Stiles Financial Services Inc
SEC Form 13F institutional filer · CIK 0001904832
13F-HR · 146 reported holdings · 2026-03-31
Reported long-US-equity value
$0.30B
Top-10 concentration
34.0%
Stiles Financial Services Inc — $299M AUM allocation strategy
Stiles Financial Services Inc files SEC Form 13F and reports $299M of long US equity value across 146 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.1%, followed by Consumer Discretionary 5.6% and Financials 5.5%.
The top 10 holdings account for 34% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Stiles Financial Services Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$299M
total across 146 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
34% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ORCL +3.59K sh · +$383K+$BX +3.24K sh · −$355K+$NVDA +2.84K sh · −$1.42M
Biggest trims (shares)
−$SMCI −3.86K sh · −$340K−$OMC −3.51K sh · −$352K−$CMCSA −3.18K sh · −$104K
Exited to nil (held last quarter, gone now)
$CPRT ($314K last qtr)$GIS ($245K last qtr)$MS ($229K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors13.4%—
- Interactive Media & Services5.0%—
- Semiconductor Materials & Equipment3.6%—
- Technology Hardware, Storage & Peripherals3.5%—
- Consumer Staples Merchandise Retail3.0%—
- Broadline Retail2.8%—
- Multi-Sector Holdings2.7%—
- Systems Software2.4%—
- Other holdings63.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 161K | $28.1M | +2.84K | 9.4% |
| $LRCX | Lam Research Corporation | 51.1K | $10.9M | -397 | 3.6% |
| $AAPL | Apple Inc | 42K | $10.7M | -370 | 3.6% |
| $COST | Costco Wholesale Corporation | 8.85K | $8.82M | +109 | 2.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 30.2K | $8.69M | +28 | 2.9% |
| $AMZN | Amazon.com Inc | 40.2K | $8.38M | +489 | 2.8% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 16.6K | $7.96M | +239 | 2.7% |
| $MSFT | Microsoft Corporation | 19.2K | $7.13M | +1.09K | 2.4% |
| $GOOGL | Alphabet Inc | 21.5K | $6.17M | +739 | 2.1% |
| $FAST | Fastenal Company | 109K | $5.06M | +1.14K | 1.7% |
…and 136 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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