Stiles Financial Services Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Stiles Financial Services Inc reported 175 stock positions worth $289.5 million. Its top holding was Nvidia (NVDA) at 8.4% of the portfolio, followed by Apple (AAPL, 3.1%) and Amazon.com (AMZN, 3.0%). Compared with Q1 2025, it opened 10 new positions, sold out of 5, added to 101 and reduced 52. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale BNY Mellon US LRG Cap Cor (BKLC, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- EDINA, MN
- CIK
- 0001904832
- Portfolio Value
- $289.5M (Q2 2025)
- SEC Filing
- 0001667731-25-000944 ↗ filed Jul 24, 2025
Holdings Value
Holdings 175 stocks · $289.5M
| NVDA Nvidia Corp. | 8.38% | 153,565 | $24.3M | Add +1.3% |
| AAPL Apple Inc. | 3.11% | 43,875 | $9.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.00% | 39,652 | $8.7M | Add +2.0% |
| MSFT Microsoft Corp. | 2.98% | 17,337 | $8.6M | Add +5.3% |
| COST Costco Wholesale Corp. | 2.93% | 8,543 | $8.5M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.53% | 15,084 | $7.3M | Add +0.9% |
| LRCX Lam Research Corp. | 1.75% | 52,122 | $5.1M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 1.73% | 28,496 | $5.0M | Add +4.5% |
| QCOM Qualcomm Inc. | 1.66% | 30,162 | $4.8M | Add +6.8% |
| ASML ASML Holding NV-NY Reg SHS | 1.62% | 5,845 | $4.7M | Add +3.9% |
| FAST Fastenal Co. | 1.55% | 107,028 | $4.5M | Reduce -2.3% |
| HD Home Depot Inc. | 1.32% | 10,433 | $3.8M | Add +9.7% |
| PG The Procter & Gamble Co. | 1.32% | 23,956 | $3.8M | Add +4.1% |
| ABT Abbott Laboratories | 1.30% | 27,720 | $3.8M | Add +5.7% |
| CME Cme Group Inc. | 1.30% | 13,625 | $3.8M | Reduce -7.1% |
| TXN Texas Instruments Inc. | 1.26% | 17,582 | $3.6M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 1.24% | 12,366 | $3.6M | Add +12.9% |
| GOOG Alphabet Inc. Class C | 1.23% | 19,993 | $3.5M | Add +4.9% |
| AMD Advanced Micro Devices | 1.20% | 24,461 | $3.5M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.19% | 27,795 | $3.4M | Add +0.1% |
| V Visa Inc. Class A | 1.16% | 9,440 | $3.4M | Reduce -7.9% |
| RTX RTX Corp. | 1.14% | 22,643 | $3.3M | Reduce -1.0% |
| BKLC BNY Mellon US LRG Cap Cor | 1.12% | 27,469 | $3.3M | Reduce -22.6% |
| XEL Xcel Energy Inc. | 1.12% | 47,450 | $3.2M | Reduce -9.2% |
| AVGO Broadcom Inc. | 1.11% | 11,653 | $3.2M | Add +2.9% |
| PSA Public Storage | 1.05% | 10,336 | $3.0M | Add +2.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.01% | 42,265 | $2.9M | Add +1.9% |
| STLD Steel Dynamics Inc. | 1.00% | 22,517 | $2.9M | Add +3.7% |
| CEG Constellation Energy | 0.99% | 8,848 | $2.9M | Add +20.3% |
| TGT Target Corp. | 0.97% | 28,388 | $2.8M | Add +2.3% |
| CSCO Cisco Systems Inc. | 0.96% | 40,112 | $2.8M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.96% | 5,099 | $2.8M | Add +5.4% |
| DUK Duke Energy Corp. | 0.96% | 23,463 | $2.8M | Add +3.5% |
| AMT American Tower Corp. | 0.91% | 11,914 | $2.6M | Add +1.8% |
| DLR Digital Realty Trust Inc. | 0.88% | 14,685 | $2.6M | Add +5.3% |
| SNPS Synopsys Inc. | 0.88% | 4,992 | $2.6M | Add +4.4% |
| NTRS Northern Trust Corp. | 0.88% | 20,084 | $2.5M | Add +16.5% |
| GNRC Generac Holdings Inc. | 0.87% | 17,616 | $2.5M | Add +10.1% |
| ACN Accenture PLC Class A | 0.87% | 8,402 | $2.5M | Add +3.3% |
| INTU Intuit Inc. | 0.83% | 3,065 | $2.4M | Reduce -3.7% |
