Stiles Financial Services Inc quarter change: USA Stocks, Reduced
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).
- LRCX: Country of operation United States; Class Stock; Shares 2026-03-31 51,136; Shares 2026-06-30 48,385.
- AMD: Country of operation United States; Class Stock; Shares 2026-03-31 21,895; Shares 2026-06-30 21,790.
- MU: Country of operation United States; Class Stock; Shares 2026-03-31 7,116; Shares 2026-06-30 7,087.
- AMAT: Country of operation United States; Class Stock; Shares 2026-03-31 9,291; Shares 2026-06-30 9,098.
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.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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LRCX
LAM RESEARCH CORP COM NEW | United States | Stock | 51,136 | 48,385 | -2,751 | $10,925,704 | $20,966,853 | +$10,041,149 |
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AMD
ADVANCED MICRO DEVICES INC COM | United States | Stock | 21,895 | 21,790 | -105 | $4,454,128 | $12,658,110 | +$8,203,982 |
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MU
MICRON TECHNOLOGY INC COM | United States | Stock | 7,116 | 7,087 | -29 | $2,404,042 | $8,180,773 | +$5,776,731 |
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AMAT
APPLIED MATLS INC COM | United States | Stock | 9,291 | 9,098 | -193 | $3,175,669 | $6,577,516 | +$3,401,847 |
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GLW
CORNING INC COM | United States | Stock | 17,150 | 16,829 | -321 | $2,331,905 | $4,298,509 | +$1,966,604 |
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GOOGL
ALPHABET INC CAP STK CL A | United States | Stock | 30,227 | 29,809 | -418 | $8,691,947 | $10,652,767 | +$1,960,820 |
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GNRC
GENERAC HLDGS INC COM | United States | Stock | 18,246 | 17,888 | -358 | $3,564,024 | $5,237,835 | +$1,673,811 |
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STX
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | | Stock | 2,688 | 2,665 | -23 | $1,052,866 | $2,571,462 | +$1,518,596 |
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QCOM
QUALCOMM INC COM | United States | Stock | 29,697 | 27,950 | -1,747 | $3,824,441 | $5,164,946 | +$1,340,505 |
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CSCO
CISCO SYS INC COM | United States | Stock | 36,346 | 35,375 | -971 | $2,820,091 | $4,155,130 | +$1,335,039 |
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AMZN
AMAZON COM INC COM | United States | Stock | 40,229 | 40,185 | -44 | $8,378,479 | $9,577,676 | +$1,199,197 |
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AAPL
APPLE INC COM | United States | Stock | 42,044 | 40,972 | -1,072 | $10,670,269 | $11,855,557 | +$1,185,288 |
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CAT
CATERPILLAR INC COM | United States | Stock | 3,207 | 3,182 | -25 | $2,272,110 | $3,388,792 | +$1,116,682 |
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STLD
STEEL DYNAMICS INC COM | United States | Stock | 21,300 | 21,115 | -185 | $3,833,918 | $4,845,093 | +$1,011,175 |
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CMI
CUMMINS INC COM | United States | Stock | 5,744 | 5,693 | -51 | $3,090,160 | $4,060,058 | +$969,898 |
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TJX
TJX COS INC NEW COM | United States | Stock | 27,067 | 22,728 | -4,339 | $4,322,556 | $3,443,294 | -$879,262 |
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AVGO
BROADCOM INC COM | United States | Stock | 12,661 | 12,108 | -553 | $3,918,641 | $4,573,795 | +$655,154 |
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REGN
REGENERON PHARMACEUTICALS COM | United States | Stock | 3,650 | 3,564 | -86 | $2,819,828 | $2,222,128 | -$597,700 |
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ABT
ABBOTT LABORATORIES COM | United States | Stock | 24,382 | 21,270 | -3,112 | $2,503,310 | $1,930,081 | -$573,229 |
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COST
COSTCO WHOLESALE CORPORATION COM | United States | Stock | 8,853 | 8,824 | -29 | $8,821,586 | $8,254,264 | -$567,322 |
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INTU
