Stokes Capital Advisors
$467M 13F equity value
121 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Stokes Capital Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVGO | BROADCOM INC | 52,471 | $20M | 4.2% |
| PYLD | PIMCO ETF TR | 696,655 | $18M | 4.0% |
| MSFT | MICROSOFT CORP | 44,749 | $17M | 3.6% |
| JPM | JPMORGAN CHASE & CO | 45,335 | $15M | 3.2% |
| TJX | TJX COS INC NEW | 90,246 | $14M | 2.9% |
| AAPL | APPLE INC | 46,047 | $13M | 2.9% |
| MINT | PIMCO ETF TR | 128,565 | $13M | 2.8% |
| LLY | ELI LILLY & CO | 9,779 | $12M | 2.5% |
| TXN | TEXAS INSTRS INC | 39,118 | $12M | 2.5% |
| V | VISA INC | 32,937 | $11M | 2.4% |
Track Stokes Capital Advisors's 13F portfolio: $467M in reported holdings, 121 positions. Top holdings and quarterly changes on SentiSense.
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