Stiles Financial Services Inc

CIK 0001904832 • 6 13F filings • Apr 22, 2025 – Aug 12, 2026

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Filer information

Filed by: Stiles Financial Services Inc, CCO
Address: 7505 Metro Blvd, Suite 510, Edina, MN, 55439
Phone: 952-988-0452
AUM: $324.8M

AUM over time

$398.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $324.8M170 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.4M	1.1%Prev: 1.2%	27,372 SH	Decreased-835 SH
ABBVIE INC	COM	$662K	0.2%Prev: 0.2%	2,898 SH	Decreased-49 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$3.1M	0.9%Prev: 0.7%	11,383 SH	Increased+2,107 SH
ADOBE INC	COM	$2.9M	0.9%Prev: 0.8%	8,239 SH	Increased+1,249 SH
ADVANCED MICRO DEVICES INC	COM	$4.7M	1.5%Prev: 1.2%	22,061 SH	Increased-1,675 SH
AFLAC INC	COM	$342K	0.1%Prev: 0.1%	3,099 SH	Decreased-70 SH
ALLSPRING EXCHANGE TRADED FU	BROAD MARKET COR	$948K	0.3%Prev: 0.4%	37,792 SH	Decreased-6,969 SH
ALPHABET INC	CAP STK CL A	$9.5M	2.9%Prev: 2.3%	30,199 SH	Increased-258 SH
ALPHABET INC	CAP STK CL C	$6.5M	2.0%Prev: 1.6%	20,763 SH	Increased-80 SH
AMAZON COM INC	COM	$9.2M	2.8%Prev: 2.8%	39,740 SH	Increased-117 SH
AMERICAN ELEC PWR CO INC	COM	$378K	0.1%Prev: 0.1%	3,274 SH	Increased+24 SH
AMERICAN EXPRESS CO	COM	$256K	0.1%Prev: 0.1%	693 SH	Increased+1 SH
AMERICAN TOWER CORP NEW	COM	$2.2M	0.7%Prev: 0.7%	12,501 SH	Decreased+156 SH
ANALOG DEVICES INC	COM	$335K	0.1%Prev: 0.1%	1,235 SH	Increased+2 SH
APPLE INC	COM	$11.5M	3.5%Prev: 3.5%	42,414 SH	Increased-1,602 SH
APPLIED MATLS INC	COM	$2.7M	0.8%Prev: 0.7%	10,414 SH	Increased-22 SH
ARES CAPITAL CORP	COM	$1.7M	0.5%Prev: 0.5%	82,404 SH	Decreased-1,290 SH
ARISTA NETWORKS INC	COM SHS	$681K	0.2%Prev: 0.1%	5,196 SH	Increased+2,405 SH
ASML HOLDING N V	N Y REGISTRY SHS	$6.6M	2.0%Prev: 1.9%	6,129 SH	Increased-51 SH
AUTODESK INC	COM	$452K	0.1%Prev: 0.2%	1,527 SH	Decreased-50 SH
AUTOMATIC DATA PROCESSING IN	COM	$932K	0.3%Prev: 0.3%	3,622 SH	Decreased+12 SH
AUTOZONE INC	COM	$532K	0.2%Prev: 0.2%	157 SH	Decreased-5 SH
BANCO SANTANDER SA	ADR	$168K	0.1%	14,333 SH	New
BANK NEW YORK MELLON CORP	COM	$642K	0.2%Prev: 0.1%	5,532 SH	Increased+1,934 SH
BAXTER INTL INC	COM	$217K	0.1%Prev: 0.1%	11,359 SH	Decreased-1,421 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.2M	2.5%Prev: 2.6%	16,382 SH	Increased+174 SH
BLACKSTONE INC	COM	$2.9M	0.9%Prev: 0.9%	18,599 SH	Decreased+1,682 SH
BNY MELLON ETF TRUST	CORE BOND ETF	$1.3M	0.4%	30,916 SH	New
BNY MELLON ETF TRUST	US LRG CP CORE	$2.3M	0.7%Prev: 0.9%	17,552 SH	Decreased-4,181 SH
BOSTON SCIENTIFIC CORP	COM	$556K	0.2%Prev: 0.2%	5,830 SH	Decreased-400 SH
