Filed: 2/3/2026ACC: 0002085853-26-000188
📋 What this filing means
STILES FINANCIAL SERVICES INC filed this quarterly 13F‑HR report disclosing 172 equity positions with a total reported market value of $324.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
172
Positions
$324.83M
Total AUM (reported)
2.18M
Total Shares
Allocation by class
COM$241.35M74.3%
COM NEW$20.26M6.2%
CAP STK CL A$9.45M2.9%
CL B NEW$8.23M2.5%
N Y REGISTRY SHS$6.56M2.0%
CAP STK CL C$6.52M2.0%
CL A$4.49M1.4%
Portfolio Concentration
Top 3$50.53M15.6%
4–10$55.62M17.1%
11–25$60.27M18.6%
Rest$158.40M48.8%
Top 3 weight
15.6%
Top 10 weight
32.7%
Voting Authority Distribution
Total shares with voting rights: 2.18M
Sole
Full voting authority
2.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole172
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings172
Rows:
NVIDIA CORPORATION
SOLEShares158.42K
TypeSH
Market value$29.55M
9.10%
Sole
158.42K
Shared
0.00
None
0.00
APPLE INC
SOLEShares42.41K
TypeSH
Market value$11.53M
3.55%
Sole
42.41K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares30.20K
TypeSH
Market value$9.45M
2.91%
Sole
30.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares39.74K
TypeSH
Market value$9.17M
2.82%
Sole
39.74K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares51.53K
TypeSH
Market value$8.82M
2.72%
Sole
51.53K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares18.16K
TypeSH
Market value$8.78M
2.70%
Sole
18.16K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.38K
TypeSH
Market value$8.23M
2.54%
Sole
16.38K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares8.74K
TypeSH
Market value$7.54M
2.32%
Sole
8.74K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares6.13K
TypeSH
Market value$6.56M
2.02%
Sole
6.13K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares20.76K
TypeSH
Market value$6.52M
2.01%
Sole
20.76K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares30.96K
TypeSH
Market value$5.30M
1.63%
Sole
30.96K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares22.06K
TypeSH
Market value$4.72M
1.45%
Sole
22.06K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.91K
TypeSH
Market value$4.48M
1.38%
Sole
13.91K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares12.69K
TypeSH
Market value$4.39M
1.35%
Sole
12.69K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares107.92K
TypeSH
Market value$4.33M
1.33%
Sole
107.92K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares27.25K
TypeSH
Market value$4.19M
1.29%
Sole
27.25K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares11.46K
TypeSH
Market value$3.94M
1.21%
Sole
11.46K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares20.85K
TypeSH
Market value$3.82M
1.18%
Sole
20.85K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares14K
TypeSH
Market value$3.82M
1.18%
Sole
14K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares10.79K
TypeSH
Market value$3.81M
1.17%
Sole
10.79K
Shared
0.00
None
0.00
STEEL DYNAMICS INC
SOLEShares22.44K
TypeSH
Market value$3.80M
1.17%
Sole
22.44K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares24.77K
TypeSH
Market value$3.55M
1.09%
Sole
24.77K
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares46.65K
TypeSH
Market value$3.45M
1.06%
Sole
46.65K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares27.37K
TypeSH
Market value$3.43M
1.06%
Sole
27.37K
Shared
0.00
None
0.00
NORTHERN TR CORP
SOLEShares23.70K
TypeSH
Market value$3.24M
1.00%
Sole
23.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 158.42K | SH | $29.55M 9.10% | 158.42K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 42.41K | SH | $11.53M 3.55% | 42.41K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 30.20K | SH | $9.45M 2.91% | 30.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 39.74K | SH | $9.17M 2.82% | 39.74K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 51.53K | SH | $8.82M 2.72% | 51.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 18.16K | SH | $8.78M 2.70% | 18.16K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.38K | SH | $8.23M 2.54% | 16.38K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 8.74K | SH | $7.54M 2.32% | 8.74K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 6.13K | SH | $6.56M 2.02% | 6.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 20.76K | SH | $6.52M 2.01% | 20.76K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 30.96K | SH | $5.30M 1.63% | 30.96K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 22.06K | SH | $4.72M 1.45% | 22.06K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.91K | SH | $4.48M 1.38% | 13.91K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 12.69K | SH | $4.39M 1.35% | 12.69K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 107.92K | SH | $4.33M 1.33% | 107.92K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 27.25K | SH | $4.19M 1.29% | 27.25K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 11.46K | SH | $3.94M 1.21% | 11.46K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 20.85K | SH | $3.82M 1.18% | 20.85K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 14K | SH | $3.82M 1.18% | 14K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 10.79K | SH | $3.81M 1.17% | 10.79K | 0.00 | 0.00 |
STEEL DYNAMICS INCSOLE | COM | 22.44K | SH | $3.80M 1.17% | 22.44K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 24.77K | SH | $3.55M 1.09% | 24.77K | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 46.65K | SH | $3.45M 1.06% | 46.65K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 27.37K | SH | $3.43M 1.06% | 27.37K | 0.00 | 0.00 |
NORTHERN TR CORPSOLE | COM | 23.70K | SH | $3.24M 1.00% | 23.70K | 0.00 | 0.00 |
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