Institutional Fund
Stiles Financial Services Inc
Edina, MNCIK 19048325 filings on record
Portfolio Value
$327.25M
Q1 2026
Holdings
177
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+0.7%
from $324.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation8.6%
- Lam Research Corp3.3%
- Apple Inc3.3%
- Costco Whsl Corp New2.7%
- Alphabet Inc2.7%
- Amazon Com Inc2.6%
- Other76.9%
Portfolio Holdings
177 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 161.3K | $28.12M | 8.6% | +2.8K | Added |
| 2 | Lam Research Corp | 51.1K | $10.93M | 3.3% | −397 | Reduced |
| 3 | Apple Inc | 42.0K | $10.67M | 3.3% | −370 | Reduced |
| 4 | Costco Whsl Corp New | 8.9K | $8.82M | 2.7% | +109 | Added |
| 5 | Alphabet Inc | 30.2K | $8.69M | 2.7% | +28 | Added |
| 6 | Amazon Com Inc | 40.2K | $8.38M | 2.6% | +489 | Added |
| 7 | Asml Holding N V | 6.2K | $8.21M | 2.5% | +88 | Added |
| 8 | Berkshire Hathaway Inc Del | 16.6K | $7.96M | 2.4% | +239 | Added |
| 9 | Microsoft Corp | 19.2K | $7.13M | 2.2% | +1.1K | Added |
| 10 | Alphabet Inc | 21.5K | $6.17M | 1.9% | +739 | Added |
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