Stokes Capital Advisors, LLC Diversified Active

Location: Greenwood, SC

CIK: 0001734460 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 12, 2026

Total Value: $438M (100.0% shares, 0.0% debt)

Holdings (80)

MINT PIMCO ETF TR 4.6%
Value $19.93M Shares 198,621 Est. Cost $100.26 Unrealized
MSFT MICROSOFT CORP 4.4%
Value $19.16M Shares 39,616 Est. Cost $160.03 Unrealized +212.8%
AVGO BROADCOM INC 4.3%
Value $18.74M Shares 54,136 Est. Cost $146.90 Unrealized +143.0%
TJX TJX COS INC NEW 3.6%
Value $15.64M Shares 101,831 Est. Cost $52.90 Unrealized +179.2%
JPM JPMORGAN CHASE & CO. 3.4%
Value $14.81M Shares 45,971 Est. Cost $112.27 Unrealized +175.7%
PYLD PIMCO ETF TR 3.1%
Value $13.58M Shares 508,853 Est. Cost $26.81 Unrealized
AXP AMERICAN EXPRESS CO 2.9%
Value $12.92M Shares 34,915 Est. Cost $130.18 Unrealized +174.2%
MCD MCDONALDS CORP 2.9%
Value $12.59M Shares 41,184 Est. Cost $211.12 Unrealized +44.5%
AAPL APPLE INC 2.8%
Value $12.47M Shares 45,878 Est. Cost $102.41 Unrealized +162.0%
V VISA INC 2.7%
Value $11.91M Shares 33,972 Est. Cost $162.23 Unrealized +109.8%
WMB WILLIAMS COS INC 2.3%
Value $9.985M Shares 166,113 Est. Cost $19.07 Unrealized +215.0%
COST COSTCO WHSL CORP NEW 2.2%
Value $9.71M Shares 11,260 Est. Cost $259.16 Unrealized +249.5%
SYK STRYKER CORPORATION 2.2%
Value $9.628M Shares 27,393 Est. Cost $262.19 Unrealized +38.6%
MA MASTERCARD INCORPORATED 2.2%
Value $9.475M Shares 16,597 Est. Cost $387.32 Unrealized +44.3%
PG PROCTER AND GAMBLE CO 2.0%
Value $8.896M Shares 62,077 Est. Cost $120.31 Unrealized +22.3%
NOC NORTHROP GRUMMAN CORP 2.0%
Value $8.728M Shares 15,307 Est. Cost $368.42 Unrealized +57.1%
CB CHUBB LIMITED 2.0%
Value $8.724M Shares 27,952 Est. Cost $141.89 Unrealized +106.1%
KO COCA COLA CO 2.0%
Value $8.713M Shares 124,636 Est. Cost $45.41 Unrealized +52.8%
JNJ JOHNSON & JOHNSON 1.9%
Value $8.476M Shares 40,955 Est. Cost $130.35 Unrealized +51.1%
SHW SHERWIN WILLIAMS CO 1.9%
Value $8.434M Shares 26,028 Est. Cost $233.02 Unrealized +43.4%
HON HONEYWELL INTL INC 1.9%
Value $8.433M Shares 43,228 Est. Cost $154.99 Unrealized +25.8%
ABBV ABBVIE INC 1.9%
Value $8.345M Shares 36,523 Est. Cost $143.65 Unrealized +58.4%
TXN TEXAS INSTRS INC 1.8%
Value $7.906M Shares 45,572 Est. Cost $116.05 Unrealized +47.1%
NEE NEXTERA ENERGY INC 1.8%
Value $7.817M Shares 97,377 Est. Cost $64.23 Unrealized +28.4%
ABT ABBOTT LABS 1.7%
Value $7.226M Shares 57,673 Est. Cost $106.80 Unrealized +19.2%
HD HOME DEPOT INC 1.6%
Value $7.203M Shares 20,932 Est. Cost $219.36 Unrealized +66.2%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value $7.134M Shares 38,452 Est. Cost $113.47 Unrealized +64.3%
GOOGL ALPHABET INC 1.6%
Value $7.13M Shares 22,778 Est. Cost $172.03 Unrealized +66.0%
PEP PEPSICO INC 1.6%
Value $6.991M Shares 48,713 Est. Cost $122.61 Unrealized +19.0%
ORCL ORACLE CORP 1.6%
Value $6.865M Shares 35,221 Est. Cost $160.76 Unrealized +48.1%
LMT LOCKHEED MARTIN CORP 1.6%
Value $6.796M Shares 14,051 Est. Cost $319.45 Unrealized +49.1%
LIN LINDE PLC 1.5%
Value $6.67M Shares 15,642 Est. Cost $345.81 Unrealized +23.6%
CAT CATERPILLAR INC 1.5%
Value $6.561M Shares 11,453 Est. Cost $360.52 Unrealized +54.1%
ADP AUTOMATIC DATA PROCESSING IN 1.5%
Value $6.371M Shares 24,767 Est. Cost $239.71 Unrealized +10.5%
CL COLGATE PALMOLIVE CO 1.4%
Value $6.223M Shares 78,750 Est. Cost $74.21 Unrealized +5.5%
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value $6.173M Shares 20,839 Est. Cost $264.02 Unrealized +13.2%
UNH UNITEDHEALTH GROUP INC 1.4%
Value $5.958M Shares 18,050 Est. Cost $327.26 Unrealized +3.0%
ACN ACCENTURE PLC IRELAND 1.4%
Value $5.912M Shares 22,035 Est. Cost $189.76 Unrealized +33.9%
