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CIK: 0001904832
Total reported value
$398.2M
$398.2M
170 檔
12.4%
In Q1 2025, Stiles Financial Services Inc's U.S. equity holdings reached a combined market value of $398.2M, distributed across 170 disclosed stock positions.
Stiles Financial Services Inc executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 16 holdings and trimming 66 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.31% | -0.45% | +0.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.74% | -0.28% | -1.47% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.06% | -0.27% | -0.33% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.05% | -0.63% | -0.19% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.84% | -0.15% | -0.01% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.20% | +3.72% | |
| 7 | QCOM | Qualcomm Inc | Stock-Tech | 1.67% | +0.13% | +3.72% | |
| 8 | FAST | Fastenal Co | Stock-Industrials | 1.63% | -0.24% | +3.22% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.02% | +0.35% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.51% | -0.19% | +1.65% | |
| 11 | CME | Cme Group Inc | Stock-Financials | 1.49% | -0.44% | +0.20% | |
| 12 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 1.45% | -0.08% | +16.99% | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 1.43% | +0.65% | +12.83% | |
| 14 | XEL | Xcel Energy Inc | Stock-Utilities | 1.42% | -0.19% | +2.23% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.39% | +1.93% | +4.41% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.38% | -0.05% | -11.97% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | -0.07% | +6.33% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.34% | -0.28% | +1.43% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.30% | -0.46% | +0.82% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 1.21% | +0.27% | +0.69% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.26% | -10.28% | |
| 22 | PSA | Public Storage | Stock-Real Estate | 1.16% | -0.01% | +3.55% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | +0.04% | +0.31% | |
| 24 | TGT | Target CORP | Stock-Consumer Disc | 1.11% | -0.06% | +8.09% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.11% | -0.01% | -4.58% | |
| 26 | DUK | Duke Energy CORP | Stock-Utilities | 1.06% | -0.22% | +0.33% | |
| 27 | STLD | Steel Dynamics Inc | Stock-Materials | 1.04% | +0.05% | +2.49% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.06% | +17.76% | |
| 29 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.00% | -0.30% | +5.13% | |
| 30 | AMT | American Tower CORP | Stock-Real Estate | 0.98% | -0.12% | +4.48% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.97% | -0.32% | -2.52% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.97% | +1.82% | +0.08% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.18% | -0.47% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.93% | -0.20% | -3.91% | |
| 35 | OMC | Omnicom Group | Stock-Comm Services | 0.92% | -0.13% | -2.12% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.92% | -0.23% | +1.77% | |
| 37 | FDS | Factset Research Systems Inc | Stock-Financials | 0.90% | -0.06% | -6.84% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.85% | -0.06% | -60.08% | |
| 39 | DVN | Devon Energy CORP | Stock-Energy | 0.83% | -0.20% | +4.77% | |
| 40 | VLO | Valero Energy CORP | Stock-Energy | 0.83% | -0.21% | +5.09% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.82% | -0.21% | +17.88% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.81% | -0.04% | +8.90% | |
| 43 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.81% | +0.06% | -3.86% | |
| 44 | SNPS | Synopsys Inc | Stock-Tech | 0.79% | -0.03% | +27.52% | |
| 45 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.78% | +0.23% | +10.90% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -1.01% | EXIT | |
