Stiles Financial Services Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Stiles Financial Services Inc reported 170 stock positions worth $260.5 million. Its top holding was Nvidia (NVDA) at 6.3% of the portfolio, followed by Apple (AAPL, 3.7%) and Berkshire Hathaway Class B (BRK.B, 3.1%). Compared with Q4 2024, it opened 3 new positions, sold out of 16, added to 89 and reduced 66. The biggest buy was Abbott Laboratories (ABT, shares +1%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- EDINA, MN
- CIK
- 0001904832
- Portfolio Value
- $260.5M (Q1 2025)
- SEC Filing
- 0001667731-25-000481 ↗ filed Apr 22, 2025
Holdings Value
Holdings 170 stocks · $260.5M
| NVDA Nvidia Corp. | 6.31% | 151,661 | $16.4M | Add +0.3% |
| AAPL Apple Inc. | 3.74% | 43,826 | $9.7M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.06% | 14,948 | $8.0M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 3.05% | 8,382 | $7.9M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 2.84% | 38,860 | $7.4M | Reduce -0.0% |
| MSFT Microsoft Corp. | 2.37% | 16,466 | $6.2M | Add +3.7% |
| QCOM Qualcomm Inc. | 1.67% | 28,245 | $4.3M | Add +3.7% |
| FAST Fastenal Co. | 1.63% | 54,752 | $4.2M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 1.62% | 27,278 | $4.2M | Add +0.3% |
| PG The Procter & Gamble Co. | 1.51% | 23,013 | $3.9M | Add +1.6% |
| CME Cme Group Inc. | 1.49% | 14,668 | $3.9M | Add +0.2% |
| BKLC BNY Mellon US LRG Cap Cor | 1.45% | 35,510 | $3.8M | Add +17.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.43% | 5,628 | $3.7M | Add +12.8% |
| XEL Xcel Energy Inc. | 1.42% | 52,265 | $3.7M | Add +2.2% |
| LRCX Lam Research Corp. | 1.39% | 49,666 | $3.6M | Add +4.4% |
| V Visa Inc. Class A | 1.38% | 10,246 | $3.6M | Reduce -12.0% |
| HD Home Depot Inc. | 1.34% | 9,512 | $3.5M | Add +6.3% |
| ABT Abbott Laboratories | 1.34% | 26,233 | $3.5M | Add +1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.30% | 27,778 | $3.4M | Add +0.8% |
| TXN Texas Instruments Inc. | 1.21% | 17,531 | $3.2M | Add +0.7% |
| RTX RTX Corp. | 1.16% | 22,872 | $3.0M | Reduce -10.3% |
| PSA Public Storage | 1.16% | 10,095 | $3.0M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 1.14% | 19,053 | $3.0M | Add +0.3% |
| TGT Target Corp. | 1.11% | 27,762 | $2.9M | Add +8.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.11% | 41,490 | $2.9M | Reduce -4.6% |
| DUK Duke Energy Corp. | 1.06% | 22,666 | $2.8M | Add +0.3% |
| STLD Steel Dynamics Inc. | 1.04% | 21,710 | $2.7M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.03% | 10,955 | $2.7M | Add +17.8% |
| REGN Regeneron Pharmaceuticals | 1.00% | 4,096 | $2.6M | Add +5.1% |
| AMT American Tower Corp. | 0.98% | 11,709 | $2.5M | Add +4.5% |
| ACN Accenture PLC Class A | 0.97% | 8,135 | $2.5M | Reduce -2.5% |
| AMD Advanced Micro Devices | 0.97% | 24,526 | $2.5M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.96% | 40,427 | $2.5M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.93% | 34,218 | $2.4M | Reduce -3.9% |
| OMC Omnicom Group | 0.92% | 29,018 | $2.4M | Reduce -2.1% |
| ISRG Intuitive Surgical Inc. | 0.92% | 4,839 | $2.4M | Add +1.8% |
| FDS Factset Research Systems Inc. | 0.90% | 5,158 | $2.3M | Reduce -6.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.85% | 24,024 | $2.2M | Reduce -60.1% |
| DVN Devon Energy Corp. | 0.83% | 57,639 | $2.2M | Add +4.8% |
| VLO Valero Energy Corp. | 0.83% | 16,310 | $2.2M | Add +5.1% |
