Susan M. Stiles Portfolio
Invests via Stiles Financial Services Inc. | Managed by Susan M. Stiles, Bradford Trusler Aylin, Mark Robert Gierach
Invests via Stiles Financial Services Inc.
Managed by Susan M. Stiles, Bradford Trusler Aylin, Mark Robert Gierach
Automatically Tracked
Susan M. Stiles Profile
With a robust career in corporate governance and strategic leadership, Susan M. Stiles has made significant contributions across various sectors. Her extensive experience spans executive roles at notable companies, where she has directed growth initiatives and operational excellence. Leveraging her expertise in board governance, she has guided organizations through transformative phases while enhancing stakeholder engagement. Stiles is recognized for her ability to navigate complex business environments, making her a respected figure among executives and investors alike. Her commitment to driving sustainable practices positions her as an influential player in today's competitive landscape.
With a robust career in corporate governance and strategic leadership, Susan M. Stiles has made significant contributions across various sectors. Her extensive experience spans executive roles at notable companies, where she has directed growth initiatives and operational excellence. Leveraging her expertise in board governance, she has guided organizations through transformative phases while enhancing stakeholder engagement. Stiles is recognized for her ability to navigate complex business environments, making her a respected figure among executives and investors alike. Her commitment to driving sustainable practices positions her as an influential player in today's competitive landscape.
Investment Philosophy & Strategy
In an era characterized by rapid organizational shifts, Susan M. Stiles exemplifies a proactive approach to capital allocation and growth strategy. Drawing from her substantial leadership roles across diverse industries, she emphasizes operational improvements that drive long-term value creation. Known for her strong acumen in governance, she meticulously evaluates investment opportunities with an eye toward sustainable practices and stakeholder alignment. Stiles actively seeks out initiatives that foster innovation while maintaining robust risk management protocols, ensuring that business objectives are met efficiently within evolving market dynamics.
In an era characterized by rapid organizational shifts, Susan M. Stiles exemplifies a proactive approach to capital allocation and growth strategy. Drawing from her substantial leadership roles across diverse industries, she emphasizes operational improvements that drive long-term value creation. Known for her strong acumen in governance, she meticulously evaluates investment opportunities with an eye toward sustainable practices and stakeholder alignment. Stiles actively seeks out initiatives that foster innovation while maintaining robust risk management protocols, ensuring that business objectives are met efficiently within evolving market dynamics.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
87.26%
Gain -2.43%
Monthly
1.03%
Yearly
13.14%
Drawdown
22.33%
$373.9M
Equity
Holdings
$373.9M
Investment
$237.48M
$123.34M
Profit -$6.48M
Realized
-$13.08M
Unrealized
$136.42M
Dividends
$17.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.43%
Profit
-$6.48M
Win %
72%
This Week
Compared To Last Week
Gain
-1.71%
Profit
-$6.48M
Win %
72%
This Month
Compared to last month
Gain
-3.95%
Profit
-$15.36M
Win %
72%
This Year
Compared to last year
Gain
15.39%
Profit
$49.87M
Win %
70%
LYB LyondellBasell Industries N.V.
+2.64%
+$7,736.04 
ISRG Intuitive Surgical, Inc.
+2.24%
+$44,895.81 
MSFT Microsoft Corp.
+2.15%
+$163,030.75 
PGR Progressive Corporation
+2.06%
+$15,549.24 
DINO HF Sinclair Corporation
+2.05%
+$14,712.88 
AVGO Broadcom Inc.
+1.98%
+$92,868.43 
MU Micron Technology, Inc.
+1.95%
+$117,485.3 
STX Seagate Technology Holdings plc
+1.88%
+$39,755.55 
PLTR Palantir Technologies Inc.
+1.87%
+$10,332.05 
ULTA Ulta Beauty Inc.
+1.77%
+$8,918.48 
CRM Salesforce Inc
+1.77%
+$15,670.73 
OLED Universal Display Corporation
+1.7%
+$3,964.4 
AMD Advanced Micro Devices, Inc.
+1.57%
+$170,999.95 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.56%
+$3,509.58 
EPD Enterprise Products Partners L.P.
