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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 Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003319

Total Value
$557.5M
Positions
138
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (138)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287226484,432$48.1M8.62%
2MERCK & CO INCMRK226,905$18.0M3.22%
3EXXON MOBIL CORPXOM164,172$17.7M3.17%
4UNITEDHEALTH GROUP INCUNH56,390$17.6M3.16%
5CHEVRON CORP NEWCVX109,055$15.6M2.80%
6BP PLCBPPFF478,634$14.3M2.57%
7SHELL PLCRYDAF192,334$13.5M2.43%
8ALPHABET INCGOOG74,913$13.2M2.37%
9NEXTERA ENERGY INCNEE-PW159,154$11.0M1.98%
10JOHNSON & JOHNSONJNJ65,088$9.9M1.78%
11MICROSOFT CORPMSFT19,234$9.6M1.72%
12TAIWAN SEMICONDUCTOR MFG LTD87403910040,067$9.1M1.63%
13JPMORGAN CHASE & CO.VYLD30,505$8.8M1.59%
14PFIZER INCPFE350,373$8.5M1.52%
15AMAZON COM INCAMZN37,393$8.2M1.47%
16BANK AMERICA CORP060505104158,815$7.5M1.35%
17TOYOTA MOTOR CORPTOYOF42,106$7.3M1.30%
18ASML HOLDING N VASMLF8,955$7.2M1.29%
19GSK PLCGLAXF185,992$7.1M1.28%
20APPLE INCAAPL34,361$7.0M1.26%
21FORD MTR CO345370860595,174$6.5M1.16%
22BOEING COBA-PA30,802$6.5M1.16%
23AT&T INCT-PC214,309$6.2M1.11%
24BLACKROCK INCBLK5,771$6.1M1.09%
25ADVANCED MICRO DEVICES INCAMD40,811$5.8M1.04%
26NOVO-NORDISK A SNONOF83,778$5.8M1.04%
27BROOKFIELD CORP11271J10792,358$5.7M1.02%
28MEDTRONIC PLCMDT60,805$5.3M0.95%
29VERIZON COMMUNICATIONS INCVZ120,099$5.2M0.93%
30D R HORTON INC23331A10937,903$4.9M0.88%
31LENNAR CORPLEN-B43,965$4.9M0.87%
32TOLL BROTHERS INCTOL42,293$4.8M0.87%
33CANADIAN NATL RY CO13637510245,555$4.7M0.85%
34BLACKSTONE INCBX31,574$4.7M0.85%
35BROADCOM INCAVGO17,114$4.7M0.85%
36NVIDIA CORPORATIONNVDA28,555$4.5M0.81%
37SCHLUMBERGER LTDSLB133,214$4.5M0.81%
38ADOBE INCADBE11,194$4.3M0.78%
39VISA INCV11,980$4.3M0.76%
40ELI LILLY & COLLY5,384$4.2M0.75%
41DISNEY WALT CO25468710633,393$4.1M0.74%
42BARCLAYS PLCBCLYF220,959$4.1M0.74%
43DELL TECHNOLOGIES INCDELL33,343$4.1M0.73%
44CONSTELLATION ENERGY CORPCEG12,407$4.0M0.72%
45CVS HEALTH CORPCVS57,514$4.0M0.71%
46CANADIAN PACIFIC KANSAS CITYCP48,853$3.9M0.69%
47SALESFORCE INCCRM14,198$3.9M0.69%
48GLOBAL X FDS37954Y29360,643$3.8M0.68%
49CME GROUP INCCME13,731$3.8M0.68%
50ALPS ETF TR00162Q45277,236$3.8M0.68%
51SPDR SERIES TRUST78468R55629,427$3.7M0.66%
52UNION PAC CORPUNP15,951$3.7M0.66%
53HSBC HLDGS PLCHBCYF60,218$3.7M0.66%
54ENBRIDGE INCENNPF80,279$3.6M0.65%
55VISTRA CORPVST17,748$3.4M0.62%
56SPDR SERIES TRUST78464A87040,164$3.3M0.60%
57HOME DEPOT INCHD8,753$3.2M0.58%
58CAMECO CORPCCJ41,544$3.1M0.55%
59CISCO SYS INCCSCO44,167$3.1M0.55%
60CATERPILLAR INCCAT7,815$3.0M0.54%
61ISHARES TR46428773929,603$2.8M0.50%
62ISHARES TR46428852149,180$2.8M0.50%
63KINDER MORGAN INC DELEP-PC91,258$2.7M0.48%
64DOMINION ENERGY INCD46,499$2.6M0.47%
65SIMON PPTY GROUP INC NEW82880610916,292$2.6M0.47%
66FIRST SOLAR INCFSLR15,791$2.6M0.47%
67GLOBAL X FDS37954Y67356,029$2.4M0.44%
68UBER TECHNOLOGIES INCUBER25,667$2.4M0.43%
