Investor
Stiles Financial Services Inc
CIK 0001904832 · filed 2026-04-30 · SEC filing
13F book
$327.2M
Positions
177
8 new · 3 sold
Largest name
8.6%
Nvidia Corp · NVDA
Est. mark
−$785.6K
Price effect on 169 names still held. Flow $3.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 161.3K | $28.1M | 8.6% | −$1.92M | Added−$1.42M |
| Lam Research Corp | LRCX | 51.1K | $10.9M | 3.3% | $2.17M | Cut$2.1M |
| Apple Inc. | AAPL | 42K | $10.7M | 3.3% | −$759.8K | Cut−$860.4K |
| Costco Whsl Corp New | — | 8.85K | $8.82M | 2.7% | $1.17M | Added$1.28M |
| Alphabet Inc | — | 30.2K | $8.69M | 2.7% | −$768.4K | Added−$760.4K |
| Amazon Com Inc | AMZN | 40.2K | $8.38M | 2.6% | −$896.1K | Added−$794.3K |
| Asml Holding N V | — | 6.22K | $8.21M | 2.5% | $1.54M | Added$1.65M |
| Berkshire Hathaway Inc Del | — | 16.6K | $7.96M | 2.4% | −$384.2K | Added−$269.6K |
| Microsoft Corp | MSFT | 19.2K | $7.13M | 2.2% | −$2.06M | Added−$1.66M |
| Alphabet Inc | — | 21.5K | $6.17M | 1.9% | −$559.3K | Added−$347.3K |
| Fastenal Co | FAST | 109.1K | $5.06M | 1.5% | $676.6K | Added$729.3K |
| Valero Energy Corp | — | 19.3K | $4.76M | 1.5% | $1.62M | Added$1.63M |
| Advanced Micro Devices Inc | AMD | 21.9K | $4.45M | 1.4% | −$234.9K | Cut−$270.5K |
| Tjx Cos Inc New | — | 27.1K | $4.32M | 1.3% | $164.8K | Cut$135.9K |
| Jpmorgan Chase & Co. | — | 14.6K | $4.28M | 1.3% | −$390.3K | Added−$196.7K |
| Cme Group Inc. | CME | 13.8K | $4.06M | 1.2% | $306.3K | Cut$239.6K |
| Home Depot, Inc. | HD | 12.1K | $3.97M | 1.2% | −$174.2K | Added$32.6K |
| RTX Corp | RTX | 20.4K | $3.94M | 1.2% | $194.1K | Cut$115.6K |
| Broadcom Inc. | AVGO | 12.7K | $3.92M | 1.2% | −$463.3K | Cut−$471.6K |
| Steel Dynamics Inc | STLD | 21.3K | $3.83M | 1.2% | $224.7K | Cut$31.7K |
| Qualcomm Inc | — | 29.7K | $3.82M | 1.2% | −$1.26M | Cut−$1.47M |
| Xcel Energy Inc | — | 46.1K | $3.67M | 1.1% | $257.5K | Cut$220.1K |
| Generac Hldgs Inc | — | 18.2K | $3.56M | 1.1% | $1.07M | Added$1.08M |
| Procter And Gamble Co | PG | 24.2K | $3.5M | 1.1% | $27.4K | Cut−$51.7K |
| Duke Energy Corp New | — | 26.6K | $3.48M | 1.1% | $349.2K | Added$496K |
| Texas Instrs Inc | — | 17.6K | $3.42M | 1.0% | $364.1K | Cut$337.6K |
| Northern Tr Corp | — | 24.5K | $3.42M | 1.0% | $70.6K | Added$181.3K |
| Digital Rlty Tr Inc | — | 18.4K | $3.31M | 1.0% | $441.3K | Added$635.2K |
| Exxon Mobil Corp | — | 19.5K | $3.31M | 1.0% | $941.4K | Added$1.01M |
| Public Storage Oper Co | — | 12.1K | $3.29M | 1.0% | $134K | Added$228K |
| Constellation Energy Corp | CEG | 11.7K | $3.28M | 1.0% | −$798.8K | Added−$533.2K |
| Applied Matls Inc | — | 9.29K | $3.18M | 1.0% | $787.9K | Cut$499.3K |