BROADCOM INC	COM	$4.4M	1.4%Prev: 1.3%	12,685 SH	Increased+402 SH
CADENCE DESIGN SYSTEM INC	COM	$910K	0.3%Prev: 0.3%	2,910 SH	Decreased+35 SH
CARLYLE GROUP INC	COM	$732K	0.2%Prev: 0.2%	12,388 SH	Decreased-128 SH
CATERPILLAR INC	COM	$1.8M	0.6%Prev: 0.5%	3,175 SH	Increased-204 SH
CHEVRON CORP NEW	COM	$652K	0.2%Prev: 0.2%	4,281 SH	Decreased-115 SH
CHIPOTLE MEXICAN GRILL INC	COM	$553K	0.2%Prev: 0.2%	14,938 SH	Decreased+820 SH
CHUBB LIMITED	COM	$782K	0.2%Prev: 0.3%	2,505 SH	Decreased-313 SH
CISCO SYS INC	COM	$2.9M	0.9%Prev: 0.8%	37,961 SH	Increased-509 SH
CME GROUP INC	COM	$3.8M	1.2%Prev: 1.2%	13,996 SH	Increased+401 SH
CMS ENERGY CORP	COM	$237K	0.1%Prev: 0.1%	3,396 SH	Decreased+25 SH
COCA COLA CO	COM	$1.3M	0.4%Prev: 0.5%	19,213 SH	Decreased-3,317 SH
COMCAST CORP NEW	CL A	$323K	0.1%Prev: 0.2%	10,795 SH	Decreased-4,700 SH
CONOCOPHILLIPS	COM	$485K	0.1%Prev: 0.2%	5,183 SH	Decreased-730 SH
CONSTELLATION ENERGY CORP	COM	$3.8M	1.2%Prev: 1.0%	10,792 SH	Increased+866 SH
COPART INC	COM	$314K	0.1%Prev: 0.1%	8,010 SH	Decreased
CORNING INC	COM	$1.5M	0.5%Prev: 0.5%	17,511 SH	Increased-648 SH
COSTCO WHSL CORP NEW	COM	$7.5M	2.3%Prev: 2.5%	8,744 SH	Decreased+96 SH
CROWN CASTLE INC	COM	$226K	0.1%Prev: 0.1%	2,543 SH	Decreased
CUMMINS INC	COM	$2.9M	0.9%Prev: 0.8%	5,683 SH	Increased-91 SH
DEERE & CO	COM	$709K	0.2%Prev: 0.2%	1,524 SH	Increased-11 SH
DEVON ENERGY CORP NEW	COM	$1.5M	0.4%Prev: 0.6%	39,602 SH	Decreased-17,961 SH
DIGITAL RLTY TR INC	COM	$2.7M	0.8%Prev: 0.9%	17,303 SH	Decreased+861 SH
DUKE ENERGY CORP NEW	COM NEW	$3.0M	0.9%Prev: 0.9%	25,433 SH	Decreased+1,320 SH
ELI LILLY & CO	COM	$2.1M	0.6%Prev: 0.5%	1,955 SH	Increased-304 SH
EMERSON ELEC CO	COM	$285K	0.1%Prev: 0.1%	2,150 SH	Increased+3 SH
EQUINIX INC	COM	$392K	0.1%Prev: 0.1%	512 SH	Decreased+1 SH
EXELON CORP	COM	$240K	0.1%Prev: 0.1%	5,504 SH	Decreased+50 SH
EXXON MOBIL CORP	COM	$2.3M	0.7%Prev: 0.6%	19,087 SH	Increased+1,072 SH
FACTSET RESH SYS INC	COM	$1.1M	0.3%Prev: 0.4%	3,703 SH	Decreased-801 SH
FASTENAL CO	COM	$4.3M	1.3%Prev: 1.6%	107,918 SH	Decreased+1,821 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$308K	0.1%Prev: 0.1%	4,034 SH	Increased+1,000 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$787K	0.2%Prev: 0.2%	20,539 SH	Increased+446 SH
FORTINET INC	COM	$625K	0.2%Prev: 0.1%	7,865 SH	Increased+4,215 SH
GENERAC HLDGS INC	COM	$2.5M	0.8%Prev: 0.9%	18,211 SH	Decreased+1,155 SH
GENERAL MLS INC	COM	$245K	0.1%Prev: 0.1%	5,259 SH	Decreased-1,774 SH
GOLDMAN SACHS BDC INC	SHS	$1.4M	0.4%Prev: 0.5%	152,971 SH	Decreased+3,131 SH
GOLDMAN SACHS GROUP INC	COM	$1.1M	0.3%Prev: 0.3%	1,244 SH	Increased-35 SH
