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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 8 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ENB ENBRIDGE INC Energy 15,866.0 $859K 0.09% -585.0 -3.6% $54.14 +0.8%
142 SLQD ISHARES TR 16,559.0 $836K 0.09% $50.49 -0.5%
143 SPYD SPDR SERIES TRUST 18,000.0 $819K 0.09% $45.52 +4.3%
144 IXUS ISHARES TR 9,363.0 $811K 0.08% +2K +26.5% $86.64 +11.9%
145 EMR EMERSON ELEC CO Industrials 6,187.0 $811K 0.08% -698.0 -10.1% $131.02 +15.0%
146 MCK MCKESSON CORP Healthcare 935.0 $809K 0.08% -316.0 -25.3% $865.36 -13.3%
147 SPYM SPDR SERIES TRUST 10,555.0 $808K 0.08% -282.0 -2.6% $76.54 +14.8%
148 FNDF SCHWAB STRATEGIC TR 16,369.0 $801K 0.08% -19K -53.3% $48.93 +10.6%
149 CGDV CAPITAL GROUP DIVIDEND VALUE 18,652.0 $793K 0.08% $42.54 +15.2%
150 NU NU HLDGS LTD Financial Services 55,027.0 $791K 0.08% $14.37 -11.6%
151 BIL SPDR SERIES TRUST 8,600.0 $788K 0.08% $91.64 -0.1%
152 VLO VALERO ENERGY CORP Energy 3,169.0 $783K 0.08% -185.0 -5.5% $247.08 -4.4%
153 IBDS ISHARES TR 30,869.0 $748K 0.08% $24.24 -0.3%
154 PFE PFIZER INC Healthcare 26,587.0 $747K 0.08% -2K -7.4% $28.08 -10.2%
155 MRK MERCK & CO INC Healthcare 6,205.0 $746K 0.08% -691.0 -10.0% $120.29 -5.3%
156 VIOV VANGUARD ADMIRAL FDS INC 7,334.0 $746K 0.08% $101.74 +12.9%
157 RSP INVESCO EXCHANGE TRADED FD T 3,830.0 $735K 0.08% $191.92 +9.4%
158 BTI BRITISH AMERN TOB PLC Consumer Defensive 12,511.0 $732K 0.07% -5K -28.9% $58.47 +0.8%
159 IBDY ISHARES TR 27,250.0 $704K 0.07% $25.85 -0.6%
160 IBDZ ISHARES TR 27,000.0 $704K 0.07% $26.06 -0.3%
Page 8 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%