Stokes Capital Advisors, LLC Portfolio Holdings
Stokes Capital Advisors, LLC
- $411 Million
- Q4 2025
Stokes Capital Advisors, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $411 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.1M, Pimco ETF Tr Enhanced Sht Matu with a value of $20M, Broadcom Inc. with a value of $18.5M, Tjx Companies Inc with a value of $14.9M, and Jpmorgan Chase & CO with a value of $13.8M.
Examining the 13F form we can see an increase of $1.84M in the current position value, from $409M to 411M.
Below you can find more details about Stokes Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$411 Million
Technology: $83.8 Million
Financial Services: $65.1 Million
Industrials: $53.4 Million
Healthcare: $42.6 Million
Consumer Defensive: $42.4 Million
Consumer Cyclical: $35.8 Million
Energy: $32.9 Million
ETFs: $31.2 Million
Other: $23.9 Million