Stokes Capital Advisors, LLC
Annual return '25
+8.8%
SPY '25
+17.7%
Alpha
-8.9ptsvs SPY
Invested
$446M
Holdings
104
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PYLD
PIMCO ETF TR
Q4 2025: Exited (was 409.8k shares)
4.0%
02
$AVGO
BROADCOM INC
Q4 2025: Exited (was 61.3k shares)
3.7%
03
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 39.8k shares)
3.7%
04
$MINT
PIMCO ETF TR
Q4 2025: Exited (was 130.7k shares)
3.7%
05
$TJX
TJX COS INC NEW
Q4 2025: Exited (was 107.5k shares)
3.4%
06
$JPM
JPMORGAN CHASE & CO
Q4 2025: Exited (was 47.0k shares)
3.0%
07
$MCD
MCDONALDS CORP
Q4 2025: Exited (was 41.1k shares)
2.7%
08
$AAPL
APPLE INC
Q4 2025: Exited (was 44.8k shares)
2.6%
09
$WMB
WILLIAMS COS INC
Q4 2025: Exited (was 167.1k shares)
2.6%
10
$COST
COSTCO WHOLESALE CORPORATION
Q4 2025: Exited (was 11.4k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:06 UTC.