Top 50 Stiles Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 8.14% | 161.9K | $32.4M | +0.42%(+684) | $35.14(+543.35%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP COM NEW | 5.27% | 48.4K | $21.0M | -5.38%(-2.75K) | $61.64(+447.39%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC COM | 3.18% | 21.8K | $12.7M | -0.48%(-105) | $121.74(+320.78%) | 2026-06-30 | |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 3.16% | 6.3K | $12.6M | +1.71%(+106) | $760.35(+145.65%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 2.98% | 41.0K | $11.9M | -2.55%(-1.07K) | $159.87(+91.02%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.68% | 29.8K | $10.7M | -1.38%(-418) | $131.74(+161.67%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.41% | 40.2K | $9.6M | -0.11%(-44) | $163.35(+60.72%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.16% | 17.2K | $8.6M | +3.63%(+603) | $320.06(+56.64%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION COM | 2.07% | 8.8K | $8.3M | -0.33%(-29) | $539.99(+76.64%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC COM | 2.05% | 7.1K | $8.2M | -0.41%(-29) | $76.82(+1220.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.83% | +104.03% | โ | โ | +80.08% |
| Top 20 Holdings Unweighted | +21.85% | +80.92% | โ | โ | +60.46% |
Stiles Financial Services INC reports $398.16M in US-listed equity holdings across 183 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.1%), LRCX (5.3%) and AMD (3.2%). The top 20 holdings account for 48.63% of reported assets. Its disclosed equity book has returned +104.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stiles Financial Services INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904832). View Stiles Financial Services INCโs 13F filings on SEC