Institutions / Stamos Capital Partners, L.P.
Stamos Capital Partners, L.P.
CIK 1705399 · Institution · as of Dec 31, 2025
Portfolio value
$622.31M
Positions
136
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 136 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $90.91M | 14.6% |
| Merck & Co., Inc. | $19.66M | 3.2% |
| Vanguard Mun Bd Fds | $18.50M | 3.0% |
| Exxon Mobil Corp | $16.66M | 2.7% |
| Alphabet Inc. | $16.07M | 2.6% |
| Chevron Corp | $14.23M | 2.3% |
| Unitedhealth Group Inc | $13.88M | 2.2% |
| Toyota Motor CorporationTM | $10.82M | 1.7% |
| Microsoft Corp | $10.77M | 1.7% |
| Johnson & Johnson | $9.54M | 1.5% |
| Bp PLC | $8.87M | 1.4% |
| JPMORGAN CHASE & CO | $8.84M | 1.4% |
| Amazon.com Inc | $8.37M | 1.3% |
| Shell PLC | $7.90M | 1.3% |
| Pfizer Inc | $7.88M | 1.3% |
| Nextera Energy Inc | $7.87M | 1.3% |
| TotalEnergies SE | $7.81M | 1.3% |
| Apple Inc. | $7.66M | 1.2% |
| Bank of America Corp /De | $7.36M | 1.2% |
| AT&T Inc. | $7.20M | 1.2% |
| Union Pacific Corp | $7.08M | 1.1% |
| Novo-Nordisk a S | $7.00M | 1.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $6.97M | 1.1% |
| Walt Disney Co | $6.42M | 1.0% |
| Visa Inc | $5.98M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.