Stiles Financial Services Inc Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$324.8B

Holdings

172

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (172 positions)

#	Stock	Shares	Value	% Portfolio
1	NVDANVIDIA CORPORATION	158,422	$29.5B	9.10%
2	AAPLAPPLE INC	42,414	$11.5B	3.55%
3	GOOGLALPHABET INC	30,199	$9.5B	2.91%
4	AMZNAMAZON COM INC	39,740	$9.2B	2.82%
5	LRCXLAM RESEARCH CORP	51,533	$8.8B	2.72%
6	MSFTMICROSOFT CORP	18,160	$8.8B	2.70%
7	BRK/BBERKSHIRE HATHAWAY INC DEL	16,382	$8.2B	2.53%
8	COSTCOSTCO WHSL CORP NEW	8,744	$7.5B	2.32%
9	ASMLASML HOLDING N V	6,129	$6.6B	2.02%
10	GOOGALPHABET INC	20,763	$6.5B	2.01%
11	QCOMQUALCOMM INC	30,958	$5.3B	1.63%
12	AMDADVANCED MICRO DEVICES INC	22,061	$4.7B	1.45%
13	JPMJPMORGAN CHASE & CO.	13,909	$4.5B	1.38%
14	AVGOBROADCOM INC	12,685	$4.4B	1.35%
15	FASTFASTENAL CO	107,918	$4.3B	1.33%
16	TJXTJX COS INC NEW	27,255	$4.2B	1.29%
17	HDHOME DEPOT INC	11,457	$3.9B	1.21%
18	RTXRTX CORPORATION	20,848	$3.8B	1.18%
19	CMECME GROUP INC	13,996	$3.8B	1.18%
20	CEGCONSTELLATION ENERGY CORP	10,792	$3.8B	1.17%
21	STLDSTEEL DYNAMICS INC	22,439	$3.8B	1.17%
22	PGPROCTER AND GAMBLE CO	24,769	$3.5B	1.09%
23	XELXCEL ENERGY INC	46,649	$3.4B	1.06%
24	ABTABBOTT LABS	27,372	$3.4B	1.06%
25	NTRSNORTHERN TR CORP	23,700	$3.2B	1.00%
26	ISRGINTUITIVE SURGICAL INC	5,669	$3.2B	0.99%
27	VLOVALERO ENERGY CORP	19,213	$3.1B	0.96%
28	REGNREGENERON PHARMACEUTICALS	4,011	$3.1B	0.95%
29	TXNTEXAS INSTRS INC	17,795	$3.1B	0.95%
30	PSAPUBLIC STORAGE OPER CO	11,782	$3.1B	0.94%
31	ACNACCENTURE PLC IRELAND	11,383	$3.1B	0.94%
32	VVISA INC	8,506	$3.0B	0.92%
33	DUKDUKE ENERGY CORP NEW	25,433	$3.0B	0.92%
34	CSCOCISCO SYS INC	37,961	$2.9B	0.90%
35	SNPSSYNOPSYS INC	6,210	$2.9B	0.90%
36	CMICUMMINS INC	5,683	$2.9B	0.89%
37	ADBEADOBE INC	8,239	$2.9B	0.89%
38	BXBLACKSTONE INC	18,599	$2.9B	0.88%
39	FQIDIGITAL RLTY TR INC	17,303	$2.7B	0.82%
40	AMATAPPLIED MATLS INC	10,414	$2.7B	0.82%
41	WSMWILLIAMS SONOMA INC	14,953	$2.7B	0.82%
42	MPWRMONOLITHIC PWR SYS INC	2,777	$2.5B	0.77%
43	NEENEXTERA ENERGY INC	31,159	$2.5B	0.77%
44	DYHTARGET CORP	25,542	$2.5B	0.77%
45	GNRCGENERAC HLDGS INC	18,211	$2.5B	0.76%
46	XOMEXXON MOBIL CORP	19,087	$2.3B	0.71%
47	BKLCBNY MELLON ETF TRUST	17,552	$2.3B	0.71%
48	SHWSHERWIN WILLIAMS CO	6,819	$2.2B	0.68%
