Stokes Family Office, LLC
Family OfficeTop Portfolio Positions
162 positions ·
$347,662,761 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
194,962 | $49,479,405 | 14.23% | |
| MSFT |
Microsoft Corp
Technology
|
46,059 | $17,049,660 | 4.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
48,478 | $14,260,288 | 4.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
56,297 | $13,761,238 | 3.96% | |
| CVX |
Chevron Corp
Energy
|
62,319 | $12,893,801 | 3.71% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
23,146 | $11,091,563 | 3.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,486 | $9,889,909 | 2.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,316 | $9,005,228 | 2.59% | |
| XOM |
Exxon Mobil Corp
Energy
|
44,264 | $7,509,830 | 2.16% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
42,425 | $7,014,549 | 2.02% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVAL
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $920,431 | 209,189 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $353,633 | 87,317 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $274,292 | 83,119 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $174,582 | 62,129 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $111,930 | 41,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $62,930 | 31,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $103,530 | 51,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $111,180 | 51,000 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $71,610 | 31,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $75,330 | 31,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $75,020 | 31,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $42,920 | 18,500 | Shares | Sole | 2023-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||