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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 $276,250,823
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 151,149 $20,298,423 7.34%
2.
Apple Inc.
 AAPL 44,481 $11,140,503 4.03%
3.
Amazon Com Inc
 AMZN 38,863 $8,526,151 3.08%
4.
Costco Wholesale Corp W
 COST 8,398 $7,703,260 2.78%
5.
Berkshire Hathaway Inc
 BRK.A 14,997 $6,798,817 2.46%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)