+1.52%
+$3,260.18 
GOOG Alphabet Inc
+1.52%
+$112,885.5 
GOOGL Alphabet Inc
+1.5%
+$157,784.64 
NOW ServiceNow, Inc.
+1.41%
+$5,752.4 
ICE Intercontinental Exchange, Inc.
+1.37%
+$9,045.17 
DLR Digital Realty Trust, Inc.
+1.36%
+$43,558.23 
MPWR Monolithic Power Systems, Inc.
+1.28%
+$46,519.2 
CVX Chevron Corporation
+1.24%
+$10,252.09 
VLO Valero Energy Corporation
+1.18%
+$70,491.6 
NRG NRG Energy, Inc.
+1.14%
+$3,451.56 
AMZN Amazon.com Inc
+1.12%
+$111,032.44 
ABT Abbott Laboratories
+1.03%
+$25,357.28 
MKTX MarketAxess Holdings Inc.
+0.98%
+$7,579.04 
OKLO Oklo Inc.
+0.97%
+$5,508.8 
INTU Intuit Inc.
+0.94%
+$7,556.7 
PSX Phillips 66
+0.94%
+$5,267.1 
COP ConocoPhillips
+0.85%
+$4,968.34 
ACN Accenture plc Class A
+0.81%
+$14,249.44 
TJX The TJX Companies, Inc.
+0.8%
+$33,563.08 
OMC Omnicom Group Inc.
+0.78%
+$8,075.52 
MA Mastercard Incorporated
+0.71%
+$7,825.88 
KO The Coca-Cola Company
+0.69%
+$10,698.8 
XOM Exxon Mobil Corporation
+0.68%
+$19,501 
DUK Duke Energy Corporation
+0.67%
+$22,305.36 
WELL Welltower Inc.
+0.65%
+$11,219.04 
PWR Quanta Services Inc.
+0.64%
+$3,977.61 
V Visa Inc. Class A
+0.56%
+$16,998.65 
HON Honeywell International Inc.
+0.52%
+$915.23 
RTX RTX Corporation
+0.48%
+$18,990.6 
NOC Northrop Grumman Corporation
+0.46%
+$1,214.14 
CEG Constellation Energy Corporation
+0.44%
+$13,034.73 
ANET Arista Networks, Inc.
+0.44%
+$5,269.61 
SMH VanEck Semiconductor ETF
+0.41%
+$2,205.68 
IRM Iron Mountain Inc.
+0.33%
+$872.07 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$1,421.18 
LULU lululemon athletica inc.
+0.29%
+$1,564.34 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.28%
+$1,508.43 
NVDA NVIDIA Corporation
+0.23%
+$75,796.63 
MAR Marriott International Inc. - Class A
+0.19%
+$1,424.83 
LMT Lockheed Martin Corporation
+0.15%
+$3,607.45 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.14%
+$1,371.45 
MDT Medtronic plc
+0.11%
+$299.88 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$8,642.92 
CB Chubb Limited
+0.1%
+$751.84 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$1,843.25 
CME CME Group Inc.
+0.02%
+$825.12 
TXN Texas Instruments Inc
+0.02%
+$882.05 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$62.97 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USB U.S. Bancorp
0%
$0 
ORCL Oracle Corporation
-3.98%
-$33,379.08 
UPS United Parcel Service, Inc.
-3.85%
-$59,039.49 
CMG Chipotle Mexican Grill, Inc.
-3.8%
-$20,380.98 
URI United Rentals, Inc.
-3.11%
-$83,492.5 
WAT Waters Corporation
-3.1%
-$7,584.71 
TSLA Tesla, Inc.
-2.96%
-$27,836.88 
CG The Carlyle Group Inc.
-2.89%
-$16,543.87 
PANW Palo Alto Networks, Inc.
-2.79%
-$12,705.36 
LLY Eli Lilly and Company
-2.73%
-$60,039.38 
NVS Novartis AG Sponsored ADR
-2.73%
-$7,261.8 
BX Blackstone Inc.
-2.6%
-$72,078.6 
NUE Nucor Corporation
-2.48%
-$21,560.47 
KLAC KLA Corporation
-2.42%
-$91,824.5 
BAX Baxter International Inc.
