Holders — by stockHoldings — by fund
Stiles Financial Services Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001904832
$398.2M
disclosed book value
183
positions
8.1%
largest position share
Positions, as of 2026-06-30
top 100 of 183 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION COM | 161,950 | $32.4M | 8.1% |
| 2 | LRCXLAM RESEARCH CORP COM NEW | 48,385 | $21.0M | 5.3% |
| 3 | AMDADVANCED MICRO DEVICES INC COM | 21,790 | $12.7M | 3.2% |
| 4 | ASML HLDG NV N Y REGISTRY SHS | 6,323 | $12.6M | 3.2% |
| 5 | AAPLAPPLE INC COM | 40,972 | $11.9M | 3% |
| 6 | GOOGLALPHABET INC CAP STK CL A | 29,809 | $10.7M | 2.7% |
| 7 | AMZNAMAZON COM INC COM | 40,185 | $9.6M | 2.4% |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 17,224 | $8.6M | 2.2% |
| 9 | COSTCOSTCO WHOLESALE CORPORATION COM | 8,824 | $8.3M | 2.1% |
| 10 | MUMICRON TECHNOLOGY INC COM | 7,087 | $8.2M | 2.1% |
| 11 | MSFTMICROSOFT CORP COM | 21,084 | $7.9M | 2% |
| 12 | GOOGALPHABET INC CAP STK CL C | 21,609 | $7.6M | 1.9% |
| 13 | AMATAPPLIED MATLS INC COM | 9,098 | $6.6M | 1.7% |
| 14 | TXNTEXAS INSTRS INC COM | 17,684 | $5.3M | 1.3% |
| 15 | GNRCGENERAC HLDGS INC COM | 17,888 | $5.2M | 1.3% |
| 16 | FASTFASTENAL CO COM | 108,638 | $5.2M | 1.3% |
| 17 | QCOMQUALCOMM INC COM | 27,950 | $5.2M | 1.3% |
| 18 | JPMJPMORGAN CHASE & CO COM | 15,146 | $5.0M | 1.2% |
| 19 | KLACKLA CORP COM NEW | 16,398 | $4.9M | 1.2% |
| 20 | VLOVALERO ENERGY CORP COM | 18,899 | $4.9M | 1.2% |
| 21 | STLDSTEEL DYNAMICS INC COM | 21,115 | $4.8M | 1.2% |
| 22 | AVGOBROADCOM INC COM | 12,108 | $4.6M | 1.1% |
| 23 | HDHOME DEPOT INC COM | 12,855 | $4.5M | 1.1% |
| 24 | GLWCORNING INC COM | 16,829 | $4.3M | 1.1% |
| 25 | NTRSNORTHERN TR CORP COM | 24,578 | $4.3M | 1.1% |
| 26 | CSCOCISCO SYS INC COM | 35,375 | $4.2M | 1% |
| 27 | CMICUMMINS INC COM | 5,693 | $4.1M | 1% |
| 28 | PSAPUBLIC STORAGE COM | 12,433 | $4.0M | 1% |
| 29 | MPWRMONOLITHIC PWR SYS INC COM | 2,783 | $3.8M | 1% |
| 30 | RTXRTX CORPORATION COM | 19,731 | $3.7M | 0.9% |
| 31 | XELXCEL ENERGY INC COM | 46,310 | $3.7M | 0.9% |
| 32 | TGTTARGET CORP COM | 27,611 | $3.6M | 0.9% |
| 33 | TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 7,462 | $3.6M | 0.9% |
| 34 | WSMWILLIAMS SONOMA INC COM | 15,262 | $3.6M | 0.9% |
| 35 | PGPROCTER & GAMBLE CO COM | 23,789 | $3.5M | 0.9% |
| 36 | TJXTJX COS INC NEW COM | 22,728 | $3.4M | 0.9% |
| 37 | CATCATERPILLAR INC COM | 3,182 | $3.4M | 0.9% |
| 38 | DLRDIGITAL RLTY TR INC COM | 18,798 | $3.4M | 0.8% |
| 39 | DUKDUKE ENERGY CORP NEW COM NEW | 26,501 | $3.4M | 0.8% |
| 40 | URIUNITED RENTALS INC COM | 2,847 | $3.2M | 0.8% |
| 41 | CMECME GROUP INC COM | 14,367 | $3.2M | 0.8% |
| 42 | CEGCONSTELLATION ENERGY CORP COM | 12,690 | $3.2M | 0.8% |
| 43 | SNPSSYNOPSYS INC COM | 6,630 | $3.0M | 0.7% |
| 44 | VVISA INC COM CL A | 8,476 | $2.9M | 0.7% |
| 45 | BXBLACKSTONE INC COM | 23,924 | $2.8M | 0.7% |
| 46 | XOMEXXONMOBIL HOLDINGS CORP COM SHS | 19,809 | $2.7M | 0.7% |
| 47 | NEENEXTERA ENERGY INC COM | 30,557 | $2.7M | 0.7% |
| 48 | BKAGBNY MELLON CORE BOND ETF | 62,452 | $2.6M | 0.7% |
| 49 | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 2,665 | $2.6M | 0.6% |
