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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 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IBDV ISHARES TR 23,845.0 $522K 0.05% $21.89 -0.6%
182 IBDW ISHARES TR 24,730.0 $518K 0.05% $20.93 -0.7%
183 IJH ISHARES TR 7,455.0 $503K 0.05% -2K -22.5% $67.53 +12.2%
184 AFL AFLAC INC Financial Services 4,584.0 $503K 0.05% -2K -26.6% $109.71 +5.3%
185 IJR ISHARES TR 4,038.0 $502K 0.05% -786.0 -16.3% $124.32 +15.2%
186 NVS NOVARTIS AG Healthcare 3,198.0 $488K 0.05% -2K -33.4% $152.75 -3.7%
187 EQT EQT CORP Energy 7,590.0 $483K 0.05% $63.64 -20.3%
188 LOW LOWES COS INC Consumer Cyclical 2,028.0 $479K 0.05% -106.0 -5.0% $236.28 -6.0%
189 SCHD SCHWAB STRATEGIC TR 15,510.0 $476K 0.05% -925.0 -5.6% $30.68 +3.8%
190 PKW INVESCO EXCHANGE TRADED FD T 3,600.0 $472K 0.05% -440.0 -10.9% $131.25 +5.2%
191 ISRG INTUITIVE SURGICAL INC Healthcare 1,012.0 $467K 0.05% -146.0 -12.6% $460.99 -11.8%
192 IGIB ISHARES TR 8,663.0 $461K 0.05% $53.22 -0.3%
193 LAMR LAMAR ADVERTISING CO Real Estate 3,615.0 $458K 0.05% $126.66 +18.2%
194 EC ECOPETROL S A Energy 30,425.0 $456K 0.05% -140K -82.1% $14.99 +10.6%
195 QQQ INVESCO QQQ TR Financial Services 786.0 $454K 0.05% +21.0 +2.8% $577.22 +28.3%
196 APOS APOLLO GLOBAL MGMT INC Financial Services 4,019.0 $448K 0.05% NEW $111.42 -77.0%
197 PSX PHILLIPS 66 Energy 2,421.0 $441K 0.05% -626.0 -20.5% $182.18 -8.8%
198 CNQ CANADIAN NAT RES LTD MED TER Energy 8,915.0 $434K 0.04% -6K -39.8% $48.73 -15.8%
199 ESQ ESQUIRE FINL HLDGS INC Financial Services 4,000.0 $430K 0.04% $107.50 +5.6%
200 D DOMINION ENERGY INC Utilities 6,954.0 $430K 0.04% -49.0 -0.7% $61.82 +10.7%
Page 10 of 14  ·  276 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%