Stiles Financial Services Inc - Portfolio overview

Stiles Financial Services Inc has 187 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION COM, 8.52%
2. LRCX - LAM RESEARCH CORP COM NEW, 3.31%
3. AAPL - APPLE INC COM, 3.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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