Stokes Capital Advisors, LLC Portfolio Holdings
Stokes Capital Advisors, LLC
- $398 Million
- Q2 2025
Stokes Capital Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $398 Million distributed in 67 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.9M, Pimco ETF Tr Enhanced Sht Matu with a value of $18.8M, Broadcom Inc. with a value of $17.3M, Jpmorgan Chase & CO with a value of $13.7M, and Tjx Companies Inc with a value of $13.4M.
Examining the 13F form we can see an increase of $11.7M in the current position value, from $387M to 398M.
Below you can find more details about Stokes Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$398 Million
Technology: $77 Million
Financial Services: $63.4 Million
Industrials: $49.6 Million
Healthcare: $45.8 Million
Energy: $41.2 Million
Consumer Defensive: $37.2 Million
Consumer Cyclical: $33 Million
ETFs: $30.1 Million
Other: $21.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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