Stiles Financial Services Inc Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$289.5B
Holdings
175
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (175 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 153,565 | $24.3B | 8.38% | |
| 2 | AAPLAPPLE INC | 43,875 | $9.0B | 3.11% | |
| 3 | AMZNAMAZON COM INC | 39,652 | $8.7B | 3.00% | |
| 4 | MSFTMICROSOFT CORP | 17,337 | $8.6B | 2.98% | |
| 5 | COSTCOSTCO WHSL CORP NEW | 8,543 | $8.5B | 2.93% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,084 | $7.3B | 2.53% | |
| 7 | LRCXLAM RESEARCH CORP | 52,122 | $5.1B | 1.75% | |
| 8 | GOOGLALPHABET INC | 28,496 | $5.0B | 1.73% | |
| 9 | QCOMQUALCOMM INC | 30,162 | $4.8B | 1.66% | |
| 10 | ASMLASML HOLDING N V | 5,845 | $4.7B | 1.62% | |
| 11 | FASTFASTENAL CO | 107,028 | $4.5B | 1.55% | |
| 12 | HDHOME DEPOT INC | 10,433 | $3.8B | 1.32% | |
| 13 | PGPROCTER AND GAMBLE CO | 23,956 | $3.8B | 1.32% | |
| 14 | ABTABBOTT LABS | 27,720 | $3.8B | 1.30% | |
| 15 | CMECME GROUP INC | 13,625 | $3.8B | 1.30% | |
| 16 | TXNTEXAS INSTRS INC | 17,582 | $3.6B | 1.26% | |
| 17 | JPMJPMORGAN CHASE & CO. | 12,366 | $3.6B | 1.24% | |
| 18 | GOOGALPHABET INC | 19,993 | $3.5B | 1.23% | |
| 19 | AMDADVANCED MICRO DEVICES INC | 24,461 | $3.5B | 1.20% | |
| 20 | TJXTJX COS INC NEW | 27,795 | $3.4B | 1.19% | |
| 21 | VVISA INC | 9,440 | $3.4B | 1.16% | |
| 22 | RTXRTX CORPORATION | 22,643 | $3.3B | 1.14% | |
| 23 | BKLCBNY MELLON ETF TRUST | 27,469 | $3.3B | 1.12% | |
| 24 | XELXCEL ENERGY INC | 47,450 | $3.2B | 1.12% | |
| 25 | AVGOBROADCOM INC | 11,653 | $3.2B | 1.11% | |
| 26 | PSAPUBLIC STORAGE OPER CO | 10,336 | $3.0B | 1.05% | |
| 27 | NVONOVO-NORDISK A S | 42,265 | $2.9B | 1.01% | |
| 28 | STLDSTEEL DYNAMICS INC | 22,517 | $2.9B | 1.00% | |
| 29 | CEGCONSTELLATION ENERGY CORP | 8,848 | $2.9B | 0.99% | |
| 30 | DYHTARGET CORP | 28,388 | $2.8B | 0.97% | |
| 31 | CSCOCISCO SYS INC | 40,112 | $2.8B | 0.96% | |
| 32 | ISRGINTUITIVE SURGICAL INC | 5,099 | $2.8B | 0.96% | |
| 33 | DUKDUKE ENERGY CORP NEW | 23,463 | $2.8B | 0.96% | |
| 34 | AMTAMERICAN TOWER CORP NEW | 11,914 | $2.6B | 0.91% | |
| 35 | FQIDIGITAL RLTY TR INC | 14,685 | $2.6B | 0.88% | |
| 36 | SNPSSYNOPSYS INC | 4,992 | $2.6B | 0.88% | |
| 37 | NTRSNORTHERN TR CORP | 20,084 | $2.5B | 0.88% | |
| 38 | GNRCGENERAC HLDGS INC | 17,616 | $2.5B | 0.87% | |
| 39 | ACNACCENTURE PLC IRELAND | 8,402 | $2.5B | 0.87% | |
| 40 | INTUINTUIT | 3,065 | $2.4B | 0.83% | |
| 41 | VLOVALERO ENERGY CORP | 17,756 | $2.4B | 0.82% | |
| 42 | WSMWILLIAMS SONOMA INC | 14,590 | $2.4B | 0.82% | |
| 43 | BXBLACKSTONE INC | 15,804 | $2.4B | 0.82% | |
| 44 | ADBEADOBE INC | 6,098 | $2.4B | 0.81% | |
| 45 | NEENEXTERA ENERGY INC | 33,391 | $2.3B | 0.80% | |
| 46 | REGNREGENERON PHARMACEUTICALS | 4,358 | $2.3B | 0.79% | |
| 47 | FDSFACTSET RESH SYS INC | 4,995 | $2.2B | 0.77% | |
| 48 | SHWSHERWIN WILLIAMS CO | 6,248 | $2.1B | 0.74% | |
| 49 | LMTLOCKHEED MARTIN CORP | 4,492 | $2.1B | 0.72% | |
