Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stiles Financial Services Inc (CIK 1904832) reported $327.2M across 177 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($28.1M, 8.59%), LRCX ($10.9M, 3.34%), AAPL ($10.7M, 3.26%), COST ($8.8M, 2.70%), GOOGL ($8.7M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $28.1M | 8.59% | 161,266 | Added |
| 2 | LRCX | LAM RESEARCH CORP COM NEW | $10.9M | 3.34% | 51,136 | Trimmed |
| 3 | AAPL | APPLE INC COM | $10.7M | 3.26% | 42,044 | Trimmed |
| 4 | COST | COSTCO WHOLESALE CORPORATION COM | $8.8M | 2.70% | 8,853 | Added |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $8.7M | 2.66% | 30,227 | Added |
| 6 | AMZN | AMAZON COM INC COM | $8.4M | 2.56% | 40,229 | Added |
| 7 | ASML | ASML HLDG NV N Y REGISTRY SHS | $8.2M | 2.51% | 6,217 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $8.0M | 2.43% | 16,621 | Added |
| 9 | MSFT | MICROSOFT CORP COM | $7.1M | 2.18% | 19,248 | Added |
| 10 | GOOG | ALPHABET INC CAP STK CL C | $6.2M | 1.88% | 21,502 | Added |
| 11 | FAST | FASTENAL CO COM | $5.1M | 1.55% | 109,054 | Added |
| 12 | VLO | VALERO ENERGY CORP COM | $4.8M | 1.45% | 19,260 | Added |
| 13 | AMD | ADVANCED MICRO DEVICES INC COM | $4.5M | 1.36% | 21,895 | Trimmed |
| 14 | TJX | TJX COS INC NEW COM | $4.3M | 1.32% | 27,067 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO COM | $4.3M | 1.31% | 14,567 | Added |
| 16 | CME | CME GROUP INC COM | $4.1M | 1.24% | 13,752 | Trimmed |
| 17 | HD | HOME DEPOT INC COM | $4.0M | 1.21% | 12,086 | Added |
| 18 | AVGO | BROADCOM INC COM | $3.9M | 1.20% | 12,661 | Trimmed |
| 19 | RTX | RTX CORPORATION COM | $3.9M | 1.20% | 20,420 | Trimmed |
| 20 | QCOM | QUALCOMM INC COM | $3.8M | 1.17% | 29,697 | Trimmed |
| 21 | STLD | STEEL DYNAMICS INC COM | $3.8M | 1.17% | 21,300 | Trimmed |
| 22 | XEL | XCEL ENERGY INC COM | $3.7M | 1.12% | 46,142 | Trimmed |
| 23 | GNRC | GENERAC HLDGS INC COM | $3.6M | 1.09% | 18,246 | Added |
| 24 | PG | PROCTER & GAMBLE CO COM | $3.5M | 1.07% | 24,217 | Trimmed |
| 25 | DUK | DUKE ENERGY CORP NEW COM NEW | $3.5M | 1.06% | 26,554 | Added |
Source: SEC Form 13F filings · as of 2026-03-31