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Stiles Financial Services Inc Last Quarter Change: USA Stocks, New

Stiles Financial Services Inc quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Stiles Financial Services Inc opened 10 positions, added to 68, reduced 72, sold out of 5 and left 9 unchanged. The largest increase in value was LRCX (+$10,041,149); the largest decrease was XOMXXXX (-$3,308,586).

  • XOM: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 19,809.
  • FCX: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 6,308.
  • INTC: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 2,738.
  • UBER: Country of operation United States; Class Stock; Shares 2026-03-31 0; Shares 2026-06-30 4,462.

Two Form 13F-HR filings compared (SEC CIK 1904832): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
XOM
EXXONMOBIL HOLDINGS CORP COM SHS
United StatesStock019,809+19,809$0$2,708,294+$2,708,294
FCX
FREEPORT MCMORAN INC CL B
United StatesStock06,308+6,308$0$396,707+$396,707
INTC
INTEL CORP COM
United StatesStock02,738+2,738$0$382,315+$382,315
UBER
UBER TECHNOLOGIES INC COM
United StatesStock04,462+4,462$0$321,978+$321,978
MS
MORGAN STANLEY COM NEW
United StatesStock01,191+1,191$0$249,051+$249,051
RACE
FERRARI N V COM
Stock0595+595$0$221,459+$221,459
CL
COLGATE PALMOLIVE CO COM
United StatesStock02,378+2,378$0$218,054+$218,054
EXR
EXTRA SPACE STORAGE INC COM
United StatesREIT01,481+1,481$0$215,178+$215,178
CSX
CSX CORP COM
United StatesStock04,280+4,280$0$203,406+$203,406
MPC
MARATHON PETE CORP COM
United StatesStock0788+788$0$201,445+$201,445

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