SEC 13F Intelligence

Stiles Financial Services Inc / STLD

Stiles Financial Services Inc’s Steel Dynamics Inc Position

Does Stiles Financial Services Inc own Steel Dynamics Inc (STLD)? Yes21.3K shares worth $4M (+1.17% of its 13F portfolio) as of Q1 2026, down from 22.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
21.3K
% of Portfolio
+1.17%
Quarters Held
14
currently held

Position History STLD

Reported value by quarter
Q4 ’22: $956,663Q4 ’22Q1 ’23: $1MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.3K$4M+1.17%
Q4 202522.4K$4M+1.17%
Q3 202522.5K$3M+0.99%
Q2 202522.5K$3M+1.00%
Q1 202521.7K$3M+1.04%
Q4 202421.2K$2M+0.87%
Q3 202419.7K$2M+0.88%
Q2 202418.8K$2M+0.93%
Q1 202418.7K$3M+1.11%
Q4 202317.9K$2M+0.96%
Q3 202315.8K$2M+0.88%
Q2 202314.1K$2M+0.76%
Q1 202311.8K$1M+0.72%
Q4 20229.8K$956,663+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stiles Financial Services Inc’s full portfolio or all institutional holders of STLD.