Stokes Capital Advisors, LLC Diversified Active

Location: Greenwood, SC

CIK: 0001734460 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 24, 2026

Total Value: $446M (100.0% shares, 0.0% debt)

Holdings (104)

PYLD PIMCO ETF TR 4.0%
Value $18.03M Shares 688,346 Est. Cost $26.65 Unrealized
AVGO BROADCOM INC 3.7%
Value $16.58M Shares 53,581 Est. Cost $146.90 Unrealized +127.5%
MSFT MICROSOFT CORP 3.7%
Value $16.49M Shares 44,535 Est. Cost $190.36 Unrealized +128.3%
MINT PIMCO ETF TR 3.7%
Value $16.4M Shares 163,062 Est. Cost $100.26 Unrealized
TJX TJX COS INC NEW 3.4%
Value $14.97M Shares 93,740 Est. Cost $52.90 Unrealized +191.6%
JPM JPMORGAN CHASE & CO 3.0%
Value $13.56M Shares 46,088 Est. Cost $112.27 Unrealized +177.4%
MCD MCDONALDS CORP 2.7%
Value $12.03M Shares 38,698 Est. Cost $211.12 Unrealized +50.3%
AAPL APPLE INC 2.6%
Value $11.58M Shares 45,626 Est. Cost $102.41 Unrealized +156.6%
WMB WILLIAMS COS INC 2.6%
Value $11.41M Shares 156,811 Est. Cost $19.07 Unrealized +248.0%
COST COSTCO WHOLESALE CORPORATION 2.4%
Value $10.62M Shares 10,659 Est. Cost $259.16 Unrealized +271.9%
AXP AMERICAN EXPRESS CO 2.3%
Value $10.2M Shares 33,737 Est. Cost $130.18 Unrealized +173.6%
JNJ JOHNSON & JOHNSON 2.3%
Value $10.2M Shares 41,709 Est. Cost $132.12 Unrealized +72.5%
V VISA INC 2.3%
Value $10.16M Shares 33,612 Est. Cost $162.23 Unrealized +102.9%
KO COCA COLA CO 2.0%
Value $9.063M Shares 119,167 Est. Cost $45.41 Unrealized +64.6%
PG PROCTER & GAMBLE CO 2.0%
Value $8.902M Shares 61,634 Est. Cost $120.31 Unrealized +26.1%
NOC NORTHROP GRUMMAN CORP 2.0%
Value $8.791M Shares 12,885 Est. Cost $368.42 Unrealized +82.8%
TXN TEXAS INSTRS INC 2.0%
Value $8.724M Shares 44,938 Est. Cost $116.05 Unrealized +77.7%
MA MASTERCARD INCORPORATED 1.9%
Value $8.587M Shares 17,185 Est. Cost $392.51 Unrealized +37.3%
HON HONEYWELL INTL INC 1.9%
Value $8.441M Shares 37,344 Est. Cost $154.99 Unrealized +45.8%
IBM INTERNATIONAL BUSINESS MACHS 1.9%
Value $8.349M Shares 34,445 Est. Cost $271.88 Unrealized +4.4%
CB CHUBB LTD SWITZ 1.9%
Value $8.258M Shares 25,338 Est. Cost $141.89 Unrealized +122.9%
NEE NEXTERA ENERGY INC 1.8%
Value $8.214M Shares 88,442 Est. Cost $64.23 Unrealized +35.7%
XOM EXXON MOBIL CORP 1.8%
Value $8.205M Shares 48,363 Est. Cost $130.42 Unrealized +6.4%
LMT LOCKHEED MARTIN CORP 1.8%
Value $8.149M Shares 13,483 Est. Cost $319.45 Unrealized +88.1%
PEP PEPSICO INC 1.8%
Value $8.029M Shares 51,701 Est. Cost $124.47 Unrealized +24.3%
ABBV ABBVIE INC 1.8%
Value $8.012M Shares 36,838 Est. Cost $143.65 Unrealized +54.9%
CAT CATERPILLAR INC 1.8%
Value $7.99M Shares 11,278 Est. Cost $360.52 Unrealized +89.8%
SYK STRYKER CORPORATION 1.7%
Value $7.778M Shares 23,671 Est. Cost $262.19 Unrealized +39.1%
SHW SHERWIN WILLIAMS CO 1.7%
Value $7.704M Shares 24,033 Est. Cost $233.02 Unrealized +52.5%
LIN LINDE PLC 1.7%
Value $7.525M Shares 15,179 Est. Cost $345.81 Unrealized +33.0%
GOOGL ALPHABET INC 1.6%
Value $7.234M Shares 25,155 Est. Cost $186.33 Unrealized +73.5%
HD HOME DEPOT INC 1.6%
Value $6.984M Shares 21,235 Est. Cost $221.61 Unrealized +70.1%
MS MORGAN STANLEY 1.5%
Value $6.513M Shares 39,573 Est. Cost $172.93 Unrealized +3.9%