GRACO INC	COM	$1.7M	0.5%Prev: 0.5%	20,320 SH	Increased+769 SH
HOME DEPOT INC	COM	$3.9M	1.2%Prev: 1.4%	11,457 SH	Decreased+533 SH
HONEYWELL INTL INC	COM	$307K	0.1%Prev: 0.1%	1,576 SH	Decreased+4 SH
INTERCONTINENTAL EXCHANGE IN	COM	$704K	0.2%Prev: 0.2%	4,344 SH	Increased+804 SH
INTUIT	COM	$2.0M	0.6%Prev: 0.7%	3,001 SH	Decreased-33 SH
INTUITIVE SURGICAL INC	COM NEW	$3.2M	1.0%Prev: 0.8%	5,669 SH	Increased+163 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.5%Prev: 0.5%	2,622 SH	Increased-18 SH
ISHARES TR	CORE S&P SCP ETF	$316K	0.1%Prev: 0.1%	2,627 SH	Increased
ISHARES TR	CORE S&P500 ETF	$707K	0.2%Prev: 0.2%	1,032 SH	Increased+8 SH
ISHARES TR	RUS MD CP GR ETF	$301K	0.1%Prev: 0.1%	2,200 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$407K	0.1%Prev: 0.1%	3,305 SH	Increased
ISHARES TR	SELECT DIVID ETF	$405K	0.1%Prev: 0.1%	2,868 SH	Increased+20 SH
JOHNSON & JOHNSON	COM	$351K	0.1%Prev: 0.1%	1,697 SH	Increased-3 SH
JOHNSON CTLS INTL PLC	SHS	$226K	0.1%Prev: 0.1%	1,890 SH	Increased
JPMORGAN CHASE & CO.	COM	$4.5M	1.4%Prev: 1.3%	13,909 SH	Increased+618 SH
KLA CORP	COM NEW	$2.1M	0.7%Prev: 0.6%	1,766 SH	Increased-127 SH
L3HARRIS TECHNOLOGIES INC	COM	$219K	0.1%Prev: 0.1%	747 SH	Decreased-4 SH
LAM RESEARCH CORP	COM NEW	$8.8M	2.7%Prev: 2.3%	51,533 SH	Increased-1,962 SH
LENNAR CORP	CL A	$1.7M	0.5%Prev: 0.5%	16,268 SH	Increased+3,468 SH
LINDE PLC	SHS	$249K	0.1%Prev: 0.1%	585 SH	Decreased-39 SH
LOCKHEED MARTIN CORP	COM	$2.2M	0.7%Prev: 0.7%	4,543 SH	Increased+167 SH
LOWES COS INC	COM	$266K	0.1%Prev: 0.1%	1,104 SH	Decreased-2 SH
LULULEMON ATHLETICA INC	COM	$1.3M	0.4%Prev: 0.3%	6,250 SH	Increased+771 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$226K	0.1%Prev: 0.2%	5,221 SH	Decreased-4,779 SH
MARKETAXESS HLDGS INC	COM	$1.3M	0.4%Prev: 0.5%	6,975 SH	Decreased-1,420 SH
MARRIOTT INTL INC NEW	CL A	$660K	0.2%Prev: 0.2%	2,129 SH	Increased-49 SH
MARSH & MCLENNAN COS INC	COM	$285K	0.1%Prev: 0.1%	1,537 SH	Decreased+4 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.4%Prev: 0.4%	2,023 SH	Decreased-48 SH
MCDONALDS CORP	COM	$1.2M	0.4%Prev: 0.4%	4,071 SH	Decreased-57 SH
MEDTRONIC PLC	SHS	$319K	0.1%Prev: 0.1%	3,321 SH	Decreased-104 SH
MICRON TECHNOLOGY INC	COM	$2.0M	0.6%Prev: 0.4%	7,110 SH	Increased-199 SH
MICROSOFT CORP	COM	$8.8M	2.7%Prev: 2.9%	18,160 SH	Decreased+272 SH
MONOLITHIC PWR SYS INC	COM	$2.5M	0.8%Prev: 0.8%	2,777 SH	Increased+90 SH
MORGAN STANLEY	COM NEW	$229K	0.1%Prev: 0.1%	1,291 SH	Increased-67 SH
NETFLIX INC	COM	$635K	0.2%Prev: 0.5%	6,775 SH	Decreased+5,430 SH
NEXTERA ENERGY INC	COM	$2.5M	0.8%Prev: 0.8%	31,159 SH	Increased-1,914 SH
