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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 $393,317,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 39,384 $14,784,360 3.76%
2.
Pimco Etf Trust
 142,585 $14,346,903 3.65%
3.
Tjx Companies Inc
 TJX 111,091 $13,530,884 3.44%
4.
Visa Inc.
 V 33,164 $11,622,656 2.96%
5.
Mcdonalds Corp
 MCD 36,525 $11,409,315 2.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)