13F
中
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Stokes Family Office, LLC

13F equity value
$969M
Positions
276
Top 10 concentration
33.1%
Quarters / total new picks
24 / 301
13F equity value over time
$0M$547M$1B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 24 quarters, returned +4.9% per quarter — versus +3.9% per quarter from simply owning every 13F stock. It beat that baseline in only 45.8% of quarters (excess t = 0.53, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+1.1%
t-stat
0.53
Quarterly win rate
46%
Annualized excess
+4.8%
$1 → follow vs universe
$2.94 vs $2.29
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620200630: universe 1.33220200930: universe 1.63320201231: universe 1.70820210331: universe 1.72320210630: universe 1.86120210930: universe 1.67020211231: universe 1.42120220331: universe 1.52620220630: universe 1.41420220930: universe 1.51920221231: universe 1.41120230331: universe 1.48620230630: universe 1.43320230930: universe 1.62620231231: universe 1.69920240331: universe 1.73820240630: universe 1.89520240930: universe 1.87920241231: universe 1.75420250331: universe 1.91220250630: universe 1.97220250930: universe 2.21720251231: universe 2.294 20200331: follow 1.19420200630: follow 1.36320200930: follow 1.53720201231: follow 1.58720210331: follow 1.61720210630: follow 1.69920210930: follow 1.83320211231: follow 1.59120220331: follow 1.56720220630: follow 1.46520220930: follow 1.45820221231: follow 1.43920230331: follow 1.50820230630: follow 1.57720230930: follow 1.66720231231: follow 1.70420240331: follow 2.04920240630: follow 2.22220240930: follow 2.41220241231: follow 2.44720250331: follow 2.45220250630: follow 2.51320250930: follow 2.77520251231: follow 2.935 0.92 2.04 3.17 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 276 · 2026 Q1

Ticker Value Weight QoQ
VIG $76M
7.9%
ADD
AAPL $49M
5.1%
TRIM
GOOG $31M
3.2%
TRIM
IUSB $27M
2.7%
TRIM
IVW $26M
2.7%
TRIM
IVE $26M
2.6%
TRIM
SCHR $25M
2.6%
TRIM
DYNF $22M
2.3%
TRIM
ITOT $20M
2.1%
TRIM
VTI $19M
1.9%
TRIM
MSFT $17M
1.8%
TRIM
JPM $14M
1.5%
TRIM
JNJ $14M
1.4%
TRIM
SPMB $13M
1.4%
TRIM
CVX $13M
1.3%
TRIM
VYM $13M
1.3%
HOLD
EMGF $13M
1.3%
TRIM
MTUM $12M
1.2%
TRIM
QMOM $12M
1.2%
TRIM
FENI $12M
1.2%
NEW

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

APOBDXCRCDOUGEOGETRFENIFRMMHWCJEFPBITROW

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.