| VLO Valero Energy Corp. | 0.82% | 17,756 | $2.4M | Add +8.9% |
| WSM Williams-Sonoma Inc. | 0.82% | 14,590 | $2.4M | Add +9.6% |
| BX Blackstone Inc. | 0.82% | 15,804 | $2.4M | Add +11.4% |
| ADBE Adobe Inc. | 0.81% | 6,098 | $2.4M | Add +9.7% |
| NEE Nextera Energy Inc. | 0.80% | 33,391 | $2.3M | Reduce -2.4% |
| REGN Regeneron Pharmaceuticals | 0.79% | 4,358 | $2.3M | Add +6.4% |
| FDS Factset Research Systems Inc. | 0.77% | 4,995 | $2.2M | Reduce -3.2% |
| SHW The Sherwin-Williams Co. | 0.74% | 6,248 | $2.1M | Add +2.9% |
| LMT Lockheed Martin Corp. | 0.72% | 4,492 | $2.1M | Add +3.5% |
| OMC Omnicom Group | 0.72% | 28,870 | $2.1M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.66% | 2,446 | $1.9M | Add +6.3% |
| XOM Exxon Mobil Corp. | 0.65% | 17,434 | $1.9M | Add +3.6% |
| DVN Devon Energy Corp. | 0.65% | 58,986 | $1.9M | Add +2.3% |
| CMI Cummins Inc. | 0.62% | 5,519 | $1.8M | Add +13.9% |
| MKTX Marketaxess Holdings Inc. | 0.62% | 8,006 | $1.8M | Add +4.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.61% | 19,119 | $1.8M | Reduce -20.4% |
| KLAC KLA Corp. | 0.59% | 1,920 | $1.7M | Reduce -0.4% |
| NFLX Netflix Inc. | 0.57% | 1,228 | $1.6M | Add +13.3% |
| GGG Graco Inc. | 0.56% | 18,823 | $1.6M | Add +0.1% |
| MPWR Monolithic Power Systems Inc. | 0.56% | 2,205 | $1.6M | Add +9.8% |
| ARCC Ares Capital Corp. | 0.56% | 73,449 | $1.6M | Add +11.1% |
| PEP Pepsico Inc. | 0.55% | 12,136 | $1.6M | Add +4.4% |
| KO The Coca-Cola Co. | 0.55% | 22,573 | $1.6M | Reduce -7.1% |
| AMAT Applied Materials Inc. | 0.54% | 8,516 | $1.6M | Add +11.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 2,613 | $1.4M | Reduce -1.4% |
| WM Waste Management Inc. | 0.50% | 6,302 | $1.4M | Reduce -6.4% |
| SONY Sony Group Corp. - SP ADR | 0.49% | 54,698 | $1.4M | Reduce -17.2% |
| UPS United Parcel Service Class B | 0.46% | 13,120 | $1.3M | Add +8.4% |
| MCD McDonald's Corp. | 0.44% | 4,351 | $1.3M | Add +2.1% |
| SO The Southern Co. | 0.44% | 13,821 | $1.3M | Add +8.1% |
| CAT Caterpillar Inc. | 0.43% | 3,217 | $1.2M | Add +3.9% |
| GSBD Goldman Sachs BDC Inc. | 0.43% | 111,007 | $1.2M | Add +32.0% |
| USB US Bancorp | 0.43% | 27,507 | $1.2M | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.41% | 2,107 | $1.2M | Add +0.1% |
| WELL Welltower Inc. | 0.40% | 7,535 | $1.2M | Add +0.7% |
| ADP Automatic Data Processing | 0.39% | 3,614 | $1.1M | Add +1.1% |
| LEN Lennar Corp. Class A | 0.38% | 10,057 | $1.1M | Add +7.0% |
| PKG Packaging Corp. of America | 0.38% | 5,789 | $1.1M | Add +1.5% |
| SMCI Super Micro Computer Inc. | 0.37% | 21,970 | $1.1M | Add +12.8% |
| GLW Corning Inc. | 0.34% | 18,996 | $999K | Reduce -12.4% |
| URI United Rentals Inc. | 0.32% | 1,226 | $926K | Add +29.7% |
| MU Micron Technology Inc. | 0.32% | 7,430 | $916K | Reduce -0.6% |
| GS Goldman Sachs Group Inc. | 0.31% | 1,277 | $905K | New |
| CDNS Cadence Design SYS Inc. | 0.31% | 2,900 | $894K | Add +1.4% |
| CB Chubb Ltd. | 0.31% | 3,080 | $893K | Add +5.3% |
| LULU Lululemon Athletica Inc. | 0.30% | 3,698 | $879K | Add +14.1% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 18,078 | $837K | Reduce -12.3% |
| TSLA Tesla Inc. | 0.29% | 2,626 | $834K | Reduce -9.2% |
| UNP Union Pacific Corp. | 0.28% | 3,562 | $820K | Add +20.2% |
