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CIK: 0001904832
Total reported value
$398.2M
$398.2M
176 檔
16.7%
At the close of Q3 2025, Stiles Financial Services Inc disclosed equity holdings valued at approximately $398.2M, spread across 176 reported holdings.
In Q3 2025, Stiles Financial Services Inc displayed an active expansion posture, initiating 17 new positions and adding to 86 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.16% | -0.45% | +1.43% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.53% | -0.28% | +0.32% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.20% | +3.18% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.76% | -0.15% | +0.52% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.57% | -0.27% | +7.45% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.52% | -0.63% | +1.23% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.02% | +6.88% | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 2.26% | +1.93% | +2.63% | |
| 9 | ASML | ASML Holding N.V. | Stock-Tech | 1.89% | +0.65% | +5.73% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 1.64% | +0.13% | +3.79% | |
| 11 | FAST | Fastenal Co | Stock-Industrials | 1.64% | -0.24% | -0.87% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.60% | +0.04% | +4.25% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | -0.07% | +4.71% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | -0.06% | +7.48% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.29% | -0.46% | +1.80% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | -0.05% | +5.41% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 1.21% | +1.82% | -2.96% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | -0.19% | +3.87% | |
| 19 | XEL | Xcel Energy Inc | Stock-Utilities | 1.20% | -0.19% | -0.16% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | -0.28% | +1.76% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.26% | -2.50% | |
| 22 | CME | Cme Group Inc | Stock-Financials | 1.16% | -0.44% | -0.22% | |
| 23 | PSA | Public Storage | Stock-Real Estate | 1.05% | -0.01% | +11.05% | |
| 24 | CEG | Constellation Energy | Stock-Utilities | 1.03% | -0.21% | +12.18% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 1.02% | +0.27% | +0.27% | |
| 26 | VLO | Valero Energy CORP | Stock-Energy | 1.00% | -0.21% | +4.66% | |
| 27 | STLD | Steel Dynamics Inc | Stock-Materials | 0.99% | +0.05% | +0.08% | |
| 28 | NTRS | Northern Trust CORP | Stock-Financials | 0.95% | +0.03% | +11.69% | |
| 29 | DUK | Duke Energy CORP | Stock-Utilities | 0.94% | -0.22% | +2.77% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.05% | -9.18% | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.91% | -0.06% | +7.04% | |
| 32 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.90% | +0.23% | -3.18% | |
| 33 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.90% | +0.06% | +0.03% | |
| 34 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.90% | -0.16% | +11.96% | |
| 35 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.88% | -0.08% | -20.88% | |
| 36 | SNPS | Synopsys Inc | Stock-Tech | 0.85% | -0.03% | +9.78% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.83% | +0.18% | -4.09% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.81% | -0.06% | +1.44% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.79% | -0.20% | -0.95% | |
| 40 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.78% | +0.04% | +21.86% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.78% | -0.21% | +14.63% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.78% | -0.23% | +7.98% | |
| 43 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.77% | -0.30% | -0.11% | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.77% | +0.08% | +4.62% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.75% | -0.12% | +3.62% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.72% | -0.32% | +10.40% | |
| 47 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.71% | -0.04% | +4.40% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.69% | -0.23% | -2.58% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.67% | +0.68% | +22.55% | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.65% | -0.20% | -1.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.9% | +1.43% | Add |
| 2 | LRCX | Lam Research CORP | +0.9% | +2.63% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +6.88% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +3.18% | Add |
| 5 | AVGO | Broadcom Inc | +0.6% | +5.41% | Add |
| 6 | ASML | ASML Holding N.V. | +0.5% | +5.73% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.5% | +4.25% | Add |
| 8 | CEG | Constellation Energy | +0.5% | +12.18% | Add |
| 9 | MPWR | Monolithic Power Systems Inc | +0.3% | +21.86% | Add |
| 10 | NTRS | Northern Trust CORP | +0.3% | +11.69% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | +7.48% | Add |
| 12 | AMAT | Applied Materials Inc | +0.3% | +22.55% | Add |
| 13 | AMD | Advanced Micro Devices | +0.2% | -2.96% | Trim |
| 14 | CMI | Cummins Inc | +0.2% | +4.62% | Add |
| 15 | URI | United Rentals Inc | +0.2% | +12.48% | Add |
| 16 | VLO | Valero Energy CORP | +0.2% | +4.66% | Add |
| 17 | BX | Blackstone Inc | +0.2% | +7.04% | Add |
| 18 | SMCI | Super Micro Computer Inc | +0.2% | +24.33% | Add |
| 19 | KLAC | Kla CORP | +0.1% | -1.41% | Trim |
| 20 | MU | Micron Technology Inc | +0.1% | -1.63% | Trim |
| 21 | DLR | Digital Realty Trust Inc | +0.1% | +11.96% | Add |
| 22 | CRM | Salesforce Inc | +0.1% | +270.84% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +19.29% | Add |
| 24 | GNRC | Generac Holdings Inc | +0.1% | -3.18% | Add |
| 25 | NFLX | Netflix Inc | +0.1% | +9.53% | Add |
| 26 | CAT | Caterpillar Inc | +0.1% | +5.04% | Add |
| 27 | STX | Seagate Technology Holdings plc | +0.1% | -8.03% | Trim |
| 28 | GSBD | Goldman Sachs Bdc Inc | +0.1% | +34.98% | Add |
| 29 | LEN | Lennar Corp-a | +0.1% | +27.27% | Add |
| 30 | WSM | Williams-sonoma Inc | +0.1% | +0.03% | Add |
| 31 | GLW | Corning Inc | +0.1% | -4.41% | Trim |
| 32 | ULTA | Ulta Beauty Inc | +0.1% | +0.93% | Add |
| 33 | HD | Home Depot Inc | +0.1% | +4.71% | Add |
| 34 | SNPS | Synopsys Inc | +0.1% | +9.78% | Add |
| 35 | UNP | Union Pacific CORP | +0.1% | +21.84% | Add |
| 36 | SDVY | First Trust Smid Cap Rising | +0.1% | +16.65% | Add |
| 37 | CG | Carlyle Group Inc/the | +0.1% | +2.81% | Add |
| 38 | CDNS | Cadence Design Sys Inc | 0% | -0.86% | Add |
| 39 | PWR | Quanta Services Inc | 0% | +5.43% | Add |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +47.28% | Add |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.03% | Trim |
| 42 | TSLA | Tesla Inc | 0% | -14.66% | Trim |
| 43 | ROK | Rockwell Automation Inc | 0% | -1.97% | Trim |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +11.39% | Add |
| 45 | PCAR | Paccar Inc | 0% | +22.29% | Add |
| 46 | FAST | Fastenal Co | 0% | -0.87% | Add |
| 47 | SO | Southern Co/the | 0% | +10.16% | Add |
| 48 | ADSK | Autodesk Inc | 0% | — | Add |
| 49 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 50 | SAN | Banco Santander Sa-spon Adr | 0% | — | 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 176 disclosed positions in Q3 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, MSFT) accounted for 16.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
AFIX
市值: $1.1M
Top Position Liquidated / Trimmed
MMM
前期市值: $450.1K
During Q3 2025, Stiles Financial Services Inc's top holdings by market value included NVDA (9.2%)、AAPL (3.5%)、MSFT (2.9%). The largest single position, NVDA, represented 9.2% of total portfolio value.
In Q3 2025, Stiles Financial Services Inc made 180 total portfolio adjustments, initiating 17 new buys, adding to 86 positions, trimming 66 holdings, and fully liquidating 11 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.
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