| ADBE Adobe Inc. | 0.82% | 5,558 | $2.1M | Add +17.9% |
| SHW The Sherwin-Williams Co. | 0.81% | 6,070 | $2.1M | Add +8.9% |
| WSM Williams-Sonoma Inc. | 0.81% | 13,315 | $2.1M | Reduce -3.9% |
| SNPS Synopsys Inc. | 0.79% | 4,782 | $2.1M | Add +27.5% |
| GNRC Generac Holdings Inc. | 0.78% | 16,001 | $2.0M | Add +10.9% |
| XOM Exxon Mobil Corp. | 0.77% | 16,820 | $2.0M | Add +3.8% |
| DLR Digital Realty Trust Inc. | 0.77% | 13,947 | $2.0M | Add +4.6% |
| BX Blackstone Inc. | 0.76% | 14,189 | $2.0M | Add +3.7% |
| INTU Intuit Inc. | 0.75% | 3,183 | $2.0M | Reduce -2.8% |
| LMT Lockheed Martin Corp. | 0.74% | 4,338 | $1.9M | Add +4.6% |
| LLY Eli Lilly & Co. | 0.73% | 2,301 | $1.9M | Reduce -15.9% |
| AVGO Broadcom Inc. | 0.73% | 11,328 | $1.9M | Reduce -4.4% |
| PEP Pepsico Inc. | 0.67% | 11,627 | $1.7M | Add +0.4% |
| KO The Coca-Cola Co. | 0.67% | 24,288 | $1.7M | Reduce -0.2% |
| NTRS Northern Trust Corp. | 0.65% | 17,235 | $1.7M | Add +27.2% |
| SONY Sony Group Corp. - SP ADR | 0.64% | 66,090 | $1.7M | Reduce -17.6% |
| MKTX Marketaxess Holdings Inc. | 0.64% | 7,669 | $1.7M | Add +14.1% |
| GGG Graco Inc. | 0.60% | 18,808 | $1.6M | Add +1.8% |
| WM Waste Management Inc. | 0.60% | 6,735 | $1.6M | Reduce -0.6% |
| CMI Cummins Inc. | 0.58% | 4,844 | $1.5M | Reduce -8.8% |
| CEG Constellation Energy | 0.57% | 7,356 | $1.5M | Add +61.5% |
| ARCC Ares Capital Corp. | 0.56% | 66,106 | $1.5M | Add +37.8% |
| UNH Unitedhealth Group Inc. | 0.54% | 2,697 | $1.4M | Reduce -20.8% |
| UPS United Parcel Service Class B | 0.51% | 12,107 | $1.3M | Add +1.0% |
| MCD McDonald's Corp. | 0.51% | 4,261 | $1.3M | Reduce -0.9% |
| KLAC KLA Corp. | 0.50% | 1,928 | $1.3M | Reduce -0.1% |
| BMY Bristol-Myers Squibb Co. | 0.48% | 20,605 | $1.3M | Reduce -18.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 2,650 | $1.2M | Reduce -2.7% |
| SO The Southern Co. | 0.45% | 12,783 | $1.2M | Add +0.7% |
| USB US Bancorp | 0.45% | 27,724 | $1.2M | Reduce -5.2% |
| MPWR Monolithic Power Systems Inc. | 0.45% | 2,009 | $1.2M | Add +63.2% |
| MA Mastercard Inc. Class A | 0.44% | 2,104 | $1.2M | Reduce -7.7% |
| WELL Welltower Inc. | 0.44% | 7,483 | $1.1M | Reduce -1.6% |
| PKG Packaging Corp. of America | 0.43% | 5,703 | $1.1M | Add +2.8% |
| AMAT Applied Materials Inc. | 0.42% | 7,627 | $1.1M | Add +24.4% |
| ADP Automatic Data Processing | 0.42% | 3,576 | $1.1M | Reduce -1.1% |
| LEN Lennar Corp. Class A | 0.41% | 9,399 | $1.1M | Add +19.8% |
| CAT Caterpillar Inc. | 0.39% | 3,096 | $1.0M | Add +7.5% |
| NFLX Netflix Inc. | 0.39% | 1,084 | $1.0M | Add +24.9% |
| GLW Corning Inc. | 0.38% | 21,682 | $993K | Reduce -5.3% |
| GSBD Goldman Sachs BDC Inc. | 0.38% | 84,083 | $978K | Add +165.4% |
| LULU Lululemon Athletica Inc. | 0.35% | 3,241 | $917K | Add +6.9% |
| CB Chubb Ltd. | 0.34% | 2,925 | $885K | Reduce -7.6% |
| SNA Snap-on Inc. | 0.34% | 2,613 | $880K | Reduce -1.7% |
| CMCSA Comcast Corp. Class A | 0.31% | 21,916 | $809K | Reduce -1.7% |
| BAX Baxter International Inc. | 0.31% | 23,251 | $796K | Add +6.7% |
| TSLA Tesla Inc. | 0.29% | 2,891 | $749K | No change |
| DE Deere & Co. | 0.29% | 1,582 | $743K | Add +0.2% |
| CDNS Cadence Design SYS Inc. | 0.28% | 2,860 | $727K | Add +0.5% |
| CVX Chevron Corp. | 0.28% | 4,312 | $722K | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.27% | 3,367 | $706K | Reduce -19.4% |
| UNP Union Pacific Corp. | 0.27% | 2,963 | $700K | Add +1.6% |
| LYB Lyondellbasell Indu Class A | 0.27% | 9,892 | $696K | Add +21.0% |