| 50 | LMTLOCKHEED MARTIN CORP COM | 5,013 | $2.6M | 0.6% |
| 51 | QQQINVESCO QQQ TRUST SERIES I | 3,430 | $2.5M | 0.6% |
| 52 | ISRGINTUITIVE SURGICAL INC COM NEW | 5,883 | $2.3M | 0.6% |
| 53 | REGNREGENERON PHARMACEUTICALS COM | 3,564 | $2.2M | 0.6% |
| 54 | SHWSHERWIN WILLIAMS CO COM | 6,344 | $2.2M | 0.5% |
| 55 | LLYELI LILLY & CO COM | 1,811 | $2.2M | 0.5% |
| 56 | AMTAMERICAN TOWER CORP COM | 13,062 | $2.1M | 0.5% |
| 57 | ABTABBOTT LABORATORIES COM | 21,270 | $1.9M | 0.5% |
| 58 | ANETARISTA NETWORKS INC COM SHS | 10,206 | $1.7M | 0.4% |
| 59 | ACCENTURE PLC IRELAND SHS CLASS A | 13,521 | $1.7M | 0.4% |
| 60 | BKLCBNY MELLON US LARGE CAP CORE EQUITY ETF | 11,474 | $1.6M | 0.4% |
| 61 | LENLENNAR CORP CL A | 18,015 | $1.6M | 0.4% |
| 62 | DVNDEVON ENERGY CORP NEW COM | 39,396 | $1.6M | 0.4% |
| 63 | WELLWELLTOWER INC COM | 7,033 | $1.6M | 0.4% |
| 64 | UNPUNION PAC CORP COM | 5,826 | $1.6M | 0.4% |
| 65 | ADBEADOBE INC COM | 7,500 | $1.5M | 0.4% |
| 66 | KOCOCA COLA CO COM | 18,857 | $1.5M | 0.4% |
| 67 | SOSOUTHERN CO COM | 15,717 | $1.5M | 0.4% |
| 68 | UPSUNITED PARCEL SVCS INC CL B | 13,931 | $1.5M | 0.4% |
| 69 | PKGPACKAGING CORP AMER COM | 6,215 | $1.5M | 0.4% |
| 70 | ARCCARES CAPITAL CORP COM | 79,696 | $1.5M | 0.4% |
| 71 | GGGGRACO INC COM | 19,315 | $1.5M | 0.4% |
| 72 | USBUS BANCORP COM NEW | 23,839 | $1.4M | 0.4% |
| 73 | GSBDGOLDMAN SACHS BDC INC SHS | 147,845 | $1.4M | 0.4% |
| 74 | GSGOLDMAN SACHS GROUP INC COM | 1,333 | $1.3M | 0.3% |
| 75 | WMWASTE MGMT INC DEL COM | 6,023 | $1.3M | 0.3% |
| 76 | ORCLORACLE CORP COM | 9,049 | $1.3M | 0.3% |
| 77 | AFIXALLSPRING BROAD MARKET CORE BOND ETF | 50,346 | $1.2M | 0.3% |
| 78 | BNYBANK OF NY MELLON CORP COM | 8,180 | $1.2M | 0.3% |
| 79 | CDNSCADENCE DESIGN SYSTEM INC COM | 3,032 | $1.1M | 0.3% |
| 80 | DEDEERE & CO COM | 1,695 | $1.1M | 0.3% |
| 81 | TSLATESLA INC COM | 2,548 | $1.1M | 0.3% |
| 82 | FTNTFORTINET INC COM | 6,922 | $1.1M | 0.3% |
| 83 | MAMASTERCARD INCORPORATED CL A | 2,070 | $1.1M | 0.3% |
| 84 | MCDMCDONALDS CORP COM | 3,836 | $1.0M | 0.3% |
| 85 | PEPPEPSICO INC COM | 7,507 | $1.0M | 0.3% |
| 86 | SMCISUPER MICRO COMPUTER INC COM NEW | 34,605 | $1.0M | 0.3% |
| 87 | SONYSONY GROUP CORP SPONSORED ADR | 48,794 | $978,806 | 0.2% |
| 88 | ROKROCKWELL AUTOMATION INC COM | 1,913 | $947,107 | 0.2% |
| 89 | VOOVANGUARD S&P 500 ETF | 1,327 | $911,406 | 0.2% |
| 90 | SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 21,123 | $911,264 | 0.2% |
| 91 | CRMSALESFORCE INC COM | 5,699 | $892,772 | 0.2% |
| 92 | IVVISHARES CORE S&P 500 ETF | 1,159 | $867,668 | 0.2% |
| 93 | SMOTVANECK MORNINGSTAR SMID MOAT ETF | 22,137 | $860,253 | 0.2% |
| 94 | TRVTRAVELERS COMPANIES INC COM | 2,549 | $841,348 | 0.2% |
| 95 | SNASNAP ON INC COM | 2,041 | $821,430 | 0.2% |
| 96 | NUENUCOR CORP COM | 3,679 | $819,470 | 0.2% |
| 97 | ICEINTERCONTINENTAL EXCHANGE INC COM | 6,532 | $804,198 | 0.2% |
| 98 | OKLOOKLO INC COM CL A | 15,117 | $791,073 | 0.2% |
| 99 | ADPAUTOMATIC DATA PROCESSING INC COM | 3,449 | $772,300 | 0.2% |
| 100 | MARMARRIOTT INTL INC NEW CL A | 2,041 | $756,237 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.