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Portfolio (Quarterly) Guide ↗

Stokes Family Office, LLC

· CIK 0001802278
13F Portfolio $969M AUM 276 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 29 Added 182 Reduced 47 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FENI FIDELITY COVINGTON TRUST 310,721.0 $11.6M 1.19% NEW $37.20 +8.4%
2 BLACKROCK ETF TRUST 344,971.0 $11.1M 1.15% NEW $32.15
3 TROW PRICE T ROWE GROUP INC Financial Services 33,871.0 $3.1M 0.32% NEW $90.14 +19.4%
4 FRMM FORUM MARKETS INC Technology 767,800.0 $2.2M 0.23% NEW $2.89 +74.7%
5 DOUG DOUGLAS ELLIMAN INC Real Estate 637,500.0 $1.0M 0.11% NEW $1.64 +4.9%
6 CRC CALIFORNIA RES CORP Energy 12,640.0 $875K 0.09% NEW $69.22 -20.1%
7 APOS APOLLO GLOBAL MGMT INC Financial Services 4,019.0 $448K 0.05% NEW $111.42 -77.0%
8 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 7,171.0 $296K 0.03% NEW $41.27 +50.5%
9 BDX BECTON DICKINSON & CO Healthcare 1,468.0 $231K 0.02% NEW $157.23 -8.4%
10 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,558.0 $226K 0.02% NEW $63.59 +10.5%
11 EOG EOG RES INC Energy 1,489.0 $215K 0.02% NEW $144.57 -10.1%
12 ENTERGY CORP NEW 1,836.0 $206K 0.02% NEW $112.36
13 PBI PITNEY BOWES INC Industrials 15,090.0 $167K 0.02% NEW $11.05 +58.4%

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 28.0%
Communication Services 13.6%
Financial Services 13.3%
Healthcare 10.6%
Consumer Defensive 9.1%
Energy 8.6%
Industrials 8.5%
Consumer Cyclical 6.8%
Utilities 0.7%
Basic Materials 0.4%