| Target Corp | TGT | 26.1K | $3.16M | 1.0% | $599K | Added$662.2K |
| Cummins Inc | CMI | 5.74K | $3.09M | 0.9% | $156.6K | Added$189.4K |
| Monolithic Pwr Sys Inc | — | 2.77K | $3.03M | 0.9% | $518.5K | Cut$511.2K |
| Nextera Energy Inc | — | 30.7K | $2.86M | 0.9% | $387.3K | Cut$353.9K |
| Lockheed Martin Corp | LMT | 4.68K | $2.83M | 0.9% | $548.1K | Added$633.9K |
| Cisco Sys Inc | — | 36.3K | $2.82M | 0.9% | $20.4K | Cut−$104K |
| Regeneron Pharmaceuticals, Inc. | REGN | 3.65K | $2.82M | 0.9% | $2.63K | Cut−$276K |
| Williams Sonoma Inc | WSM | 14.8K | $2.71M | 0.8% | $55.4K | Cut$35.2K |
| Intuitive Surgical Inc | ISRG | 5.79K | $2.67M | 0.8% | −$597.3K | Added−$540.2K |
| Kla Corp | KLAC | 1.78K | $2.63M | 0.8% | $453.9K | Added$478.9K |
| Visa Inc. | V | 8.46K | $2.56M | 0.8% | −$409.8K | Cut−$426.9K |
| Synopsys Inc | SNPS | 6.38K | $2.53M | 0.8% | −$455K | Added−$387.2K |
| Blackstone Inc. | BX | 21.8K | $2.51M | 0.8% | −$728.2K | Added−$355.3K |
| Abbott Labs | ABT | 24.4K | $2.5M | 0.8% | −$551.5K | Cut−$926.1K |
| Accenture Plc Ireland | — | 12.3K | $2.44M | 0.7% | −$796.9K | Added−$618.2K |
| Micron Technology Inc | MU | 7.12K | $2.4M | 0.7% | $372.7K | Added$374.7K |
| Corning Inc | — | 17.1K | $2.33M | 0.7% | $830.3K | Cut$798.7K |
| Caterpillar Inc | CAT | 3.21K | $2.27M | 0.7% | $430.7K | Added$453.4K |
| Taiwan Semiconductor Mfg Ltd | — | 6.44K | $2.18M | 0.7% | $148.3K | Added$853.9K |
| American Tower Corp New | — | 12.6K | $2.17M | 0.7% | −$37.4K | Added−$24.3K |
| Devon Energy Corp New | — | 39.4K | $1.98M | 0.6% | $539K | Cut$530.6K |
| Adobe Inc. | ADBE | 8.11K | $1.97M | 0.6% | −$866.6K | Cut−$913.2K |
| Sherwin Williams Co | SHW | 6.01K | $1.93M | 0.6% | −$21K | Cut−$284.1K |
| United Rentals, Inc. | URI | 2.57K | $1.87M | 0.6% | −$144K | Added$425.8K |
| Eli Lilly & Co | LLY | 1.86K | $1.71M | 0.5% | −$288.5K | Cut−$386.3K |
| Graco Inc | GGG | 19.2K | $1.62M | 0.5% | $51.4K | Cut−$42.5K |
| Bny Mellon Etf Trust | — | 13K | $1.62M | 0.5% | −$77.8K | Cut−$676.2K |
| Southern Co | — | 15.9K | $1.54M | 0.5% | $146K | Added$169.6K |
| Ares Capital Corp | ARCC | 81.3K | $1.47M | 0.4% | −$179.7K | Cut−$201.6K |
| Invesco Qqq Tr | — | 2.52K | $1.46M | 0.4% | −$93.7K | Cut−$153.3K |
| Coca Cola Co | KO | 19.1K | $1.45M | 0.4% | $117.3K | Cut$109.7K |
| Lennar Corp | — | 16.5K | $1.43M | 0.4% | −$259.7K | Added−$238.8K |
| Waste Mgmt Inc Del | — | 6.07K | $1.4M | 0.4% | $61.2K | Cut$31.3K |
| Welltower Inc. | WELL | 7.06K | $1.4M | 0.4% | $85.4K | Cut$51.2K |
| Bny Mellon Etf Trust | — | 32.8K | $1.39M | 0.4% | −$5.62K | Added$74.9K |
| Packaging Corp Amer | — | 6.38K | $1.36M | 0.4% | $38.3K | Cut$10.7K |
