Stiles Financial Services Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Stiles Financial Services Inc reported 176 stock positions worth $317.1 million. Its top holding was Nvidia (NVDA) at 9.2% of the portfolio, followed by Apple (AAPL, 3.5%) and Microsoft (MSFT, 2.9%). Compared with Q2 2025, it opened 8 new positions, sold out of 7, added to 85 and reduced 69. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- EDINA, MN
- CIK
- 0001904832
- Portfolio Value
- $317.1M (Q3 2025)
- SEC Filing
- 0002085853-25-000199 ↗ filed Oct 30, 2025
Holdings Value
Holdings 176 stocks · $317.1M
| NVDA Nvidia Corp. | 9.16% | 155,765 | $29.1M | Add +1.4% |
| AAPL Apple Inc. | 3.53% | 44,016 | $11.2M | Add +0.3% |
| MSFT Microsoft Corp. | 2.92% | 17,888 | $9.3M | Add +3.2% |
| AMZN Amazon.com Inc. | 2.76% | 39,857 | $8.8M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.57% | 16,208 | $8.1M | Add +7.5% |
| COST Costco Wholesale Corp. | 2.52% | 8,648 | $8.0M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 2.33% | 30,457 | $7.4M | Add +6.9% |
| LRCX Lam Research Corp. | 2.26% | 53,495 | $7.2M | Add +2.6% |
| ASML ASML Holding NV-NY Reg SHS | 1.89% | 6,180 | $6.0M | Add +5.7% |
| QCOM Qualcomm Inc. | 1.64% | 31,305 | $5.2M | Add +3.8% |
| FAST Fastenal Co. | 1.64% | 106,097 | $5.2M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 1.60% | 20,843 | $5.1M | Add +4.3% |
| HD Home Depot Inc. | 1.40% | 10,924 | $4.4M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 1.32% | 13,291 | $4.2M | Add +7.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.29% | 28,296 | $4.1M | Add +1.8% |
| AVGO Broadcom Inc. | 1.28% | 12,283 | $4.1M | Add +5.4% |
| AMD Advanced Micro Devices | 1.21% | 23,736 | $3.8M | Reduce -3.0% |
| PG The Procter & Gamble Co. | 1.21% | 24,884 | $3.8M | Add +3.9% |
| XEL Xcel Energy Inc. | 1.20% | 47,372 | $3.8M | Reduce -0.2% |
| ABT Abbott Laboratories | 1.19% | 28,207 | $3.8M | Add +1.8% |
| RTX RTX Corp. | 1.16% | 22,078 | $3.7M | Reduce -2.5% |
| CME Cme Group Inc. | 1.16% | 13,595 | $3.7M | Reduce -0.2% |
| PSA Public Storage | 1.05% | 11,478 | $3.3M | Add +11.1% |
| CEG Constellation Energy | 1.03% | 9,926 | $3.3M | Add +12.2% |
| TXN Texas Instruments Inc. | 1.02% | 17,629 | $3.2M | Add +0.3% |
| VLO Valero Energy Corp. | 1.00% | 18,583 | $3.2M | Add +4.7% |
| STLD Steel Dynamics Inc. | 0.99% | 22,536 | $3.1M | Add +0.1% |
| NTRS Northern Trust Corp. | 0.95% | 22,431 | $3.0M | Add +11.7% |
| DUK Duke Energy Corp. | 0.94% | 24,113 | $3.0M | Add +2.8% |
| V Visa Inc. Class A | 0.92% | 8,573 | $2.9M | Reduce -9.2% |
| BX Blackstone Inc. | 0.91% | 16,917 | $2.9M | Add +7.0% |
| GNRC Generac Holdings Inc. | 0.90% | 17,056 | $2.9M | Reduce -3.2% |
| WSM Williams-Sonoma Inc. | 0.90% | 14,595 | $2.9M | Add +0.0% |
| DLR Digital Realty Trust Inc. | 0.90% | 16,442 | $2.8M | Add +12.0% |
| BKLC BNY Mellon US LRG Cap Cor | 0.88% | 21,733 | $2.8M | Reduce -20.9% |
| SNPS Synopsys Inc. | 0.85% | 5,480 | $2.7M | Add +9.8% |
| CSCO Cisco Systems Inc. | 0.83% | 38,470 | $2.6M | Reduce -4.1% |
| TGT Target Corp. | 0.81% | 28,796 | $2.6M | Add +1.4% |
| NEE Nextera Energy Inc. | 0.79% | 33,073 | $2.5M | Reduce -0.9% |
| MPWR Monolithic Power Systems Inc. | 0.78% | 2,687 | $2.5M | Add +21.9% |
| ADBE Adobe Inc. | 0.78% | 6,990 | $2.5M | Add +14.6% |
