§ 13F · FUND PROFILE
Stiles Financial Services Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $317M (13F)Positions · 176Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | 161K | $28M | 8.6% | +2% |
| 2 | LRCX | LAM RESEARCH CORP COM NEW | 51K | $11M | 3.3% | −1% |
| 3 | AAPL | APPLE INC COM | 42K | $11M | 3.3% | −1% |
| 4 | COST | COSTCO WHOLESALE CORPORATION COM | 9K | $9M | 2.7% | +1% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 30K | $9M | 2.7% | ±0% |
| 6 | AMZN | AMAZON COM INC COM | 40K | $8M | 2.6% | +1% |
| 7 | ASML | ASML HLDG NV N Y REGISTRY SHS | 6K | $8M | 2.5% | +1% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 17K | $8M | 2.4% | +1% |
| 9 | MSFT | MICROSOFT CORP COM | 19K | $7M | 2.2% | +6% |
| 10 | GOOG | ALPHABET INC CAP STK CL C | 22K | $6M | 1.9% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STILES SIGNAL
AC read
Stiles Financial Services Inc is a Other fund managing $317 million in assets. The fund runs a portfolio of 176 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed