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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 11 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CART MAPLEBEAR INC Consumer Cyclical 11,141.0 $417K 0.04% $37.46 +18.9%
202 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,263.0 $413K 0.04% -230.0 -15.4% $327.07 +21.1%
203 SNY SANOFI SA Healthcare 8,504.0 $410K 0.04% -1K -13.8% $48.18 -12.0%
204 IVAL EA SERIES TRUST 11,887.0 $404K 0.04% +3K +32.1% $33.96 +3.7%
205 SHEL SHELL PLC Energy 4,273.0 $397K 0.04% -853.0 -16.6% $93.00 -15.3%
206 TLT ISHARES TR 4,575.0 $397K 0.04% -249.0 -5.2% $86.69 +0.1%
207 SCHG SCHWAB STRATEGIC TR 13,596.0 $396K 0.04% -2K -10.8% $29.13 +16.4%
208 IWM ISHARES TR 1,572.0 $390K 0.04% +70.0 +4.7% $248.00 +19.2%
209 TMO THERMO FISHER SCIENTIFIC INC Healthcare 788.0 $387K 0.04% -275.0 -25.9% $491.53 -5.5%
210 COF CAPITAL ONE FINL CORP Financial Services 2,119.0 $387K 0.04% -252.0 -10.6% $182.41 +10.5%
211 ZTS ZOETIS INC Healthcare 3,267.0 $386K 0.04% -104.0 -3.1% $118.22 -33.4%
212 BILS SPDR SERIES TRUST 3,850.0 $383K 0.04% $99.44 -0.1%
213 INTC INTEL CORP Technology 8,632.0 $381K 0.04% -2K -21.0% $44.13 +203.6%
214 ITW ILLINOIS TOOL WKS INC Industrials 1,459.0 $380K 0.04% -456.0 -23.8% $260.29 +1.5%
215 USMV ISHARES TR 3,988.0 $370K 0.04% -161.0 -3.9% $92.75 +1.6%
216 WMB WILLIAMS COS INC Energy 5,071.0 $369K 0.04% -351.0 -6.5% $72.78 +0.5%
217 MRSH MARSH & MCLENNAN COS INC Financial Services 2,127.0 $369K 0.04% -683.0 -24.3% $173.45 -6.4%
218 IEV ISHARES TR 5,400.0 $367K 0.04% $67.94 +6.6%
219 NSC NORFOLK SOUTHN CORP Industrials 1,252.0 $359K 0.04% -279.0 -18.2% $287.00 +4.6%
220 EFG ISHARES TR 3,208.0 $357K 0.04% -2K -42.6% $111.37 +12.3%
Page 11 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%