Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Stokes Capital Advisors, Llc > Profile

Instuitional Investor - Stokes Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Stokes Capital Advisors, Llc
Portfolio Value $408,425,339
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 39,918 $19,855,613 4.86%
2.
Pimco Etf Trust
 187,433 $18,843,578 4.61%
3.
Broadcom Inc.
 AVGO 62,629 $17,263,684 4.23%
4.
Jpmorgan Chase & Co
 JPM 47,312 $13,716,222 3.36%
5.
Tjx Companies Inc
 TJX 108,472 $13,395,208 3.28%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)