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:
120.11%
Gain +0.45%
Monthly
1.05%
Yearly
13.31%
Drawdown
22.34%
$388.3M
Equity
Holdings
$388.3M
Investment
$243.99M
$133.69M
Profit +$1M
Realized
-$10.62M
Unrealized
$144.3M
Dividends
$18.86M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$1M
Win %
72%
This Week
Compared To Last Week
Gain
1.22%
Profit
$4.68M
Win %
72%
This Month
Compared to last month
Gain
-0.26%
Profit
-$1.03M
Win %
72%
This Year
Compared to last year
Gain
-1.39%
Profit
-$5.42M
Win %
71%
CRWV CoreWeave Inc. Class A Common Stock
+5.38%
+$11,404.8 
NUE Nucor Corporation
+4.51%
+$42,749.94 
JCI Johnson Controls International plc
+4.34%
+$13,049.6 
AVGO Broadcom Inc.
+4.18%
+$166,605.96 
STX Seagate Technology Holdings plc
+4.1%
+$70,409.25 
AMD Advanced Micro Devices Inc.
+3.74%
+$432,640.45 
OKLO Oklo Inc. Class A Common Stock
+3.66%
+$14,361.15 
SMCI Super Micro Computer Inc.
+3.43%
+$38,757.6 
ORCL Oracle Corporation
+3.23%
+$36,829.45 
TSLA Tesla, Inc.
+3.04%
+$30,295.72 
INTC Intel Corporation
+2.94%
+$7,283.08 
ON ON Semiconductor Corporation
+2.92%
+$6,776.46 
STLD Steel Dynamics, Inc.
+2.71%
+$135,980.6 
CEG Constellation Energy Corporation
+2.65%
+$84,769.2 
MPWR Monolithic Power Systems Inc.
+2.49%
+$80,971.33 
ANET Arista Networks Inc.
+2.38%
+$43,069.22 
MS Morgan Stanley Common Stock
+2.38%
+$5,192.75 
ADI Analog Devices, Inc.
+2.33%
+$11,444.95 
PSA Public Storage
+2.14%
+$81,684.81 
URI United Rentals Inc.
+2.09%
+$66,619.74 
CAT Caterpillar Inc.
+2.06%
+$45,311.68 
GS The Goldman Sachs Group, Inc.
+2.04%
+$24,287.22 
SNPS Synopsys Inc.
+1.97%
+$59,239.12 
IRM Iron Mountain Inc.
+1.96%
+$4,721.94 
TXN Texas Instruments Inc.
+1.95%
+$102,920.88 
GNRC Generac Holdings Inc.
+1.95%
+$66,006.72 
MU Micron Technology Inc.
+1.87%
+$120,099.28 
CDNS Cadence Design Systems, Inc.
+1.87%
+$18,282.93 
GSBD Goldman Sachs BDC, Inc.
+1.87%
+$23,655.2 
SMH VanEck Semiconductor ETF
+1.74%
+$9,531.6 
EQIX Equinix, Inc.
+1.71%
+$8,289.99 
DLR Digital Realty Trust Inc.
+1.59%
+$52,258.44 
UPS United Parcel Service, Inc. Class B Common Stock
+1.53%
+$21,384.08 
NRG NRG Energy, Inc.
+1.51%
+$3,316.32 
NVS Novartis AG Sponsored ADR
+1.46%
+$3,872.96 
QCOM QUALCOMM Incorporated
+1.36%
+$68,197.72 
DE Deere & Company
+1.3%
+$14,102.4 
PWR Quanta Services, Inc.
+1.24%
+$6,400.67 
CMI Cummins Inc.
+1.24%
+$36,748.32 
GGG Graco Inc.
+1.14%
+$14,486.25 
ASML ASML Holding N.V. NY Registered Shares
+1.1%
+$110,715.6 
LLY Eli Lilly and Company
+1.05%
+$24,303.6 
ARM Arm Holdings plc ADR
+1.03%
+$1,640.09 
ROK Rockwell Automation Inc.
+0.96%
+$7,919.8 
WAT Waters Corporation
+0.93%
+$2,683.91 
KLAC KLA Corporation
+0.91%
+$22,137.14 
LRCX Lam Research Corp.
+0.86%
+$98,705.4 
EMR Emerson Electric Co.
+0.79%
+$2,641.92 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$17,801.67 
LULU lululemon athletica inc.