NORTHERN TR CORP	COM	$3.2M	1.0%Prev: 1.0%	23,700 SH	Increased+1,269 SH
NORTHROP GRUMMAN CORP	COM	$306K	0.1%Prev: 0.1%	537 SH	Decreased+1 SH
NOVARTIS AG	SPONSORED ADR	$295K	0.1%Prev: 0.1%	2,137 SH	Decreased-576 SH
NOVO-NORDISK A S	ADR	$592K	0.2%Prev: 0.6%	11,640 SH	Decreased-20,038 SH
NRG ENERGY INC	COM NEW	$385K	0.1%Prev: 0.1%	2,417 SH	Decreased+3 SH
NUCOR CORP	COM	$836K	0.3%Prev: 0.2%	5,125 SH	Increased-4 SH
NVIDIA CORPORATION	COM	$29.5M	9.1%Prev: 9.2%	158,422 SH	Increased+2,657 SH
OKLO INC	COM CL A	$649K	0.2%Prev: 0.2%	9,047 SH	Increased+4,317 SH
OMNICOM GROUP INC	COM	$1.3M	0.4%Prev: 0.6%	16,127 SH	Decreased-8,496 SH
ORACLE CORP	COM	$594K	0.2%Prev: 0.1%	3,046 SH	Increased+1,975 SH
OREILLY AUTOMOTIVE INC	COM	$417K	0.1%Prev: 0.2%	4,570 SH	Decreased-350 SH
PACCAR INC	COM	$386K	0.1%Prev: 0.1%	3,521 SH	Increased+48 SH
PACKAGING CORP AMER	COM	$1.3M	0.4%Prev: 0.4%	6,519 SH	Increased+622 SH
PALANTIR TECHNOLOGIES INC	CL A	$676K	0.2%Prev: 0.2%	3,801 SH	Decreased+54 SH
PEPSICO INC	COM	$1.2M	0.4%Prev: 0.5%	8,270 SH	Decreased-3,141 SH
PHILIP MORRIS INTL INC	COM	$462K	0.1%Prev: 0.1%	2,878 SH	Decreased
PHILLIPS 66	COM	$362K	0.1%Prev: 0.1%	2,806 SH	Decreased+13 SH
PROCTER AND GAMBLE CO	COM	$3.5M	1.1%Prev: 1.2%	24,769 SH	Decreased-115 SH
PROGRESSIVE CORP	COM	$1.1M	0.3%Prev: 0.2%	4,719 SH	Increased+1,966 SH
PUBLIC STORAGE OPER CO	COM	$3.1M	0.9%Prev: 1.0%	11,782 SH	Decreased+304 SH
QUALCOMM INC	COM	$5.3M	1.6%Prev: 1.6%	30,958 SH	Increased-347 SH
QUANTA SVCS INC	COM	$409K	0.1%Prev: 0.1%	970 SH	Increased
REALTY INCOME CORP	COM	$271K	0.1%Prev: 0.1%	4,811 SH	Decreased+19 SH
REGENERON PHARMACEUTICALS	COM	$3.1M	1.0%Prev: 0.8%	4,011 SH	Increased-342 SH
ROCKWELL AUTOMATION INC	COM	$808K	0.2%Prev: 0.2%	2,077 SH	Increased-16 SH
ROYAL BK CDA	COM	$228K	0.1%Prev: 0.1%	1,337 SH	Decreased-492 SH
RTX CORPORATION	COM	$3.8M	1.2%Prev: 1.2%	20,848 SH	Increased-1,230 SH
SALESFORCE INC	COM	$978K	0.3%Prev: 0.2%	3,693 SH	Increased+793 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$715K	0.2%Prev: 0.2%	2,598 SH	Decreased-690 SH
SERVICENOW INC	COM	$448K	0.1%Prev: 0.2%	2,925 SH	Decreased+2,340 SH
SHERWIN WILLIAMS CO	COM	$2.2M	0.7%Prev: 0.7%	6,819 SH	Decreased+296 SH
SNAP ON INC	COM	$753K	0.2%Prev: 0.2%	2,186 SH	Decreased+11 SH
SONY GROUP CORP	SPONSORED ADR	$1.2M	0.4%Prev: 0.5%	46,697 SH	Decreased-3,494 SH
SOUTHERN CO	COM	$1.4M	0.4%Prev: 0.5%	15,667 SH	Decreased+442 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.4M	0.4%	16,946 SH	New
STARBUCKS CORP	COM	$229K	0.1%Prev: 0.1%	2,721 SH	Decreased+8 SH
STEEL DYNAMICS INC	COM	$3.8M	1.2%Prev: 1.0%	22,439 SH	Increased-97 SH