69SOUTHERN COSOMN26,017$2.4M0.43%
70UBS GROUP AGUBS70,464$2.4M0.43%
71HDFC BANK LTDHDB30,502$2.3M0.42%
72AMERICAN ELEC PWR CO INC02553710122,232$2.3M0.41%
73DUKE ENERGY CORP NEWDUKB19,425$2.3M0.41%
74SONY GROUP CORPSNEJF85,553$2.2M0.40%
75VANECK ETF TRUST92189F10642,451$2.2M0.40%
76PALO ALTO NETWORKS INCPANW10,682$2.2M0.39%
77BERKSHIRE HATHAWAY INC DELBRK-A4,441$2.2M0.39%
78SELECT SECTOR SPDR TR81369Y50625,382$2.2M0.39%
79DEERE & CODE4,164$2.1M0.38%
80SELECT SECTOR SPDR TR81369Y88625,575$2.1M0.37%
81EOG RES INCEOG17,224$2.1M0.37%
82CONOCOPHILLIPSCOP22,926$2.1M0.37%
83OCCIDENTAL PETE CORP67459910548,757$2.0M0.37%
84GENERAL MLS INC37033410438,933$2.0M0.36%
85PROCTER AND GAMBLE CO74271810912,647$2.0M0.36%
86COCA COLA COKO28,441$2.0M0.36%
87GE AEROSPACE3696043017,813$2.0M0.36%
88MONDELEZ INTL INC60920710529,527$2.0M0.36%
89MASTERCARD INCORPORATEDMA3,444$1.9M0.35%
90GE VERNOVA INCGEV3,650$1.9M0.35%
91MANULIFE FINL CORP56501R10657,099$1.8M0.33%
92THERMO FISHER SCIENTIFIC INCTMO4,471$1.8M0.33%
93ISHARES INC46428677225,182$1.8M0.32%
94ALEXANDRIA REAL ESTATE EQ IN01527110924,834$1.8M0.32%
95GENERAL MTRS CO37045V10035,988$1.8M0.32%
96NETFLIX INCNFLX1,314$1.8M0.32%
97SNOWFLAKE INCSNOW7,857$1.8M0.32%
98CHENIERE ENERGY INCLNG6,930$1.7M0.30%
99EATON CORP PLCETN4,716$1.7M0.30%
100SPDR SERIES TRUST78464A75524,501$1.6M0.30%
101EQT CORPEQT28,222$1.6M0.30%
102ISHARES INC46434G84841,223$1.5M0.28%
103GLOBAL X FDS37954Y87139,866$1.5M0.28%
104GLOBAL X FDS37954Y81439,692$1.4M0.24%
105IQVIA HLDGS INCIQV8,457$1.3M0.24%
1063M COMMM8,656$1.3M0.24%
107SPDR GOLD TRGLD4,306$1.3M0.24%
108BXP INCBXP19,302$1.3M0.23%
109AMGEN INCAMGN4,140$1.2M0.21%
110ISHARES TR46429B59820,335$1.1M0.20%
111AUTOMATIC DATA PROCESSING INADP3,607$1.1M0.20%
112HP INCHPQ44,580$1.1M0.20%
113CROWDSTRIKE HLDGS INCCRWD2,027$1.0M0.19%
114INTUITIVE SURGICAL INCISRG1,811$984,1160.18%
115KROGER COKR13,604$975,8150.18%
116INTERNATIONAL BUSINESS MACHSINTR3,213$947,1280.17%
117NUCOR CORPNUE7,267$941,3670.17%
118S&P GLOBAL INCSPGI1,648$868,9740.16%
119GILEAD SCIENCES INCGILD7,683$851,8140.15%
120MOODYS CORPMCO1,675$840,1630.15%
121ISHARES TR46428817410,939$802,4850.14%
122BHP GROUP LTDBHPLF16,673$801,8050.14%
123FREEPORT-MCMORAN INCFCX18,038$781,9470.14%
124VANECK ETF TRUST92189F70010,613$781,3290.14%
125INTERCONTINENTAL EXCHANGE IN45866F1044,253$780,2980.14%
126ARCHER DANIELS MIDLAND COADM14,709$776,3410.14%
127CHUBB LIMITEDCB2,629$761,6740.14%
128CARLYLE GROUP INCCGABL14,707$755,9400.14%
129BROOKFIELD ASSET MANAGMT LTD11300410513,626$753,2450.14%
130KKR & CO INCKKRT5,620$747,6290.13%
131ARES MANAGEMENT CORPORATIONARES-PB4,316$747,5310.13%
132APOLLO GLOBAL MGMT INC03769M1065,251$744,9590.13%
133TPG INCTPGXL14,148$742,0630.13%
134WALMART INCWMT7,085$692,7710.12%
135BWX TECHNOLOGIES INCBWXT4,230$609,3740.11%
136BROOKFIELD RENEWABLE CORPBEPC15,499$508,0570.09%
137BROOKFIELD INFRASTRUCTURE COBIPC12,039$500,8220.09%
138INVESCO EXCHANGE TRADED FD TIVZ5,706$398,9060.07%