13F Insight
DOSSIER · 13F-HR · Q1 2026

Stiles Financial Services Inc

$327M in tracked AUM across 177 positions as of Q1 2026.

SF
CIK 0001904832 · last filed Mar 31, 2026
Total AUM
$327M
as of Q1 2026
Holdings
177
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Stiles Financial Services Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION COM
$28M161K8.6%02
LRCX
LAM RESEARCH CORP COM NEW
$11M51K3.3%03
AAPL
APPLE INC COM
$11M42K3.3%04
COST
COSTCO WHOLESALE CORPORATION COM
$9M9K2.7%05
GOOGL
ALPHABET INC CAP STK CL A
$9M30K2.7%06
AMZN
AMAZON COM INC COM
$8M40K2.6%07
N07059210
ASML HLDG NV N Y REGISTRY SHS
$8M6K2.5%08
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$8M17K2.4%09
MSFT
MICROSOFT CORP COM
$7M19K2.2%10
GOOG
ALPHABET INC CAP STK CL C
$6M22K1.9%

Filing history

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 positionsLocked2025Q1Mar 31
$261M▼ 5.7%
170 positionsLocked2024Q4Dec 31
$276M▼ 2.7%
183 positionsLocked2024Q3Sep 30
$284M▲ 9.2%
188 positionsLocked2024Q2Jun 30
$260M▲ 4.2%
183 positionsLocked2024Q1Mar 31
$250M▲ 13.3%
175 positionsLocked2023Q4Dec 31
$220M▲ 14.2%
168 positionsLocked2023Q3Sep 30
$193M▼ 4.2%
175 positionsLocked2023Q2Jun 30
$201M▲ 8.1%
192 positionsLocked
Showing 12 of 18