+0.71%
+$3,311.91 
IVW iShares S&P 500 Growth ETF
+0.7%
+$3,205.85 
NTRS Northern Trust Corporation
+0.68%
+$28,510.48 
GOOGL Alphabet Inc
+0.64%
+$60,810.66 
AMAT Applied Materials Inc.
+0.63%
+$22,199.12 
LYB LyondellBasell Industries N.V.
+0.62%
+$2,048.76 
AMZN Amazon.com Inc
+0.53%
+$53,446.21 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.52%
+$2,906.56 
JPM JPMorgan Chase & Co.
+0.52%
+$26,202.58 
IWP iShares Russell Mid-Cap Growth ETF
+0.5%
+$1,551.05 
REGN Regeneron Pharmaceuticals, Inc.
+0.48%
+$13,935.24 
GOOG Alphabet Inc
+0.42%
+$28,523.88 
EXR Extra Space Storage Inc.
+0.42%
+$888.6 
BNY Bank of New York Mellon Corp.
+0.36%
+$4,294.5 
NVDA NVIDIA Corporation
+0.35%
+$121,462.5 
IVV iShares Core S&P 500 ETF
+0.35%
+$3,082.94 
CSCO Cisco Systems, Inc.
+0.32%
+$12,381.25 
VOO Vanguard S&P 500 ETF
+0.29%
+$2,680.53 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.27%
+$4,474.86 
OSK Oshkosh Corporation
+0.24%
+$459.84 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.23%
+$645.44 
JNJ Johnson & Johnson
+0.21%
+$967.31 
PANW Palo Alto Networks, Inc.
+0.19%
+$947.54 
PKG Packaging Corporation of America
+0.17%
+$2,672.39 
SAN Banco Santander, S.A. Sponsored ADR
+0.16%
+$287.42 
UNH UnitedHealth Group Inc.
+0.13%
+$692.12 
IJR iShares Core S&P Small-Cap ETF
+0.12%
+$453.59 
WFC Wells Fargo & Company
+0.09%
+$437.32 
CG The Carlyle Group Inc.
+0.09%
+$564.79 
RTX RTX Corporation
+0.06%
+$2,170.41 
PCAR PACCAR Inc.
+0.02%
+$66.28 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$50.72 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 AFIX
AFIX
0%
$0 
VLO Valero Energy Corporation
-4.88%
-$393,855.35 
WELL Welltower Inc.
-4.72%
-$79,965.21 
DINO HF Sinclair Corporation
-3.38%
-$41,250.96 
MPC Marathon Petroleum Corp.
-3.36%
-$12,454.35 
SHW The Sherwin-Williams Company
-3.21%
-$68,324.88 
GLW Corning Incorporated
-2.93%
-$62,940.46 
NOW ServiceNow Inc.
-2.79%
-$21,839.22 
PSX Phillips 66
-2.71%
-$19,426.25 
ACN Accenture plc
-2.38%
-$79,571.09 
ADBE Adobe Inc.
-2.35%
-$45,675 
FDS FactSet Research Systems Inc.
-1.96%
-$13,798.57 
ADP Automatic Data Processing Inc.
-1.96%
-$20,314.61 
CME CME Group Inc. Class A Common Stock
-1.9%
-$83,956.44 
INTU Intuit Inc.
-1.86%
-$16,494.37 
MAR Marriott International, Inc. Class A Common Stock
-1.78%
-$14,368.64 
SONY Sony Group Corp. Sponsored ADR
-1.77%
-$22,445.29 
CRM Salesforce, Inc.
-1.73%
-$24,448.71 
TJX The TJX Companies, Inc.
-1.73%
-$56,365.44 
ABT Abbott Laboratories
-1.63%
-$36,371.7 
ADSK Autodesk Inc.
-1.56%
-$5,350.8 
PGR The Progressive Corporation
-1.48%
-$11,400.2 
WM Waste Management Inc.
-1.46%
-$21,140.75 
MRSH Marsh & McLennan Companies, Inc.
-1.28%
-$3,742.32 
OMC Omnicom Group Inc.
-1.22%
-$8,474.7 
LEN Lennar Corp. Class A Common Stock
-1.19%
-$18,015 
TRV The Travelers Companies, Inc.
-1.17%
-$11,929.35 
UTHR United Therapeutics Corporation
-1.16%
-$3,137.31 
CMG Chipotle Mexican Grill, Inc.
-0.99%
-$4,468.24 
SYK Stryker Corp.
