13F Insight
DOSSIER · 13F-HR · Q3 2026

Stiles Financial Services Inc

$392M in tracked AUM across 178 positions as of Q3 2026.

SF
CIK 0001904832 · last filed Sep 30, 2026
Total AUM
$392M
as of Q3 2026
Holdings
178
−5 QoQ
positions
Whale Score
50
50
tracked
Activity
172
+4 new, −9 sold
changes this Q
AI Analysis · Q3 2026

Stiles Financial Services Inc filed its latest 13F-HR for Q3 2026. 172 position changes this quarter — 4 new, 9 exited, 65 added, 94 trimmed.

Quarter at a glance — Q3 2026

172 material changes this filing.

TRIM
LRCXLAM RESEARCH CORP COM NEW
-970 sh
$-5M
4.0%
TRIM
NVDANVIDIA CORPORATION COM
-2K sh
+$4M
9.3%
TRIM
MSFTMICROSOFT CORP COM
-150 sh
+$3M
2.7%
TRIM
VLOVALERO ENERGY CORP COM
-896 sh
+$2M
1.8%
TRIM
AMATAPPLIED MATLS INC COM
-253 sh
$-2M
1.2%
TRIM
KLACKLA CORP COM NEW
-73 sh
$-2M
0.8%
ADD
GLWCORNING INC COM
+79 sh
$-2M
0.7%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION COM
$37M160K9.3%02
LRCX
LAM RESEARCH CORP COM NEW
$16M47K4.0%03
AAPL
APPLE INC COM
$13M40K3.4%04
AMD
ADVANCED MICRO DEVICES INC COM
$13M21K3.4%05
N07059210
ASML HLDG NV N Y REGISTRY SHS
$11M6K2.9%06
MSFT
MICROSOFT CORP COM
$11M21K2.7%07
GOOGL
ALPHABET INC CAP STK CL A
$10M30K2.7%08
AMZN
AMAZON COM INC COM
$10M40K2.6%09
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$8M17K2.2%10
MU
MICRON TECHNOLOGY INC COM
$8M8K2.1%

Filing history

2026Q3Sep 30
$392M▼ 1.5%
178 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20