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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 $398,164,263
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 161,950 $32,404,541 8.14%
2.
Lam Research Corp
 LRCX 48,385 $20,966,853 5.27%
3.
Advanced Micro Devices Inc
 AMD 21,790 $12,658,110 3.18%
4.
A S M L Holding N V
 ASML 6,323 $12,578,730 3.16%
5.
Apple Inc.
 AAPL 40,972 $11,855,557 2.98%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.