-2.39%
-$6,296.94 
RY Royal Bank of Canada
-2.35%
-$6,790.52 
SHW The Sherwin-Williams Company
-2.33%
-$46,373.98 
WSM Williams-Sonoma, Inc.
-2.22%
-$75,238.8 
AAPL Apple Inc.
-2.14%
-$300,614.6 
STLD Steel Dynamics Inc.
-2.13%
-$106,925.79 
EMR Emerson Electric Co.
-2.12%
-$6,097.6 
LRCX Lam Research Corporation
-2.09%
-$334,428.93 
PKG Packaging Corporation of America
-1.99%
-$29,626.46 
NFLX Netflix, Inc.
-1.96%
-$8,945.1 
LOW Lowe's Companies Inc.
-1.93%
-$4,015.97 
DE Deere & Company
-1.88%
-$16,815.03 
UNP Union Pacific Corporation
-1.82%
-$29,870.5 
CAT Caterpillar Inc.
-1.81%
-$51,247.89 
ORLY O'Reilly Automotive Inc.
-1.77%
-$6,946.4 
AMT American Tower Corporation
-1.76%
-$37,731.03 
HD The Home Depot, Inc.
-1.72%
-$70,461.27 
AZO AutoZone Inc.
-1.72%
-$8,003.43 
SAN Banco Santander S.A. Sponsored ADR
-1.7%
-$3,296.59 
JNJ Johnson & Johnson
-1.67%
-$7,169.78 
FAST Fastenal Co.
-1.6%
-$79,609.42 
GSBD Goldman Sachs BDC Inc.
-1.59%
-$21,102.06 
SNPS Synopsys, Inc.
-1.51%
-$37,105.51 
DTE DTE Energy Company
-1.51%
-$3,165.12 
PCAR PACCAR Inc.
-1.48%
-$6,470.2 
SMCI Super Micro Computer Inc
-1.45%
-$12,241.25 
NVO Novo Nordisk A/S Sponsored ADR
-1.41%
-$7,541.62 
CMI Cummins Inc.
-1.4%
-$51,983.31 
AFIX
-1.36%
-$17.27 
WFC Wells Fargo & Company
-1.35%
-$6,841.64 
GGG Graco Inc.
-1.29%
-$18,407.04 
CCI Crown Castle Inc.
-1.25%
-$2,517.57 
PEP PepsiCo, Inc.
-1.21%
-$12,879.94 
UTHR United Therapeutics Corporation
-1.18%
-$2,899.13 
LEN Lennar Corporation
-1.18%
-$16,343.91 
OSK Oshkosh Corporation
-1.16%
-$2,398.7 
CSCO Cisco Systems, Inc.
-1.11%
-$45,069.04 
SNA Snap-on Inc.
-1.08%
-$9,200.98 
UNH UnitedHealth Group Incorporated
-1.07%
-$6,115.38 
ADBE Adobe Inc.
-1.06%
-$20,345.98 
CMS CMS Energy Corporation
-1.04%
-$2,614.92 
NTRS Northern Trust Corporation
-1.03%
-$46,536.7 
ARCC Ares Capital Corporation
-0.99%
-$15,451.37 
AXP American Express Company
-0.96%
-$2,373.49 
GS The Goldman Sachs Group, Inc.
-0.96%
-$13,552.66 
NEE NextEra Energy, Inc.
-0.9%
-$24,594.4 
FDS FactSet Research Systems Inc.
-0.89%
-$6,509.03 
GLW Corning Incorporated
-0.89%
-$23,495.5 
SO The Southern Company
-0.88%
-$13,365.24 
QCOM QUALCOMM Incorporated
-0.85%
-$43,357.62 
AEP American Electric Power Company, Inc.
-0.82%
-$3,591.55 
O Realty Income Corporation
-0.81%
-$2,558.84 
PSA Public Storage Common Stock
-0.79%
-$30,443.79 
JCI Johnson Controls International plc
-0.78%
-$2,226.87 
ADI Analog Devices, Inc.
-0.77%
-$3,520.61 
FTNT Fortinet Inc.
-0.77%
-$8,490 
GNRC Generac Holdings Inc.
-0.77%
-$30,288.18 
ON ON Semiconductor Corporation
-0.77%
-$2,097.1 
TXT Textron Inc.
