Stokes Capital Advisors, LLC — 13F holdings

Stokes Capital Advisors, LLC reported 160 holdings worth $455M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $23.3M (5.1%)
2. AVGO BROADCOM INC — $18.9M (4.1%)
3. AAPL APPLE INC — $15.2M (3.3%)
4. JPM JPMorgan Chase & Co. — $15.1M (3.3%)
5. PYLD PIMCO ETF TR — $12.7M (2.8%)
6. TJX TJX COS INC NEW — $12.4M (2.7%)
7. V Visa Inc — $11.8M (2.6%)
8. JNJ JOHNSON & JOHNSON — $11.7M (2.6%)
9. LLY ELI LILLY & CO — $11.4M (2.5%)
10. TXN TEXAS INSTRS INC — $10.8M (2.4%)