Long-term investor
Stiles Financial Services Inc. @stilesfinancialservicesi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904832).
Record
- Tracked since 2025-06-30 (478 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days -13.6% · 6 months +25.3% · 1 year +54.7% · all +54.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 8.1% · long · since 2025-06-30
- 512807306 · 5.3% · long · since 2025-06-30
- AMD · 3.2% · long · since 2025-06-30
- N07059210 · 3.2% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- 02079K305 · 2.7% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- BRK-B · 2.2% · long · since 2025-06-30
- COST · 2.1% · long · since 2025-06-30
- MU · 2.1% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- 02079K107 · 1.9% · long · since 2025-06-30