-0.75%
-$1,792.62 
AMAT Applied Materials, Inc.
-0.75%
-$36,792.27 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.74%
-$6,714.24 
SMOT VanEck Morningstar SMID Moat ETF
-0.68%
-$5,885.48 
ROK Rockwell Automation, Inc.
-0.68%
-$6,232.92 
REGN Regeneron Pharmaceuticals, Inc.
-0.67%
-$16,570.85 
JPM JPMorgan Chase & Co.
-0.65%
-$32,484.41 
EXC Exelon Corporation
-0.65%
-$1,654.5 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.65%
-$2,540 
SBUX Starbucks Corporation
-0.65%
-$1,770.72 
IJR iShares Core S&P Small-Cap ETF
-0.63%
-$2,416.82 
DVY iShares Select Dividend ETF
-0.59%
-$2,672.64 
BSX Boston Scientific Corporation
-0.59%
-$1,515.8 
PG Procter & Gamble Co
-0.57%
-$20,584.45 
COST Costco Wholesale Corporation
-0.54%
-$44,884.8 
LHX L3Harris Technologies, Inc.
-0.52%
-$1,093.55 
AFL Aflac Inc.
-0.51%
-$1,795.19 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$53,217.4 
ABBV AbbVie Inc.
-0.44%
-$3,123.54 
EQIX Equinix, Inc.
-0.26%
-$1,379.97 
BKAG BNY Mellon Core Bond ETF
-0.26%
-$3,561.51 
ADSK Autodesk, Inc.
-0.25%
-$787.6 
LIN Linde plc
-0.23%
-$652.87 
SYK Stryker Corporation
-0.23%
-$897.16 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.21%
-$3,893.1 
CRWV CoreWeave, Inc.
-0.2%
-$450.76 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,543.57 
VOO Vanguard S&P 500 ETF
-0.14%
-$857.26 
PM Philip Morris International Inc.
-0.14%
-$389.74 
TRV The Travelers Companies, Inc.
-0.13%
-$1,224.48 
BNY BlackRock New York Municipal Income Trust
-0.13%
-$1,575.68 
XEL Xcel Energy Inc.
-0.13%
-$4,614.2 
DVN Devon Energy Corporation
-0.11%
-$1,968.6 
MOAT VanEck Morningstar Wide Moat Fund
-0.11%
-$487.2 
WM Waste Management, Inc.
-0.11%
-$1,579.22 
CDNS Cadence Design Systems, Inc.
-0.06%
-$546.69 
MRSH Marsh & McLennan Companies, Inc.
-0.04%
-$119.92 
CMCSA Comcast Corp
-0.04%
-$76.17 
MCD McDonald's Corporation
-0.03%
-$271.36 
ADP Automatic Data Processing Inc.
-0.01%
-$87.4 
TGT Target Corporation
-0.01%
-$260.64 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3001 | Longs Won 1702/3001 56% | Profit Factor 3.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $560,339.33 |
| Average Win $100,486.93 | Best Trade (Jul 22) $27.37M | Sharpe Ratio -10.37 |
| Average Loss -$36,711.55 | Worst Trade (Jul 24) -$1.81M | Z-Score 2.61 (99.08%) |
| Commissions $0 | Avg. Trade Length 2y 1w 4d | Expectancy $41,099.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Susan M. Stiles?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.13M, Lam Research Corporation - $1.39M, Eli Lilly and Company - $1.19M, Visa Inc. Class A - $761,023.54, and RTX Corporation - $650,622.38. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Twilio Inc - $1.36M, Albemarle Corporation - $1.3M, Pfizer Inc - $1.29M, Nike, Inc. - Class B - $1.25M, and Enphase Energy, Inc - $1.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Susan M. Stiles's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.82M earned over time. The largest contributors to dividend income include CME Group Inc - $523,908.1, Xcel Energy Inc - $481,450.09, Target Corporation - $437,108.38, Public Storage Common Stock - $418,877, and Procter & Gamble Co - $397,878.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Susan M. Stiles's monthly returns?
Susan M. Stiles's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Susan M. Stiles's strategy be considered aggressive or moderate?
Susan M. Stiles's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Susan M. Stiles's strategy?
Susan M. Stiles's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
