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Stokes Capital Advisors, LLC
Stokes Capital Advisors, LLC is a Registered Investment Advisor providing fee-based investment counsel to individuals, corporations, and non-profit organizations. They focus on comprehensive portfolio management, dividend growth investing, and tax-efficient investing.
Investment Strategy
Comprehensive Portfolio Management, Dividend Growth Investing, Tax Efficient Investing
Latest 13F Filing Activity
Stokes Capital Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 68 equity positions with a total 13F market value of $430M. The fund increased holdings in PIMCO Etf TR, International Business Machs, Broadcom Inc. among other positions. Stokes Capital Advisors, LLC reduced exposure to PIMCO Etf TR, Novo-nordisk A S, Hess Midstream LP among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.80% | $20.6M | 39,810 | $173.62 | $517.95 | +$764.0K |
A AVGO | BROADCOM INC | 4.71% | $20.2M | 61,301 | $52.81 | $329.91 | +$3.0M |
T TJX | TJX COS INC NEW | 3.62% | $15.5M | 107,503 | $53.99 | $144.54 | +$2.1M |
J JPM | JPMORGAN CHASE & CO. | 3.45% | $14.8M | 46,971 | $125.17 | $315.43 | +$1.1M |
M MINT | PIMCO ETF TR | 3.06% | $13.2M | 130,666 | $100.20 | $100.69 | -$5.7M |
Industry Allocation
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