The Analysis of Stiles Financial Services Inc's Holdings
Currently, Stiles Financial Services Inc holds 172 types of securities in its portfolio with a total value $324.8M. In the most recent quarter, they have increased their positions in BKAG (+30.9K shares, valued at $1.3M), TSM (+1.9K shares, valued at $584.4K), N/A (+2.1K shares, valued at $565.3K); decreased their positions in NVO (-20.0K shares, valued at $1.0M), OMC (-8.5K shares, valued at $686.1K), DVN (-18.0K shares, valued at $657.9K); initiated new positions in BKAG (+30.9K shares, valued at $1.3M), WAT (+663 shares, valued at $251.8K), UTHR (+458 shares, valued at $223.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION158.4K shares1.71%2025-12-312026-02-03
AAPL APPLE INC42.4K shares-3.64%2025-12-312026-02-03 ALPHABET INC ALPHABET INC30.2K shares-0.85%2025-12-312026-02-03 AMZN AMAZON COM INC39.7K shares-0.29%2025-12-312026-02-03 MSFT MICROSOFT CORP18.2K shares1.52%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW8.7K shares1.11%2025-12-312026-02-03 ASML ASML HOLDING N V6.1K shares-0.83%2025-12-312026-02-03 ALPHABET INC ALPHABET INC20.8K shares-0.38%2025-12-312026-02-03 QCOM QUALCOMM INC31.0K shares-1.11%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC22.1K shares-7.06%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.13.9K shares4.65%2025-12-312026-02-03 BROADCOM INC BROADCOM INC12.7K shares3.27%2025-12-312026-02-03 FAST FASTENAL CO107.9K shares1.72%2025-12-312026-02-03 TJX TJX COS INC NEW27.3K shares-3.68%2025-12-312026-02-03 HD HOME DEPOT INC11.5K shares4.88%2025-12-312026-02-03 RTX RTX CORPORATION20.8K shares-5.57%2025-12-312026-02-03 CME CME GROUP INC14.0K shares2.95%2025-12-312026-02-03 CEG CONSTELLATION ENERGY CORP10.8K shares8.72%2025-12-312026-02-03 STLD STEEL DYNAMICS INC22.4K shares-0.43%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO24.8K shares-0.46%2025-12-312026-02-03 XEL XCEL ENERGY INC46.6K shares-1.53%2025-12-312026-02-03 ABT ABBOTT LABS27.4K shares-2.96%2025-12-312026-02-03 NTRS NORTHERN TR CORP23.7K shares5.66%2025-12-312026-02-03 ISRG INTUITIVE SURGICAL INC5.7K shares2.96%2025-12-312026-02-03 VLO VALERO ENERGY CORP19.2K shares3.39%2025-12-312026-02-03 REGN REGENERON PHARMACEUTICALS4.0K shares-7.86%2025-12-312026-02-03 TXN TEXAS INSTRS INC17.8K shares0.94%2025-12-312026-02-03 PSA PUBLIC STORAGE OPER CO11.8K shares2.65%2025-12-312026-02-03 V VISA INC8.5K shares-0.78%2025-12-312026-02-03 CSCO CISCO SYS INC38.0K shares-1.32%2025-12-312026-02-03 SNPS SYNOPSYS INC6.2K shares13.32%2025-12-312026-02-03 CMI CUMMINS INC5.7K shares-1.58%2025-12-312026-02-03 ADBE ADOBE INC8.2K shares17.87%2025-12-312026-02-03 DLR DIGITAL RLTY TR INC17.3K shares5.24%2025-12-312026-02-03 AMAT APPLIED MATLS INC10.4K shares-0.21%2025-12-312026-02-03 WSM WILLIAMS SONOMA INC15.0K shares2.45%2025-12-312026-02-03 MPWR MONOLITHIC PWR SYS INC2.8K shares3.35%2025-12-312026-02-03 NEE NEXTERA ENERGY INC31.2K shares-5.79%2025-12-312026-02-03 TGT TARGET CORP25.5K shares-11.30%2025-12-312026-02-03 GNRC GENERAC HLDGS INC18.2K shares6.77%2025-12-312026-02-03 XOM EXXON MOBIL CORP19.1K shares5.95%2025-12-312026-02-03 BKLC BNY MELLON ETF TRUST17.6K shares-19.24%2025-12-312026-02-03 SHW SHERWIN WILLIAMS CO6.8K shares4.54%2025-12-312026-02-03 LMT LOCKHEED MARTIN CORP4.5K shares3.82%2025-12-312026-02-03 AMT AMERICAN TOWER CORP NEW12.5K shares1.26%2025-12-312026-02-03 KLAC KLA CORP1.8K