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Home > Institutional Investor > Stiles Financial Services Inc > Profile

Instuitional Investor - Stiles Financial Services Inc

Fund Profile
Filing Period:
Fund Name: Stiles Financial Services Inc
Portfolio Value $289,520,978
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 153,565 $24,262,846 8.38%
2.
Apple Inc.
 AAPL 43,875 $9,002,543 3.11%
3.
Amazon Com Inc
 AMZN 39,652 $8,699,253 3%
4.
Microsoft Corp
 MSFT 17,337 $8,628,295 2.98%
5.
Costco Wholesale Corp W
 COST 8,543 $8,470,305 2.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)