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
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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:
96.52%
Gain -0.84%
Monthly
1.05%
Yearly
13.3%
Drawdown
22.35%
$384.44M
Equity
Holdings
$384.44M
Investment
$243.99M
$129.84M
Profit -$2.14M
Realized
-$10.62M
Unrealized
$140.45M
Dividends
$18.13M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$2.14M
Win %
70%
This Week
Compared To Last Week
Gain
-1.63%
Profit
-$6.36M
Win %
70%
This Month
Compared to last month
Gain
-1.3%
Profit
-$5.08M
Win %
70%
This Year
Compared to last year
Gain
-2.36%
Profit
-$9.27M
Win %
70%
CRWV CoreWeave, Inc.
+19.28%
+$66,854.4 
SMCI Super Micro Computer Inc
+19.02%
+$207,976.05 
STX Seagate Technology Holdings plc
+7.03%
+$153,743.8 
ANET Arista Networks, Inc.
+6.39%
+$129,105.8 
ORCL Oracle Corporation
+5.36%
+$70,582.2 
GLW Corning Incorporated
+5.18%
+$138,839.25 
MU Micron Technology, Inc.
+4.92%
+$303,110.71 
LRCX Lam Research Corporation
+4.72%
+$711,259.02 
AMAT Applied Materials, Inc.
+4.29%
+$205,069.19 
KLAC KLA Corporation
+3.88%
+$127,576.44 
EQIX Equinix, Inc.
+3.56%
+$18,384.99 
MPC Marathon Petroleum Corporation
+3.52%
+$9,322.03 
INTC Intel Corporation
+3.32%
+$8,871.12 
DLR Digital Realty Trust, Inc.
+3.28%
+$117,487.5 
NVDA NVIDIA Corporation
+3.03%
+$1.07M 
CSCO Cisco Systems, Inc.
+2.87%
+$122,043.75 
GNRC Generac Holdings Inc.
+2.8%
+$108,043.52 
DINO HF Sinclair Corporation
+2.78%
+$23,209.76 
ON ON Semiconductor Corporation
+2.73%
+$6,917.3 
SMH VanEck Semiconductor ETF
+2.08%
+$12,066.61 
CMG Chipotle Mexican Grill, Inc.
+2%
+$10,213.12 
VLO Valero Energy Corporation
+1.94%
+$118,874.52 
NTRS Northern Trust Corporation
+1.89%
+$87,251.9 
WELL Welltower Inc.
+1.89%
+$29,960.62 
AMD Advanced Micro Devices, Inc.
+1.81%
+$187,611.46 
SBUX Starbucks Corporation
+1.72%
+$4,487.16 
WFC Wells Fargo & Company
+1.69%
+$8,629.88 
LHX L3Harris Technologies, Inc.
+1.65%
+$3,299.29 
MPWR Monolithic Power Systems, Inc.
+1.63%
+$63,730.73 
BNY BlackRock New York Municipal Income Trust
+1.63%
+$21,349.72 
IRM Iron Mountain Inc.
+1.61%
+$4,190.19 
RY Royal Bank of Canada
+1.53%
+$4,334.13 
LMT Lockheed Martin Corporation
+1.5%
+$44,866.25 
MAR Marriott International Inc. - Class A
+1.46%
+$10,388.71 
CAT Caterpillar Inc.
+1.45%
+$38,915.8 
XEL Xcel Energy Inc.
+1.21%
+$43,531.4 
MS Morgan Stanley
+1.2%
+$3,060.86 
USB U.S. Bancorp
+1.14%
+$17,402.4 
O Realty Income Corporation
+1.13%
+$3,385.2 
TGT Target Corporation
+1.12%
+$47,215.09 
PWR Quanta Services Inc.
+1.11%
+$6,822.46 
CME CME Group Inc.
+1.1%
+$40,945.81 
COP ConocoPhillips
+1.1%
+$7,038 
ARM Arm Holdings plc American Depositary Receipt
+1.09%
+$2,087.41 
ABT Abbott Laboratories
+1.08%
+$25,311.3 
ROK Rockwell Automation, Inc.
+0.98%
+$8,398.07 
AXP American Express Company
+0.96%
+$2,275.91 
IWP iShares Russell Mid-Cap Growth ETF
+0.93%
+$3,102.1 
JPM JPMorgan Chase & Co.
