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AI & tech investing

Stiles Financial Services Inc

CIK 1904832

13F filing for Q2 2026・No. 4,499

Holdings
US$398.16M
Quarter change
+US$70.92M
Entries
183
Net bought (estimate)
+US$4.41M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 11
  • Sold out 5
  • Cut 76
  • Added 84
  • Corporate actions 0
  • Unchanged 12

Largest holdings

183 stocks worth US$398.16M, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaStockAddedUS$32.4M8.14%
LRCXLAM RESEARCH CORP COM NEWStockCutUS$20.97M5.27%
AMDAMDStockCutUS$12.66M3.18%
ASMLASML HLDG NV N Y REGISTRY SHSADRAddedUS$12.58M3.16%
AAPLAppleStockCutUS$11.86M2.98%
GOOGLAlphabetStockCutUS$10.65M2.68%
AMZNAmazonStockCutUS$9.58M2.41%
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStockAddedUS$8.62M2.16%
COSTCOSTCO WHOLESALE CORPORATION COMStockCutUS$8.25M2.07%
MUMicronStockCutUS$8.18M2.05%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.