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Portfolio (Quarterly) Guide ↗

Stokes Capital Advisors, LLC

· CIK 0001734460
13F Portfolio $446M AUM 161 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 29 Added 42 Reduced 3 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIGI VANGUARD WHITEHALL FDS 2,488.0 $220K 0.05% -99.0 -3.8% $88.46 +5.2%
42 ETN EATON CORP PLC Industrials 588.0 $210K 0.05% -184.0 -23.8% $357.67 +6.8%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.3%
Financial Services 17.3%
Industrials 13.1%
Consumer Defensive 11.5%
Healthcare 10.6%
Energy 9.8%
Consumer Cyclical 9.0%
Basic Materials 3.9%
Utilities 2.4%
Communication Services 1.9%