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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 4 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO CISCO SYS INC Technology 55,412.0 $4.3M 0.44% -4K -6.8% $77.59 +54.1%
62 VOE VANGUARD INDEX FDS 22,183.0 $4.1M 0.42% +560.0 +2.6% $184.28 +6.3%
63 MO ALTRIA GROUP INC Consumer Defensive 59,260.0 $3.9M 0.40% -1K -2.3% $65.99 +4.7%
64 PG PROCTER & GAMBLE CO Consumer Defensive 26,268.0 $3.8M 0.39% -4K -12.2% $144.44 +4.1%
65 VUG VANGUARD INDEX FDS 8,657.0 $3.8M 0.39% -2K -19.3% $436.77 -80.1%
66 META META PLATFORMS INC Communication Services 6,599.0 $3.8M 0.39% -790.0 -10.7% $572.12 +0.9%
67 IAUM ISHARES GOLD TR Financial Services 80,024.0 $3.7M 0.39% -118K -59.7% $46.70 -10.0%
68 VYMI VANGUARD WHITEHALL FDS 38,317.0 $3.6M 0.37% +3K +7.8% $94.24 +5.3%
69 IUSG ISHARES TR 23,142.0 $3.6M 0.37% $155.11 +21.6%
70 ETN EATON CORP PLC Industrials 9,953.0 $3.6M 0.37% -199.0 -2.0% $357.67 +17.9%
71 VTEB VANGUARD MUN BD FDS 70,792.0 $3.5M 0.36% -38K -35.0% $49.89 +1.1%
72 MUB ISHARES TR 32,864.0 $3.5M 0.36% +4K +15.2% $106.15 +1.1%
73 SCHF SCHWAB STRATEGIC TR 137,847.0 $3.4M 0.35% -644K -82.4% $24.75 +14.1%
74 LRCX LAM RESEARCH CORP Technology 15,576.0 $3.3M 0.34% -230.0 -1.5% $213.66 +82.1%
75 EDV VANGUARD WORLD FD 50,140.0 $3.3M 0.34% +11K +26.5% $64.95 +1.0%
76 GD GENERAL DYNAMICS CORP Industrials 9,262.0 $3.2M 0.33% -1K -9.8% $343.23 +2.0%
77 GRUPO CIBEST SA 43,290.0 $3.2M 0.33% $72.81
78 V VISA INC Financial Services 10,404.0 $3.1M 0.33% -2K -15.6% $302.25 +8.3%
79 TROW PRICE T ROWE GROUP INC Financial Services 33,871.0 $3.1M 0.32% NEW $90.14 +19.4%
80 VEU VANGUARD INTL EQUITY INDEX F 40,004.0 $3.0M 0.31% -6K -13.0% $75.10 +13.1%
Page 4 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%