49	LMTLOCKHEED MARTIN CORP	4,543	$2.2B	0.68%
50	AMTAMERICAN TOWER CORP NEW	12,501	$2.2B	0.68%
51	KLACKLA CORP	1,766	$2.1B	0.66%
52	LLYELI LILLY & CO	1,955	$2.1B	0.65%
53	MUMICRON TECHNOLOGY INC	7,110	$2.0B	0.62%
54	INTUINTUIT	3,001	$2.0B	0.61%
55	CATCATERPILLAR INC	3,175	$1.8B	0.56%
56	LENLENNAR CORP	16,268	$1.7B	0.51%
57	ARCCARES CAPITAL CORP	82,404	$1.7B	0.51%
58	GGGGRACO INC	20,320	$1.7B	0.51%
59	NDQINVESCO QQQ TR	2,622	$1.6B	0.50%
60	GLWCORNING INC	17,511	$1.5B	0.47%
61	DVNDEVON ENERGY CORP NEW	39,602	$1.4B	0.45%
62	URIUNITED RENTALS INC	1,787	$1.4B	0.45%
63	GSBDGOLDMAN SACHS BDC INC	152,971	$1.4B	0.44%
64	SOSOUTHERN CO	15,667	$1.4B	0.42%
65	WMWASTE MGMT INC DEL	6,210	$1.4B	0.42%
66	USBUS BANCORP DEL	25,245	$1.3B	0.41%
67	PKGPACKAGING CORP AMER	6,519	$1.3B	0.41%
68	KOCOCA COLA CO	19,213	$1.3B	0.41%
69	WELLWELLTOWER INC	7,240	$1.3B	0.41%
70	TSMTAIWAN SEMICONDUCTOR MFG LTD	4,355	$1.3B	0.41%
71	BKAGBNY MELLON ETF TRUST	30,916	$1.3B	0.40%
72	OMCOMNICOM GROUP INC	16,127	$1.3B	0.40%
73	LULULULULEMON ATHLETICA INC	6,250	$1.3B	0.40%
74	MKTXMARKETAXESS HLDGS INC	6,975	$1.3B	0.39%
75	MCDMCDONALDS CORP	4,071	$1.2B	0.38%
76	SONYSONY GROUP CORP	46,697	$1.2B	0.37%
77	PEPPEPSICO INC	8,270	$1.2B	0.37%
78	MAMASTERCARD INCORPORATED	2,023	$1.2B	0.36%
79	SMCISUPER MICRO COMPUTER INC	38,835	$1.1B	0.35%
80	GSGOLDMAN SACHS GROUP INC	1,244	$1.1B	0.34%
81	PGRPROGRESSIVE CORP	4,719	$1.1B	0.33%
82	FDSFACTSET RESH SYS INC	3,703	$1.1B	0.33%
83	UNPUNION PAC CORP	4,509	$1.0B	0.32%
84	TSLATESLA INC	2,270	$1.0B	0.31%
85	UPSUNITED PARCEL SERVICE INC	10,249	$1.0B	0.31%
86	CRMSALESFORCE INC	3,693	$978.0M	0.30%
87	AFIXALLSPRING EXCHANGE TRADED FU	37,792	$948.0M	0.29%
88	ADPAUTOMATIC DATA PROCESSING IN	3,622	$931.0M	0.29%
89	CDNSCADENCE DESIGN SYSTEM INC	2,910	$909.0M	0.28%
90	NUENUCOR CORP	5,125	$836.0M	0.26%
91	ROKROCKWELL AUTOMATION INC	2,077	$807.0M	0.25%
92	SMOTVANECK ETF TRUST	21,923	$793.0M	0.24%
93	SDVYFIRST TR EXCHANGE-TRADED FD	20,539	$787.0M	0.24%
94	CBCHUBB LIMITED	2,505	$781.0M	0.24%
95	SNASNAP ON INC	2,186	$753.0M	0.23%
96	TRVTRAVELERS COMPANIES INC	2,537	$735.0M	0.23%
97	CGCARLYLE GROUP INC	12,388	$732.0M	0.23%
98	STXSEAGATE TECHNOLOGY HLDNGS PL	2,598	$715.0M	0.22%
99	DEDEERE & CO	1,524	$709.0M	0.22%
100	IVVISHARES TR	1,032	$706.0M	0.22%

Page 1 of 2Next