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Susan M. Stiles

Stiles Financial Services Inc

Assets Managed
$327.247M
Holdings
177
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
0.75%(2Q avg: 1.59%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Stiles Financial Services Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Stiles Financial Services Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 327.247M in assets, with a quarterly growth rate of 0.75% and a 2-quarter average growth rate of 1.59%. The portfolio is managed by Susan M. Stiles, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1.8%
8.6%
$28.125M
161,266 shares@ $174.4 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -0.77%
3.34%
$10.926M
51,136 shares@ $213.66 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.87%
3.27%
$10.67M
42,044 shares@ $253.79 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 1.25%
2.7%
$8.822M
8,853 shares@ $996.46 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.1%
2.66%
$8.692M
30,227 shares@ $287.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.24%
2.57%
$8.378M
40,229 shares@ $208.27 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Increased 1.44%
2.51%
$8.211M
6,217 shares@ $1320.77 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.46%
2.44%
$7.965M
16,621 shares@ $479.21 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6%
2.18%
$7.125M
19,248 shares@ $370.18 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 3.56%
1.89%
$6.168M
21,502 shares@ $286.86 avg price

1-10 of 177