Stokes Capital Advisors
$455M 13F equity value
125 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Stokes Capital Advisors covers the quarter ended September 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 |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 45,488 | $23M | 5.1% |
| AVGO | BROADCOM INC | 53,762 | $19M | 4.1% |
| AAPL | APPLE INC | 45,635 | $15M | 3.3% |
| JPM | JPMORGAN CHASE & CO | 45,738 | $15M | 3.3% |
| PYLD | PIMCO ETF TR | 501,361 | $13M | 2.8% |
| TJX | TJX COS INC NEW | 93,835 | $12M | 2.7% |
| V | VISA INC | 32,753 | $12M | 2.6% |
| JNJ | JOHNSON & JOHNSON | 44,204 | $12M | 2.6% |
| LLY | ELI LILLY & CO | 9,865 | $11M | 2.5% |
| TXN | TEXAS INSTRS INC | 38,715 | $11M | 2.4% |
Track Stokes Capital Advisors's 13F portfolio: $455M in reported holdings, 125 positions. Top holdings and quarterly changes on SentiSense.
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