shares-6.71%2025-12-312026-02-03 LLY ELI LILLY & CO2.0K shares-13.46%2025-12-312026-02-03 MU MICRON TECHNOLOGY INC7.1K shares-2.72%2025-12-312026-02-03 INTU INTUIT3.0K shares-1.09%2025-12-312026-02-03 CAT CATERPILLAR INC3.2K shares-6.04%2025-12-312026-02-03 LEN LENNAR CORP16.3K shares27.09%2025-12-312026-02-03 ARCC ARES CAPITAL CORP82.4K shares-1.54%2025-12-312026-02-03 GGG GRACO INC20.3K shares3.93%2025-12-312026-02-03 GLW CORNING INC17.5K shares-3.57%2025-12-312026-02-03 DVN DEVON ENERGY CORP NEW39.6K shares-31.20%2025-12-312026-02-03 URI UNITED RENTALS INC1.8K shares29.59%2025-12-312026-02-03 GSBD GOLDMAN SACHS BDC INC153.0K shares2.09%2025-12-312026-02-03 SO SOUTHERN CO15.7K shares2.90%2025-12-312026-02-03 WM WASTE MGMT INC DEL6.2K shares-1.54%2025-12-312026-02-03 USB US BANCORP DEL25.2K shares-3.12%2025-12-312026-02-03 PKG PACKAGING CORP AMER6.5K shares10.55%2025-12-312026-02-03 WELL WELLTOWER INC7.2K shares0.15%2025-12-312026-02-03 KO COCA COLA CO19.2K shares-14.72%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD4.4K shares79.07%2025-12-312026-02-03 BKAG BNY MELLON ETF TRUST30.9K sharesnew addition2025-12-312026-02-03 OMC OMNICOM GROUP INC16.1K shares-34.50%2025-12-312026-02-03 LULU LULULEMON ATHLETICA INC6.3K shares14.07%2025-12-312026-02-03 MKTX MARKETAXESS HLDGS INC7.0K shares-16.91%2025-12-312026-02-03 MCD MCDONALDS CORP4.1K shares-1.38%2025-12-312026-02-03 SONY SONY GROUP CORP46.7K shares-6.96%2025-12-312026-02-03 PEP PEPSICO INC8.3K shares-27.53%2025-12-312026-02-03 MA MASTERCARD INCORPORATED2.0K shares-2.32%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC1.2K shares-2.74%2025-12-312026-02-03 FDS FACTSET RESH SYS INC3.7K shares-17.78%2025-12-312026-02-03 PGR PROGRESSIVE CORP4.7K shares71.41%2025-12-312026-02-03 UNP UNION PAC CORP4.5K shares3.89%2025-12-312026-02-03 TSLA TESLA INC2.3K shares1.29%2025-12-312026-02-03 UPS UNITED PARCEL SERVICE INC10.2K shares-4.71%2025-12-312026-02-03 CRM SALESFORCE INC3.7K shares27.34%2025-12-312026-02-03 AFIX ALLSPRING EXCHANGE TRADED FU37.8K shares-15.57%2025-12-312026-02-03 ADP AUTOMATIC DATA PROCESSING IN3.6K shares0.33%2025-12-312026-02-03 CDNS CADENCE DESIGN SYSTEM INC2.9K shares1.22%2025-12-312026-02-03 NUE NUCOR CORP5.1K shares-0.08%2025-12-312026-02-03 ROK ROCKWELL AUTOMATION INC2.1K shares-0.76%2025-12-312026-02-03 SMOT VANECK ETF TRUST21.9K shares2.15%2025-12-312026-02-03 SDVY FIRST TR EXCHANGE-TRADED FD20.5K shares2.22%2025-12-312026-02-03 CB CHUBB LIMITED2.5K shares-11.11%2025-12-312026-02-03 SNA SNAP ON INC2.2K shares0.51%2025-12-312026-02-03 TRV TRAVELERS COMPANIES INC2.5K shares0.24%2025-12-312026-02-03 CG CARLYLE GROUP INC12.4K shares-1.02%2025-12-312026-02-03 DE DEERE & CO1.5K shares-0.72%2025-12-312026-02-03 IVV ISHARES TR1.0K shares0.78%2025-12-312026-02-03 ICE INTERCONTINENTAL EXCHANGE IN4.3K shares22.71%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC3.8K shares1.44%2025-12-312026-02-03 ABBV ABBVIE INC2.9K shares-1.66%2025-12-312026-02-03 MAR MARRIOTT INTL INC NEW2.1K shares-2.25%2025-12-312026-02-03 CVX CHEVRON CORP NEW4.3K shares-2.62%2025-12-312026-02-03 OKLO OKLO INC9.0K shares91.27%2025-12-312026-02-03 BK BANK NEW YORK MELLON CORP5.5K shares53.75%2025-12-312026-02-03 NFLX NETFLIX INC6.8K shares403.72%2025-12-312026-02-03 ULTA ULTA BEAUTY INC1.0K shares-4.23%2025-12-312026-02-03 FTNT FORTINET INC7.9K shares115.48%2025-12-312026-02-03 BIL SPDR SERIES TRUST6.6K