DOSSIER · 13F-HR · Q2 2026

Stiles Financial Services Inc

$398M in tracked AUM across 183 positions as of Q2 2026.

SF
CIK 0001904832 · last filed Jun 30, 2026
Total AUM
$398M
as of Q2 2026
Holdings
183
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Stiles Financial Services Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION COM
$32M162K8.1%
02
LRCX
LAM RESEARCH CORP COM NEW
$21M48K5.3%
03
AMD
ADVANCED MICRO DEVICES INC COM
$13M22K3.2%
04
N07059210
ASML HLDG NV N Y REGISTRY SHS
$13M6K3.2%
05
AAPL
APPLE INC COM
$12M41K3.0%
06
GOOGL
ALPHABET INC CAP STK CL A
$11M30K2.7%
07
AMZN
AMAZON COM INC COM
$10M40K2.4%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$9M17K2.2%
09
COST
COSTCO WHOLESALE CORPORATION COM
$8M9K2.1%
10
MU
MICRON TECHNOLOGY INC COM
$8M7K2.1%

Filing history

2026Q2Jun 30
$398M 21.7%
183 positionsView →
2026Q1Mar 31
$327M 0.7%
177 positionsView →
2025Q4Dec 31
$325M 2.4%
172 positionsView →
2025Q3Sep 30
$317M 9.5%
176 positionsView →
2025Q2Jun 30
$290M 11.1%
175 positionsLocked
2025Q1Mar 31
$261M 5.7%
170 positionsLocked
2024Q4Dec 31
$276M 2.7%
183 positionsLocked
2024Q3Sep 30
$284M 9.2%
188 positionsLocked
2024Q2Jun 30
$260M 4.2%
183 positionsLocked
2024Q1Mar 31
$250M 13.3%
175 positionsLocked
2023Q4Dec 31
$220M 14.2%
168 positionsLocked
2023Q3Sep 30
$193M 4.2%
175 positionsLocked
Showing 12 of 19