Stiles Financial Services Inc holds a diversified book of 183 reported positions worth $398.2M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Lam Research Corp. Their largest long position is Nvidia Corp at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+18.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +17.6%, a 1.9-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Stiles Financial Services Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
+5 sectors below the cut, 9% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Stiles Financial Services Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $441.4M |
| Uhlmann Price Securities, LLC | 47 / 80 | $2.5B |
| Blackhill Capital Inc | 12 / 80 | $2.2B |
| Outlook Capital Management, LLC | 14 / 80 | $277.0M |
| Ketron Financial | 22 / 80 | $277.3M |
| Howard Hughes Medical Institute | 18 / 80 | $379.6M |
| Emerald Advisors, LLC | 32 / 80 | $640.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Stiles Financial Services Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation Com Stock | $32.4M | 161.9K | 8.1% | ▲+0.4% Added · +684 sh | |
| 2 | Lam Research Corp Com New Stock | $21.0M | 48.4K | 5.3% | ▼−5.4% Reduced · −3K sh | |
| 3 | Advanced Micro Devices Inc Com Stock | $12.7M | 21.8K | 3.2% | ▼−0.5% Reduced · −105 sh | |
| 4 | ASML Hldg NV N Y Registry SHS ADR | $12.6M | 6.3K | 3.2% | ▲+1.7% Added · +106 sh | |
| 5 | Apple Inc Com Stock | $11.9M | 41.0K | 3.0% | ▼−2.5% Reduced · −1K sh | |
| 6 | Alphabet Inc Cap STK CL A Stock | $10.7M | 29.8K | 2.7% | ▼−1.4% Reduced · −418 sh | |
| 7 | Amazon Com Inc Com Stock | $9.6M | 40.2K | 2.4% | ▼−0.1% Reduced · −44 sh | |
| 8 | Berkshire Hathaway Inc Del CL B New Stock | $8.6M | 17.2K | 2.2% | ▲+3.6% Added · +603 sh | |
| 9 | Costco Wholesale Corporation Com Stock | $8.3M | 8.8K | 2.1% | ▼−0.3% Reduced · −29 sh | |
| 10 | Micron Technology Inc Com Stock | $8.2M | 7.1K | 2.1% | ▼−0.4% Reduced · −29 sh | |
| 11 | Microsoft Corp Com Stock | $7.9M | 21.1K | 2.0% | ▲+9.5% Added · +2K sh | |
| 12 | Alphabet Inc Cap STK CL C Stock | $7.6M | 21.6K | 1.9% | ▲+0.5% Added · +107 sh | |
| 13 | Applied Matls Inc Com Stock | $6.6M | 9.1K | 1.7% | ▼−2.1% Reduced · −193 sh | |
| 14 | Texas Instrs Inc Com Stock | $5.3M | 17.7K | 1.3% | ▲+0.2% Added · +42 sh | |
| 15 | Generac Hldgs Inc Com Stock | $5.2M | 17.9K | 1.3% | ▼−2.0% Reduced · −358 sh | |
| 16 | Fastenal Co Com Stock | $5.2M | 108.6K | 1.3% | ▼−0.4% Reduced · −416 sh | |
| 17 | Qualcomm Inc Com Stock | $5.2M | 27.9K | 1.3% | ▼−5.9% Reduced · −2K sh | |
| 18 | JPMorgan Chase & Co Com Stock | $5.0M | 15.1K | 1.2% | ▲+4.0% Added · +579 sh | |
| 19 | Kla Corp Com New Stock | $4.9M | 16.4K | 1.2% | ▲+820% Added · +15K sh | |
| 20 | Valero Energy Corp Com Stock | $4.9M | 18.9K | 1.2% | ▼−1.9% Reduced · −361 sh | |
