Stiles Financial Services
Stiles Financial Services reported 178 stocks worth $392M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are NVDA (9.3%), LRCX (4.0%) and AAPL (3.4%). Compared with Q2 2026, the fund added to GOOGL, MU and CME, trimmed NVDA, LRCX and AAPL and sold out of OLED, AXP and TXT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $36.6M | 9.3% | 160K | −1,548 (−1%) | 8 of 8 | |
| 2 |  LRCX Lam Research Corp | $15.6M | 4.0% | 47K | −970 (−2%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $13.4M | 3.4% | 40K | −828 (−2%) | 8 of 8 | |
| 4 |  AMD Advanced Micro Devices Inc | $13.1M | 3.4% | 21K | −298 (−1%) | 8 of 8 | |
| 5 |  ASML Asml Holding N V | $11.4M | 2.9% | 6,317 | No change | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $10.7M | 2.7% | 21K | −150 (−1%) | 8 of 8 | |
| 7 |  GOOGL Alphabet Inc | $10.4M | 2.6% | 30K | +435 (+1%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $10M | 2.5% | 40K | No change | 8 of 8 | |
| 9 |  BRK.B Berkshire Hathaway Inc Del | $8.5M | 2.2% | 17K | −212 (−1%) | 8 of 8 | |
| 10 |  MU Micron Technology Inc | $8.4M | 2.1% | 7,850 | +763 (+11%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OLED Universal Display Corp | $244K | 2,814 |
 AXP American Express Co | $235K | 696 |
 TXT Textron Inc | $225K | 2,448 |
 OSK Oshkosh Corp | $221K | 1,437 |
 CL Colgate Palmolive Co | $218K | 2,378 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stiles Financial Services 13F FAQ
What does Stiles Financial Services own?
Stiles Financial Services reported 178 stocks worth $392M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are NVDA (9.3%), LRCX (4.0%) and AAPL (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Stiles Financial Services buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 60 added to, 90 trimmed and 9 sold out. It sold all of OLED, AXP and TXT.
When will Stiles Financial Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Stiles Financial Services's portfolio worth?
The Q3 2026 filing reports $392M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.