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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Stamos Capital Partners, L.P.

Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001172661-23-003764

Total Value
$448.9M
Positions
109
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (109)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287226873,760$82.2M18.30%
2AT&T INCT-PC1,046,160$15.7M3.50%
3CHEVRON CORP NEWCVX61,960$10.4M2.33%
4BANK AMERICA CORP060505104376,840$10.3M2.30%
5JPMORGAN CHASE & COVYLD71,000$10.3M2.29%
6BP PLCBPPFF261,010$10.1M2.25%
7SHELL PLCRYDAF155,730$10.0M2.23%
8EXXON MOBIL CORPXOM84,420$9.9M2.21%
9PFIZER INCPFE278,630$9.2M2.06%
10MERCK & CO INCMRK86,500$8.9M1.98%
11VERIZON COMMUNICATIONS INCVZ270,070$8.8M1.95%
12BARCLAYS PLCBCLYF1,109,150$8.6M1.92%
13NEXTERA ENERGY INCNEE-PW150,340$8.6M1.92%
14JOHNSON & JOHNSONJNJ52,260$8.1M1.81%
15CISCO SYS INCCSCO143,790$7.7M1.72%
16ALPHABET INCGOOG58,430$7.6M1.70%
17DISNEY WALT CO25468710693,200$7.6M1.68%
18BLACKROCK INCBLK9,700$6.3M1.40%
19CATERPILLAR INCCAT22,900$6.3M1.39%
20DUKE ENERGY CORP NEWDUKB67,530$6.0M1.33%
21BLACKSTONE INCBX53,540$5.7M1.28%
22UNION PAC CORPUNP27,690$5.6M1.26%
23BOEING COBA-PA27,040$5.2M1.15%
24UNITEDHEALTH GROUP INCUNH9,370$4.7M1.05%
25APPLE INCAAPL26,020$4.5M0.99%
26MICROSOFT CORPMSFT14,010$4.4M0.99%
27HP INCHPQ146,230$3.8M0.84%
28GSK PLCGLAXF103,510$3.8M0.84%
29MEDTRONIC PLCMDT47,730$3.7M0.83%
30ENBRIDGE INCENNPF112,260$3.7M0.83%
31AMGEN INCAMGN13,750$3.7M0.82%
32TAIWAN SEMICONDUCTOR MFG LTD87403910040,770$3.5M0.79%
33BROADCOM INCAVGO4,230$3.5M0.78%
34PAYPAL HLDGS INCPYPL59,140$3.5M0.77%
35DELL TECHNOLOGIES INCDELL49,450$3.4M0.76%
36GILEAD SCIENCES INCGILD45,310$3.4M0.76%
37MANULIFE FINL CORP56501R106181,780$3.3M0.74%
38INTERNATIONAL BUSINESS MACHSINTR23,090$3.2M0.72%
39PALO ALTO NETWORKS INCPANW13,780$3.2M0.72%
40SIMON PPTY GROUP INC NEW82880610929,850$3.2M0.72%
41DOW INCDOW61,550$3.2M0.71%
42DEERE & CODE8,070$3.0M0.68%
43KRAFT HEINZ COKHC89,930$3.0M0.67%
44SPDR SER TR78468R55620,360$3.0M0.67%
45ENPHASE ENERGY INCENPH24,580$3.0M0.66%
46MONDELEZ INTL INC60920710542,460$2.9M0.66%
47UNITED PARCEL SERVICE INCUPS18,760$2.9M0.65%
48PROCTER AND GAMBLE CO74271810919,760$2.9M0.64%
49KROGER COKR63,730$2.9M0.64%
50GENERAL MLS INC37033410443,950$2.8M0.63%
51INTEL CORPINTC78,300$2.8M0.62%
52COCA COLA COKO49,610$2.8M0.62%
