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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 14 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SDY SPDR SERIES TRUST 1,490.0 $217K 0.02% $145.94 +3.1%
262 EOG EOG RES INC Energy 1,489.0 $215K 0.02% NEW $144.57 -10.1%
263 IWR ISHARES TR 2,208.0 $215K 0.02% $97.23 +11.6%
264 RSG REPUBLIC SVCS INC Industrials 970.0 $212K 0.02% -819.0 -45.8% $219.02 -6.4%
265 TJX TJX COS INC NEW Consumer Cyclical 1,310.0 $209K 0.02% -431.0 -24.8% $159.70 +2.6%
266 PBR PETROLEO BRASILEIRO S A Energy 10,000.0 $208K 0.02% -271.0 -2.6% $20.75 -19.3%
267 CL COLGATE PALMOLIVE CO Consumer Defensive 2,428.0 $207K 0.02% -780.0 -24.3% $85.23 +5.0%
268 ENTERGY CORP NEW 1,836.0 $206K 0.02% NEW $112.36
269 SID COMPANHIA SIDERURGICA NACION Basic Materials 160,000.0 $198K 0.02% +80K +100.0% $1.24 -16.9%
270 CKX CKX LDS INC Energy 18,264.0 $189K 0.02% $10.35 +12.5%
271 PUMP PROPETRO HLDG CORP Energy 12,274.0 $177K 0.02% $14.41 +2.4%
272 PBI PITNEY BOWES INC Industrials 15,090.0 $167K 0.02% NEW $11.05 +58.4%
273 GPRK GEOPARK LTD Energy 14,000.0 $133K 0.01% -50K -78.1% $9.50 +6.7%
274 PBYI PUMA BIOTECHNOLOGY INC Healthcare 10,092.0 $64K 0.01% -18K -64.1% $6.39 +18.3%
275 TMC TMC THE METALS COMPANY INC Basic Materials 12,195.0 $57K 0.01% $4.67 +9.8%
276 OPUS GENETICS INC 12,120.0 $55K 0.01% $4.55
Page 14 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%