Long-term investor
Stokes Family Office, LLC @stokesfamilyofficellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802278).
Record
- Tracked since 2025-06-30 (434 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months +10.1% · 1 year +18.0% · all +18.0%
- Max drawdown -1.4% · Sharpe 1.23 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 6.9% · long · since 2025-06-30
- AAPL · 6.1% · long · since 2025-06-30
- 02079K107 · 3.4% · long · since 2025-06-30
- 464287309 · 2.8% · long · since 2025-06-30
- 922908769 · 2.4% · long · since 2025-06-30
- 46434V613 · 2.4% · long · since 2025-06-30
- 09290C103 · 2.2% · long · since 2025-06-30
- 464287150 · 2.1% · long · since 2025-06-30
- 464287408 · 2.0% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- JPM · 1.7% · long · since 2025-06-30
- JNJ · 1.4% · long · since 2025-06-30
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