| TRV The Travelers Cos Inc. | 0.26% | 2,570 | $679K | Reduce -1.2% |
| GIS General Mills Inc. | 0.26% | 11,260 | $673K | Reduce -33.8% |
| SMCI Super Micro Computer Inc. | 0.26% | 19,470 | $667K | Add +71.5% |
| IVV iShares Core S&P 500 ETF | 0.25% | 1,168 | $657K | No change |
| MU Micron Technology Inc. | 0.25% | 7,474 | $650K | Add +0.0% |
| AZO AutoZone Inc. | 0.25% | 168 | $641K | Reduce -5.6% |
| BSX Boston Scientific Corp. | 0.25% | 6,330 | $639K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -60.1% | 0.85% | −1.15 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.48 |
| AAPL Apple Inc. | Reduce -1.5% | 3.74% | −0.30 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.27 |
| AVGO Broadcom Inc. | Reduce -4.4% | 0.73% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 2.84% | −0.25 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.6% | 1.11% | −0.25 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.20 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.19 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.18 |
| ALB Albemarle Corp. | Reduce -38.4% | 0.17% | −0.14 |
| GIS General Mills Inc. | Reduce -33.8% | 0.26% | −0.13 |
| TTD Trade Desk Inc./the Class A | Reduce -4.4% | 0.12% | −0.13 |
| WSM Williams-Sonoma Inc. | Reduce -3.9% | 0.81% | −0.12 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.11 |
| JKHY Jack Henry & Associates Inc. | Reduce -47.5% | 0.13% | −0.09 |
| NI Nisource Inc. | Sold out | 0.00% | −0.09 |
| ACN Accenture PLC Class A | Reduce -2.5% | 0.97% | −0.09 |
| CMI Cummins Inc. | Reduce -8.8% | 0.58% | −0.09 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.09 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -20.8% | 0.54% | −0.08 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.08 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.08 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.08 |
| ALE Allete Inc. | Sold out | 0.00% | −0.08 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.07 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −0.07 |
| EQIX Equinix Inc. | Reduce -24.4% | 0.15% | −0.07 |
| FDS Factset Research Systems Inc. | Reduce -6.8% | 0.90% | −0.06 |
| ASX Ase Technology Holding -ADR | Sold out | 0.00% | −0.06 |
| NOW ServiceNow Inc. | Reduce -4.9% | 0.18% | −0.06 |
| USB US Bancorp | Reduce -5.2% | 0.45% | −0.06 |
| MAR Marriott International Class A | Reduce -13.7% | 0.20% | −0.06 |
| HRL Hormel Foods Corp. | Reduce -33.5% | 0.12% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -18.4% | 0.48% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -15.9% | 0.73% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.7% | 0.48% | −0.03 |
| EMR Emerson Electric Co. | Reduce -15.3% | 0.10% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -34.0% | 0.09% | −0.02 |
| ROK Rockwell Automation Inc. | Reduce -5.2% | 0.21% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Reduce -20.3% | 0.08% | −0.02 |
| GLW Corning Inc. | Reduce -5.3% | 0.38% | −0.01 |
| ADSK Autodesk Inc. | Reduce -0.7% | 0.15% | −0.01 |
| WAT Waters Corp. | Reduce -13.1% | 0.09% | −0.01 |
| SYY Sysco Corp. | Reduce -9.5% | 0.10% | −0.01 |
| JNJ Johnson & Johnson | Reduce -19.7% | 0.13% | −0.00 |
| SMOT Vaneck Morningstar Smid Moat | Reduce -1.2% | 0.24% | −0.00 |
| ADI Analog Devices Inc. | Reduce -0.9% | 0.11% | −0.00 |
| ICE Intercontinental Exchange Inc. | Reduce -18.6% | 0.21% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| ABT Abbott Laboratories | Add +1.4% | 1.34% | +0.28 |
