Fund Holdings

Stiles Financial Services Inc

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NVIDIA CORPORATION COM(NVDA)0161,266+161,266028,124,7058.59%+28,124,705
LAM RESEARCH CORP COM NEW(LRCX)051,136+51,136010,925,7043.34%+10,925,704
APPLE INC COM(AAPL)042,044+42,044010,670,2693.26%+10,670,269
COSTCO WHOLESALE CORPORATION COM(COST)08,853+8,85308,821,5862.70%+8,821,586
ALPHABET INC CAP STK CL A(GOOG)030,227+30,22708,691,9472.66%+8,691,947
AMAZON COM INC COM(AMZN)040,229+40,22908,378,4792.56%+8,378,479
ASML HLDG NV N Y REGISTRY SHS06,217+6,21708,211,2002.51%+8,211,200
BERKSHIRE HATHAWAY INC DEL CL B NEW016,621+16,62107,964,8612.43%+7,964,861
MICROSOFT CORP COM(MSFT)019,248+19,24807,125,1942.18%+7,125,194
ALPHABET INC CAP STK CL C(GOOG)021,502+21,50206,168,0021.88%+6,168,002
FASTENAL CO COM(FAST)0109,054+109,05405,060,0921.55%+5,060,092
VALERO ENERGY CORP COM(VLO)019,260+19,26004,758,8551.45%+4,758,855
ADVANCED MICRO DEVICES INC COM(AMD)021,895+21,89504,454,1281.36%+4,454,128
TJX COS INC NEW COM(TJX)027,067+27,06704,322,5561.32%+4,322,556
JPMORGAN CHASE & CO COM(JPM)014,567+14,56704,284,9231.31%+4,284,923
CME GROUP INC COM(CME)013,752+13,75204,061,6611.24%+4,061,661
HOME DEPOT INC COM(HD)012,086+12,08603,974,8891.21%+3,974,889
RTX CORPORATION COM(RTX)020,420+20,42003,939,0591.20%+3,939,059
BROADCOM INC COM(AVGO)012,661+12,66103,918,6411.20%+3,918,641
STEEL DYNAMICS INC COM(STLD)021,300+21,30003,833,9181.17%+3,833,918
QUALCOMM INC COM(QCOM)029,697+29,69703,824,4411.17%+3,824,441
XCEL ENERGY INC COM(XEL)046,142+46,14203,665,5371.12%+3,665,537
GENERAC HLDGS INC COM(GNRC)018,246+18,24603,564,0241.09%+3,564,024
PROCTER & GAMBLE CO COM(PG)024,217+24,21703,497,9741.07%+3,497,974
DUKE ENERGY CORP NEW COM NEW(DUK)026,554+26,55403,476,9741.06%+3,476,974
TEXAS INSTRS INC COM(TXN)017,642+17,64203,424,9281.05%+3,424,928
NORTHERN TR CORP COM(NTRS)024,493+24,49303,418,5201.04%+3,418,520
DIGITAL RLTY TR INC COM(DLR)018,379+18,37903,312,0991.01%+3,312,099
EXXON MOBIL CORP COM(XOM)019,501+19,50103,308,5861.01%+3,308,586
PUBLIC STORAGE OPER CO COM(PSA)012,129+12,12903,285,4421.00%+3,285,442
CONSTELLATION ENERGY CORP COM(CEG)011,743+11,74303,279,3111.00%+3,279,311
APPLIED MATLS INC COM09,291+9,29103,175,6690.97%+3,175,669
TARGET CORP COM(TGT)026,064+26,06403,158,9900.97%+3,158,990
CUMMINS INC COM(CMI)05,744+5,74403,090,1600.94%+3,090,160
MONOLITHIC PWR SYS INC COM(MPWR)02,769+2,76903,027,8400.93%+3,027,840
NEXTERA ENERGY INC COM(NEE)030,743+30,74302,855,3890.87%+2,855,389
LOCKHEED MARTIN CORP COM(LMT)04,685+4,68502,831,2720.87%+2,831,272
CISCO SYS INC COM(CSCO)036,346+36,34602,820,0910.86%+2,820,091
REGENERON PHARMACEUTICALS COM(REGN)03,650+3,65002,819,8280.86%+2,819,828
WILLIAMS SONOMA INC COM(WSM)014,840+14,84002,705,7290.83%+2,705,729
INTUITIVE SURGICAL INC COM NEW05,793+5,79302,670,5150.82%+2,670,515
KLA CORP COM NEW(KLAC)01,783+1,78302,625,2300.80%+2,625,230
VISA INC COM CL A(V)08,457+8,45702,556,1830.78%+2,556,183
SYNOPSYS INC COM(SNPS)06,381+6,38102,529,7410.77%+2,529,741
BLACKSTONE INC COM(BX)021,842+21,84202,511,6010.77%+2,511,601
ABBOTT LABORATORIES COM024,382+24,38202,503,3100.76%+2,503,310
ACCENTURE PLC IRELAND SHS CLASS A012,284+12,28402,435,8250.74%+2,435,825
MICRON TECHNOLOGY INC COM(MU)07,116+7,11602,404,0420.73%+2,404,042
CORNING INC COM(GLW)017,150+17,15002,331,9050.71%+2,331,905
