TraderTrends

Manager Profile

Stokes Capital Advisors, LLC

Diversified · Technology 24%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

GREENWOOD, SC

Portfolio Value

$466.9M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

BROADCOM INC

Latest disclosed holding

Top 4

11135F101 72201R585 594918104 JPM 872540109

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
24.2%
Financial Services
20.6%
Healthcare
17.4%
Energy
10.1%
Consumer Defensive
9.3%
Industrials
9%
Basic Materials
3.4%
Consumer Cyclical
2%
Utilities
1.7%
Communication Services
1.6%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
BROADCOM INC

Shares: 50.4K

19M

Position Value
2
PIMCO ETF TR

Shares: 696.7K

18.5M

Position Value
3
MICROSOFT CORP

Shares: 42.8K

16M

Position Value
4
JPMorgan Chase & Co

Shares: 43.2K

14.2M

Position Value
5
TJX COS INC NEW

Shares: 90.2K

13.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID