Stiles-Financial-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
170
Total Value
260505363
Accession Number
0001667731-25-000481
Form Type
13F-HR
Manager Name
Stiles-Financial-Services
Data Enrichment
97% identified
165 identified5 unidentified

Holdings

170 positions • $260.5M total value
Manager:
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PACCAR INC
Shares:2.3K
Value:$227.2K
% of Portfolio:0.1% ($227.2K/$260.5M)
Palantir Technologies Inc.
Shares:2.7K
Value:$226.2K
% of Portfolio:0.1% ($226.2K/$260.5M)
Salesforce, Inc.
Shares:833
Value:$223.8K
% of Portfolio:0.1% ($223.8K/$260.5M)
Extra Space Storage Inc.
Shares:1.5K
Value:$219.9K
% of Portfolio:0.1% ($219.9K/$260.5M)
AMERICAN EXPRESS CO
Shares:808
Value:$217.6K
% of Portfolio:0.1% ($217.6K/$260.5M)
VERIZON COMMUNICATIONS INC
Shares:4.8K
Value:$217.6K
% of Portfolio:0.1% ($217.6K/$260.5M)
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:1.0K
Value:$214.4K
% of Portfolio:0.1% ($214.4K/$260.5M)
HEALTHPEAK PROPERTIES, INC.
Shares:10.2K
Value:$205.8K
% of Portfolio:0.1% ($205.8K/$260.5M)
MFA FINANCIAL, INC.
Shares:10.3K
Value:$105.8K
% of Portfolio:0.0% ($105.8K/$260.5M)
Banco Santander, S.A.
Shares:14.2K
Value:$95.4K
% of Portfolio:0.0% ($95.4K/$260.5M)