| DE Deere & Co. | 0.27% | 1,544 | $785K | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 0.25% | 1,169 | $726K | Add +0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.25% | 12,760 | $716K | Add +8.2% |
| BAX Baxter International Inc. | 0.25% | 23,528 | $712K | Add +1.2% |
| ROK Rockwell Automation Inc. | 0.24% | 2,135 | $709K | Add +0.1% |
| SMOT Vaneck Morningstar Smid Moat | 0.24% | 20,335 | $708K | Add +4.6% |
| NUE Nucor Corp. | 0.24% | 5,293 | $686K | Add +0.9% |
| TRV The Travelers Cos Inc. | 0.23% | 2,526 | $675K | Reduce -1.7% |
| SNA Snap-on Inc. | 0.23% | 2,165 | $674K | Reduce -17.1% |
| BSX Boston Scientific Corp. | 0.23% | 6,230 | $669K | Reduce -1.6% |
| UNH Unitedhealth Group Inc. | 0.23% | 2,094 | $653K | Reduce -22.4% |
Portfolio Sells Q1 2025 → Q2 2025
| BKLC BNY Mellon US LRG Cap Cor | Reduce -22.6% | 1.12% | −0.33 |
| UNH Unitedhealth Group Inc. | Reduce -22.4% | 0.23% | −0.32 |
| XEL Xcel Energy Inc. | Reduce -9.2% | 1.12% | −0.30 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -20.4% | 0.61% | −0.24 |
| V Visa Inc. Class A | Reduce -7.9% | 1.16% | −0.22 |
| OMC Omnicom Group | Reduce -0.5% | 0.72% | −0.21 |
| CME Cme Group Inc. | Reduce -7.1% | 1.30% | −0.20 |
| BMY Bristol-Myers Squibb Co. | Reduce -12.3% | 0.29% | −0.19 |
| SONY Sony Group Corp. - SP ADR | Reduce -17.2% | 0.49% | −0.15 |
| NEE Nextera Energy Inc. | Reduce -2.4% | 0.80% | −0.13 |
| FDS Factset Research Systems Inc. | Reduce -3.2% | 0.77% | −0.13 |
| KO The Coca-Cola Co. | Reduce -7.1% | 0.55% | −0.12 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.11 |
| SNA Snap-on Inc. | Reduce -17.1% | 0.23% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -23.1% | 0.21% | −0.10 |
| WM Waste Management Inc. | Reduce -6.4% | 0.50% | −0.10 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.09 |
| ALB Albemarle Corp. | Reduce -42.2% | 0.08% | −0.09 |
| NOC Northrop Grumman Corp. | Reduce -41.2% | 0.10% | −0.09 |
| PPL PPL Corp. | Sold out | 0.00% | −0.09 |
| GIS General Mills Inc. | Reduce -13.6% | 0.17% | −0.08 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.08 |
| FAST Fastenal Co. | Reduce -2.3% | 1.55% | −0.08 |
| ABBV Abbvie Inc. | Reduce -2.7% | 0.21% | −0.06 |
| ORLY O'reilly Automotive Inc. | Reduce -14.0% | 0.16% | −0.06 |
| SBUX Starbucks Corp. | Reduce -18.8% | 0.12% | −0.06 |
| MFA Mfa Financial Inc. | Sold out | 0.00% | −0.04 |
| MMM 3M Co. | Reduce -17.8% | 0.13% | −0.04 |
| GLW Corning Inc. | Reduce -12.4% | 0.34% | −0.04 |
| JNJ Johnson & Johnson | Reduce -12.1% | 0.09% | −0.03 |
| ZTS Zoetis Inc. | Reduce -11.7% | 0.09% | −0.03 |
| TRV The Travelers Cos Inc. | Reduce -1.7% | 0.23% | −0.03 |
| JKHY Jack Henry & Associates Inc. | Reduce -8.9% | 0.10% | −0.02 |
| NRG NRG Energy Inc. | Reduce -43.3% | 0.13% | −0.02 |
| RTX RTX Corp. | Reduce -1.0% | 1.14% | −0.02 |
| USB US Bancorp | Reduce -0.8% | 0.43% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.5% | 0.09% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -1.6% | 0.23% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -3.0% | 0.07% | −0.01 |
| DE Deere & Co. | Reduce -2.4% | 0.27% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -5.8% | 0.08% | −0.01 |
| CRM Salesforce Inc. | Reduce -6.1% | 0.07% | −0.01 |
| SYY Sysco Corp. | Reduce -2.1% | 0.09% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.4% | 0.10% | −0.01 |
