Stokes Capital Advisors, LLC - Portfolio overview

Stokes Capital Advisors, LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. PYLD - PIMCO ETF TR, 5.64%
2. MINT - PIMCO ETF TR, 5.13%
3. MSFT - MICROSOFT CORP, 4.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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