Stamos Capital Partners, L.P.

Est. AUM

$639.7M

13F long equity, this entity only

Positions

142

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$91.9M	926085	14.37%	SOLE
2	MERCK & CO INC	COM	$20.5M	170384	3.20%	SOLE
3	VANGUARD MUN BD FDS	TAX EXEMPT BD	$17.8M	357307	2.79%	SOLE
4	ALPHABET INC	CAP STK CL A	$16.0M	55472	2.49%	SOLE
5	MICROSOFT CORP	COM	$15.9M	42855	2.48%	SOLE
6	UNITEDHEALTH GROUP INC	COM	$14.8M	54597	2.31%	SOLE
7	EXXON MOBIL CORP	COM	$12.7M	74583	1.98%	SOLE
8	TOYOTA MOTOR CORP	ADS	$10.8M	52600	1.69%	SOLE
9	JPMORGAN CHASE & CO	COM	$10.6M	35956	1.65%	SOLE
10	JOHNSON & JOHNSON	COM	$10.2M	41659	1.59%	SOLE
11	AMAZON COM INC	COM	$9.9M	47377	1.54%	SOLE
12	CHEVRON CORPORATION	COM	$8.9M	43054	1.39%	SOLE
13	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$8.7M	25637	1.35%	SOLE
14	NEXTERA ENERGY INC	COM	$8.4M	90373	1.31%	SOLE
15	BANK AMERICA CORP	COM	$8.2M	167913	1.28%	SOLE
16	VISA INC	COM CL A	$8.0M	26383	1.25%	SOLE
17	PFIZER INC	COM	$7.7M	273784	1.20%	SOLE
18	AT&T INC	COM	$7.6M	261134	1.18%	SOLE
19	APPLE INC	COM	$7.5M	29441	1.17%	SOLE
20	UNION PAC CORP	COM	$7.4M	30364	1.15%	SOLE
21	DISNEY WALT CO	COM	$7.0M	72922	1.10%	SOLE
22	SALESFORCE INC	COM	$6.7M	35803	1.04%	SOLE
23	NOVO-NORDISK A S	ADR	$6.5M	177423	1.02%	SOLE
24	BLACKROCK INC	COM	$6.4M	6630	1.00%	SOLE
25	CANADIAN NATL RY CO	COM	$6.3M	61225	0.98%	SOLE
26	BOEING CO	COM	$6.1M	30460	0.95%	SOLE
27	CANADIAN PACIFIC KANSAS CITY	COM	$5.9M	74972	0.92%	SOLE
28	NETFLIX INC.	COM	$5.9M	61022	0.92%	SOLE
29	ADOBE INC	COM	$5.8M	24061	0.91%	SOLE
30	CVS HEALTH CORP	COM	$5.7M	78722	0.88%	SOLE
31	ASML HLDG NV	N Y REGISTRY SHS	$5.7M	4280	0.88%	SOLE
32	ELI LILLY & CO	COM	$5.6M	6129	0.88%	SOLE
33	THE CIGNA GROUP	COM	$5.5M	20785	0.87%	SOLE
34	VERIZON COMMUNICATIONS INC	COM	$5.5M	109806	0.86%	SOLE
35	GSK PLC	SPONSORED ADR	$5.4M	98255	0.85%	SOLE
36	BP PLC	SPONSORED ADR	$5.2M	110421	0.81%	SOLE
37	BLACKSTONE INC	COM	$5.2M	45069	0.81%	SOLE
38	PROCTER & GAMBLE CO	COM	$5.1M	35451	0.80%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.0M	10447	0.78%	SOLE
40	BROOKFIELD CORP	CL A LTD VT SH	$5.0M	123391	0.78%	SOLE
41	NVIDIA CORPORATION	COM	$4.9M	27840	0.76%	SOLE
42	SONY GROUP CORP	SPONSORED ADR	$4.8M	232958	0.75%	SOLE
43	BROADCOM INC	COM	$4.8M	15507	0.75%	SOLE
44	GLOBAL X FDS	US INFR DEV ETF	$4.8M	94151	0.75%	SOLE
45	CME GROUP INC	COM	$4.7M	15763	0.73%	SOLE
46	MEDTRONIC PLC	SHS	$4.6M	53432	0.72%	SOLE
47	FORD MTR CO	COM	$4.6M	400657	0.72%	SOLE
48	ENBRIDGE INC	COM	$4.4M	80905	0.68%	SOLE
49	COCA COLA CO	COM	$4.2M	55329	0.66%	SOLE
50	PALO ALTO NETWORKS INC	COM	$4.2M	26204	0.66%	SOLE

1–50 of 142

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.