Stokes Capital Advisors, LLC Portfolio Holdings
Stokes Capital Advisors, LLC
- $353 Million
- Q2 2024
Stokes Capital Advisors, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $353 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.5M, Tjx Companies Inc with a value of $12.6M, Costco Wholesale Corp with a value of $11.1M, Broadcom Inc. with a value of $10.9M, and Pimco ETF Tr Enhanced Sht Matu with a value of $10.4M.
Examining the 13F form we can see an increase of $15.5M in the current position value, from $338M to 353M.
Below you can find more details about Stokes Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$353 Million
Technology: $56.2 Million
Industrials: $49 Million
Healthcare: $48.4 Million
Financial Services: $47 Million
Consumer Defensive: $40.1 Million
Consumer Cyclical: $32.8 Million
Energy: $32.5 Million
ETFs: $29.1 Million
Other: $18.2 Million