本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Stokes Capital Advisors, LLC (CIK 1734460) reported $466.9M across 118 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVGO ($19.8M, 4.24%), PYLD ($18.5M, 3.96%), MSFT ($16.7M, 3.57%), JPM ($14.8M, 3.18%), TJX ($13.7M, 2.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $19.8M | 4.24% | 52,471 | Trimmed |
| 2 | PYLD | PIMCO ETF TR | $18.5M | 3.96% | 696,655 | Added |
| 3 | MSFT | MICROSOFT CORP | $16.7M | 3.57% | 44,749 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $14.8M | 3.18% | 45,335 | Trimmed |
| 5 | TJX | TJX COS INC NEW | $13.7M | 2.93% | 90,246 | Trimmed |
| 6 | AAPL | APPLE INC | $13.3M | 2.85% | 46,047 | Added |
| 7 | MINT | PIMCO ETF TR | $13.0M | 2.78% | 128,565 | Trimmed |
| 8 | LLY | ELI LILLY & CO | $11.7M | 2.51% | 9,779 | Added |
| 9 | TXN | TEXAS INSTRS INC | $11.7M | 2.50% | 39,118 | Trimmed |
| 10 | V | VISA INC | $11.3M | 2.42% | 32,937 | Trimmed |
| 11 | WMB | WILLIAMS COS INC | $11.3M | 2.42% | 151,704 | Trimmed |
| 12 | AXP | AMERICAN EXPRESS CO | $11.1M | 2.38% | 32,838 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $11.1M | 2.38% | 43,686 | Added |
| 14 | CAT | CATERPILLAR INC | $10.7M | 2.28% | 10,019 | Trimmed |
| 15 | MCD | MCDONALDS CORP | $10.3M | 2.21% | 38,095 | Trimmed |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $9.6M | 2.06% | 34,177 | Trimmed |
| 17 | ABBV | ABBVIE INC | $9.4M | 2.02% | 37,456 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $9.3M | 1.99% | 9,956 | Trimmed |
| 19 | KO | COCA COLA CO | $9.2M | 1.97% | 113,378 | Trimmed |
| 20 | PG | PROCTER & GAMBLE CO | $8.9M | 1.91% | 60,865 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $8.8M | 1.89% | 24,753 | Trimmed |
| 22 | MA | MASTERCARD INCORPORATED | $8.6M | 1.85% | 16,811 | Trimmed |
| 23 | CB | CHUBB LIMITED | $8.3M | 1.79% | 24,485 | Trimmed |
| 24 | SHW | SHERWIN WILLIAMS CO | $8.0M | 1.72% | 23,302 | Trimmed |
| 25 | MS | MORGAN STANLEY | $7.6M | 1.63% | 36,469 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30