+0.87%
+$47,558.3 
AEP American Electric Power Company, Inc.
+0.87%
+$3,529.93 
UNH UnitedHealth Group Incorporated
+0.84%
+$4,525.4 
PANW Palo Alto Networks, Inc.
+0.84%
+$4,166.59 
EXC Exelon Corporation
+0.78%
+$1,934.45 
CMI Cummins Inc.
+0.77%
+$27,895.53 
TXT Textron Inc.
+0.77%
+$1,664.64 
DTE DTE Energy Company
+0.76%
+$1,469.52 
SAN Banco Santander S.A. Sponsored ADR
+0.75%
+$1,580.81 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$18,007.47 
NRG NRG Energy, Inc.
+0.73%
+$2,046.24 
SO The Southern Company
+0.65%
+$9,430.2 
ASML ASML Holding N.V. New York Registry Shares
+0.59%
+$67,592.24 
CMS CMS Energy Corporation
+0.57%
+$1,358.4 
MCD McDonald's Corporation
+0.56%
+$5,945.84 
COST Costco Wholesale Corporation
+0.56%
+$46,370.12 
PSX Phillips 66
+0.54%
+$3,026.82 
AMT American Tower Corporation
+0.52%
+$11,494.56 
FCX Freeport-McMoRan Inc.
+0.51%
+$2,207.8 
BSX Boston Scientific Corporation
+0.45%
+$1,340.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.45%
+$2,082.15 
LLY Eli Lilly and Company
+0.43%
+$9,525.82 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$1,680.84 
JNJ Johnson & Johnson
+0.41%
+$1,798.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.39%
+$2,250.24 
SNPS Synopsys, Inc.
+0.34%
+$9,348.3 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.33%
+$5,507.52 
DVY iShares Select Dividend ETF
+0.3%
+$1,321.53 
DE Deere & Company
+0.29%
+$3,084.92 
UNP Union Pacific Corporation
+0.29%
+$5,010.36 
NOC Northrop Grumman Corporation
+0.28%
+$828.04 
CSX CSX Corporation
+0.28%
+$599.2 
WAT Waters Corporation
+0.28%
+$727.94 
GS The Goldman Sachs Group, Inc.
+0.27%
+$3,732.36 
KO The Coca-Cola Company
+0.27%
+$4,337.11 
IVV iShares Core S&P 500 ETF
+0.25%
+$2,271.66 
VOO Vanguard S&P 500 ETF
+0.25%
+$2,322.28 
DUK Duke Energy Corporation
+0.24%
+$7,950.3 
QCOM QUALCOMM Incorporated
+0.24%
+$10,900.98 
PEP PepsiCo, Inc.
+0.21%
+$2,177.03 
ACN Accenture plc Class A
+0.18%
+$4,326.58 
EPD Enterprise Products Partners L.P.
+0.16%
+$339.18 
EXR Extra Space Storage Inc.
+0.14%
+$311.01 
REGN Regeneron Pharmaceuticals, Inc.
+0.12%
+$3,528.36 
CEG Constellation Energy Corporation
+0.12%
+$4,060.8 
AZO AutoZone Inc.
+0.11%
+$486.25 
MDT Medtronic plc
+0.09%
+$286.96 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.08%
+$321.25 
BKAG BNY Mellon Core Bond ETF
+0.07%
+$1,873.56 
ICE Intercontinental Exchange, Inc.
+0.05%
+$522.56 
NEE NextEra Energy, Inc.
+0.05%
+$1,222.28 
MKTX MarketAxess Holdings Inc.
+0.04%
+$419.44 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$101.44 
CL Colgate-Palmolive Company
+0.01%
+$23.78 
ISRG Intuitive Surgical, Inc.
+0.01%
+$235.26 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
UBER Uber Technologies, Inc.
-4.05%
-$14,189.16 
OKLO Oklo Inc.
-4%
-$28,419.93 
LULU lululemon athletica inc.
-3.77%
-$21,358.44 
HD The Home Depot, Inc.
-3.12%
-$142,048.01 
LEN Lennar Corporation
-2.68%
-$42,335.25 
BAX Baxter International Inc.
-2.39%
-$7,168.92 
PGR Progressive Corporation
-2.35%
-$16,697.97 
LIN Linde plc
-2.26%
-$4,972.8 
MSFT Microsoft Corp.
-2.26%
-$239,935.92 
PLTR Palantir Technologies Inc.