INTUIT COM | United States | Stock | 2,768 | 2,614 | -154 | $1,196,982 | $682,321 | -$514,661 |
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LLY
ELI LILLY & CO COM | United States | Stock | 1,864 | 1,811 | -53 | $1,714,901 | $2,172,182 | +$457,281 |
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MKTX
MARKETAXESS HLDGS INC COM | United States | Stock | 6,767 | 5,992 | -775 | $1,116,500 | $679,986 | -$436,514 |
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ADBE
ADOBE INC COM | United States | Stock | 8,106 | 7,500 | -606 | $1,970,450 | $1,537,686 | -$432,764 |
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OMC
OMNICOM GROUP INC COM | United States | Stock | 12,618 | 8,692 | -3,926 | $950,281 | $633,071 | -$317,210 |
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CDNS
CADENCE DESIGN SYSTEM INC COM | United States | Stock | 3,037 | 3,032 | -5 | $843,991 | $1,138,105 | +$294,114 |
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ROK
ROCKWELL AUTOMATION INC COM | United States | Stock | 1,985 | 1,913 | -72 | $712,436 | $947,107 | +$234,671 |
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SMCI
SUPER MICRO COMPUTER INC COM NEW | United States | Stock | 34,975 | 34,605 | -370 | $796,381 | $1,014,965 | +$218,584 |
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WELL
WELLTOWER INC COM | United States | REIT | 7,056 | 7,033 | -23 | $1,395,039 | $1,596,185 | +$201,146 |
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CVX
CHEVRON CORPORATION COM | United States | Stock | 4,400 | 4,302 | -98 | $910,454 | $713,070 | -$197,384 |
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RTX
RTX CORPORATION COM | United States | Stock | 20,420 | 19,731 | -689 | $3,939,059 | $3,743,606 | -$195,453 |
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LULU
LULULEMON ATHLETICA INC COM | | Stock | 4,601 | 4,506 | -95 | $704,413 | $514,495 | -$189,918 |
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UNH
UNITEDHEALTH GROUP INC COM | United States | Stock | 1,347 | 1,331 | -16 | $364,575 | $553,327 | +$188,752 |
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PEP
PEPSICO INC COM | United States | Stock | 7,759 | 7,507 | -252 | $1,204,867 | $1,016,391 | -$188,476 |
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NEE
NEXTERA ENERGY INC COM | United States | Stock | 30,743 | 30,557 | -186 | $2,855,389 | $2,682,020 | -$173,369 |
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MCD
MCDONALDS CORP COM | United States | Stock | 3,876 | 3,836 | -40 | $1,204,512 | $1,036,790 | -$167,722 |
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VLO
VALERO ENERGY CORP COM | United States | Stock | 19,260 | 18,899 | -361 | $4,758,855 | $4,922,181 | +$163,326 |
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FAST
FASTENAL CO COM | United States | Stock | 109,054 | 108,638 | -416 | $5,060,092 | $5,217,893 | +$157,801 |
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COP
CONOCOPHILLIPS COM | United States | Stock | 5,122 | 5,100 | -22 | $676,065 | $530,187 | -$145,878 |
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LYB
LYONDELLBASELL INDUSTRIES NV SHS - A - | | Stock | 4,959 | 4,878 | -81 | $399,491 | $256,837 | -$142,654 |
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PKG
PACKAGING CORP AMER COM | United States | Stock | 6,385 | 6,215 | -170 | $1,355,080 | $1,480,807 | +$125,727 |
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DUK
DUKE ENERGY CORP NEW COM NEW | United States | Stock | 26,554 | 26,501 | -53 | $3,476,974 | $3,354,476 | -$122,498 |
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PWR
QUANTA SVCS INC COM | United States | Stock | 987 | 917 | -70 | $541,997 | $660,381 | +$118,384 |
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FDS
FACTSET RESH SYS INC COM | United States | Stock | 2,830 | 2,173 | -657 | $614,063 | $499,969 | -$114,094 |
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TRV
TRAVELERS COMPANIES INC COM | United States | Stock | 2,551 | 2,549 | -2 | $744,132 | $841,348 | +$97,216 |
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ADI
ANALOG DEVICES INC COM | United States | Stock | 1,214 | 1,206 | -8 | $386,319 | $479,010 | +$92,691 |
