Stiles Financial Services Inc

CIK 0001904832 · EDINA, MN · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Stiles Financial Services Inc reported 183 positions worth $398.2M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: NVDA (8.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$398.2M
2026 Q2
Positions
183
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.1%
Est. Net Flow (Q)
2026 Q2
10 / 183 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATION COMSH$32.4M8.14%161,950
2LRCXLAM RESEARCH CORP COM NEWSH$21.0M5.27%48,385
3AMDADVANCED MICRO DEVICES INC COMSH$12.7M3.18%21,790
4ASMLASML HLDG NV N Y REGISTRY SHSSH$12.6M3.16%6,323
5AAPLAPPLE INC COMSH$11.9M2.98%40,972
6GOOGLALPHABET INC CAP STK CL ASH$10.7M2.68%29,809
7AMZNAMAZON COM INC COMSH$9.6M2.41%40,185
8BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEWSH$8.6M2.16%17,224
9COSTCOSTCO WHOLESALE CORPORATION COMSH$8.3M2.07%8,824
10MUMICRON TECHNOLOGY INC COMSH$8.2M2.05%7,087

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Stiles Financial Services Inc hold as of Q2 2026?

Stiles Financial Services Inc reported 183 positions worth $398.2M in its Q2 2026 13F filing. Largest positions: NVDA (8.1%), LRCX (5.3%), AMD (3.2%), ASML (3.2%) and AAPL (3.0%).

What did Stiles Financial Services Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Stiles Financial Services Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.