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Stiles Financial Services Inc
RIA/Wealth
Stiles Financial Services Inc is a RIA/Wealth based in Edina, MN led by Jeffery Charles Robbins, reporting $439.3M in AUM as of Q3 2025 with 32% Technology concentration.
PresidentJeffery Charles Robbins
- Portfolio Value
- $316.0M
- Positions
- 175
- Top Holding
- NVDA at 9.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Stiles Financial Services Inc's portfolio (31.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $29.1M | 9.20% | +$410.5K Bought | 0.00% 155.8K shares | |
Consumer Electronics Technology | $11.2M | 3.55% | +$35.9K Bought | 0.00% 44.0K shares | |
Software - Infrastructure Technology | $9.3M | 2.93% | +$285.4K Bought | 0.00% 17.9K shares | |
Specialty Retail Consumer Cyclical | $8.8M | 2.77% | +$45.0K Bought | 0.00% 39.9K shares | |
Insurance - Diversified Financial Services | $8.1M | 2.58% | +$565.1K Bought | 0.00% 16.2K shares | |
Discount Stores Consumer Defensive | $8.0M | 2.53% | +$97.2K Bought | 0.00% 8.6K shares | |
Internet Content & Information Communication Services | $7.4M | 2.34% | +$476.7K Bought | 0.00% 30.5K shares | |
Semiconductors Technology | $7.2M | 2.27% | +$183.8K Bought | 0.00% 53.5K shares | |
Unknown Unknown | $6.0M | 1.89% | +$324.3K Bought | — 6.2K shares | |
Semiconductors Technology | $5.2M | 1.65% | +$190.1K Bought | 0.00% 31.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Stiles Financial Services Inc's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Stiles Financial Services Inc
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