Stokes Capital Advisors, LLC
Stokes Capital Advisors, LLC reported 118 positions worth $466.9M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: AVGO (4.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVGO | SH | $19.8M | 4.24% | 52,471 | — | — | |
| ▸ 2 | PYLD | SH | $18.5M | 3.96% | 696,655 | — | — | |
| ▸ 3 | MSFT | SH | $16.7M | 3.57% | 44,749 | — | — | |
| ▸ 4 | JPM | SH | $14.8M | 3.18% | 45,335 | — | — | |
| ▸ 5 | TJX | SH | $13.7M | 2.93% | 90,246 | — | — | |
| ▸ 6 | AAPL | SH | $13.3M | 2.85% | 46,047 | — | — | |
| ▸ 7 | MINT | SH | $13.0M | 2.78% | 128,565 | — | — | |
| ▸ 8 | LLY | SH | $11.7M | 2.51% | 9,779 | — | — | |
| ▸ 9 | TXN | SH | $11.7M | 2.50% | 39,118 | — | — | |
| ▸ 10 | V | SH | $11.3M | 2.42% | 32,937 | — | — |
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Frequently Asked Questions
What stocks does Stokes Capital Advisors, LLC hold as of Q2 2026?
Stokes Capital Advisors, LLC reported 118 positions worth $466.9M in its Q2 2026 13F filing. Largest positions: AVGO (4.2%), PYLD (4.0%), MSFT (3.6%), JPM (3.2%) and TJX (2.9%).
What did Stokes Capital Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stokes Capital Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.