-0.98%
-$3,683.85 
DVN Devon Energy Corporation
-0.97%
-$19,698 
AMT American Tower Corporation
-0.96%
-$23,642.22 
NVO Novo Nordisk A/S Sponsored ADR
-0.93%
-$3,478.45 
PEP PepsiCo, Inc.
-0.92%
-$9,308.76 
ICE Intercontinental Exchange, Inc.
-0.91%
-$9,504.08 
CB Chubb Limited
-0.9%
-$6,262.8 
BSX Boston Scientific Corp.
-0.9%
-$2,390.3 
WSM Williams-Sonoma, Inc.
-0.88%
-$33,576.55 
BAX Baxter International Inc.
-0.87%
-$2,389.64 
ORLY O'Reilly Automotive Inc.
-0.82%
-$3,427.51 
FCX Freeport-McMoRan Inc.
-0.78%
-$3,217.08 
NFLX Netflix Inc.
-0.78%
-$3,437.78 
LHX L3Harris Technologies, Inc.
-0.72%
-$1,314.12 
MDT Medtronic plc
-0.7%
-$2,385.36 
CL Colgate-Palmolive Co.
-0.68%
-$1,510.03 
AZO AutoZone, Inc.
-0.68%
-$3,254.06 
MCD McDonald's Corporation
-0.67%
-$6,444.48 
BRK-B Berkshire Hathaway Inc.
-0.67%
-$63,212.08 
COP ConocoPhillips
-0.64%
-$4,947 
COST Costco Wholesale Corp
-0.63%
-$55,855.66 
PG The Procter & Gamble Company
-0.6%
-$22,837.44 
SBUX Starbucks Corp.
-0.57%
-$1,446.68 
XEL Xcel Energy Inc.
-0.56%
-$20,376.4 
FAST Fastenal Co.
-0.55%
-$31,505.02 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.54%
-$5,049.33 
V Visa Inc. Class A
-0.52%
-$17,884.36 
CMS CMS Energy Corporation Common Stock
-0.52%
-$1,222.56 
CVX Chevron Corporation
-0.5%
-$5,033.32 
LMT Lockheed Martin Corporation
-0.5%
-$15,991.52 
UNP Union Pacific Corp.
-0.49%
-$8,505.96 
SO The Southern Company
-0.49%
-$7,072.65 
ABBV AbbVie Inc.
-0.47%
-$3,852.85 
RACE Ferrari N.V.
-0.47%
-$1,091.83 
MSFT Microsoft Corporation Common Stock
-0.45%
-$50,284.92 
O Realty Income Corp.
-0.44%
-$1,209 
DVY iShares Select Dividend ETF
-0.42%
-$1,833.96 
KO The Coca-Cola Company
-0.41%
-$7,165.66 
EXC Exelon Corp.
-0.39%
-$967.23 
TXT Textron Inc.
-0.36%
-$685.44 
MOAT VanEck Morningstar Wide Moat ETF
-0.36%
-$1,624 
UBER Uber Technologies Inc.
-0.35%
-$1,048.57 
TGT Target Corp.
-0.34%
-$14,081.61 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.34%
-$3,062.84 
XOM ExxonMobil Holdings Corporation
-0.32%
-$11,687.11 
HD The Home Depot, Inc.
-0.31%
-$12,598.03 
MA Mastercard Inc. Class A Common Stock
-0.31%
-$3,891.6 
USB U.S. Bancorp
-0.3%
-$4,291.02 
ULTA Ulta Beauty, Inc.
-0.28%
-$1,959.95 
NOC Northrop Grumman Corporation
-0.27%
-$782.3 
ARCC Ares Capital Corp.
-0.27%
-$3,984.8 
AXP American Express Company
-0.26%
-$570.71 
OLED Universal Display Corp.
-0.23%
-$562.8 
SMOT VanEck Morningstar SMID Moat ETF
-0.23%
-$1,992.33 
NEE NextEra Energy Inc.
-0.22%
-$5,500.29 
PM Philip Morris International Inc.
-0.21%
-$650.59 
ISRG Intuitive Surgical Inc.
-0.21%
-$5,588.85 
LIN Linde plc
-0.21%
-$470.4 
SNA Snap-on Incorporated
-0.2%
-$1,469.52 
AEP American Electric Power Company, Inc.
-0.18%
-$775.26 
DUK Duke Energy Corporation
-0.17%
-$5,697.72 
EPD Enterprise Products Partners L.P.
-0.16%
-$339.18 
DTE DTE Energy Company
-0.16%
-$296.73 
CSX CSX Corporation
-0.16%
-$342.4 
AAPL Apple Inc.