| 47 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.77% | -0.16% | +4.62% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.76% | -0.06% | +3.71% | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.75% | -0.20% | -2.78% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.74% | -0.23% | +4.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -0.33% | Trim |
| 2 | ABT | Abbott Laboratories | +0.3% | +1.43% | Add |
| 3 | CME | Cme Group Inc | +0.3% | +0.20% | Add |
| 4 | COST | Costco Wholesale CORP | +0.3% | -0.19% | Trim |
| 5 | FAST | Fastenal Co | +0.3% | +3.22% | Add |
| 6 | GSBD | Goldman Sachs Bdc Inc | +0.2% | +165.44% | Add |
| 7 | AMT | American Tower CORP | +0.2% | +4.48% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +17.76% | Add |
| 9 | BKLC | Bny Mellon US Lrg Cap Cor | +0.2% | +16.99% | Add |
| 10 | CEG | Constellation Energy | +0.2% | +61.46% | Add |
| 11 | MPWR | Monolithic Power Systems Inc | +0.2% | +63.20% | Add |
| 12 | ARCC | Ares Capital CORP | +0.2% | +37.84% | Add |
| 13 | DVN | Devon Energy CORP | +0.2% | +4.77% | Add |
| 14 | DUK | Duke Energy CORP | +0.2% | +0.33% | Add |
| 15 | ASML | ASML Holding N.V. | +0.2% | +12.83% | Add |
| 16 | STLD | Steel Dynamics Inc | +0.2% | +2.49% | Add |
| 17 | XEL | Xcel Energy Inc | +0.2% | +2.23% | Add |
| 18 | QCOM | Qualcomm Inc | +0.2% | +3.72% | Add |
| 19 | NTRS | Northern Trust CORP | +0.2% | +27.20% | Add |
| 20 | LRCX | Lam Research CORP | +0.2% | +4.41% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +3.76% | Add |
| 22 | VLO | Valero Energy CORP | +0.1% | +5.09% | Add |
| 23 | PG | Procter & Gamble Co/the | +0.1% | +1.65% | Add |
| 24 | SMCI | Super Micro Computer Inc | +0.1% | +71.54% | Add |
| 25 | SNPS | Synopsys Inc | +0.1% | +27.52% | Add |
| 26 | KO | Coca-cola Co/the | +0.1% | -0.16% | Trim |
| 27 | SHW | Sherwin-williams Co/the | +0.1% | +8.90% | Add |
| 28 | NFLX | Netflix Inc | +0.1% | +24.88% | Add |
| 29 | WM | Waste Management Inc | +0.1% | -0.63% | Trim |
| 30 | PSA | Public Storage | +0.1% | +3.55% | Add |
| 31 | TJX | Tjx Companies Inc | +0.1% | +0.82% | Add |
| 32 | EXC | Exelon CORP | +0.1% | NEW | New buy |
| 33 | PCAR | Paccar Inc | +0.1% | NEW | New buy |
| 34 | WELL | Welltower Inc | +0.1% | -1.63% | Trim |
| 35 | MKTX | Marketaxess Holdings Inc | +0.1% | +14.05% | Add |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -0.47% | Trim |
| 37 | RTX | Rtx CORP | +0.1% | -10.28% | Trim |
| 38 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 39 | BAX | Baxter International Inc | +0.1% | +6.74% | Add |
| 40 | HD | Home Depot Inc | +0.1% | +6.33% | Add |
| 41 | URI | United Rentals Inc | +0.1% | +51.44% | Add |
| 42 | SO | Southern Co/the | +0.1% | +0.67% | Add |
| 43 | NUE | Nucor CORP | +0.1% | +19.93% | Add |
| 44 | AMAT | Applied Materials Inc | +0.1% | +24.36% | Add |
| 45 | KLAC | Kla CORP | +0.1% | -0.05% | Trim |
| 46 | MCD | Mcdonald's CORP | +0.1% | -0.88% | Trim |
| 47 | ADBE | Adobe Inc | +0.1% | +17.88% | Add |
| 48 | ORLY | O'reilly Automotive Inc | +0.1% | +1.29% | Add |
| 49 | ULTA | Ulta Beauty Inc | +0.1% | +72.36% | Add |
| 50 | LYB | LyondellBasell Industries N.V. | +0.1% | +21.00% | Add |
According to official SEC Form 13F filings, Stiles Financial Services Inc reported a total U.S. public equity portfolio value of $398.2M across 170 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, BRK-B) accounted for 12.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
EXC
市值: $246.8K
Top Position Liquidated / Trimmed
MRK
前期市值: $1.3M
During Q1 2025, Stiles Financial Services Inc's top holdings by market value included NVDA (6.3%)、AAPL (3.7%)、BRK-B (3.1%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q1 2025, Stiles Financial Services Inc made 174 total portfolio adjustments, initiating 3 new buys, adding to 89 positions, trimming 66 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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