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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 11 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QQQ INVESCO QQQ TR Financial Services 765.0 $470K 0.04% NEW $614.25 +18.9%
202 C CITIGROUP INC Financial Services 4,008.0 $468K 0.04% NEW $116.70 +20.8%
203 IGIB ISHARES TR 8,663.0 $467K 0.04% NEW $53.88 -1.1%
204 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,493.0 $463K 0.04% NEW $310.24 +18.6%
205 LAMR LAMAR ADVERTISING CO NEW Real Estate 3,622.0 $458K 0.04% NEW $126.58 +21.6%
206 SCHD SCHWAB STRATEGIC TR 16,435.0 $451K 0.04% NEW $27.43 +15.7%
207 EXACT SCIENCES CORP 4,422.0 $449K 0.04% NEW $101.56
208 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,743.0 $448K 0.04% NEW $257.23 -13.4%
209 NSC NORFOLK SOUTHN CORP Industrials 1,531.0 $442K 0.04% NEW $288.72 +8.9%
210 VDE VANGUARD WORLD FD 3,510.0 $442K 0.04% NEW $125.92 +20.2%
211 HON HONEYWELL INTL INC Industrials 2,254.0 $440K 0.04% NEW $195.09 +14.6%
212 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,662.0 $432K 0.04% NEW $76.23 -33.4%
213 GWW WW GRAINGER INC Industrials 421.0 $424K 0.04% NEW $1007.85 +36.0%
214 ZTS ZOETIS INC Healthcare 3,371.0 $424K 0.04% NEW $125.83 -43.1%
215 TLT ISHARES TR 4,824.0 $420K 0.04% NEW $87.16 -0.1%
216 D DOMINION ENERGY INC Utilities 7,003.0 $410K 0.04% NEW $58.59 +16.9%
217 EQT EQT CORP Energy 7,619.0 $408K 0.04% NEW $53.60 -1.0%
218 ESQ ESQUIRE FINL HLDGS INC Financial Services 4,000.0 $408K 0.04% NEW $102.07 +17.0%
219 VGLT VANGUARD SCOTTSDALE FDS 7,305.0 $408K 0.04% NEW $55.80 -0.4%
220 INTC INTEL CORP Technology 10,930.0 $403K 0.04% NEW $36.90 +272.3%
Page 11 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%