-0.13%
-$18,027.68 
AFL Aflac Incorporated
-0.12%
-$421.5 
FTNT Fortinet, Inc.
-0.11%
-$1,384.4 
BKAG BNY Mellon Core Bond ETF
-0.06%
-$1,561.3 
BX Blackstone Inc.
-0.03%
-$717.67 
RY Royal Bank of Canada
-0.03%
-$67.3 
MKTX MarketAxess Holdings Inc.
-0.02%
-$239.7 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.02%
-$96.37 Events
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Dividends
Dividend Analysis
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| Trades 3172 | Longs Won 1847/3172 58% | Profit Factor 3.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $581,421.08 |
| Average Win $97,649.22 | Best Trade (Oct 15) $29.58M | Sharpe Ratio -10.32 |
| Average Loss -$35,223.99 | Worst Trade (Oct 15) -$1.31M | Z-Score 11.95 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 6d | Expectancy $42,145.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,972 | $7.29M | $14.07M | - | $6.79M | 93.12% | -0.128% |
| ABBV AbbVie Inc. | 2,833 | $395,815.75 | $808,481.54 | - | $412,665.79 | 104.26% | -0.474% |
| ABT Abbott Laboratories | 21,270 | $2.71M | $2.19M | - | -$515,939.81 | -19.04% | -1.63% |
| ACN Accenture plc | 13,521 | $4.36M | $3.26M | - | -$1.09M | -25.1% | -2.38% |
| ADBE Adobe Inc. | 7,500 | $3.29M | $1.89M | - | -$1.4M | -42.48% | -2.355% |
| ADI Analog Devices, Inc. | 1,206 | $210,272.78 | $503,408.52 | - | $293,135.74 | 139.41% | +2.326% |
| ADP Automatic Data Processing Inc. | 3,449 | $861,557.31 | $1.02M | - | $156,690.96 | 18.19% | -1.956% |
| ADSK Autodesk Inc. | 1,372 | $352,417.9 | $336,894.6 | - | -$15,523.3 | -4.4% | -1.563% |
| AEP American Electric Power Company, Inc. | 3,299 | $286,119.72 | $425,521.51 | - | $139,401.79 | 48.72% | -0.182% |
| AFIX AFIX | 50,346 | $1,267.13 | $1,248.32 | - | -$18.81 | -1.48% | 0.0 |
| AFL Aflac Incorporated | 2,810 | $210,467.15 | $339,391.8 | - | $128,924.65 | 61.26% | -0.124% |
| AMAT Applied Materials Inc. | 9,098 | $1.69M | $3.55M | - | $1.86M | 110.4% | +0.63% |
| AMD Advanced Micro Devices Inc. | 21,790 | $3M | $12.01M | - | $9.01M | 299.92% | +3.737% |
| AMT American Tower Corporation | 13,062 | $3.3M | $2.44M | - | -$865,403.17 | -26.22% | -0.961% |
| AMZN Amazon.com Inc | 40,185 | $6.59M | $10.06M | - | $3.47M | 52.65% | +0.534% |
| ANET Arista Networks Inc. | 10,206 | $1.48M | $1.85M | - | $369,745.7 | 24.95% | +2.381% |
| ARCC Ares Capital Corp. | 79,696 | $1.71M | $1.48M | - | -$233,730.92 | -13.65% | -0.269% |
| ARM Arm Holdings plc ADR | 710 | $251,744.71 | $160,218.6 | - | -$91,526.11 | -36.36% | +1.034% |
| ASML ASML Holding N.V. NY Registered Shares | 6,323 | $4.72M | $10.17M | - | $5.45M | 115.68% | +1.101% |
| AVGO Broadcom Inc. | 12,108 | $1.4M | $4.15M | - | $2.75M | 196.22% | +4.18% |
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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: Lam Research Corp - $2.38M, NVIDIA Corporation - $2.17M, ExxonMobil Holdings Corporation - $1.37M, Eli Lilly and Company - $1.24M, and Visa Inc. Class A - $766,702.46. 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. Class A Common Stock - $1.36M, Albemarle Corporation - $1.3M, Pfizer Inc - $1.29M, Nike, Inc. Class B Common Stock - $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 $18.86M earned over time. The largest contributors to dividend income include CME Group Inc. Class A Common Stock - $512,059.25, Xcel Energy Inc - $488,088.58, Target Corp - $469,137.14, Public Storage - $456,176, and The Procter & Gamble Company - $423,772.86. 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.
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