Stiles Financial Services Inc
•CIK: 1904832•Filing: Q4 2025
**Stiles Financial Services Inc.** manages $325M across a diversified portfolio of 172 positions. The fund exhibits a clear technology and mega-cap bias, with top holdings including NVDA at $29.5M and AAPL at $11.5M. Significant allocations are also maintained in GOOGL ($9.5M), AMZN ($9.2M), and MSFT ($8.8M). This concentrated exposure suggests a conviction play on market leaders within the technology and industrial sectors.
Total AUM
$324.8M
QoQ Performance
+2.4%
Positions
162
Top 10 Concentration
32.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA9.1%
AAPL3.5%
GOOGL2.9%
AMZN2.8%
LRCX2.7%
MSFT2.7%
BRK/B2.5%
COST2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.7%
Technology32.2%
Consumer8.1%
Financial6.0%
Industrial3.4%
Healthcare2.2%
Utilities2.1%
Energy1.8%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW3 new positions
↑82 increased
↓77 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023