| AXP American Express Co. | Reduce -12.1% | 0.08% | −0.01 |
| HON Honeywell International Inc. | Reduce -2.3% | 0.11% | −0.00 |
| TSLA Tesla Inc. | Reduce -9.2% | 0.29% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -5.8% | 0.12% | +0.00 |
| LHX L3HARRIS Technologies Inc. | Reduce -4.8% | 0.08% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -0.8% | 0.96% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +1.3% | 8.38% | +2.07 |
| MSFT Microsoft Corp. | Add +5.3% | 2.98% | +0.61 |
| CEG Constellation Energy | Add +20.3% | 0.99% | +0.42 |
| AVGO Broadcom Inc. | Add +2.9% | 1.11% | +0.38 |
| LRCX Lam Research Corp. | Add +5.0% | 1.75% | +0.37 |
| GS Goldman Sachs Group Inc. | New | 0.31% | +0.31 |
| NTRS Northern Trust Corp. | Add +16.5% | 0.88% | +0.23 |
| JPM JPMorgan Chase & Co. | Add +12.9% | 1.24% | +0.21 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.9% | 1.62% | +0.19 |
| PM Philip Morris International | New | 0.18% | +0.18 |
| NFLX Netflix Inc. | Add +13.3% | 0.57% | +0.18 |
| AMZN Amazon.com Inc. | Add +2.0% | 3.00% | +0.17 |
| PGR Progressive Corp. | New | 0.14% | +0.14 |
| DLR Digital Realty Trust Inc. | Add +5.3% | 0.88% | +0.12 |
| SMCI Super Micro Computer Inc. | Add +12.8% | 0.37% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +4.5% | 1.73% | +0.11 |
| AMAT Applied Materials Inc. | Add +11.7% | 0.54% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.11% | +0.11 |
| MPWR Monolithic Power Systems Inc. | Add +9.8% | 0.56% | +0.11 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.10% | +0.10 |
| SNPS Synopsys Inc. | Add +4.4% | 0.88% | +0.10 |
| GNRC Generac Holdings Inc. | Add +10.1% | 0.87% | +0.09 |
| URI United Rentals Inc. | Add +29.7% | 0.32% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +4.9% | 1.23% | +0.08 |
| JCI Johnson Controls Internation | New | 0.08% | +0.08 |
| IRM Iron Mountain Inc. | New | 0.08% | +0.08 |
| AVAV Aerovironment Inc. | New | 0.07% | +0.07 |
| TXT Textron Inc. | New | 0.07% | +0.07 |
| OKLO Oklo Inc. | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +17.2% | 0.15% | +0.06 |
| ULTA Ulta Beauty Inc. | Add +31.8% | 0.17% | +0.06 |
| GSBD Goldman Sachs BDC Inc. | Add +32.0% | 0.43% | +0.06 |
| BX Blackstone Inc. | Add +11.4% | 0.82% | +0.05 |
| TXN Texas Instruments Inc. | Add +0.3% | 1.26% | +0.05 |
| CMI Cummins Inc. | Add +13.9% | 0.62% | +0.04 |
| CAT Caterpillar Inc. | Add +3.9% | 0.43% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +5.4% | 0.96% | +0.04 |
| ROK Rockwell Automation Inc. | Add +0.1% | 0.24% | +0.03 |
| CDNS Cadence Design SYS Inc. | Add +1.4% | 0.31% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +8.2% | 0.25% | +0.02 |
| EMR Emerson Electric Co. | Add +7.2% | 0.12% | +0.02 |
| SDVY First Trust Smid Cap Rising | Add +14.9% | 0.21% | +0.02 |
| WSM Williams-Sonoma Inc. | Add +9.6% | 0.82% | +0.02 |
| ADSK Autodesk Inc. | Add +3.3% | 0.17% | +0.02 |
| UNP Union Pacific Corp. | Add +20.2% | 0.28% | +0.01 |
| CG The Carlyle Group Inc. | Add +0.4% | 0.22% | +0.01 |
| ICE Intercontinental Exchange Inc. | Add +10.4% | 0.22% | +0.01 |
| MAR Marriott International Class A | Add +0.2% | 0.21% | +0.01 |
| PCAR Paccar Inc. | Add +21.7% | 0.09% | +0.01 |
| RY Royal Bank of Canada | Add +0.5% | 0.10% | +0.01 |
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 |