13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001904832
Total reported value
$398.2M
$398.2M
172 檔
17.2%
In Q4 2025, Stiles Financial Services Inc's U.S. equity holdings reached a combined market value of $398.2M, distributed across 172 disclosed stock positions.
Stiles Financial Services Inc executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 7 holdings and trimming 77 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.10% | -0.45% | +1.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.55% | -0.28% | -3.64% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.91% | +0.02% | -0.85% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | -0.15% | -0.29% | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 2.72% | +1.93% | -3.67% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.20% | +1.52% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.54% | -0.27% | +1.07% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.32% | -0.63% | +1.11% | |
| 9 | ASML | ASML Holding N.V. | Stock-Tech | 2.02% | +0.65% | -0.83% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.01% | +0.04% | -0.38% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 1.63% | +0.13% | -1.11% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.45% | +1.82% | -7.06% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.06% | +4.65% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.35% | -0.05% | +3.27% | |
| 15 | FAST | Fastenal Co | Stock-Industrials | 1.33% | -0.24% | +1.72% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.29% | -0.46% | -3.68% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.21% | -0.07% | +4.88% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.18% | -0.26% | -5.57% | |
| 19 | CME | Cme Group Inc | Stock-Financials | 1.18% | -0.44% | +2.95% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.17% | -0.21% | +8.72% | |
| 21 | STLD | Steel Dynamics Inc | Stock-Materials | 1.17% | +0.05% | -0.43% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | -0.19% | -0.46% | |
| 23 | XEL | Xcel Energy Inc | Stock-Utilities | 1.06% | -0.19% | -1.53% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 1.06% | -0.28% | -2.96% | |
| 25 | NTRS | Northern Trust CORP | Stock-Financials | 1.00% | +0.03% | +5.66% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.99% | -0.23% | +2.96% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 0.96% | -0.21% | +3.39% | |
| 28 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.95% | -0.30% | -7.86% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.95% | +0.27% | +0.94% | |
| 30 | PSA | Public Storage | Stock-Real Estate | 0.94% | -0.01% | +2.65% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.94% | -0.32% | +22.71% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.05% | -0.78% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.92% | -0.22% | +5.47% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | +0.18% | -1.32% | |
| 35 | SNPS | Synopsys Inc | Stock-Tech | 0.90% | -0.03% | +13.32% | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.89% | +0.08% | -1.58% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.89% | -0.21% | +17.87% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.88% | -0.06% | +9.94% | |
| 39 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.82% | -0.16% | +5.24% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.82% | +0.68% | -0.21% | |
| 41 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.82% | +0.06% | +2.45% | |
| 42 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.77% | +0.04% | +3.35% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.20% | -5.79% | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.77% | -0.06% | -11.30% | |
| 45 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.76% | +0.23% | +6.77% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -1.01% | EXIT | |
| 47 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.71% | -0.08% | -19.24% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.68% | -0.04% | +4.54% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.68% | -0.23% | +3.82% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.68% | -0.12% | +1.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.85% | Trim |
| 2 | LRCX | Lam Research CORP | +0.5% | -3.67% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -0.38% | Trim |
| 4 | AMD | Advanced Micro Devices | +0.2% | -7.06% | Trim |
| 5 | MU | Micron Technology Inc | +0.2% | -2.72% | Trim |
| 6 | ACN | Accenture plc | +0.2% | +22.71% | Add |
| 7 | ISRG | Intuitive Surgical Inc | +0.2% | +2.96% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +79.07% | Add |
| 9 | STLD | Steel Dynamics Inc | +0.2% | -0.43% | Trim |
| 10 | REGN | Regeneron Pharmaceuticals | +0.2% | -7.86% | Trim |
| 11 | AMAT | Applied Materials Inc | +0.2% | -0.21% | Trim |
| 12 | CEG | Constellation Energy | +0.1% | +8.72% | Add |
| 13 | ASML | ASML Holding N.V. | +0.1% | -0.83% | Trim |
| 14 | CMI | Cummins Inc | +0.1% | -1.58% | Trim |
| 15 | PGR | Progressive CORP | +0.1% | +71.41% | Add |
| 16 | ADBE | Adobe Inc | +0.1% | +17.87% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | -13.46% | Trim |
| 18 | LULU | Lululemon Athletica Inc | +0.1% | +14.07% | Add |
| 19 | FTNT | Fortinet Inc | +0.1% | +115.48% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | +184.41% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | +27.34% | Add |
| 22 | ANET | Arista Networks Inc | +0.1% | +86.17% | Add |
| 23 | BNY | Bank Of New York Mellon CORP | +0.1% | +53.75% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | +3.27% | Add |
| 25 | CSCO | Cisco Systems Inc | +0.1% | -1.32% | Trim |
| 26 | XOM | Exxon Mobil CORP | +0.1% | +5.95% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | -0.29% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +4.65% | Add |
| 29 | NTRS | Northern Trust CORP | +0.1% | +5.66% | Add |
| 30 | SNPS | Synopsys Inc | +0.1% | +13.32% | Add |
| 31 | CAT | Caterpillar Inc | +0.1% | -6.04% | Trim |
| 32 | NUE | Nucor CORP | 0% | -0.08% | Trim |
| 33 | URI | United Rentals Inc | 0% | +29.59% | Add |
| 34 | OKLO | Oklo Inc | 0% | +91.27% | Add |
| 35 | UPS | United Parcel Service-cl B | 0% | -4.71% | Trim |
| 36 | ICE | Intercontinental Exchange In | 0% | +22.71% | Add |
| 37 | AAPL | Apple Inc | 0% | -3.64% | Trim |
| 38 | CME | Cme Group Inc | 0% | +2.95% | Add |
| 39 | RTX | Rtx CORP | 0% | -5.57% | Trim |
| 40 | KLAC | Kla CORP | 0% | -6.71% | Trim |
| 41 | MAR | Marriott International -cl A | 0% | -2.25% | Trim |
| 42 | ROK | Rockwell Automation Inc | 0% | -0.76% | Trim |
| 43 | GS | Goldman Sachs Group Inc | 0% | -2.74% | Trim |
| 44 | SMH | Vaneck Semiconductor ETF | 0% | +18.02% | Add |
| 45 | WFC | Wells Fargo & Co | 0% | -0.94% | Trim |
| 46 | USB | US Bancorp | 0% | -3.12% | Trim |
| 47 | PCAR | Paccar Inc | 0% | +1.38% | Add |
| 48 | JNJ | Johnson & Johnson | 0% | -0.18% | Trim |
| 49 | TRV | Travelers Cos Inc/the | 0% | +0.24% | Add |
| 50 | AXP | American Express Co | 0% | +0.14% | 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 172 disclosed positions in Q4 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, GOOGL) accounted for 17.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
BKAG
市值: $1.3M
Top Position Liquidated / Trimmed
BMY
前期市值: $614.1K
During Q4 2025, Stiles Financial Services Inc's top holdings by market value included NVDA (9.1%)、AAPL (3.5%)、GOOGL (2.9%). The largest single position, NVDA, represented 9.1% of total portfolio value.
In Q4 2025, Stiles Financial Services Inc made 169 total portfolio adjustments, initiating 3 new buys, adding to 82 positions, trimming 77 holdings, and fully liquidating 7 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.