| Goldman Sachs BDC, Inc. | GSBD | 150.7K | $1.34M | 0.4% | −$60.3K | Cut−$81.1K |
| Union Pac Corp | — | 5.43K | $1.32M | 0.4% | $50.8K | Added$274.5K |
| United Parcel Service Inc | UPS | 13K | $1.28M | 0.4% | −$8.26K | Added$265.6K |
| Allspring Exchange Traded Fu | — | 50.1K | $1.25M | 0.4% | −$6.99K | Added$300.4K |
| Us Bancorp Del | — | 23.8K | $1.24M | 0.4% | −$32.1K | Cut−$108.7K |
| Pepsico Inc | PEP | 7.76K | $1.2M | 0.4% | $91.3K | Cut$17.9K |
| Mcdonalds Corp | MCD | 3.88K | $1.2M | 0.4% | $19.9K | Cut−$39.7K |
| Intuit Inc. | INTU | 2.77K | $1.2M | 0.4% | −$636.5K | Cut−$790.8K |
| Goldman Sachs Group Inc | — | 1.33K | $1.13M | 0.3% | −$40.7K | Added$32K |
| Marketaxess Hldgs Inc | — | 6.77K | $1.12M | 0.3% | −$110K | Cut−$147.7K |
| Seagate Technology Hldngs Pl | — | 2.69K | $1.05M | 0.3% | $302.3K | Added$337.5K |
| Mastercard Inc | MA | 2.04K | $1.02M | 0.3% | −$144K | Added−$136.5K |
| Oracle Corp | — | 6.64K | $976.2K | 0.3% | −$145.6K | Added$382.5K |
| Salesforce, Inc. | CRM | 5.19K | $968.7K | 0.3% | −$289K | Added−$9.78K |
| Omnicom Group Inc. | OMC | 12.6K | $950.3K | 0.3% | −$68.6K | Cut−$352K |
| Sony Group Corp | — | 45.7K | $946.3K | 0.3% | −$224K | Cut−$249.1K |
| Bank New York Mellon Corp | — | 7.88K | $934.5K | 0.3% | $14K | Added$292.3K |
| Tesla, Inc. | TSLA | 2.47K | $918.3K | 0.3% | −$177K | Added−$102.7K |
| Chevron Corp New | CVX | 4.4K | $910.5K | 0.3% | $233.4K | Added$258K |
| Arista Networks, Inc. | ANET | 7.12K | $874.3K | 0.3% | −$42.9K | Added$193.5K |
| Cadence Design System Inc | — | 3.04K | $844K | 0.3% | −$101K | Added−$65.7K |
| Deere & Co | DE | 1.5K | $842.5K | 0.3% | $146.1K | Cut$133K |
| First Tr Exchange-Traded Fd | — | 21K | $827.3K | 0.3% | $22.8K | Added$40.3K |
| Super Micro Computer Inc | — | 35K | $796.4K | 0.2% | −$227.3K | Cut−$340.3K |
| Vaneck Etf Trust | — | 22K | $775.7K | 0.2% | −$22.1K | Added−$17.9K |
| Snap-on Inc | SNA | 2.06K | $749.3K | 0.2% | $38.4K | Cut−$3.98K |
| Travelers Companies, Inc. | TRV | 2.55K | $744.1K | 0.2% | $4.18K | Added$8.26K |
| Ishares Tr | — | 1.14K | $741.3K | 0.2% | −$32.9K | Added$34.4K |
| Intercontinental Exchange In | — | 4.71K | $741K | 0.2% | −$20.4K | Added$37.4K |
| Progressive Corp | — | 3.63K | $720.1K | 0.2% | −$107.2K | Cut−$354.5K |
| Rockwell Automation, Inc | ROK | 1.99K | $712.4K | 0.2% | −$59.8K | Cut−$95.6K |
| Automatic Data Processing In | — | 3.5K | $710.3K | 0.2% | −$189.1K | Cut−$221.5K |
| lululemon athletica inc. | LULU | 4.6K | $704.4K | 0.2% | −$251.7K | Cut−$594.4K |
| Oklo Inc. | OKLO | 13.8K | $683K | 0.2% | −$200.6K | Added$33.7K |
| Conocophillips | COP | 5.12K | $676.1K | 0.2% | $196.6K | Cut$190.9K |
