Stiles Financial Services Inc
Top Portfolio Positions
160 positions ·
$310,399,773 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
161,266 | $28,124,790 | 9.06% | |
| LRCX |
Lam Research Corp
Technology
|
51,136 | $10,925,717 | 3.52% | |
| AAPL |
Apple Inc.
Technology
|
42,044 | $10,670,346 | 3.44% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
8,853 | $8,821,394 | 2.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,227 | $8,692,076 | 2.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
40,229 | $8,378,493 | 2.70% | |
| ASML |
Asml Holding NV
Technology
|
6,217 | $8,211,600 | 2.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,621 | $7,964,783 | 2.57% | |
| MSFT |
Microsoft Corp
Technology
|
19,248 | $7,125,032 | 2.30% | |
| FAST |
Fastenal Co
Industrials
|
109,054 | $5,060,105 | 1.63% |
Portfolio Trend
18 quarters · across all stocks
Holdings in GSBD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,338,473 | 150,729 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,419,570 | 152,971 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,523,872 | 149,840 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,248,828 | 111,007 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $977,885 | 84,083 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $383,291 | 31,677 | Shares | Sole | 2025-01-28 | |
| No 13F history on record for this holder in this stock. | ||||||