Long-term investor
Stokes Capital Advisors, LLC @stokescapitaladvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001734460).
Record
- Tracked since 2025-06-30 (454 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +13.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 4.2% · long · since 2025-06-30
- 72201R585 · 4.0% · long · since 2025-09-30
- MSFT · 3.6% · long · since 2025-06-30
- JPM · 3.2% · long · since 2025-06-30
- TJX · 2.9% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- 72201R833 · 2.8% · long · since 2025-06-30
- LLY · 2.5% · long · since 2025-12-31
- TXN · 2.5% · long · since 2025-06-30
- V · 2.4% · long · since 2025-06-30
- WMB · 2.4% · long · since 2025-06-30
- AXP · 2.4% · long · since 2025-06-30