| Marriott Intl Inc New | — | 2.06K | $675.3K | 0.2% | $34.6K | Cut$14.8K |
| Chubb Limited | — | 2.03K | $662.2K | 0.2% | $27.9K | Cut−$119.7K |
| Netflix Inc | NFLX | 6.63K | $637.1K | 0.2% | $15.8K | Cut$1.87K |
| Nucor Corp | NUE | 3.67K | $621.2K | 0.2% | $22K | Cut−$214.8K |
| Factset Resh Sys Inc | — | 2.83K | $614.1K | 0.2% | −$207.2K | Cut−$460.6K |
| AbbVie Inc. | ABBV | 2.81K | $612.1K | 0.2% | −$31K | Cut−$50.2K |
| Palantir Technologies Inc. | PLTR | 4.18K | $611.9K | 0.2% | −$119.6K | Added−$63.7K |
| Carlyle Group Inc | — | 12.4K | $601.9K | 0.2% | −$132.8K | Added−$130.4K |
| Spdr Series Trust | — | 6.3K | $577K | 0.2% | $1.59K | Cut−$25.9K |
| Fortinet, Inc. | FTNT | 6.79K | $555K | 0.2% | $15.7K | Cut−$69.5K |
| Ulta Beauty, Inc. | ULTA | 1.05K | $547.8K | 0.2% | −$85.7K | Added−$82K |
| Quanta Svcs Inc | — | 987 | $542K | 0.2% | $123.2K | Added$132.5K |
| Vanguard Index Fds | — | 893 | $533.4K | 0.2% | −$26.3K | Added−$20.3K |
| Autozone Inc | AZO | 153 | $516.8K | 0.2% | −$2.1K | Cut−$15.7K |
| Hf Sinclair Corp | DINO | 8.08K | $504.3K | 0.2% | — | New |
| Equinix Inc | EQIX | 513 | $502.6K | 0.2% | $109.5K | Added$110.5K |
| Chipotle Mexican Grill Inc | CMG | 15.6K | $498K | 0.2% | −$74.5K | Added−$54.7K |
| Phillips 66 | PSX | 2.71K | $494.6K | 0.2% | $144.2K | Cut$132.4K |
| Wells Fargo Co New | — | 5.8K | $461.5K | 0.1% | −$78.4K | Added−$75.8K |
| Spdr Series Trust | — | 4.57K | $447.5K | 0.1% | −$35.9K | Added$12.2K |
| American Elec Pwr Co Inc | — | 3.29K | $431.9K | 0.1% | $51.6K | Added$54.4K |
| Oreilly Automotive Inc | — | 4.57K | $421.9K | 0.1% | $5.03K | Held |
| Ishares Tr | — | 2.78K | $421.5K | 0.1% | $28.5K | Cut$16.6K |
| Johnson & Johnson | JNJ | 1.7K | $415.3K | 0.1% | $63.6K | Added$64.1K |
| ServiceNow, Inc. | NOW | 3.94K | $411.9K | 0.1% | −$142.3K | Added−$36.2K |
| Stryker Corp | SYK | 1.23K | $403.7K | 0.1% | −$28.2K | Cut−$41.9K |
| Paccar Inc | PCAR | 3.46K | $399.7K | 0.1% | $20.7K | Cut$14K |
| Lyondellbasell Industries N | — | 4.96K | $399.5K | 0.1% | $184.8K | Cut$173.4K |
| Vaneck Etf Trust | — | 4.06K | $392.6K | 0.1% | −$27.9K | Held |
| Novo-Nordisk A S | — | 10.6K | $390.4K | 0.1% | −$150.1K | Cut−$201.9K |
| Analog Devices Inc | ADI | 1.21K | $386.3K | 0.1% | $57K | Cut$51.3K |
| Ishares Tr | — | 3.31K | $373.9K | 0.1% | −$33.6K | Held |
| Vaneck Etf Trust | — | 959 | $367.7K | 0.1% | $19.7K | Added$63.4K |
| Boston Scientific Corp | BSX | 5.83K | $365.8K | 0.1% | −$190.1K | Held |
| Unitedhealth Group Inc | UNH | 1.35K | $364.6K | 0.1% | −$79.9K | Added−$79.1K |
| Spdr Series Trust | — | 6.35K | $359.3K | 0.1% | −$1.47K | Added$3.17K |
