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Home > Institutional Investor > Stokes Family Office, Llc > Profile

Instuitional Investor - Stokes Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Stokes Family Office, Llc
Portfolio Value $936,372,253
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 505,578 $99,007,422 10.57%
2.
Apple Inc.
 AAPL 256,373 $64,200,897 6.85%
3.
Ishares Trust
 IEF 307,968 $31,268,032 3.33%
4.
Ishares Tr
 1,069,493 $30,716,039 3.28%
5.
Ishares Tr
 667,134 $30,154,467 3.22%
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)