Stokes Capital Advisors as of Sept. 30, 2025
Portfolio Holdings for Stokes Capital Advisors
Stokes Capital Advisors holds 68 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.8 | $21M | 40k | 517.95 | |
| Broadcom (AVGO) | 4.7 | $20M | 61k | 329.91 | |
| TJX Companies (TJX) | 3.6 | $16M | 108k | 144.54 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $15M | 47k | 315.43 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.1 | $13M | 131k | 100.69 | |
| McDonald's Corporation (MCD) | 2.9 | $13M | 41k | 303.89 | |
| American Express Company (AXP) | 2.7 | $12M | 35k | 332.16 | |
| Visa Com Cl A (V) | 2.7 | $12M | 34k | 341.38 | |
| Apple (AAPL) | 2.7 | $11M | 45k | 254.63 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 2.6 | $11M | 410k | 26.84 | |
| Williams Companies (WMB) | 2.5 | $11M | 167k | 63.35 | |
| Costco Wholesale Corporation (COST) | 2.4 | $11M | 11k | 925.63 | |
| Stryker Corporation (SYK) | 2.4 | $10M | 28k | 369.67 | |
| Oracle Corporation (ORCL) | 2.4 | $10M | 36k | 281.24 | |
| Northrop Grumman Corporation (NOC) | 2.2 | $9.7M | 16k | 609.32 | |
| Sherwin-Williams Company (SHW) | 2.2 | $9.3M | 27k | 346.26 | |
| Mastercard Incorporated Cl A (MA) | 2.1 | $9.1M | 16k | 568.81 | |
| Abbvie (ABBV) | 2.0 | $8.7M | 38k | 231.54 | |
| Texas Instruments Incorporated (TXN) | 2.0 | $8.7M | 47k | 183.73 | |
| Marsh & McLennan Companies (MMC) | 2.0 | $8.6M | 43k | 201.53 | |
| Home Depot (HD) | 2.0 | $8.6M | 21k | 405.19 | |
| Honeywell International (HON) | 1.9 | $8.3M | 40k | 210.50 | |
| Procter & Gamble Company (PG) | 1.9 | $8.0M | 52k | 153.65 | |
| Coca-Cola Company (KO) | 1.8 | $7.8M | 118k | 66.32 | |
| Nextera Energy (NEE) | 1.8 | $7.8M | 103k | 75.49 | |
| Chubb (CB) | 1.8 | $7.7M | 27k | 282.25 | |
| Johnson & Johnson (JNJ) | 1.7 | $7.4M | 40k | 185.42 | |
| Abbott Laboratories (ABT) | 1.7 | $7.2M | 54k | 133.94 | |
| Linde SHS (LIN) | 1.6 | $7.0M | 15k | 475.00 | |
| Lockheed Martin Corporation (LMT) | 1.6 | $6.8M | 14k | 499.21 | |
| Automatic Data Processing (ADP) | 1.5 | $6.6M | 22k | 293.50 | |
| UnitedHealth (UNH) | 1.5 | $6.4M | 19k | 345.30 | |
| Colgate-Palmolive Company (CL) | 1.5 | $6.3M | 79k | 79.94 | |
| Canadian Natural Resources (CNQ) | 1.4 | $6.0M | 187k | 31.96 | |
| Union Pacific Corporation (UNP) | 1.4 | $5.8M | 25k | 236.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $5.8M | 24k | 243.10 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $5.8M | 27k | 215.79 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $5.6M | 23k | 246.60 | |
| Caterpillar (CAT) | 1.2 | $5.3M | 11k | 477.15 | |
| Pepsi (PEP) | 1.2 | $5.2M | 37k | 140.44 | |
| International Business Machines (IBM) | 1.2 | $5.2M | 19k | 282.16 | |
| Cheniere Energy Com New (LNG) | 1.2 | $5.0M | 21k | 234.98 | |
| Trane Technologies SHS (TT) | 1.1 | $4.9M | 12k | 421.96 | |
| Intuit (INTU) | 1.1 | $4.7M | 6.9k | 682.91 | |
| Hess Midstream Cl A Shs (HESM) | 1.1 | $4.6M | 133k | 34.55 | |
| Canadian Natl Ry (CNI) | 1.0 | $4.4M | 47k | 94.30 | |
| Enbridge (ENB) | 1.0 | $4.2M | 84k | 50.46 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.9 | $3.7M | 14k | 273.65 | |
| Zoetis Cl A (ZTS) | 0.8 | $3.5M | 24k | 146.32 | |
| Kinder Morgan (KMI) | 0.8 | $3.5M | 123k | 28.31 | |
| Ea Series Trust Tbg Dividend Foc (TBG) | 0.4 | $1.6M | 48k | 33.07 | |
| L3harris Technologies (LHX) | 0.3 | $1.3M | 4.4k | 305.41 | |
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.3 | $1.1M | 12k | 95.68 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $986k | 1.3k | 758.15 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $869k | 16k | 55.49 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $864k | 1.4k | 612.38 | |
| Roper Industries (ROP) | 0.2 | $857k | 1.7k | 498.69 | |
| Enterprise Products Partners (EPD) | 0.2 | $709k | 23k | 31.27 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $695k | 5.8k | 118.83 | |
| Southern Company (SO) | 0.1 | $644k | 6.8k | 94.77 | |
| Nike CL B (NKE) | 0.1 | $502k | 7.2k | 69.73 | |
| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 0.1 | $469k | 13k | 36.45 | |
| S&p Global (SPGI) | 0.1 | $448k | 921.00 | 486.71 | |
| Church & Dwight (CHD) | 0.1 | $329k | 3.8k | 87.63 | |
| Lowe's Companies (LOW) | 0.1 | $314k | 1.3k | 251.31 | |
| Oneok (OKE) | 0.1 | $285k | 3.9k | 72.97 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $230k | 2.6k | 89.57 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $218k | 434.00 | 502.74 |