-2.23%
-$18,404.1 
WSM Williams-Sonoma, Inc.
-2.17%
-$83,025.28 
OLED Universal Display Corporation
-2.16%
-$5,712.42 
CRM Salesforce Inc
-2.1%
-$23,650.85 
NOW ServiceNow, Inc.
-2.04%
-$12,846.6 
TJX The TJX Companies, Inc.
-2.01%
-$71,138.87 
ADBE Adobe Inc.
-1.88%
-$37,199.93 
LYB LyondellBasell Industries N.V.
-1.84%
-$5,756.04 
AMZN Amazon.com Inc
-1.83%
-$200,522.75 AFIX
AFIX
-1.82%
-$23.16 
FDS FactSet Research Systems Inc.
-1.75%
-$10,778.1 
ULTA Ulta Beauty Inc.
-1.75%
-$10,387.06 
NVO Novo Nordisk A/S Sponsored ADR
-1.65%
-$7,433.4 
TXN Texas Instruments Inc
-1.65%
-$82,230.42 
TSLA Tesla, Inc.
-1.59%
-$13,504.37 
NVS Novartis AG Sponsored ADR
-1.48%
-$3,959.41 
TRV The Travelers Companies, Inc.
-1.45%
-$13,892.02 
CDNS Cadence Design Systems, Inc.
-1.34%
-$13,340.8 
JCI Johnson Controls International plc
-1.27%
-$4,016.81 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$111,267.04 
URI United Rentals, Inc.
-1.25%
-$40,683.54 
MRSH Marsh & McLennan Companies, Inc.
-1.25%
-$3,592.17 
GGG Graco Inc.
-1.25%
-$20,087.6 
GSBD Goldman Sachs BDC Inc.
-1.24%
-$17,741.4 
DVN Devon Energy Corporation
-1.19%
-$21,273.84 
SHW The Sherwin-Williams Company
-1.16%
-$26,771.68 
PCAR PACCAR Inc.
-1.11%
-$4,871.58 
CB Chubb Limited
-1.08%
-$7,285.53 
V Visa Inc. Class A
-0.94%
-$28,818.48 
AAPL Apple Inc.
-0.87%
-$108,985.52 
ADSK Autodesk, Inc.
-0.83%
-$2,853.76 
SNA Snap-on Inc.
-0.81%
-$6,816.94 
PG Procter & Gamble Co
-0.78%
-$26,881.81 
NFLX Netflix, Inc.
-0.78%
-$4,028.1 
RACE Ferrari N.V.
-0.74%
-$1,814.76 
UTHR United Therapeutics Corporation
-0.73%
-$1,731.24 
ADP Automatic Data Processing Inc.
-0.65%
-$6,070.23 
FTNT Fortinet Inc.
-0.65%
-$7,268.1 
ORLY O'Reilly Automotive Inc.
-0.56%
-$2,376.39 
ABBV AbbVie Inc.
-0.53%
-$3,767.91 
BX Blackstone Inc.
-0.52%
-$18,182.24 
INTU Intuit Inc.
-0.51%
-$4,522.22 
OMC Omnicom Group Inc.
-0.51%
-$3,824.48 
ARCC Ares Capital Corporation
-0.5%
-$7,969.6 
UPS United Parcel Service, Inc.
-0.5%
-$7,244.12 
RTX RTX Corporation
-0.49%
-$21,704.3 
PSA Public Storage Common Stock
-0.47%
-$18,898.41 
PKG Packaging Corporation of America
-0.43%
-$6,960.74 
EMR Emerson Electric Co.
-0.35%
-$1,197.12 
FAST Fastenal Co.
-0.3%
-$17,382.08 
MA Mastercard Incorporated
-0.3%
-$3,539.7 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.3%
-$3,415.58 
AFL Aflac Inc.
-0.28%
-$955.4 
SYK Stryker Corporation
-0.27%
-$1,156.19 
SMOT VanEck Morningstar SMID Moat ETF
-0.24%
-$2,213.7 
WM Waste Management, Inc.
-0.23%
-$3,192.25 
ADI Analog Devices, Inc.
-0.23%
-$1,049.21 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.22%
-$484.08 
STLD Steel Dynamics Inc.
-0.19%
-$10,768.65 
CG The Carlyle Group Inc.
