account_balance
Investment manager · 13F filer · SEC CIK 1734460
Stokes Capital Advisors, LLC
Reported value$455Mas of Sep 30, 2026
Positions118 7 new, 7 sold out
Top 10 weight31.5%MSFT alone is 5%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.1%
AVGOBroadcom Inc.
4.1%Added +2%
AAPLApple Inc.
3.3%
JPMJPMorgan Chase & Co
3.3%
PYLDPimco ETF Tr
2.8%Trimmed −28%
TJXTJX Companies Inc
2.7%Added +4%
VVisa Inc.
2.6%
JNJJohnson & Johnson
2.6%
LLYELI Lilly & Co
2.5%
TXNTexas Instruments Inc
2.4%
MINTPimco ETF Tr
2.3%Trimmed −20%
WMBWilliams Companies, Inc.
2.3%
MSFTMicrosoft Corp
5.1%
AVGOBroadcom Inc.
4.1%Added +2%
AAPLApple Inc.
3.3%
JPMJPMorgan Chase & Co
3.3%
PYLDPimco ETF Tr
2.8%−28%
TJXTJX Companies Inc
2.7%
VVisa Inc.
2.6%
JNJJohnson & Johnson
2.6%
LLYELI Lilly & Co
2.5%
TXN2.4%MINT2.3%
WMB2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 5.1% HeldAVGO Broadcom Inc. 4.1% Added +2%AAPL Apple Inc. 3.3% HeldJPM JPMorgan Chase & Co 3.3% Held
PYLD Pimco ETF Tr 2.8% Trimmed −28%
TJX TJX Companies Inc 2.7% Added +4%V Visa Inc. 2.6% HeldJNJ Johnson & Johnson 2.6% HeldLLY ELI Lilly & Co 2.5% HeldTXN Texas Instruments Inc 2.4% HeldMINT Pimco ETF Tr 2.3% Trimmed −20%
WMB Williams Companies, Inc. 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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