| ISRG Intuitive Surgical Inc. | 0.78% | 5,506 | $2.5M | Add +8.0% |
| REGN Regeneron Pharmaceuticals | 0.77% | 4,353 | $2.4M | Reduce -0.1% |
| CMI Cummins Inc. | 0.77% | 5,774 | $2.4M | Add +4.6% |
| AMT American Tower Corp. | 0.75% | 12,345 | $2.4M | Add +3.6% |
| ACN Accenture PLC Class A | 0.72% | 9,276 | $2.3M | Add +10.4% |
| SHW The Sherwin-Williams Co. | 0.71% | 6,523 | $2.3M | Add +4.4% |
| LMT Lockheed Martin Corp. | 0.69% | 4,376 | $2.2M | Reduce -2.6% |
| AMAT Applied Materials Inc. | 0.67% | 10,436 | $2.1M | Add +22.6% |
| INTU Intuit Inc. | 0.65% | 3,034 | $2.1M | Reduce -1.0% |
| KLAC KLA Corp. | 0.64% | 1,893 | $2.0M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.64% | 18,015 | $2.0M | Add +3.3% |
| DVN Devon Energy Corp. | 0.64% | 57,563 | $2.0M | Reduce -2.4% |
| OMC Omnicom Group | 0.63% | 24,623 | $2.0M | Reduce -14.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.55% | 31,678 | $1.8M | Reduce -25.1% |
| LLY Eli Lilly & Co. | 0.54% | 2,259 | $1.7M | Reduce -7.7% |
| ARCC Ares Capital Corp. | 0.54% | 83,694 | $1.7M | Add +13.9% |
| GGG Graco Inc. | 0.52% | 19,551 | $1.7M | Add +3.9% |
| LEN Lennar Corp. Class A | 0.51% | 12,800 | $1.6M | Add +27.3% |
| NFLX Netflix Inc. | 0.51% | 1,345 | $1.6M | Add +9.5% |
| CAT Caterpillar Inc. | 0.51% | 3,379 | $1.6M | Add +5.0% |
| PEP Pepsico Inc. | 0.51% | 11,411 | $1.6M | Reduce -6.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 2,640 | $1.6M | Add +1.0% |
| GSBD Goldman Sachs BDC Inc. | 0.48% | 149,840 | $1.5M | Add +35.0% |
| KO The Coca-Cola Co. | 0.47% | 22,530 | $1.5M | Reduce -0.2% |
| GLW Corning Inc. | 0.47% | 18,159 | $1.5M | Reduce -4.4% |
| MKTX Marketaxess Holdings Inc. | 0.46% | 8,395 | $1.5M | Add +4.9% |
| SONY Sony Group Corp. - SP ADR | 0.46% | 50,191 | $1.4M | Reduce -8.2% |
| SO The Southern Co. | 0.46% | 15,225 | $1.4M | Add +10.2% |
| WM Waste Management Inc. | 0.44% | 6,307 | $1.4M | Add +0.1% |
| URI United Rentals Inc. | 0.42% | 1,379 | $1.3M | Add +12.5% |
| SMCI Super Micro Computer Inc. | 0.41% | 27,315 | $1.3M | Add +24.3% |
| FDS Factset Research Systems Inc. | 0.41% | 4,504 | $1.3M | Reduce -9.8% |
| WELL Welltower Inc. | 0.41% | 7,229 | $1.3M | Reduce -4.1% |
| PKG Packaging Corp. of America | 0.41% | 5,897 | $1.3M | Add +1.9% |
| USB US Bancorp | 0.40% | 26,059 | $1.3M | Reduce -5.3% |
| MCD McDonald's Corp. | 0.40% | 4,128 | $1.3M | Reduce -5.1% |
| MU Micron Technology Inc. | 0.39% | 7,309 | $1.2M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.37% | 2,071 | $1.2M | Reduce -1.7% |
| AFIX Allspring BRD MRKT Core BND | 0.36% | 44,761 | $1.1M | New |
| ADP Automatic Data Processing | 0.33% | 3,610 | $1.1M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.32% | 4,340 | $1.0M | Add +21.8% |
| GS Goldman Sachs Group Inc. | 0.32% | 1,279 | $1.0M | Add +0.2% |
| CDNS Cadence Design SYS Inc. | 0.32% | 2,875 | $1.0M | Reduce -0.9% |
| TSLA Tesla Inc. | 0.31% | 2,241 | $997K | Reduce -14.7% |
| LULU Lululemon Athletica Inc. | 0.31% | 5,479 | $975K | Add +48.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.30% | 10,452 | $959K | Reduce -45.3% |
| UPS United Parcel Service Class B | 0.28% | 10,756 | $898K | Reduce -18.0% |
| CB Chubb Ltd. | 0.25% | 2,818 | $795K | Reduce -8.5% |
| CG The Carlyle Group Inc. | 0.25% | 12,516 | $785K | Add +2.8% |