-0.19%
-$1,452.33 
GOOG Alphabet Inc
-0.18%
-$13,613.67 
MOAT VanEck Morningstar Wide Moat Fund
-0.14%
-$649.61 
OSK Oshkosh Corporation
-0.08%
-$172.44 
GOOGL Alphabet Inc
-0.08%
-$7,749.74 
NUE Nucor Corporation
-0.05%
-$515.1 
CVX Chevron Corporation
-0.03%
-$258.12 
XOM Exxon Mobil Corporation
-0.03%
-$990.45 
PM Philip Morris International Inc.
-0.02%
-$45.39 
AVGO Broadcom Inc.
-0.01%
-$363.08 Events
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Dividends
Dividend Analysis
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| Trades 3172 | Longs Won 1823/3172 57% | Profit Factor 3.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $590,945.64 |
| Average Win $97,327.8 | Best Trade (Sep 08) $29.85M | Sharpe Ratio -10.32 |
| Average Loss -$35,280.31 | Worst Trade (Aug 19) -$1.59M | Z-Score 1.3 (80.8%) |
| Commissions $0 | Avg. Trade Length 2y 3w 2d | Expectancy $40,931.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,972 | $7.29M | $12.38M | - | $5.1M | 69.94% | -0.872% |
| ABBV AbbVie Inc. | 2,833 | $395,815.75 | $704,737.05 | - | $308,921.3 | 78.05% | -0.532% |
| ABT Abbott Laboratories | 21,270 | $2.71M | $2.36M | - | -$351,310.01 | -12.96% | +1.085% |
| ACN Accenture plc Class A | 13,521 | $4.36M | $2.44M | - | -$1.92M | -44.1% | +0.178% |
| ADBE Adobe Inc. | 7,500 | $3.29M | $1.94M | - | -$1.35M | -41.07% | -1.881% |
| ADI Analog Devices, Inc. | 1,206 | $210,272.78 | $463,622.58 | - | $253,349.8 | 120.49% | -0.226% |
| ADP Automatic Data Processing Inc. | 3,449 | $861,557.31 | $928,919.17 | - | $67,361.86 | 7.82% | -0.649% |
| ADSK Autodesk, Inc. | 1,372 | $352,417.9 | $342,327.72 | - | -$10,090.18 | -2.86% | -0.827% |
| AEP American Electric Power Company, Inc. | 3,299 | $286,119.72 | $411,220.35 | - | $125,100.63 | 43.72% | +0.866% |
| AFIX AFIX | 50,346 | $1,267.13 | $1,248.32 | - | -$18.81 | -1.48% | -1.821% |
| AFL Aflac Inc. | 2,810 | $210,467.15 | $339,251.3 | - | $128,784.15 | 61.19% | -0.281% |
| AMAT Applied Materials, Inc. | 9,098 | $1.69M | $4.99M | - | $3.3M | 195.69% | +4.288% |
| AMD Advanced Micro Devices, Inc. | 21,790 | $3M | $10.52M | - | $7.52M | 250.43% | +1.815% |
| AMT American Tower Corporation | 13,062 | $3.3M | $2.23M | - | -$1.07M | -32.56% | +0.519% |
| AMZN Amazon.com Inc | 40,185 | $6.59M | $10.74M | - | $4.15M | 62.92% | -1.833% |
| ANET Arista Networks, Inc. | 10,206 | $1.48M | $2.15M | - | $666,127.94 | 44.94% | +6.394% |
| ARCC Ares Capital Corporation | 79,696 | $1.71M | $1.58M | - | -$129,329.16 | -7.55% | -0.501% |
| ARM Arm Holdings plc American Depositary Receipt | 710 | $251,744.71 | $193,027.7 | - | -$58,717.01 | -23.32% | +1.093% |
| ASML ASML Holding N.V. New York Registry Shares | 6,323 | $4.72M | $11.45M | - | $6.73M | 142.72% | +0.594% |
| AVGO Broadcom Inc. | 12,108 | $1.4M | $5.04M | - | $3.64M | 259.39% | -0.007% |
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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 Corporation - $2.37M, NVIDIA Corporation - $2.13M, Exxon Mobil 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 - $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 $18.13M earned over time. The largest contributors to dividend income include CME Group Inc - $493,382.15, Target Corporation - $469,137.14, Xcel Energy Inc - $460,649.9, Procter & Gamble Co - $423,772.86, and Public Storage Common Stock - $418,877. 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.
