Q2 2026 13F · SEC CIK 1904832

Stiles Financial Services Inc

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $398.2M
Reported positions: 183
Top holdings a year, 3 yrs: +25.5%
Assets under management: $548.7M

Stiles Financial Services Inc is a wealth manager that reported 183 positions worth $398.2M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Nvidia Corporation (NVDA, 8.1%), Lam Research Corp (LRCX, 5.3%), Advanced Micro Devices Inc (AMD, 3.2%). A portfolio copying its top holdings returned 25.5% a year over the last 3 years, against 20.4% for the S&P 500.

Stiles Financial Services Inc holdings largest 50 of 183 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stiles Financial Services Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.1%	8.6%	161,950	+0.4%	$32.4M
LRCXLam Research Corp	5.3%	3.3%	48,385	-5.4%	$21.0M
AMDAdvanced Micro Devices Inc	3.2%	1.4%	21,790	-0.5%	$12.7M
ASMLAsml Hldg NV	3.2%	2.5%	6,323	+1.7%	$12.6M
AAPLApple Inc	3.0%	3.3%	40,972	-2.5%	$11.9M
GOOGLAlphabet Inc	2.7%	2.7%	29,809	-1.4%	$10.7M
AMZNAmazon Com Inc	2.4%	2.6%	40,185	-0.1%	$9.6M
BRK-BBerkshire Hathaway Inc Del	2.2%	2.4%	17,224	+3.6%	$8.6M
COSTCostco Wholesale Corporation	2.1%	2.7%	8,824	-0.3%	$8.3M
MUMicron Technology Inc	2.1%	0.7%	7,087	-0.4%	$8.2M
MSFTMicrosoft Corp	2.0%	2.2%	21,084	+9.5%	$7.9M
GOOGAlphabet Inc	1.9%	1.9%	21,609	+0.5%	$7.6M
AMATApplied Matls Inc	1.7%	1.0%	9,098	-2.1%	$6.6M
TXNTexas Instrs Inc	1.3%	1.0%	17,684	+0.2%	$5.3M
GNRCGenerac Hldgs Inc	1.3%	1.1%	17,888	-2.0%	$5.2M
FASTFastenal Co	1.3%	1.5%	108,638	-0.4%	$5.2M
QCOMQualcomm Inc	1.3%	1.2%	27,950	-5.9%	$5.2M
JPMJpmorgan Chase & Co	1.2%	1.3%	15,146	+4.0%	$5.0M
KLACKla Corp	1.2%	0.8%	16,398	+819.7%	$4.9M
VLOValero Energy Corp	1.2%	1.5%	18,899	-1.9%	$4.9M
STLDSteel Dynamics Inc	1.2%	1.2%	21,115	-0.9%	$4.8M
AVGOBroadcom Inc	1.1%	1.2%	12,108	-4.4%	$4.6M
HDHome Depot Inc	1.1%	1.2%	12,855	+6.4%	$4.5M
GLWCorning Inc	1.1%	0.7%	16,829	-1.9%	$4.3M
NTRSNorthern Trust Corp	1.1%	1.0%	24,578	+0.3%	$4.3M
CSCOCisco Sys Inc	1.0%	0.9%	35,375	-2.7%	$4.2M
CMICummins Inc	1.0%	0.9%	5,693	-0.9%	$4.1M
PSAPublic Storage	1.0%	1.0%	12,433	+2.5%	$4.0M
MPWRMonolithic Pwr Sys Inc	1.0%	0.9%	2,783	+0.5%	$3.8M
RTXRtx Corporation	0.9%	1.2%	19,731	-3.4%	$3.7M
XELXcel Energy Inc	0.9%	1.1%	46,310	+0.4%	$3.7M
TGTTarget Corp	0.9%	1.0%	27,611	+5.9%	$3.6M
TSMTaiwan Semiconductor Manufac	0.9%	—	7,462	—	$3.6M
WSMWilliams Sonoma Inc	0.9%	0.8%	15,262	+2.8%	$3.6M
PGProcter & Gamble Co	0.9%	1.1%	23,789	-1.8%	$3.5M
TJXTjx Cos Inc New	0.9%	1.3%	22,728	-16.0%	$3.4M
CATCaterpillar Inc	0.9%	0.7%	3,182	-0.8%	$3.4M
DLRDigital Rlty Tr Inc	0.8%	1.0%	18,798	+2.3%	$3.4M
DUKDuke Energy Corp New	0.8%	1.1%	26,501	-0.2%	$3.4M
URIUnited Rentals Inc	0.8%	—	2,847	—	$3.2M
CMECme Group Inc	0.8%	1.2%	14,367	+4.5%	$3.2M
CEGConstellation Energy Corp	0.8%	1.0%	12,690	+8.1%	$3.2M
SNPSSynopsys Inc	0.7%	0.8%	6,630	+3.9%	$3.0M
VVisa Inc	0.7%	0.8%	8,476	+0.2%	$2.9M
BXBlackstone Inc	0.7%	0.8%	23,924	+9.5%	$2.8M
XOMExxonmobil Holdings Corp	0.7%	—	19,809	—	$2.7M
NEENextera Energy Inc	0.7%	0.9%	30,557	-0.6%	$2.7M
BKAGBny Mellon ETF Trust	0.7%	—	62,452	—	$2.6M
STXSeagate Technology Hldngs Pl	0.6%	—	2,665	—	$2.6M
LMTLockheed Martin Corp	0.6%	0.9%	5,013	+7.0%	$2.6M