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MAR
MARRIOTT INTL INC NEW CL A | United States | Stock | 2,065 | 2,041 | -24 | $675,263 | $756,237 | +$80,974 |
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KO
COCA COLA CO COM | United States | Stock | 19,105 | 18,857 | -248 | $1,452,901 | $1,532,503 | +$79,602 |
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ADSK
AUTODESK INC COM | United States | Stock | 1,432 | 1,372 | -60 | $342,821 | $266,744 | -$76,077 |
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PSX
PHILLIPS 66 COM | United States | Stock | 2,715 | 2,481 | -234 | $494,551 | $419,330 | -$75,221 |
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SNA
SNAP ON INC COM | United States | Stock | 2,063 | 2,041 | -22 | $749,331 | $821,430 | +$72,099 |
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GSBD
GOLDMAN SACHS BDC INC SHS | United States | CEF | 150,729 | 147,845 | -2,884 | $1,338,474 | $1,401,573 | +$63,099 |
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ADP
AUTOMATIC DATA PROCESSING INC COM | United States | Stock | 3,496 | 3,449 | -47 | $710,302 | $772,300 | +$61,998 |
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LHX
L3HARRIS TECHNOLOGIES INC COM | United States | Stock | 749 | 699 | -50 | $258,353 | $203,171 | -$55,182 |
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WM
WASTE MGMT INC DEL COM | United States | Stock | 6,074 | 6,023 | -51 | $1,395,690 | $1,342,410 | -$53,280 |
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LIN
LINDE PLC SHS | United Kingdom | Stock | 558 | 448 | -110 | $276,857 | $232,557 | -$44,300 |
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WAT
WATERS CORP COM | United States | Stock | 663 | 633 | -30 | $197,441 | $237,400 | +$39,959 |
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BAX
BAXTER INTL INC COM | United States | Stock | 11,661 | 10,862 | -799 | $195,900 | $231,580 | +$35,680 |
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AZO
AUTOZONE INC COM | United States | Stock | 153 | 151 | -2 | $516,800 | $482,587 | -$34,213 |
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SO
SOUTHERN CO COM | United States | Stock | 15,911 | 15,717 | -194 | $1,535,743 | $1,504,307 | -$31,436 |
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JCI
JOHNSON CTLS INTL PLC SHS | | Stock | 2,043 | 2,039 | -4 | $267,546 | $297,934 | +$30,388 |
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OLED
UNIVERSAL DISPLAY CORP COM | United States | Stock | 2,915 | 2,814 | -101 | $267,146 | $243,626 | -$23,520 |
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EQIX
EQUINIX INC COM | United States | REIT | 513 | 500 | -13 | $502,602 | $520,679 | +$18,077 |
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SBUX
STARBUCKS CORP COM | United States | Stock | 2,604 | 2,452 | -152 | $233,309 | $250,609 | +$17,300 |
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JNJ
JOHNSON & JOHNSON COM | United States | Stock | 1,699 | 1,697 | -2 | $415,258 | $430,939 | +$15,681 |
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PGR
PROGRESSIVE CORP COM | United States | Stock | 3,633 | 3,353 | -280 | $720,129 | $732,487 | +$12,358 |
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ARCC
ARES CAPITAL CORP COM | United States | CEF | 81,323 | 79,696 | -1,627 | $1,465,449 | $1,476,762 | +$11,313 |
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PG
PROCTER & GAMBLE CO COM | United States | Stock | 24,217 | 23,789 | -428 | $3,497,974 | $3,488,480 | -$9,494 |
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OSK
OSHKOSH CORP COM | United States | Stock | 1,445 | 1,437 | -8 | $212,717 | $220,623 | +$7,906 |
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TXT
TEXTRON INC COM | United States | Stock | 2,598 | 2,448 | -150 | $227,476 | $224,569 | -$2,907 |
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CB
CHUBB LIMITED COM | | Stock | 2,032 | 1,948 | -84 | $662,165 | $663,908 | +$1,743 |
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PCAR
PACCAR INC COM | United States | Stock | 3,460 | 3,314 | -146 | $399,665 | $398,100 | -$1,565 |
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