Latest Stiles Financial Services Inc Stock Portfolio

Stiles Financial Services Inc Performance:

2026 Q1: -0.4%YTD: -0.4%2025: 14.18%

Performance for 2026 Q1 is -0.4%, and YTD is -0.4%, and 2025 is 14.18%.

About Stiles Financial Services Inc and 13F Hedge Fund Stock Holdings

On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stiles Financial Services Inc reported an equity portfolio of $327.2 Millions as of 31 Mar, 2026.

The top stock holdings of Stiles Financial Services Inc are NVDA, LRCX, AAPL. The fund has invested 8.6% of it's portfolio in NVIDIA CORPORATION COM and 3.3% of portfolio in LAM RESEARCH CORP COM NEW.

The fund managers got completely rid off COPART INC (CPRT), GENERAL MLS INC (GIS) and MORGAN STANLEY (MS) stocks. They significantly reduced their stock positions in PHILIP MORRIS INTL INC COM (PM), COMCAST CORP NEW CL A (CMCSA) and NUCOR CORP COM (NUE). Stiles Financial Services Inc opened new stock positions in HF SINCLAIR CORP COM (DINO), COREWEAVE INC COM CL A and IRON MTN INC DEL COM (IRM). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP COM (ORCL), UNIVERSAL DISPLAY CORP COM (OLED) and OKLO INC COM CL A (ALCC).

Stiles Financial Services Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Stiles Financial Services Inc made a return of -0.4% in the last quarter. In trailing 12 months, it's portfolio return was 18.27%.

Performance
S&P 500

New Buys

Ticker	$ Bought
hf sinclair corp com	504,334
coreweave inc com cl a	232,797
iron mtn inc del com	217,302
oshkosh corp com	212,717
enterprise prods partners l p com	212,713
dte energy co com	206,577
palo alto networks inc com	203,286
on semiconductor corp com	193,810

New stocks bought by Stiles Financial Services Inc

Additions

Ticker	% Inc.
oracle corp com	117
universal display corp com	56.38
oklo inc com cl a	52.23
taiwan semiconductor manufact sponsored ads	47.94
united rentals inc com	43.76
bank new york mellon corp com	42.41
salesforce inc com	40.51
arista networks inc com shs	37.05

Additions to existing portfolio by Stiles Financial Services Inc

Reductions

Ticker	% Reduced
philip morris intl inc com	-47.92
comcast corp new cl a	-29.44
nucor corp com	-28.33
lululemon athletica inc com	-26.38
bny mellon us large cap core equity etf	-26.07
factset resh sys inc com	-23.58
progressive corp com	-23.01
omnicom group inc com	-21.76

Stiles Financial Services Inc reduced stake in above stock

Sold off

Ticker	$ Sold
copart inc	-313,592
general mls inc	-244,545
morgan stanley	-229,248

Stiles Financial Services Inc got rid off the above stocks

Sector Distribution

Stiles Financial Services Inc has about 32.2% of it's holdings in Technology sector.

Sector	%
Technology	32.2
Others	10.8
Industrials	10.4
Financial Services	8.8
Consumer Cyclical	8.6
Consumer Defensive	5.6
Communication Services	5
Utilities	4.9
Healthcare	3.9
Energy	3.9
Real Estate	3.5
Basic Materials	2.2

Market Cap. Distribution

Stiles Financial Services Inc has about 88.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	45
LARGE-CAP	43.1
UNALLOCATED	10.8

Stocks belong to which Index?

About 86.4% of the stocks held by Stiles Financial Services Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	86.4
Others	13.3

Top 5 Winners (%)		%
LYB	lyondellbasell industries nv shs - a -	83.9 %
GLW	corning inc com	54.7 %
VLO	valero energy corp com	51.7 %
GNRC	generac hldgs inc com	43.2 %
STX	seagate technology hldngs plc ord shs	41.3 %

Top 5 Winners ($)		$
LRCX	lam research corp com new	2.2 M
VLO	valero energy corp com	1.6 M
ASML	asml hldg nv n y registry shs	1.5 M
COST	costco wholesale corporation com	1.2 M
GNRC	generac hldgs inc com	1.1 M

Top 5 Losers (%)		%
BSX	boston scientific corp com	-34.2 %
INTU	intuit com	-33.4 %
ADBE	adobe inc com	-30.3 %
NOW	servicenow inc com	-28.8 %
ALCC	oklo inc com cl a	-27.0 %

Top 5 Losers ($)		$
MSFT	microsoft corp com	-2.1 M
NVDA	nvidia corporation com	-1.9 M
QCOM	qualcomm inc com	-1.3 M
AMZN	amazon com inc com	-0.9 M
ADBE	adobe inc com	-0.9 M

Stiles Financial Services Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Stiles Financial Services Inc

Stiles Financial Services Inc has 177 stocks in it's portfolio. About 32.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Stiles Financial Services Inc last quarter.

Last Reported on: 30 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	3.26	42,044	10,670,300	reduced	-0.87

ABBV	abbvie inc com	0.19	2,814	612,068	reduced	-2.9

ABT	abbott laboratories com	0.76	24,382	2,503,310	reduced	-10.92

ACN	accenture plc ireland shs class a	0.74	12,284	2,435,820	added	7.92

ADBE	adobe inc com	0.60	8,106	1,970,450	reduced	-1.61

ADI	analog devices inc com	0.12	1,214	386,319	reduced	-1.7

ADP	automatic data processing inc com	0.22	3,496	710,302	reduced	-3.48

ADSK	autodesk inc com	0.10	1,432	342,821	reduced	-6.22

AEP	american elec pwr co inc com	0.13	3,295	431,899	added	0.64

AFK	vaneck morningstar wide moat etf	0.12	4,060	392,628	unchanged	0.00

AFK	vaneck semiconductor etf	0.11	959	367,683	added	13.49

AFL	aflac inc com	0.09	2,805	307,727	reduced	-9.49

ALCC	oklo inc com cl a	0.21	13,772	682,953	added	52.23

AMAT	applied matls inc com	0.97	9,291	3,175,670	reduced	-10.78

AMD	advanced micro devices inc com	1.36	21,895	4,454,130	reduced	-0.75

AMT	american tower corp com	0.66	12,577	2,170,490	added	0.61

AMZN	amazon com inc com	2.56	40,229	8,378,480	added	1.23

ANET	arista networks inc com shs	0.27	7,121	874,316	added	37.05

ASML	asml hldg nv n y registry shs	2.51	6,217	8,211,200	added	1.44

AVGO	broadcom inc com	1.20	12,661	3,918,640	reduced	-0.19