Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2025 · Filed November 13, 2025 · Accession 0001172661-25-004754

Total Value
$530.1M
Positions
142
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (142)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287226891,875$89.4M16.87%
2VANGUARD MUN BD FDS922907746391,621$19.6M3.70%
3MERCK & CO INCMRK200,059$16.8M3.17%
4ALPHABET INCGOOG59,601$14.5M2.73%
5EXXON MOBIL CORPXOM117,951$13.3M2.51%
6UNITEDHEALTH GROUP INCUNH33,979$11.7M2.21%
7CHEVRON CORP NEWCVX71,526$11.1M2.10%
8TOYOTA MOTOR CORPTOYOF55,092$10.5M1.99%
9BP PLCBPPFF283,385$9.8M1.84%
10MICROSOFT CORPMSFT18,321$9.5M1.79%
11NEXTERA ENERGY INCNEE-PW117,357$8.9M1.67%
12SHELL PLCRYDAF123,358$8.8M1.66%
13TOTALENERGIES SETTE147,418$8.8M1.66%
14JOHNSON & JOHNSONJNJ45,900$8.5M1.61%
15JPMORGAN CHASE & CO.VYLD26,149$8.2M1.56%
16TAIWAN SEMICONDUCTOR MFG LTD87403910028,217$7.9M1.49%
17AMAZON COM INCAMZN32,544$7.1M1.35%
18APPLE INCAAPL27,171$6.9M1.31%
19NOVO-NORDISK A SNONOF123,539$6.9M1.29%
20ASML HOLDING N VASMLF7,061$6.8M1.29%
21BANK AMERICA CORP060505104130,291$6.7M1.27%
22PFIZER INCPFE261,265$6.7M1.26%
23GSK PLCGLAXF137,234$5.9M1.12%
24BOEING COBA-PA26,072$5.6M1.06%
25AT&T INCT-PC169,802$4.8M0.90%
26ELI LILLY & COLLY6,202$4.7M0.89%
27DISNEY WALT CO25468710640,460$4.6M0.87%
28BLACKROCK INCBLK3,924$4.6M0.86%
29FORD MTR CO345370860380,946$4.6M0.86%
30ADOBE INCADBE12,842$4.5M0.85%
31SCHLUMBERGER LTDSLB127,665$4.4M0.83%
32SALESFORCE INCCRM18,207$4.3M0.81%
33UNION PAC CORPUNP17,540$4.1M0.78%
34VISA INCV12,000$4.1M0.77%
35MEDTRONIC PLCMDT42,692$4.1M0.77%
36BROOKFIELD CORP11271J10757,048$3.9M0.74%
37VERIZON COMMUNICATIONS INCVZ86,636$3.8M0.72%
38NVIDIA CORPORATIONNVDA19,856$3.7M0.70%
39CANADIAN NATL RY CO13637510235,802$3.4M0.64%
40BROADCOM INCAVGO9,897$3.3M0.62%
41CANADIAN PACIFIC KANSAS CITYCP42,645$3.2M0.60%
42HSBC HLDGS PLCHBCYF44,672$3.2M0.60%
43BLACKSTONE INCBX18,176$3.1M0.59%
44ADVANCED MICRO DEVICES INCAMD18,766$3.0M0.57%
45CAMECO CORPCCJ36,098$3.0M0.57%
46TOLL BROTHERS INCTOL21,667$3.0M0.56%
47D R HORTON INC23331A10917,536$3.0M0.56%
48CONSTELLATION ENERGY CORPCEG8,952$2.9M0.56%
49CVS HEALTH CORPCVS38,615$2.9M0.55%
50CME GROUP INCCME10,720$2.9M0.55%
51SPDR SERIES TRUST78464A87028,566$2.9M0.54%
52PALO ALTO NETWORKS INCPANW13,912$2.8M0.53%
53LENNAR CORPLEN-B22,344$2.8M0.53%
54DELL TECHNOLOGIES INCDELL19,584$2.8M0.52%
55UBER TECHNOLOGIES INCUBER27,892$2.7M0.52%
56BARCLAYS PLCBCLYF131,211$2.7M0.51%
57ENBRIDGE INCENNPF52,824$2.7M0.50%
58HDFC BANK LTDHDB77,442$2.6M0.50%
59GENERAL MTRS CO37045V10041,111$2.5M0.47%
60GLOBAL X FDS37954Y29338,641$2.4M0.46%
61ALPS ETF TR00162Q45250,713$2.4M0.45%
62SPDR SERIES TRUST78468R55617,740$2.3M0.44%
63CISCO SYS INCCSCO32,680$2.2M0.42%
64VISTRA CORPVST11,370$2.2M0.42%
65HOME DEPOT INCHD5,430$2.2M0.42%
66BERKSHIRE HATHAWAY INC DELBRK-A4,325$2.2M0.41%
67UBS GROUP AGUBS52,518$2.2M0.41%
68SONY GROUP CORPSNEJF72,552$2.1M0.39%
69CATERPILLAR INCCAT4,168$2.0M0.38%
70GE AEROSPACE3696043016,268$1.9M0.36%
71DOMINION ENERGY INCD30,376$1.9M0.35%