STRYKER CORPORATION	COM	$446K	0.1%Prev: 0.1%	1,268 SH	Decreased+1 SH
SUPER MICRO COMPUTER INC	COM NEW	$1.1M	0.3%Prev: 0.4%	38,835 SH	Decreased+11,520 SH
SYNOPSYS INC	COM	$2.9M	0.9%Prev: 0.9%	6,210 SH	Increased+730 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.3M	0.4%Prev: 0.2%	4,355 SH	Increased+1,923 SH
TARGET CORP	COM	$2.5M	0.8%Prev: 0.8%	25,542 SH	Decreased-3,254 SH
TESLA INC	COM	$1.0M	0.3%Prev: 0.3%	2,270 SH	Increased+29 SH
TEXAS INSTRS INC	COM	$3.1M	1.0%Prev: 1.0%	17,795 SH	Decreased+166 SH
TEXTRON INC	COM	$226K	0.1%Prev: 0.1%	2,598 SH	Increased+1 SH
TJX COS INC NEW	COM	$4.2M	1.3%Prev: 1.3%	27,255 SH	Increased-1,041 SH
TRAVELERS COMPANIES INC	COM	$736K	0.2%Prev: 0.2%	2,537 SH	Increased+6 SH
ULTA BEAUTY INC	COM	$630K	0.2%Prev: 0.2%	1,041 SH	Increased-46 SH
UNION PAC CORP	COM	$1.0M	0.3%Prev: 0.3%	4,509 SH	Increased+169 SH
UNITED PARCEL SERVICE INC	CL B	$1.0M	0.3%Prev: 0.3%	10,249 SH	Increased-507 SH
UNITED RENTALS INC	COM	$1.4M	0.4%Prev: 0.4%	1,787 SH	Increased+408 SH
UNITED THERAPEUTICS CORP DEL	COM	$223K	0.1%	458 SH	New
UNITEDHEALTH GROUP INC	COM	$444K	0.1%Prev: 0.1%	1,344 SH	Decreased+1 SH
UNIVERSAL DISPLAY CORP	COM	$218K	0.1%Prev: 0.1%	1,864 SH	Decreased+285 SH
US BANCORP DEL	COM NEW	$1.3M	0.4%Prev: 0.4%	25,245 SH	Increased-814 SH
VALERO ENERGY CORP	COM	$3.1M	1.0%Prev: 1.0%	19,213 SH	Decreased+630 SH
VANECK ETF TRUST	MORNINGSTAR SMID	$794K	0.2%Prev: 0.2%	21,923 SH	Increased+461 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$420K	0.1%Prev: 0.1%	4,060 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$304K	0.1%Prev: 0.1%	845 SH	Increased+129 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$554K	0.2%Prev: 0.2%	883 SH	Increased
VISA INC	COM CL A	$3.0M	0.9%Prev: 0.9%	8,506 SH	Increased-67 SH
WASTE MGMT INC DEL	COM	$1.4M	0.4%Prev: 0.4%	6,210 SH	Decreased-97 SH
WATERS CORP	COM	$252K	0.1%	663 SH	New
WELLS FARGO CO NEW	COM	$537K	0.2%Prev: 0.2%	5,766 SH	Increased-55 SH
WELLTOWER INC	COM	$1.3M	0.4%Prev: 0.4%	7,240 SH	Increased+11 SH
WILLIAMS SONOMA INC	COM	$2.7M	0.8%Prev: 0.9%	14,953 SH	Decreased+358 SH
XCEL ENERGY INC	COM	$3.4M	1.1%Prev: 1.2%	46,649 SH	Decreased-723 SH

Sold (vs prior filing)

BANCO SANTANDER S.A. — $150K
BRISTOL-MYERS SQUIBB CO — $614K
DONALDSON INC — $267K
EXTRA SPACE STORAGE INC — $209K
HENRY JACK & ASSOC INC — $206K
HORMEL FOODS CORP — $232K
IRON MTN INC DEL — $217K
SPDR SERIES TRUST — $959K
SPDR SERIES TRUST — $434K
SPDR SERIES TRUST — $369K
SYSCO CORP — $243K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0002085853-26-000188	$324.8M	View
Oct 30, 2025	Q3 2025	13F-HR	0002085853-25-000199	$317.1M	View
Aug 12, 2026	Q2 2026