shares-36.87%2025-12-312026-02-03 ORCL ORACLE CORP3.0K shares184.41%2025-12-312026-02-03 NVO NOVO-NORDISK A S11.6K shares-63.26%2025-12-312026-02-03 BSX BOSTON SCIENTIFIC CORP5.8K shares-6.42%2025-12-312026-02-03 CMG CHIPOTLE MEXICAN GRILL INC14.9K shares5.81%2025-12-312026-02-03 WFC WELLS FARGO CO NEW5.8K shares-0.94%2025-12-312026-02-03 AZO AUTOZONE INC157 shares-3.09%2025-12-312026-02-03 COP CONOCOPHILLIPS5.2K shares-12.35%2025-12-312026-02-03 PM PHILIP MORRIS INTL INC2.9K shares0.00%2025-12-312026-02-03 ADSK AUTODESK INC1.5K shares-3.17%2025-12-312026-02-03 NOW SERVICENOW INC2.9K shares400.00%2025-12-312026-02-03 SYK STRYKER CORPORATION1.3K shares0.08%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC1.3K shares0.07%2025-12-312026-02-03 SPYG SPDR SERIES TRUST4.1K shares-1.85%2025-12-312026-02-03 MOAT VANECK ETF TRUST4.1K shares0.00%2025-12-312026-02-03 ORLY OREILLY AUTOMOTIVE INC4.6K shares-7.11%2025-12-312026-02-03 PWR QUANTA SVCS INC970 shares0.00%2025-12-312026-02-03 IVW ISHARES TR3.3K shares0.00%2025-12-312026-02-03 DVY ISHARES TR2.9K shares0.70%2025-12-312026-02-03 EQIX EQUINIX INC512 shares0.20%2025-12-312026-02-03 PCAR PACCAR INC3.5K shares1.38%2025-12-312026-02-03 NRG NRG ENERGY INC2.4K shares0.12%2025-12-312026-02-03 AEP AMERICAN ELEC PWR CO INC3.3K shares0.74%2025-12-312026-02-03 PSX PHILLIPS 662.8K shares0.47%2025-12-312026-02-03 SPYV SPDR SERIES TRUST6.3K shares-6.11%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON1.7K shares-0.18%2025-12-312026-02-03 AFL AFLAC INC3.1K shares-2.21%2025-12-312026-02-03 ADI ANALOG DEVICES INC1.2K shares0.16%2025-12-312026-02-03 CMCSA COMCAST CORP NEW10.8K shares-30.33%2025-12-312026-02-03 IJR ISHARES TR2.6K shares0.00%2025-12-312026-02-03 CPRT COPART INC8.0K shares0.00%2025-12-312026-02-03 FBTC FIDELITY WISE ORIGIN BITCOIN4.0K shares32.96%2025-12-312026-02-03 HON HONEYWELL INTL INC1.6K shares0.25%2025-12-312026-02-03 NOC NORTHROP GRUMMAN CORP537 shares0.19%2025-12-312026-02-03 SMH VANECK ETF TRUST845 shares18.02%2025-12-312026-02-03 IWP ISHARES TR2.2K shares0.00%2025-12-312026-02-03 NVS NOVARTIS AG2.1K shares-21.23%2025-12-312026-02-03 EMR EMERSON ELEC CO2.1K shares0.14%2025-12-312026-02-03 MMC MARSH & MCLENNAN COS INC1.5K shares0.26%2025-12-312026-02-03 O REALTY INCOME CORP4.8K shares0.40%2025-12-312026-02-03 LOW LOWES COS INC1.1K shares-0.18%2025-12-312026-02-03 AXP AMERICAN EXPRESS CO693 shares0.14%2025-12-312026-02-03 WAT WATERS CORP663 sharesnew addition2025-12-312026-02-03 LINDE PLC LINDE PLC585 shares-6.25%2025-12-312026-02-03 GIS GENERAL MLS INC5.3K shares-25.22%2025-12-312026-02-03 EXC EXELON CORP5.5K shares0.92%2025-12-312026-02-03 CMS CMS ENERGY CORP3.4K shares0.74%2025-12-312026-02-03 MS MORGAN STANLEY1.3K shares-4.93%2025-12-312026-02-03 SBUX STARBUCKS CORP2.7K shares0.29%2025-12-312026-02-03 RY ROYAL BK CDA1.3K shares-26.90%2025-12-312026-02-03 TXT TEXTRON INC2.6K shares0.04%2025-12-312026-02-03 JCI JOHNSON CTLS INTL PLC1.9K shares0.00%2025-12-312026-02-03 LYB LYONDELLBASELL INDUSTRIES N5.2K shares-47.79%2025-12-312026-02-03 UTHR UNITED THERAPEUTICS CORP DEL458 sharesnew addition2025-12-312026-02-03 LHX L3HARRIS TECHNOLOGIES INC747 shares-0.53%2025-12-312026-02-03 OLED UNIVERSAL DISPLAY CORP1.9K shares18.05%2025-12-312026-02-03 BAX BAXTER INTL INC11.4K shares-11.12%2025-12-312026-02-03 SAN BANCO SANTANDER SA14.3K shares0.28%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available