72ISHARES TR46428852131,383$1.8M0.35%
73FIRST SOLAR INCFSLR8,291$1.8M0.34%
74ISHARES TR46428773918,830$1.8M0.34%
75SIMON PPTY GROUP INC NEW8288061099,684$1.8M0.34%
76KINDER MORGAN INC DELEP-PC64,054$1.8M0.34%
77GLOBAL X FDS37954Y67336,359$1.7M0.33%
78GE VERNOVA INCGEV2,809$1.7M0.33%
79THERMO FISHER SCIENTIFIC INCTMO3,552$1.7M0.33%
80SOUTHERN COSOMN17,459$1.7M0.31%
81DUKE ENERGY CORP NEWDUKB13,370$1.7M0.31%
82AMERICAN ELEC PWR CO INC02553710114,605$1.6M0.31%
83SNOWFLAKE INCSNOW7,201$1.6M0.31%
84DEERE & CODE3,472$1.6M0.30%
85NETFLIX INCNFLX1,323$1.6M0.30%
86ISHARES INC46428677219,091$1.5M0.29%
87EATON CORP PLCETN4,014$1.5M0.28%
88MASTERCARD INCORPORATEDMA2,552$1.5M0.27%
89OCCIDENTAL PETE CORP67459910529,918$1.4M0.27%
90EOG RES INCEOG12,506$1.4M0.26%
91CONOCOPHILLIPSCOP14,813$1.4M0.26%
92VANECK ETF TRUST92189F10618,337$1.4M0.26%
93SELECT SECTOR SPDR TR81369Y88615,535$1.4M0.26%
94SELECT SECTOR SPDR TR81369Y50615,103$1.3M0.25%
95GENERAL MLS INC37033410425,483$1.3M0.24%
96IQVIA HLDGS INCIQV6,726$1.3M0.24%
97MONDELEZ INTL INC60920710520,293$1.3M0.24%
98MANULIFE FINL CORP56501R10640,291$1.3M0.24%
99PROCTER AND GAMBLE CO7427181098,168$1.3M0.24%
100COCA COLA COKO18,915$1.3M0.24%
101WALMART INCWMT12,028$1.2M0.23%
102CROWDSTRIKE HLDGS INCCRWD2,516$1.2M0.23%
103EQT CORPEQT22,300$1.2M0.23%
104CHENIERE ENERGY INCLNG5,017$1.2M0.22%
105ISHARES TR46429B59821,453$1.1M0.21%
106ALEXANDRIA REAL ESTATE EQ IN01527110913,127$1.1M0.21%
107GLOBAL X FDS37954Y81432,505$1.1M0.21%
108ISHARES INC46434G84823,718$1.1M0.20%
109SPDR SERIES TRUST78464A75511,299$1.1M0.20%
110GLOBAL X FDS37954Y87120,745$988,9140.19%
111SERVICENOW INCNOW1,045$961,6930.18%
112SPDR GOLD TRGLD2,417$859,1710.16%
1133M COMMM5,421$841,2310.16%
114BXP INCBXP10,831$805,1770.15%
115INTUITIVE SURGICAL INCISRG1,698$759,3970.14%
116AMGEN INCAMGN2,608$735,9780.14%
117AUTOMATIC DATA PROCESSING INADP2,472$725,5320.14%
118HP INCHPQ26,192$713,2080.13%
119KROGER COKR9,642$649,9670.12%
120MOODYS CORPMCO1,307$622,7590.12%
121CHUBB LIMITEDCB2,145$605,4260.11%
122INTERNATIONAL BUSINESS MACHSINTR2,093$590,5610.11%
123S&P GLOBAL INCSPGI1,211$589,4060.11%
124INTERCONTINENTAL EXCHANGE IN45866F1043,365$566,9350.11%
125NUCOR CORPNUE4,005$542,3970.10%
126BWX TECHNOLOGIES INCBWXT2,879$530,8010.10%
127GILEAD SCIENCES INCGILD4,720$523,9200.10%
128FREEPORT-MCMORAN INCFCX12,942$507,5850.10%
129BHP GROUP LTDBHPLF8,953$499,1300.09%
130ISHARES TR4642881746,653$488,3890.09%
131VANECK ETF TRUST92189F7006,639$487,6350.09%
132ARCHER DANIELS MIDLAND COADM7,995$477,6210.09%
133COSTCO WHSL CORP NEW22160K105341$315,6400.06%
134BROOKFIELD ASSET MANAGMT LTD1130041054,935$280,9990.05%
135CARLYLE GROUP INCCGABL4,425$277,4480.05%
136APOLLO GLOBAL MGMT INC03769M1062,070$275,8690.05%
137TPG INCTPGXL4,606$264,6150.05%
138ARES MANAGEMENT CORPORATIONARES-PB1,638$261,9000.05%
139KKR & CO INCKKRT1,986$258,0810.05%
140INVESCO EXCHANGE TRADED FD TIVZ3,392$244,5970.05%
141BROOKFIELD INFRASTRUCTURE COBIPC4,944$203,2970.04%
142BROOKFIELD RENEWABLE CORPBEPC5,896$202,9400.04%