| CME Cme Group Inc. | Add +0.2% | 1.49% | +0.26 |
| FAST Fastenal Co. | Add +3.2% | 1.63% | +0.25 |
| GSBD Goldman Sachs BDC Inc. | Add +165.4% | 0.38% | +0.24 |
| AMT American Tower Corp. | Add +4.5% | 0.98% | +0.23 |
| JPM JPMorgan Chase & Co. | Add +17.8% | 1.03% | +0.22 |
| BKLC BNY Mellon US LRG Cap Cor | Add +17.0% | 1.45% | +0.22 |
| CEG Constellation Energy | Add +61.5% | 0.57% | +0.20 |
| MPWR Monolithic Power Systems Inc. | Add +63.2% | 0.45% | +0.18 |
| ARCC Ares Capital Corp. | Add +37.8% | 0.56% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | Add +12.8% | 1.43% | +0.18 |
| DUK Duke Energy Corp. | Add +0.3% | 1.06% | +0.18 |
| DVN Devon Energy Corp. | Add +4.8% | 0.83% | +0.18 |
| XEL Xcel Energy Inc. | Add +2.2% | 1.42% | +0.17 |
| STLD Steel Dynamics Inc. | Add +2.5% | 1.04% | +0.17 |
| QCOM Qualcomm Inc. | Add +3.7% | 1.67% | +0.15 |
| NTRS Northern Trust Corp. | Add +27.2% | 0.65% | +0.15 |
| LRCX Lam Research Corp. | Add +4.4% | 1.39% | +0.14 |
| VLO Valero Energy Corp. | Add +5.1% | 0.83% | +0.14 |
| XOM Exxon Mobil Corp. | Add +3.8% | 0.77% | +0.14 |
| PG The Procter & Gamble Co. | Add +1.6% | 1.51% | +0.13 |
| SMCI Super Micro Computer Inc. | Add +71.5% | 0.26% | +0.13 |
| SNPS Synopsys Inc. | Add +27.5% | 0.79% | +0.13 |
| SHW The Sherwin-Williams Co. | Add +8.9% | 0.81% | +0.13 |
| NFLX Netflix Inc. | Add +24.9% | 0.39% | +0.11 |
| PSA Public Storage | Add +3.5% | 1.16% | +0.10 |
| EXC Exelon Corp. | New | 0.09% | +0.09 |
| TJX TJX Companies Inc. | Add +0.8% | 1.30% | +0.09 |
| PCAR Paccar Inc. | New | 0.09% | +0.09 |
| MKTX Marketaxess Holdings Inc. | Add +14.1% | 0.64% | +0.09 |
| VZ Verizon Communications Inc. | New | 0.08% | +0.08 |
| HD Home Depot Inc. | Add +6.3% | 1.34% | +0.08 |
| BAX Baxter International Inc. | Add +6.7% | 0.31% | +0.08 |
| SO The Southern Co. | Add +0.7% | 0.45% | +0.07 |
| URI United Rentals Inc. | Add +51.4% | 0.23% | +0.07 |
| AMAT Applied Materials Inc. | Add +24.4% | 0.42% | +0.06 |
| ADBE Adobe Inc. | Add +17.9% | 0.82% | +0.06 |
| NUE Nucor Corp. | Add +19.9% | 0.24% | +0.06 |
| ORLY O'reilly Automotive Inc. | Add +1.3% | 0.22% | +0.05 |
| LYB Lyondellbasell Indu Class A | Add +21.0% | 0.27% | +0.05 |
| DE Deere & Co. | Add +0.2% | 0.29% | +0.04 |
| ULTA Ulta Beauty Inc. | Add +72.4% | 0.12% | +0.04 |
| GGG Graco Inc. | Add +1.8% | 0.60% | +0.04 |
| PEP Pepsico Inc. | Add +0.4% | 0.67% | +0.03 |
| UNP Union Pacific Corp. | Add +1.6% | 0.27% | +0.03 |
| TXN Texas Instruments Inc. | Add +0.7% | 1.21% | +0.03 |
| LEN Lennar Corp. Class A | Add +19.8% | 0.41% | +0.03 |
| MRSH Marsh & McLennan Cos | Add +2.3% | 0.13% | +0.03 |
| NOC Northrop Grumman Corp. | Add +0.1% | 0.19% | +0.03 |
| AEP American Electric Power | Add +0.3% | 0.12% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 183 | $398.2M | NVDA, LRCX, AMD, ASML, AAPL |
| Q1 2026 | 177 | $327.2M | NVDA, LRCX, AAPL, COST, GOOGL |
| Q4 2025 | 172 | $324.8M | NVDA, AAPL, GOOGL, AMZN, LRCX |
| Q3 2025 | 176 | $317.1M | NVDA, AAPL, MSFT, AMZN, BRK.B |
| Q2 2025 | 175 | $289.5M | NVDA, AAPL, AMZN, MSFT, COST |
| Q1 2025 | 170 | $260.5M | NVDA, AAPL, BRK.B, COST, AMZN |
| Q4 2024 | 183 | $276.3M | NVDA, AAPL, AMZN, COST, BRK.B |
| Q3 2024 | 188 | $283.9M | NVDA, AAPL, COST, AMZN, BRK.B |
| Q2 2024 | 183 | $260.0M | NVDA, AAPL, AMZN, COST, MSFT |
| Q1 2024 | 175 | $249.5M | NVDA, AAPL, AMZN, BRK.B, MSFT |