0.16% of portfolio
15,495
Q3 2025 Reduced 8.06%
$14.8B
$490,000 0.16% of portfolio
10,000
Q3 2025 Reduced 6.24%
$317B
$487,000 0.16% of portfolio
5,821
Q3 2025 Reduced 2.41%
$237B
$466,000 0.15% of portfolio
2,878
Q2 2025 New
$136B
$468,000 0.15% of portfolio
1,267
Q3 2025 Reduced 4.31%
$0
$434,000 0.14% of portfolio
4,157
Q3 2025 Added 11.39%
$71.5B
$400,000 0.13% of portfolio
511
Q3 2025 Added 0.2%
$61.4B
$401,000 0.13% of portfolio
970
Q3 2025 Added 5.43%
$0
$404,000 0.13% of portfolio
2,848
Q3 2025 Added 0.46%
$53.1B
$387,000 0.13% of portfolio
1,577
Q2 2025 Added 3.27%
$0
$398,000 0.13% of portfolio
3,305
Q1 2023 New
$38.8B
$390,000 0.13% of portfolio
2,414
Q3 2025 Added 0.12%
$89.3B
$392,000 0.13% of portfolio
3,598
Q3 2025 New
$0
$369,000 0.12% of portfolio
6,676
Q3 2025 Added 47.28%
$68.5B
$379,000 0.12% of portfolio
2,793
Q3 2025 Reduced 4.84%
$28.1B
$354,000 0.12% of portfolio
7,033
Q3 2025 Reduced 27.73%
$9.78B
$360,000 0.12% of portfolio
8,010
Q3 2025 Reduced 3.84%
$72.3B
$353,000 0.12% of portfolio
3,169
Q3 2025 Added 3.22%
$62.3B
$365,000 0.12% of portfolio
3,250
Q3 2025 Added 0.74%
$33.2B
$341,000 0.11% of portfolio
3,473
Q3 2025 Added 22.29%
$283B
$347,000 0.11% of portfolio
2,713
Q3 2025 Reduced 16.45%
$86.7B
$326,000 0.11% of portfolio
536
Q3 2025 Reduced 4.11%
$0
$348,000 0.11% of portfolio
4,060
Q2 2024 Reduced 9.66%
$128B
$326,000 0.11% of portfolio
3,425
Q3 2025 Reduced 6.9%
$132B
$330,000 0.11% of portfolio
1,572
Q3 2025 Added 13.01%
$0
$313,000 0.1% of portfolio
2,200
Q2 2024 Reduced 18.52%
$0
$312,000 0.1% of portfolio
2,627
Q2 2025 Reduced 1.43%
$118B
$302,000 0.1% of portfolio
1,233
Q3 2025 Reduced 8.33%
$522B
$315,000 0.1% of portfolio
1,700
Q3 2025 Reduced 3.08%
$64.9B
$306,000 0.1% of portfolio
3,650
Q3 2025 New
$593B
$301,000 0.1% of portfolio
1,071
Q3 2025 New
$35.1B
$291,000 0.1% of portfolio
4,792
Q3 2025 Added 0.38%
$89.7B
$308,000 0.1% of portfolio
1,533
Q3 2025 Added 0.2%
$9.31B
$291,000 0.1% of portfolio
12,780
Q3 2025 Reduced 45.68%
$75.4B
$281,000 0.09% of portfolio
2,147
Q3 2025 Reduced 17.26%
$10.5B
$266,000 0.09% of portfolio
3,257
Q3 2025 Reduced 10.74%
$205B
$269,000 0.09% of portfolio
1,829
Q3 2025 Reduced 13.19%

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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