| 50 | OMCOMNICOM GROUP INC | 28,870 | $2.1B | 0.72% | |
| 51 | LLYELI LILLY & CO | 2,446 | $1.9B | 0.66% | |
| 52 | XOMEXXON MOBIL CORP | 17,434 | $1.9B | 0.65% | |
| 53 | DVNDEVON ENERGY CORP NEW | 58,986 | $1.9B | 0.65% | |
| 54 | CMICUMMINS INC | 5,519 | $1.8B | 0.62% | |
| 55 | MKTXMARKETAXESS HLDGS INC | 8,006 | $1.8B | 0.62% | |
| 56 | BILSPDR SERIES TRUST | 19,119 | $1.8B | 0.61% | |
| 57 | KLACKLA CORP | 1,920 | $1.7B | 0.59% | |
| 58 | NFLXNETFLIX INC | 1,228 | $1.6B | 0.57% | |
| 59 | GGGGRACO INC | 18,823 | $1.6B | 0.56% | |
| 60 | MPWRMONOLITHIC PWR SYS INC | 2,205 | $1.6B | 0.56% | |
| 61 | ARCCARES CAPITAL CORP | 73,449 | $1.6B | 0.56% | |
| 62 | PEPPEPSICO INC | 12,136 | $1.6B | 0.55% | |
| 63 | KOCOCA COLA CO | 22,573 | $1.6B | 0.55% | |
| 64 | AMATAPPLIED MATLS INC | 8,516 | $1.6B | 0.54% | |
| 65 | NDQINVESCO QQQ TR | 2,613 | $1.4B | 0.50% | |
| 66 | WMWASTE MGMT INC DEL | 6,302 | $1.4B | 0.50% | |
| 67 | SONYSONY GROUP CORP | 54,698 | $1.4B | 0.49% | |
| 68 | UPSUNITED PARCEL SERVICE INC | 13,120 | $1.3B | 0.46% | |
| 69 | MCDMCDONALDS CORP | 4,351 | $1.3B | 0.44% | |
| 70 | SOSOUTHERN CO | 13,821 | $1.3B | 0.44% | |
| 71 | CATCATERPILLAR INC | 3,217 | $1.2B | 0.43% | |
| 72 | GSBDGOLDMAN SACHS BDC INC | 111,007 | $1.2B | 0.43% | |
| 73 | USBUS BANCORP DEL | 27,507 | $1.2B | 0.43% | |
| 74 | MAMASTERCARD INCORPORATED | 2,107 | $1.2B | 0.41% | |
| 75 | WELLWELLTOWER INC | 7,535 | $1.2B | 0.40% | |
| 76 | ADPAUTOMATIC DATA PROCESSING IN | 3,614 | $1.1B | 0.38% | |
| 77 | LENLENNAR CORP | 10,057 | $1.1B | 0.38% | |
| 78 | PKGPACKAGING CORP AMER | 5,789 | $1.1B | 0.38% | |
| 79 | SMCISUPER MICRO COMPUTER INC | 21,970 | $1.1B | 0.37% | |
| 80 | GLWCORNING INC | 18,996 | $998.9M | 0.35% | |
| 81 | URIUNITED RENTALS INC | 1,226 | $925.6M | 0.32% | |
| 82 | MUMICRON TECHNOLOGY INC | 7,430 | $915.9M | 0.32% | |
| 83 | GSGOLDMAN SACHS GROUP INC | 1,277 | $905.2M | 0.31% | |
| 84 | CDNSCADENCE DESIGN SYSTEM INC | 2,900 | $893.8M | 0.31% | |
| 85 | CBCHUBB LIMITED | 3,080 | $892.9M | 0.31% | |
| 86 | LULULULULEMON ATHLETICA INC | 3,698 | $878.6M | 0.30% | |
| 87 | BMYBRISTOL-MYERS SQUIBB CO | 18,078 | $836.9M | 0.29% | |
| 88 | TSLATESLA INC | 2,626 | $834.3M | 0.29% | |
| 89 | UNPUNION PAC CORP | 3,562 | $819.7M | 0.28% | |
| 90 | DEDEERE & CO | 1,544 | $785.4M | 0.27% | |
| 91 | IVVISHARES TR | 1,169 | $725.8M | 0.25% | |
| 92 | CMGCHIPOTLE MEXICAN GRILL INC | 12,760 | $716.5M | 0.25% | |
| 93 | BAXBAXTER INTL INC | 23,528 | $712.4M | 0.25% | |
| 94 | ROKROCKWELL AUTOMATION INC | 2,135 | $708.8M | 0.24% | |
| 95 | SMOTVANECK ETF TRUST | 20,335 | $707.7M | 0.24% | |
| 96 | NUENUCOR CORP | 5,293 | $685.8M | 0.24% | |
| 97 | TRVTRAVELERS COMPANIES INC | 2,526 | $675.5M | 0.23% | |
| 98 | SNASNAP ON INC | 2,165 | $673.9M | 0.23% | |
| 99 | BSXBOSTON SCIENTIFIC CORP | 6,230 | $669.2M | 0.23% | |
| 100 | UNHUNITEDHEALTH GROUP INC | 2,094 | $653.2M | 0.23% |
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