UNP UNION PAC CORP 1.3%
Value $5.731M Shares 24,776 Est. Cost $138.32 Unrealized +64.3%
VIG VANGUARD SPECIALIZED FUNDS 1.3%
Value $5.694M Shares 25,908 Est. Cost $131.67 Unrealized
HESM HESS MIDSTREAM LP 1.0%
Value $4.476M Shares 129,752 Est. Cost $23.75 Unrealized +37.3%
INTU INTUIT 1.0%
Value $4.355M Shares 6,575 Est. Cost $617.21 Unrealized +7.0%
TT TRANE TECHNOLOGIES PLC 0.9%
Value $4.144M Shares 10,647 Est. Cost $411.80 Unrealized +0.4%
CNQ CANADIAN NAT RES LTD 0.9%
Value $4.044M Shares 119,481 Est. Cost $31.90 Unrealized +1.6%
CNI CANADIAN NATL RY CO 0.9%
Value $4.042M Shares 40,890 Est. Cost $86.66 Unrealized +10.9%
ENB ENBRIDGE INC 0.9%
Value $3.917M Shares 81,900 Est. Cost $32.67 Unrealized +44.2%
LNG CHENIERE ENERGY INC 0.9%
Value $3.901M Shares 20,066 Est. Cost $155.90 Unrealized +34.7%
IWY ISHARES TR 0.9%
Value $3.743M Shares 13,516 Est. Cost $88.03 Unrealized
MS MORGAN STANLEY 0.8%
Value $3.585M Shares 20,195 Est. Cost $166.47 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.7%
Value $3.226M Shares 117,360 Est. Cost $12.57 Unrealized +114.1%
XOM EXXON MOBIL CORP 0.5%
Value $2.083M Shares 17,308 Est. Cost $115.49 Unrealized 0.0%
TBG EA SERIES TRUST 0.4%
Value $1.94M Shares 58,105 Est. Cost $32.40 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value $1.196M Shares 4,073 Est. Cost $182.15 Unrealized +58.3%
PH PARKER-HANNIFIN CORP 0.3%
Value $1.143M Shares 1,300 Est. Cost $291.08 Unrealized +180.9%
ZTS ZOETIS INC 0.2%
Value $1.085M Shares 8,624 Est. Cost $163.84 Unrealized -20.5%
HYS PIMCO ETF TR 0.2%
Value $1.032M Shares 10,886 Est. Cost $94.06 Unrealized
LLY ELI LILLY & CO 0.2%
Value $858K Shares 798 Est. Cost $955.55 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.2%
Value $837K Shares 1,334 Est. Cost $309.74 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value $765K Shares 1,719 Est. Cost $313.13 Unrealized +47.6%
IJR ISHARES TR 0.2%
Value $745K Shares 6,201 Est. Cost $80.26 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $727K Shares 22,668 Est. Cost $24.46 Unrealized
WMT WALMART INC 0.1%
Value $615K Shares 5,524 Est. Cost $107.20 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value $592K Shares 6,794 Est. Cost $59.66 Unrealized +52.4%
LOW LOWES COS INC 0.1%
Value $512K Shares 2,121 Est. Cost $204.34 Unrealized +17.4%
NVO NOVO-NORDISK A S 0.1%
Value $483K Shares 9,485 Est. Cost $74.15 Unrealized
TPYP TORTOISE CAPITAL SERIES TRUS 0.1%
Value $446K Shares 12,636 Est. Cost $35.73 Unrealized
NKE NIKE INC 0.1%
Value $442K Shares 6,944 Est. Cost $74.30 Unrealized -12.6%
CHD CHURCH & DWIGHT CO INC 0.1%
Value $314K Shares 3,750 Est. Cost $81.66 Unrealized +4.4%
CSCO CISCO SYS INC 0.1%
Value $290K Shares 3,762 Est. Cost $73.79 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $285K Shares 324 Est. Cost $813.35 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value $284K Shares 5,158 Est. Cost $52.67 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value $247K Shares 473 Est. Cost $511.14 Unrealized -3.3%
ETN EATON CORP PLC 0.1%
Value $246K Shares 772 Est. Cost $354.39 Unrealized 0.0%
VDIG VANGUARD WELLESLEY INCOME FD 0.1%
Value $246K Shares 4,006 Est. Cost $61.36 Unrealized
OKE ONEOK INC NEW 0.1%
Value $243K Shares 3,301 Est. Cost $58.45 Unrealized +20.5%
MRK MERCK & CO INC 0.1%
Value $238K Shares 2,260 Est. Cost $93.24 Unrealized 0.0%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value $237K Shares 2,587 Est. Cost $66.12 Unrealized
AMGN AMGEN INC 0.1%
Value $225K Shares 686 Est. Cost $315.95 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $210K Shares 417 Est. Cost $442.18 Unrealized +12.5%
QCOM QUALCOMM INC 0.0%
Value $207K Shares 1,212 Est. Cost $170.79 Unrealized 0.0%