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Stiles Financial Services Inc
Updated 6 days agoManaged by Stiles Financial Services Inc • Latest filing Q3 2026
Portfolio value
$392.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $324.8M |
| Q1 2026 | $327.2M |
| Q2 2026 | $398.2M |
| Q3 2026 | $392.3M |
Top holdings
178 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $36.6M | 160.4K | 9.34% | — | |
| 2 | $15.6M | 47.4K | 3.97% | — | |
| 3 | $13.4M | 40.1K | 3.41% | — | |
| 4 | $13.1M | 21.5K | 3.35% | — | |
| 5 | $11.4M | 6.3K | 2.92% | — | |
| 6 | $10.7M | 20.9K | 2.74% | — | |
| 7 | $10.4M | 30.2K | 2.65% | — | |
| 8 | $10M | 40.2K | 2.55% | — | |
| 9 | $8.5M | 17.0K | 2.16% | — | |
| 10 | $8.4M | 7.8K | 2.13% | — | |
| 11 | $8M | 8.8K | 2.05% | — | |
| 12 | $7.3M | 21.5K | 1.87% | — | |
| 13 | $7M | 18.0K | 1.78% | — | |
| 14 | $5.3M | 107.8K | 1.36% | — | |
| 15 | $5.1M | 27.9K | 1.31% | — | |
| 16 | $5M | 15.1K | 1.27% | — | |
| 17 | $4.8M | 17.2K | 1.23% | — | |
| 18 | $4.6M | 20.7K | 1.17% | — | |
| 19 | $4.5M | 8.8K | 1.15% | — | |
| 20 | $4.3M | 12.1K | 1.08% | — |