Stokes Capital Advisors, LLC: 13F holdings
CIK 17344602026Q2
| Positions | 118 |
|---|
| Reported value | $466.9m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 118 (+14 vs prior quarter) |
|---|
| Reported value | $466.9m (+4.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVGO BROADCOM INC | 52,471 | $19.8m | 4.2% |
| PYLD PIMCO ETF TR | 696,655 | $18.5m | 4.0% |
| MSFT MICROSOFT CORP | 44,749 | $16.7m | 3.6% |
| JPM JPMORGAN CHASE & CO | 45,335 | $14.8m | 3.2% |
| TJX TJX COS INC NEW | 90,246 | $13.7m | 2.9% |
| AAPL APPLE INC | 46,047 | $13.3m | 2.9% |
| MINT PIMCO ETF TR | 128,565 | $13.0m | 2.8% |
| LLY ELI LILLY & CO | 9,779 | $11.7m | 2.5% |
| TXN TEXAS INSTRS INC | 39,118 | $11.7m | 2.5% |
| V VISA INC | 32,937 | $11.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1734460")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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