| STX Seagate Technology Holdings | 0.24% | 3,288 | $776K | Reduce -8.0% |
| SMOT Vaneck Morningstar Smid Moat | 0.24% | 21,462 | $774K | Add +5.5% |
| SDVY First Trust Smid Cap Rising | 0.24% | 20,093 | $764K | Add +16.6% |
| SNA Snap-on Inc. | 0.24% | 2,175 | $754K | Add +0.5% |
| ROK Rockwell Automation Inc. | 0.23% | 2,093 | $732K | Reduce -2.0% |
| TRV The Travelers Cos Inc. | 0.22% | 2,531 | $707K | Add +0.2% |
| DE Deere & Co. | 0.22% | 1,535 | $702K | Reduce -0.6% |
| AZO AutoZone Inc. | 0.22% | 162 | $695K | Reduce -3.6% |
| NUE Nucor Corp. | 0.22% | 5,129 | $695K | Reduce -3.1% |
| CRM Salesforce Inc. | 0.22% | 2,900 | $687K | Add +270.8% |
Portfolio Sells Q2 2025 → Q3 2025
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -25.1% | 0.55% | −0.45 |
| FDS Factset Research Systems Inc. | Reduce -9.8% | 0.41% | −0.36 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -45.3% | 0.30% | −0.30 |
| BKLC BNY Mellon US LRG Cap Cor | Reduce -20.9% | 0.88% | −0.24 |
| V Visa Inc. Class A | Reduce -9.2% | 0.92% | −0.23 |
| INTU Intuit Inc. | Reduce -1.0% | 0.65% | −0.18 |
| UPS United Parcel Service Class B | Reduce -18.0% | 0.28% | −0.17 |
| BAX Baxter International Inc. | Reduce -45.7% | 0.09% | −0.15 |
| CME Cme Group Inc. | Reduce -0.2% | 1.16% | −0.14 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.14 |
| MMM 3M Co. | Sold out | 0.00% | −0.13 |
| CSCO Cisco Systems Inc. | Reduce -4.1% | 0.83% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -7.7% | 0.54% | −0.12 |
| BMY Bristol-Myers Squibb Co. | Reduce -24.7% | 0.19% | −0.10 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.09 |
| OMC Omnicom Group | Reduce -14.7% | 0.63% | −0.08 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.47% | −0.08 |
| WAT Waters Corp. | Sold out | 0.00% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -35.9% | 0.15% | −0.08 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.08 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −0.07 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.07 |
| GIS General Mills Inc. | Reduce -27.7% | 0.11% | −0.06 |
| LYB Lyondellbasell Indu Class A | Reduce -6.2% | 0.15% | −0.06 |
| CB Chubb Ltd. | Reduce -8.5% | 0.25% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -8.1% | 0.15% | −0.05 |
| SBUX Starbucks Corp. | Reduce -30.9% | 0.07% | −0.05 |
| ADP Automatic Data Processing | Reduce -0.1% | 0.33% | −0.05 |
| DE Deere & Co. | Reduce -0.6% | 0.22% | −0.05 |
| PEP Pepsico Inc. | Reduce -6.0% | 0.51% | −0.05 |
| MCD McDonald's Corp. | Reduce -5.1% | 0.40% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -1.7% | 0.37% | −0.04 |
| JKHY Jack Henry & Associates Inc. | Reduce -15.8% | 0.06% | −0.04 |
| SONY Sony Group Corp. - SP ADR | Reduce -8.2% | 0.46% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -12.4% | 0.22% | −0.03 |
| SYK Stryker Corp. | Reduce -4.3% | 0.15% | −0.03 |
| HRL Hormel Foods Corp. | Reduce -7.9% | 0.07% | −0.03 |
| USB US Bancorp | Reduce -5.3% | 0.40% | −0.03 |
| EMR Emerson Electric Co. | Reduce -17.3% | 0.09% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -2.6% | 0.69% | −0.03 |
| CPRT Copart Inc. | Reduce -3.8% | 0.11% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -16.4% | 0.11% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -0.1% | 0.77% | −0.02 |
| NUE Nucor Corp. | Reduce -3.1% | 0.22% | −0.02 |