| Honeywell Intl Inc | — | 1.58K | $356.8K | 0.1% | $48.9K | Added$49.4K |
| Northrop Grumman Corp | — | 508 | $346.9K | 0.1% | $57K | Cut$40.5K |
| Nrg Energy, Inc. | NRG | 2.35K | $343.1K | 0.1% | −$30.8K | Cut−$41.8K |
| Autodesk, Inc. | ADSK | 1.43K | $342.8K | 0.1% | −$81.1K | Cut−$109.2K |
| Ishares Tr | — | 2.63K | $326.6K | 0.1% | $10.9K | Held |
| Aflac Inc | AFL | 2.81K | $307.7K | 0.1% | −$1.62K | Cut−$34K |
| Realty Income Corp | O | 4.83K | $295.4K | 0.1% | $23.1K | Added$24.2K |
| Medtronic Plc | MDT | 3.33K | $288.7K | 0.1% | −$31.2K | Added−$30.3K |
| Ishares Tr | — | 2.2K | $281.9K | 0.1% | −$19.4K | Held |
| Linde Plc | LIN | 558 | $276.9K | 0.1% | $39K | Cut$27.4K |
| United Therapeutics Corp Del | — | 458 | $271.6K | 0.1% | $48.4K | Held |
| Exelon Corp | EXC | 5.51K | $270.4K | 0.1% | $29.9K | Added$30.4K |
| Emerson Elec Co | — | 2.06K | $269.9K | 0.1% | −$3.52K | Cut−$15.5K |
| Johnson Ctls Intl Plc | — | 2.04K | $267.5K | 0.1% | $21.1K | Added$41.2K |
| Universal Display Corp | — | 2.92K | $267.1K | 0.1% | −$46.9K | Added$49.5K |
| Novartis Ag | — | 1.73K | $264.1K | 0.1% | $25.7K | Cut−$30.6K |
| Cms Energy Corp | — | 3.4K | $263.5K | 0.1% | $26K | Held |
| Marsh & Mclennan Cos Inc | — | 1.5K | $260K | 0.1% | −$18K | Cut−$25K |
| L3harris Technologies Inc | — | 749 | $258.4K | 0.1% | $38.3K | Added$39K |
| Philip Morris Intl Inc | — | 1.5K | $247.8K | 0.1% | $7.32K | Cut−$213.9K |
| Fidelity Wise Origin Bitcoin | — | 4.03K | $238.1K | 0.1% | −$69.4K | Held |
| Lowes Cos Inc | — | 999 | $236K | 0.1% | −$4.78K | Cut−$30.1K |
| Starbucks Corp | SBUX | 2.6K | $233.3K | 0.1% | $14K | Cut$4.15K |
| CoreWeave, Inc. | CRWV | 3K | $232.8K | 0.1% | — | New |
| Textron Inc | TXT | 2.6K | $227.5K | 0.1% | $1.03K | Held |
| Comcast Corp New | — | 7.62K | $218.7K | 0.1% | −$9K | Cut−$104K |
| Iron Mtn Inc Del | — | 2.13K | $217.3K | 0.1% | — | New |
| Royal Bk Cda | — | 1.34K | $217.1K | 0.1% | −$11.7K | Added−$10.9K |
| Oshkosh Corp | OSK | 1.45K | $212.7K | 0.1% | — | New |
| Enterprise Prods Partners L | — | 5.62K | $212.7K | 0.1% | — | New |
| American Express Co | AXP | 694 | $210K | 0.1% | −$46.7K | Added−$46.4K |
| Crown Castle Inc. | CCI | 2.54K | $206.8K | 0.1% | −$19.2K | Held |
| Dte Energy Co | — | 1.41K | $206.6K | 0.1% | — | New |
| Palo Alto Networks Inc | PANW | 1.27K | $203.3K | 0.1% | — | New |
| Waters Corp | — | 663 | $197.4K | 0.1% | −$54.4K | Held |
| Baxter Intl Inc | — | 11.7K | $195.9K | 0.1% | −$26.2K | Added−$21.2K |
| On Semiconductor Corp | ON | 3.13K | $193.8K | 0.1% | — | New |
| Banco Santander Sa | — | 14.3K | $161.7K | 0.0% | −$6.45K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.