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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
Page 10 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GPRK GEOPARK LTD Energy 14,000.0 $133K 0.01% -50K -78.1% $9.50 +6.7%
182 PBYI PUMA BIOTECHNOLOGY INC Healthcare 10,092.0 $64K 0.01% -18K -64.1% $6.39 +18.3%
Page 10 of 10  ·  182 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 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%