| 21 | Steel Dynamics Inc Com Stock | $4.8M | 21.1K | 1.2% | ▼−0.9% Reduced · −185 sh | |
| 22 | Broadcom Inc Com Stock | $4.6M | 12.1K | 1.1% | ▼−4.4% Reduced · −553 sh | |
| 23 | Home Depot Inc Com Stock | $4.5M | 12.9K | 1.1% | ▲+6.4% Added · +769 sh | |
| 24 | Corning Inc Com Stock | $4.3M | 16.8K | 1.1% | ▼−1.9% Reduced · −321 sh | |
| 25 | Northern TR Corp Com Stock | $4.3M | 24.6K | 1.1% | ▲+0.3% Added · +85 sh | |
| 26 | Cisco Sys Inc Com Stock | $4.2M | 35.4K | 1.0% | ▼−2.7% Reduced · −971 sh | |
| 27 | Cummins Inc Com Stock | $4.1M | 5.7K | 1.0% | ▼−0.9% Reduced · −51 sh | |
| 28 | Public Storage Com REIT | $4.0M | 12.4K | 1.0% | ▲+2.5% Added · +304 sh | |
| 29 | Monolithic PWR Sys Inc Com Stock | $3.8M | 2.8K | 1.0% | ▲+0.5% Added · +14 sh | |
| 30 | RTX Corporation Com Stock | $3.7M | 19.7K | 0.9% | ▼−3.4% Reduced · −689 sh | |
| 31 | Xcel Energy Inc Com Stock | $3.7M | 46.3K | 0.9% | ▲+0.4% Added · +168 sh | |
| 32 | Target Corp Com Stock | $3.6M | 27.6K | 0.9% | ▲+5.9% Added · +2K sh | |
| 33 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $3.6M | 7.5K | 0.9% | ▲+16% Added · +1K sh | |
| 34 | Williams Sonoma Inc Com Stock | $3.6M | 15.3K | 0.9% | ▲+2.8% Added · +422 sh | |
| 35 | Procter & Gamble Co Com Stock | $3.5M | 23.8K | 0.9% | ▼−1.8% Reduced · −428 sh | |
| 36 | TJX Cos Inc New Com Stock | $3.4M | 22.7K | 0.9% | ▼−16% Reduced · −4K sh | |
| 37 | Caterpillar Inc Com Stock | $3.4M | 3.2K | 0.9% | ▼−0.8% Reduced · −25 sh | |
| 38 | Digital Rlty TR Inc Com REIT | $3.4M | 18.8K | 0.8% | ▲+2.3% Added · +419 sh | |
| 39 | Duke Energy Corp New Com New Stock | $3.4M | 26.5K | 0.8% | ▼−0.2% Reduced · −53 sh | |
| 40 | United Rentals Inc Com Stock | $3.2M | 2.8K | 0.8% | ▲+11% Added · +278 sh | |
| 41 | Cme Group Inc Com Stock | $3.2M | 14.4K | 0.8% | ▲+4.5% Added · +615 sh | |
| 42 | Constellation Energy Corp Com Stock | $3.2M | 12.7K | 0.8% | ▲+8.1% Added · +947 sh | |
| 43 | Synopsys Inc Com Stock | $3.0M | 6.6K | 0.7% | ▲+3.9% Added · +249 sh | |
| 44 | Visa Inc Com CL A Stock | $2.9M | 8.5K | 0.7% | ▲+0.2% Added · +19 sh | |
| 45 | Blackstone Inc Com Stock | $2.8M | 23.9K | 0.7% | ▲+9.5% Added · +2K sh | |
| 46 | ExxonMobil Holdings Corp Com SHS Stock | $2.7M | 19.8K | 0.7% | ▲New New position | |
| 47 | NextEra Energy Inc Com Stock | $2.7M | 30.6K | 0.7% | ▼−0.6% Reduced · −186 sh | |
| 48 | Bny Mellon Core Bond ETF ETF | $2.6M | 62.5K | 0.7% | ▲+90% Added · +30K sh | |
| 49 | Seagate Technology HLDNGS PLC Ord SHS Stock | $2.6M | 2.7K | 0.6% | ▼−0.8% Reduced · −23 sh | |
| 50 | Lockheed Martin Corp Com Stock | $2.6M | 5.0K | 0.6% | ▲+7.0% Added · +328 sh |
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Use Arkolith to show Stiles Financial Services Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.