| ADI Analog Devices Inc. | Reduce -8.3% | 0.10% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -2.0% | 0.23% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -0.9% | 0.79% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -23.0% | 0.07% | −0.01 |
| DVN Devon Energy Corp. | Reduce -2.4% | 0.64% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -2.4% | 0.15% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +1.4% | 9.16% | +0.78 |
| GOOGL Alphabet Inc. Class A | Add +6.9% | 2.33% | +0.60 |
| LRCX Lam Research Corp. | Add +2.6% | 2.26% | +0.51 |
| AAPL Apple Inc. | Add +0.3% | 3.53% | +0.42 |
| GOOG Alphabet Inc. Class C | Add +4.3% | 1.60% | +0.38 |
| AFIX Allspring BRD MRKT Core BND | New | 0.36% | +0.36 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.7% | 1.89% | +0.26 |
| MPWR Monolithic Power Systems Inc. | Add +21.9% | 0.78% | +0.22 |
| VLO Valero Energy Corp. | Add +4.7% | 1.00% | +0.17 |
| AVGO Broadcom Inc. | Add +5.4% | 1.28% | +0.17 |
| CMI Cummins Inc. | Add +4.6% | 0.77% | +0.14 |
| CRM Salesforce Inc. | Add +270.8% | 0.22% | +0.14 |
| AMAT Applied Materials Inc. | Add +22.6% | 0.67% | +0.14 |
| ANET Arista Networks Inc. | New | 0.13% | +0.13 |
| LEN Lennar Corp. Class A | Add +27.3% | 0.51% | +0.12 |
| BNY Bank of New York Mellon Corp. | New | 0.12% | +0.12 |
| TJX TJX Companies Inc. | Add +1.8% | 1.29% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | Add +71.9% | 0.21% | +0.10 |
| FTNT Fortinet Inc. | New | 0.10% | +0.10 |
| OKLO Oklo Inc. | Add +31.0% | 0.17% | +0.10 |
| URI United Rentals Inc. | Add +12.5% | 0.42% | +0.10 |
| BX Blackstone Inc. | Add +7.0% | 0.91% | +0.10 |
| ORCL Oracle Corp. | New | 0.10% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +7.5% | 1.32% | +0.08 |
| CAT Caterpillar Inc. | Add +5.0% | 0.51% | +0.08 |
| PGR Progressive Corp. | Add +84.8% | 0.21% | +0.08 |
| WSM Williams-Sonoma Inc. | Add +0.0% | 0.90% | +0.08 |
| HD Home Depot Inc. | Add +4.7% | 1.40% | +0.07 |
| SMH Vaneck Semiconductor ETF | New | 0.07% | +0.07 |
| NTRS Northern Trust Corp. | Add +11.7% | 0.95% | +0.07 |
| OLED Universal Display Corp. | New | 0.07% | +0.07 |
| MS Morgan Stanley | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +19.3% | 0.22% | +0.07 |
| GSBD Goldman Sachs BDC Inc. | Add +35.0% | 0.48% | +0.05 |
| CEG Constellation Energy | Add +12.2% | 1.03% | +0.04 |
| SMCI Super Micro Computer Inc. | Add +24.3% | 0.41% | +0.04 |
| UNP Union Pacific Corp. | Add +21.8% | 0.32% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.5% | 2.57% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +47.3% | 0.12% | +0.03 |
| CG The Carlyle Group Inc. | Add +2.8% | 0.25% | +0.03 |
| SDVY First Trust Smid Cap Rising | Add +16.6% | 0.24% | +0.03 |
| PKG Packaging Corp. of America | Add +1.9% | 0.41% | +0.03 |
| SO The Southern Co. | Add +10.2% | 0.46% | +0.02 |
| PCAR Paccar Inc. | Add +22.3% | 0.11% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +11.4% | 0.14% | +0.01 |
| COP Conocophillips | Add +12.8% | 0.18% | +0.01 |
| ULTA Ulta Beauty Inc. | Add +0.9% | 0.19% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +12.0% | 0.90% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.32% | +0.01 |
| PWR Quanta Services Inc. | Add +5.4% | 0.13% | +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 |