What Stiles Financial Services Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+819.7% shares
MSFT Microsoft Corp+9.5% shares
BX Blackstone Inc+9.5% shares
CEG Constellation Energy Corp+8.1% shares
LMT Lockheed Martin Corp+7.0% shares
HD Home Depot Inc+6.4% shares
TGT Target Corp+5.9% shares

Reduced

TJX Tjx Cos Inc New-16.0% shares
QCOM Qualcomm Inc-5.9% shares
LRCX Lam Research Corp-5.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +36.8% /yr; S&P 500 +20.1%
3 years: +25.5% /yr; S&P 500 +20.4%
5 years: +16.5% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$398.2M	183
Q1 2026	$327.2M	177
Q4 2025	$324.8M	172
Q3 2025	$317.1M	176
Q2 2025	$289.5M	175
Q1 2025	$260.5M	170
Q4 2024	$276.3M	183
Q3 2024	$283.9M	188
Q2 2024	$260.0M	183
Q1 2024	$249.5M	175
Q4 2023	$220.2M	168
Q3 2023	$192.8M	175

Questions about Stiles Financial Services Inc's portfolio

What stocks does Stiles Financial Services Inc own?

Stiles Financial Services Inc's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 183 positions worth $398.2M. The largest are Nvidia Corporation (NVDA) at 8.1%, Lam Research Corp (LRCX) at 5.3%, Advanced Micro Devices Inc (AMD) at 3.2%, Asml Hldg NV (ASML) at 3.2% and Apple Inc (AAPL) at 3.0%.

What did Stiles Financial Services Inc buy last quarter?

In Q2 2026, Stiles Financial Services Inc added Kla Corp (KLAC) (+819.7% shares), Microsoft Corp (MSFT) (+9.5% shares) and Blackstone Inc (BX) (+9.5% shares), compared with its Q1 2026 filing.

What did Stiles Financial Services Inc sell last quarter?

In Q2 2026, Stiles Financial Services Inc cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Regeneron Pharmaceuticals (REGN), cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Accenture PLC Ireland (ACN), Tjx Cos Inc New (TJX) (-16.0% shares), Qualcomm Inc (QCOM) (-5.9% shares) and Lam Research Corp (LRCX) (-5.4% shares), compared with its Q1 2026 filing.

How has Stiles Financial Services Inc's portfolio performed?

A portfolio copying Stiles Financial Services Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +36.8% against +20.1%. Over 5 years: +16.5% a year against +13.0%.

When is Stiles Financial Services Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stiles Financial Services Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stiles Financial Services Inc manage?

Stiles Financial Services Inc reported $548.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $398.2M.