53AMAZON COM INCAMZN21,080$2.7M0.60%
54FORD MTR CO DEL345370860213,050$2.6M0.59%
55NORDSTROM INC655664100173,740$2.6M0.58%
56TOYOTA MOTOR CORPTOYOF13,850$2.5M0.55%
57CANADIAN PACIFIC KANSAS CITYCP30,570$2.3M0.51%
58ADVANCED MICRO DEVICES INCAMD20,710$2.1M0.47%
59ASML HOLDING N VASMLF3,540$2.1M0.46%
60UBER TECHNOLOGIES INCUBER44,930$2.1M0.46%
61CANADIAN NATL RY CO13637510218,890$2.0M0.46%
62IQVIA HLDGS INCIQV10,360$2.0M0.45%
63SALESFORCE INCCRM9,920$2.0M0.45%
64GENERAL MTRS CO37045V10060,560$2.0M0.44%
65SELECT SECTOR SPDR TR81369Y50621,920$2.0M0.44%
66ALPS ETF TR00162Q45246,840$2.0M0.44%
67NETFLIX INCNFLX5,230$2.0M0.44%
68BROOKFIELD CORP11271J10762,600$2.0M0.44%
69THERMO FISHER SCIENTIFIC INCTMO3,840$1.9M0.43%
70CONSTELLATION ENERGY CORPCEG17,480$1.9M0.42%
71VISA INCV8,220$1.9M0.42%
72NVIDIA CORPORATIONNVDA4,260$1.9M0.41%
73ILLUMINA INCILMN13,260$1.8M0.41%
74TESLA INCTSLA6,990$1.7M0.39%
75FIRST SOLAR INCFSLR10,620$1.7M0.38%
76CROWDSTRIKE HLDGS INCCRWD9,910$1.7M0.37%
77SNOWFLAKE INCSNOW10,650$1.6M0.36%
78CAMECO CORPCCJ40,360$1.6M0.36%
79ISHARES TR46428852131,900$1.5M0.34%
80ISHARES TR46428773919,240$1.5M0.33%
81BOSTON PROPERTIES INCBXP23,950$1.4M0.32%
82ALEXANDRIA REAL ESTATE EQ IN01527110914,110$1.4M0.31%
83SELECT SECTOR SPDR TR81369Y88622,620$1.3M0.30%
84ADOBE INCADBE2,430$1.2M0.28%
85GENERAL ELECTRIC CO36960430110,530$1.2M0.26%
86GLOBAL X FDS37954Y87141,620$1.1M0.25%
87EOG RES INCEOG8,650$1.1M0.24%
88PIONEER NAT RES CO7237871074,770$1.1M0.24%
89CONOCOPHILLIPSCOP8,960$1.1M0.24%
90ARCHER DANIELS MIDLAND COADM13,730$1.0M0.23%
91KKR & CO INCKKRT16,800$1.0M0.23%
92GLOBAL X FDS37954Y67333,970$1.0M0.23%
93NUCOR CORPNUE6,540$1.0M0.23%
94VERTEX PHARMACEUTICALS INCVRTX2,870$998,0140.22%
95BERKSHIRE HATHAWAY INC DELBRK-A2,820$987,8460.22%
96GLOBAL X FDS37954Y29323,100$979,0660.22%
97ALBEMARLE CORPALB-PA5,330$906,3130.20%
98FREEPORT-MCMORAN INCFCX22,670$845,3640.19%
99BHP GROUP LTDBHPLF14,550$827,6040.18%
100SPDR SER TR78464A75515,350$805,8750.18%
101TOLL BROTHERS INCTOL10,600$783,9760.17%
102LENNAR CORPLEN-B6,870$771,0200.17%
103D R HORTON INC23331A1096,870$738,3190.16%
104ISHARES INC46434G84818,270$726,4150.16%
105VANECK ETF TRUST92189F10614,840$399,3440.09%
106INVESCO EXCHANGE TRADED FD TIVZ7,220$383,9600.09%
107ISHARES TR4642881744,080$302,0020.07%
108VANECK ETF TRUST92189F7003,810$299,8470.07%
109ISHARES TR4642887523,390$266,0810.06%