Stamos Capital Partners, L.P.
All holdings · as of Dec 31, 2025
| 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% |
| CANADIAN NATL RY CO | $5.95M | 1.0% |
| The Boeing Company | $5.94M | 1.0% |
| GSK PLC | $5.89M | 0.9% |
| CANADIAN PACIFIC KANSAS CITY | $5.69M | 0.9% |
| VERIZON COMMUNICATIONS INC | $5.50M | 0.9% |
| Cigna Group | $5.39M | 0.9% |
| CVS HEALTH Corp | $5.38M | 0.9% |
| BlackRock, Inc. | $5.28M | 0.8% |
| Salesforce Inc | $5.23M | 0.8% |
| ADOBE INC. | $5.20M | 0.8% |
| ELI LILLY & Co | $5.13M | 0.8% |
| PROCTER & GAMBLE Co | $4.80M | 0.8% |
| ASML HOLDING N V | $4.79M | 0.8% |
| CME Group Inc | $4.76M | 0.8% |
| ENBRIDGE INC | $4.60M | 0.7% |
| Medtronic plc | $4.58M | 0.7% |
| GLOBAL X FDS | $4.44M | 0.7% |
| COCA COLA CO | $4.25M | 0.7% |
| FORD MOTOR CO | $4.18M | 0.7% |
| KINDER MORGAN, INC. | $4.13M | 0.7% |
| Warren E. Buffett | $3.94M | 0.6% |
| Netflix Inc | $3.87M | 0.6% |
| Blackstone Inc | $3.73M | 0.6% |
| BROOKFIELD CORP | $3.66M | 0.6% |
| ALPS ETF TR | $3.55M | 0.6% |