MRSH MARSH & MCLENNAN COS INC 1.4%
Value $6.374M Shares 36,750 Est. Cost $113.47 Unrealized +59.8%
CL COLGATE PALMOLIVE CO 1.3%
Value $5.817M Shares 68,250 Est. Cost $74.21 Unrealized +19.6%
LLY ELI LILLY & CO 1.3%
Value $5.782M Shares 6,286 Est. Cost $1035.46 Unrealized +1.1%
ABT ABBOTT LABORATORIES 1.3%
Value $5.752M Shares 56,023 Est. Cost $106.80 Unrealized +8.1%
UNP UNION PAC CORP 1.3%
Value $5.739M Shares 23,654 Est. Cost $138.32 Unrealized +75.9%
VIG VANGUARD SPECIALIZED FUNDS 1.3%
Value $5.65M Shares 26,273 Est. Cost $132.83 Unrealized
QCOM QUALCOMM INC 1.2%
Value $5.365M Shares 41,659 Est. Cost $154.39 Unrealized -0.3%
ORCL ORACLE CORP 1.0%
Value $4.537M Shares 30,842 Est. Cost $160.76 Unrealized +5.5%
OKE ONEOK INC NEW 1.0%
Value $4.384M Shares 48,496 Est. Cost $77.17 Unrealized +1.8%
ENB ENBRIDGE INC 1.0%
Value $4.305M Shares 79,511 Est. Cost $32.67 Unrealized +48.7%
LNG CHENIERE ENERGY INC 0.9%
Value $4.205M Shares 14,820 Est. Cost $155.90 Unrealized +34.6%
TT TRANE TECHNOLOGIES PLC 0.9%
Value $4.095M Shares 9,827 Est. Cost $411.80 Unrealized +2.5%
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value $4.074M Shares 20,049 Est. Cost $239.71 Unrealized +0.5%
ACN ACCENTURE PLC IRELAND 0.9%
Value $4.023M Shares 20,290 Est. Cost $189.76 Unrealized +33.4%
KMI KINDER MORGAN INC DEL 0.8%
Value $3.687M Shares 109,959 Est. Cost $12.57 Unrealized +136.6%
HYS PIMCO ETF TR 0.8%
Value $3.544M Shares 37,994 Est. Cost $93.50 Unrealized
IWY ISHARES TR 0.8%
Value $3.425M Shares 13,763 Est. Cost $90.92 Unrealized
MUNI PIMCO ETF TR 0.6%
Value $2.563M Shares 49,100 Est. Cost $52.19 Unrealized
TBG EA SERIES TRUST 0.5%
Value $2.34M Shares 67,138 Est. Cost $32.73 Unrealized
SMMU PIMCO ETF TR 0.5%
Value $2.018M Shares 40,000 Est. Cost $50.45 Unrealized
INTU INTUIT 0.4%
Value $1.931M Shares 4,466 Est. Cost $617.21 Unrealized -19.4%
WMT WALMART INC 0.4%
Value $1.875M Shares 15,088 Est. Cost $116.60 Unrealized +4.7%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value $1.406M Shares 4,073 Est. Cost $182.15 Unrealized +88.4%
PH PARKER-HANNIFIN CORP 0.3%
Value $1.253M Shares 1,400 Est. Cost $338.70 Unrealized +182.8%
CSCO CISCO SYS INC 0.2%
Value $969K Shares 12,493 Est. Cost $76.67 Unrealized +1.6%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $858K Shares 22,668 Est. Cost $24.46 Unrealized
AMGN AMGEN INC 0.2%
Value $811K Shares 2,306 Est. Cost $339.64 Unrealized +3.0%
VOO VANGUARD INDEX FDS 0.2%
Value $797K Shares 1,334 Est. Cost $309.74 Unrealized
IJR ISHARES TR 0.2%
Value $781K Shares 6,282 Est. Cost $80.83 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $726K Shares 2,684 Est. Cost $327.26 Unrealized -5.7%
SO SOUTHERN CO 0.1%
Value $656K Shares 6,794 Est. Cost $59.66 Unrealized +50.1%
BAC BANK AMERICA CORP 0.1%
Value $601K Shares 12,337 Est. Cost $53.25 Unrealized +0.8%
TPYP TORTOISE CAPITAL SERIES TRUS 0.1%
Value $549K Shares 12,958 Est. Cost $35.89 Unrealized
CNQ CANADIAN NAT RES LTD MED TER 0.1%
Value $546K Shares 11,210 Est. Cost $31.90 Unrealized +16.6%
LOW LOWES COS INC 0.1%
Value $534K Shares 2,260 Est. Cost $208.47 Unrealized +30.2%
MRK MERCK & CO INC 0.1%
Value $493K Shares 4,098 Est. Cost $102.68 Unrealized +11.3%
