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Latest Stiles Financial Services Inc Stock Portfolio

$327Million | No. of Holdings #177

Stiles Financial Services Inc Performance

2026 Q1-0.40%
YTD-0.40%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 30 Apr, 2026
$327Million
  as of Apr 30, 2026

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 com504,334
coreweave inc com cl a232,797
iron mtn inc del com217,302
oshkosh corp com212,717
enterprise prods partners l p com212,713
dte energy co com206,577
palo alto networks inc com203,286
on semiconductor corp com193,810
New stocks bought by Stiles Financial Services Inc

Additions

Ticker% Inc.
oracle corp com117
universal display corp com56.38
oklo inc com cl a52.23
taiwan semiconductor manufact sponsored ads47.94
united rentals inc com43.76
bank new york mellon corp com42.41
salesforce inc com40.51
arista networks inc com shs37.05
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.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Utilities
  • Healthcare
  • Energy
  • Real Estate
  • Basic Materials
Sector%
Technology32.2
Others10.8
Industrials10.4
Financial Services8.8
Consumer Cyclical8.6
Consumer Defensive5.6
Communication Services5
Utilities4.9
Healthcare3.9
Energy3.9
Real Estate3.5
Basic Materials2.2

Market Cap. Distribution

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

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP45
LARGE-CAP43.1
UNALLOCATED10.8

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.

  • S&P 500
  • Others
Index%
S&P 50086.4
Others13.3
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.

$327.25MTotal Value
180Positions
30 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Stiles Financial Services Inc, last reported on 30 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Morningstar Wide Moat Etf

Vaneck Morningstar Wide Moat Etf

AFK
Stiles Financial Services Inc's holding in Vaneck Morningstar Wide Moat Etf over time
0.12%4,060
$392.6K
0.12%
unchanged 0 percentunchanged
AFK
Vaneck Semiconductor Etf

Vaneck Semiconductor Etf

AFK
Stiles Financial Services Inc's holding in Vaneck Semiconductor Etf over time
0.11%959
$367.7K
0.11%
increased 13.49 percentadded
ALCC
Oklo Inc Com Cl A

Oklo Inc Com Cl A

ALCC
Stiles Financial Services Inc's holding in Oklo Inc Com Cl A over time
0.21%13,772
$683.0K
0.21%
increased 52.23 percentadded
ASML
Asml Hldg Nv N Y Registry Shs

Asml Hldg Nv N Y Registry Shs

ASML
Stiles Financial Services Inc's holding in Asml Hldg Nv N Y Registry Shs over time
2.51%6,217
$8.21M
2.51%
increased 1.44 percentadded