StockDrifts LogoStockDrifts

Stiles Financial Services Inc

Portfolio Manager
Stiles Financial Services Inc
Performance
-3.00% (2026 Q1)
AUM (13F)
$327.25M
# of Holdings
177
Performance Rank
Allocation (Top 20)
45.12%

Stiles Financial Services Inc Holdings Map

Top 50 Stiles Financial Services Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION COM
8.59%161.3K$28.1M
+1.80%(+2.84K)
2025-Q1: 151.7K shares2025-Q2: 153.6K shares2025-Q3: 155.8K shares2025-Q4: 158.4K shares2026-Q1: 161.3K shares
$34.51(+554.33%)
2026-03-31
LRCX
LAM RESEARCH CORP COM NEW
3.34%51.1K$10.9M
-0.77%(-397)
2025-Q1: 49.7K shares2025-Q2: 52.1K shares2025-Q3: 53.5K shares2025-Q4: 51.5K shares2026-Q1: 51.1K shares
$61.64(+379.30%)
2026-03-31
AAPL
APPLE INC COM
3.26%42.0K$10.7M
-0.87%(-370)
2025-Q1: 43.8K shares2025-Q2: 43.9K shares2025-Q3: 44.0K shares2025-Q4: 42.4K shares2026-Q1: 42.0K shares
$159.87(+86.95%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION COM
2.7%8.9K$8.8M
+1.25%(+109)
2025-Q1: 8.4K shares2025-Q2: 8.5K shares2025-Q3: 8.6K shares2025-Q4: 8.7K shares2026-Q1: 8.9K shares
$539.99(+91.32%)
2026-03-31
GOOGL
ALPHABET INC CAP STK CL A
2.66%30.2K$8.7M
+0.09%(+28)
2025-Q1: 27.3K shares2025-Q2: 28.5K shares2025-Q3: 30.5K shares2025-Q4: 30.2K shares2026-Q1: 30.2K shares
$131.74(+205.63%)
2026-03-31
AMZN
AMAZON COM INC COM
2.56%40.2K$8.4M
+1.23%(+489)
2025-Q1: 38.9K shares2025-Q2: 39.7K shares2025-Q3: 39.9K shares2025-Q4: 39.7K shares2026-Q1: 40.2K shares
$163.35(+65.37%)
2026-03-31
ASML
ASML HLDG NV N Y REGISTRY SHS
2.51%6.2K$8.2M
+1.44%(+88)
2025-Q1: 5.6K shares2025-Q2: 5.8K shares2025-Q3: 6.2K shares2025-Q4: 6.1K shares2026-Q1: 6.2K shares
$745.66(+112.10%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL CL B NEW
2.43%16.6K$8.0M
+1.46%(+239)
2025-Q1: 14.9K shares2025-Q2: 15.1K shares2025-Q3: 16.2K shares2025-Q4: 16.4K shares2026-Q1: 16.6K shares
$313.99(+54.63%)
2026-03-31
MSFT
MICROSOFT CORP COM
2.18%19.2K$7.1M
+5.99%(+1.09K)
2025-Q1: 16.5K shares2025-Q2: 17.3K shares2025-Q3: 17.9K shares2025-Q4: 18.2K shares2026-Q1: 19.2K shares
$340.69(+18.94%)
2026-03-31
GOOG
ALPHABET INC CAP STK CL C
1.88%21.5K$6.2M
+3.56%(+739)
2025-Q1: 19.1K shares2025-Q2: 20.0K shares2025-Q3: 20.8K shares2025-Q4: 20.8K shares2026-Q1: 21.5K shares
$148.62(+168.49%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Stiles Financial Services Inc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all