Stiles Financial Services Inc 13F Holdings · Q2 2026
Stiles Financial Services Inc reported 183 securities worth $398.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (8.14%), LRCX (5.27%), AMD (3.18%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $32.4M | 8.14% | 161,950 | Added |
| 2 | LRCX | LAM RESEARCH CORP COM NEW | $21.0M | 5.27% | 48,385 | Trimmed |
| 3 | AMD | ADVANCED MICRO DEVICES INC COM | $12.7M | 3.18% | 21,790 | Trimmed |
| 4 | ASML | ASML HLDG NV N Y REGISTRY SHS | $12.6M | 3.16% | 6,323 | Added |
| 5 | AAPL | APPLE INC COM | $11.9M | 2.98% | 40,972 | Trimmed |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | $10.7M | 2.68% | 29,809 | Trimmed |
| 7 | AMZN | AMAZON COM INC COM | $9.6M | 2.41% | 40,185 | Trimmed |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $8.6M | 2.16% | 17,224 | Added |
| 9 | COST | COSTCO WHOLESALE CORPORATION COM | $8.3M | 2.07% | 8,824 | Trimmed |
| 10 | MU | MICRON TECHNOLOGY INC COM | $8.2M | 2.05% | 7,087 | Trimmed |
| 11 | MSFT | MICROSOFT CORP COM | $7.9M | 1.98% | 21,084 | Added |
| 12 | GOOG | ALPHABET INC CAP STK CL C | $7.6M | 1.92% | 21,609 | Added |
| 13 | AMAT | APPLIED MATLS INC COM | $6.6M | 1.65% | 9,098 | Trimmed |
| 14 | GNRC | GENERAC HLDGS INC COM | $5.2M | 1.32% | 17,888 | Trimmed |
| 15 | TXN | TEXAS INSTRS INC COM | $5.3M | 1.32% | 17,684 | Added |
| 16 | FAST | FASTENAL CO COM | $5.2M | 1.31% | 108,638 | Trimmed |
| 17 | QCOM | QUALCOMM INC COM | $5.2M | 1.30% | 27,950 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO COM | $5.0M | 1.25% | 15,146 | Added |
| 19 | KLAC | KLA CORP COM NEW | $4.9M | 1.24% | 16,398 | Added |
| 20 | VLO | VALERO ENERGY CORP COM | $4.9M | 1.24% | 18,899 | Trimmed |
| 21 | STLD | STEEL DYNAMICS INC COM | $4.8M | 1.22% | 21,115 | Trimmed |
| 22 | AVGO | BROADCOM INC COM | $4.6M | 1.15% | 12,108 | Trimmed |
| 23 | HD | HOME DEPOT INC COM | $4.5M | 1.14% | 12,855 | Added |
| 24 | GLW | CORNING INC COM | $4.3M | 1.08% | 16,829 | Trimmed |
| 25 | NTRS | NORTHERN TR CORP COM | $4.3M | 1.07% | 24,578 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR