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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 $387,159,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 38,402 $16,186,443 4.18%
2.
Broadcom Inc.
 AVGO 67,971 $15,758,397 4.07%
3.
Tjx Companies Inc
 TJX 113,330 $13,691,398 3.53%
4.
Pimco Etf Trust
 133,798 $13,425,292 3.46%
5.
Apple Inc.
 AAPL 47,744 $11,956,053 3.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)