PFE PFIZER INC 0.1%
Value $467K Shares 16,625 Est. Cost $26.18 Unrealized 0.0%
BLK BLACKROCK INC 0.1%
Value $443K Shares 461 Est. Cost $1097.38 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value $437K Shares 5,046 Est. Cost $99.51 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value $419K Shares 2,550 Est. Cost $119.03 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value $391K Shares 1,105 Est. Cost $313.13 Unrealized +20.7%
STT STATE STR CORP 0.1%
Value $389K Shares 3,075 Est. Cost $130.26 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.1%
Value $350K Shares 3,750 Est. Cost $81.66 Unrealized +16.1%
PRU PRUDENTIAL FINL INC 0.1%
Value $347K Shares 3,550 Est. Cost $107.39 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value $317K Shares 745 Est. Cost $501.69 Unrealized -3.3%
NVO NOVO-NORDISK A S 0.1%
Value $316K Shares 8,600 Est. Cost $74.15 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.1%
Value $295K Shares 8,250 Est. Cost $38.77 Unrealized 0.0%
MET METLIFE INC 0.1%
Value $290K Shares 4,100 Est. Cost $77.44 Unrealized 0.0%
FNF FIDELITY NATL FINL INC 0.1%
Value $285K Shares 6,150 Est. Cost $54.54 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.1%
Value $283K Shares 1,323 Est. Cost $225.94 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value $282K Shares 2,025 Est. Cost $138.38 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $276K Shares 326 Est. Cost $813.35 Unrealized +14.7%
GPC GENUINE PARTS CO 0.1%
Value $270K Shares 2,550 Est. Cost $133.51 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.1%
Value $262K Shares 2,550 Est. Cost $86.66 Unrealized +17.8%
VICI VICI PPTYS INC 0.1%
Value $253K Shares 9,250 Est. Cost $28.15 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.1%
Value $248K Shares 1,575 Est. Cost $162.86 Unrealized 0.0%
NKE NIKE INC 0.1%
Value $240K Shares 4,550 Est. Cost $74.30 Unrealized -13.9%
MO ALTRIA GROUP INC 0.1%
Value $238K Shares 3,600 Est. Cost $63.03 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.1%
Value $237K Shares 2,050 Est. Cost $109.91 Unrealized 0.0%
CVX CHEVRON CORPORATION 0.1%
Value $233K Shares 1,125 Est. Cost $171.87 Unrealized 0.0%
DHR DANAHER CORP DEL 0.1%
Value $229K Shares 1,210 Est. Cost $224.68 Unrealized 0.0%
HESM HESS MIDSTREAM LP 0.1%
Value $223K Shares 5,745 Est. Cost $23.75 Unrealized +48.2%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $220K Shares 2,488 Est. Cost $66.12 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value $216K Shares 11,170 Est. Cost $19.30 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $214K Shares 2,175 Est. Cost $109.86 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value $210K Shares 588 Est. Cost $354.39 Unrealized -0.2%
CMCSA COMCAST CORP NEW 0.0%
Value $209K Shares 7,284 Est. Cost $29.82 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value $205K Shares 1,550 Est. Cost $129.05 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $204K Shares 3,177 Est. Cost $64.08 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $202K Shares 1,544 Est. Cost $120.88 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC 0.0%
Value $164K Shares 18,000 Est. Cost $13.73 Unrealized 0.0%