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Portfolio (Quarterly) Guide ↗

Stokes Family Office, LLC

· CIK 0001802278
13F Portfolio $1.1B AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 310 New
Page 8 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UBER UBER TECHNOLOGIES INC Technology 11,190.0 $914K 0.08% NEW $81.71 -10.8%
142 EMR EMERSON ELEC CO Industrials 6,885.0 $914K 0.08% NEW $132.72 +8.1%
143 EFV ISHARES TR 12,701.0 $907K 0.08% NEW $71.41 +7.1%
144 SPY SPDR S&P 500 ETF TR Financial Services 1,279.0 $872K 0.08% NEW $681.92 +9.5%
145 SPYM SPDR SERIES TRUST 10,837.0 $869K 0.08% NEW $80.22 +9.5%
146 ASML ASML HOLDING N V Technology 789.0 $844K 0.08% NEW $1069.86 +84.4%
147 SLQD ISHARES TR 16,559.0 $840K 0.08% NEW $50.70 -0.7%
148 CGDV CAPITAL GROUP DIVIDEND VALUE 18,652.0 $814K 0.07% NEW $43.64 +13.0%
149 NOC NORTHROP GRUMMAN CORP Industrials 1,391.0 $793K 0.07% NEW $570.32 -11.5%
150 ENB ENBRIDGE INC Energy 16,451.0 $787K 0.07% NEW $47.83 +14.6%
151 MTN VAIL RESORTS INC Consumer Cyclical 5,919.0 $786K 0.07% NEW $132.80 +1.5%
152 BIL SPDR SERIES TRUST 8,600.0 $786K 0.07% NEW $91.38 +0.3%
153 TRV TRAVELERS COMPANIES INC Financial Services 2,702.0 $784K 0.07% NEW $290.06 +14.7%
154 SPYD SPDR SERIES TRUST 18,000.0 $778K 0.07% NEW $43.25 +11.0%
155 IBDS ISHARES TR 30,869.0 $749K 0.07% NEW $24.28 -0.3%
156 IWL ISHARES TR 4,330.0 $739K 0.07% NEW $170.63 +8.3%
157 RSP INVESCO EXCHANGE TRADED FD T 3,830.0 $734K 0.07% NEW $191.56 +11.2%
158 MRK MERCK & CO INC Healthcare 6,896.0 $726K 0.07% NEW $105.26 +22.1%
159 TFI SPDR SERIES TRUST 15,779.0 $721K 0.07% NEW $45.71 +0.2%
160 SCHW SCHWAB CHARLES CORP Financial Services 7,193.0 $719K 0.07% NEW $99.91 -7.6%
Page 8 of 16  ·  310 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 31.3%
Financial Services 14.5%
Communication Services 14.0%
Healthcare 10.0%
Consumer Defensive 8.3%
Industrials 7.8%
Consumer Cyclical 6.9%
Energy 6.1%
Utilities 0.6%
Basic Materials 0.4%