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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 $220,233,266
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 53,649 $10,330,389 4.69%
2.
Nvidia Corp
 NVDA 17,391 $8,614,905 3.91%
3.
Unitedhealth Group Inc
 UNH 11,652 $6,137,538 2.78%
4.
Amazon Com Inc
 AMZN 39,725 $6,035,824 2.74%
5.
Costco Wholesale Corp W
 COST 8,335 $5,501,329 2.49%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)