CATERPILLAR INC COM(CAT)03,207+3,20702,272,1100.69%+2,272,110
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)06,443+6,44302,177,2960.67%+2,177,296
AMERICAN TOWER CORP COM(AMT)012,577+12,57702,170,4880.66%+2,170,488
DEVON ENERGY CORP NEW COM(DVN)039,372+39,37201,981,2230.61%+1,981,223
ADOBE INC COM(ADBE)08,106+8,10601,970,4500.60%+1,970,450
SHERWIN WILLIAMS CO COM(SHW)06,007+6,00701,925,3900.59%+1,925,390
UNITED RENTALS INC COM(URI)02,569+2,56901,871,9370.57%+1,871,937
ELI LILLY & CO COM(LLY)01,864+1,86401,714,9010.52%+1,714,901
GRACO INC COM(GGG)019,174+19,17401,623,1150.50%+1,623,115
BNY MELLON US LARGE CAP CORE EQUITY ETF012,977+12,97701,619,6650.49%+1,619,665
SOUTHERN CO COM(SO)015,911+15,91101,535,7430.47%+1,535,743
ARES CAPITAL CORP COM(ARCC)081,323+81,32301,465,4490.45%+1,465,449
INVESCO QQQ TRUST SERIES I02,525+2,52501,457,2860.45%+1,457,286
COCA COLA CO COM(KO)019,105+19,10501,452,9010.44%+1,452,901
LENNAR CORP CL A(LEN)016,509+16,50901,433,6030.44%+1,433,603
WASTE MGMT INC DEL COM(WM)06,074+6,07401,395,6900.43%+1,395,690
WELLTOWER INC COM(WELL)07,056+7,05601,395,0390.43%+1,395,039
BNY MELLON CORE BOND ETF032,825+32,82501,385,2290.42%+1,385,229
PACKAGING CORP AMER COM(PKG)06,385+6,38501,355,0800.41%+1,355,080
GOLDMAN SACHS BDC INC SHS(GSBD)0150,729+150,72901,338,4740.41%+1,338,474
UNION PAC CORP COM(UNP)05,431+5,43101,317,6400.40%+1,317,640
UNITED PARCEL SVCS INC CL B(UPS)013,033+13,03301,282,2040.39%+1,282,204
ALLSPRING BROAD MARKET CORE BOND ETF050,130+50,13001,248,7450.38%+1,248,745
US BANCORP COM NEW(USB)023,810+23,81001,238,3770.38%+1,238,377
PEPSICO INC COM(PEP)07,759+7,75901,204,8670.37%+1,204,867
MCDONALDS CORP COM(MCD)03,876+3,87601,204,5120.37%+1,204,512
INTUIT COM(INTU)02,768+2,76801,196,9820.37%+1,196,982
GOLDMAN SACHS GROUP INC COM(GS)01,330+1,33001,125,1160.34%+1,125,116
MARKETAXESS HLDGS INC COM(MKTX)06,767+6,76701,116,5000.34%+1,116,500
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS02,688+2,68801,052,8660.32%+1,052,866
MASTERCARD INCORPORATED CL A(MA)02,038+2,03801,018,1780.31%+1,018,178
ORACLE CORP COM(ORCL)06,636+6,6360976,1630.30%+976,163
SALESFORCE INC COM(CRM)05,189+5,1890968,6670.30%+968,667
OMNICOM GROUP INC COM(OMC)012,618+12,6180950,2810.29%+950,281
SONY GROUP CORP SPONSORED ADR(SONY)045,715+45,7150946,3040.29%+946,304
BANK NEW YORK MELLON CORP COM07,878+7,8780934,5300.29%+934,530
TESLA INC COM(TSLA)02,470+2,4700918,3220.28%+918,322
CHEVRON CORPORATION COM(CVX)04,400+4,4000910,4540.28%+910,454
ARISTA NETWORKS INC COM SHS(ANET)07,121+7,1210874,3160.27%+874,316
CADENCE DESIGN SYSTEM INC COM(CDNS)03,037+3,0370843,9910.26%+843,991
DEERE & CO COM(DE)01,496+1,4960842,5370.26%+842,537
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF020,982+20,9820827,3160.25%+827,316
SUPER MICRO COMPUTER INC COM NEW(SMCI)034,975+34,9750796,3810.24%+796,381
VANECK MORNINGSTAR SMID MOAT ETF022,043+22,0430775,7010.24%+775,701
SNAP ON INC COM(SNA)02,063+2,0630749,3310.23%+749,331
TRAVELERS COMPANIES INC COM(TRV)02,551+2,5510744,1320.23%+744,132
ISHARES CORE S&P 500 ETF01,135+1,1350741,2710.23%+741,271
INTERCONTINENTAL EXCHANGE INC COM(ICE)04,711+4,7110740,9780.23%+740,978
PROGRESSIVE CORP COM(PGR)03,633+3,6330720,1290.22%+720,129
ROCKWELL AUTOMATION INC COM(ROK)01,985+1,9850712,4360.22%+712,436
AUTOMATIC DATA PROCESSING INC COM03,496+3,4960710,3020.22%+710,302
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