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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 2025 · Filed February 12, 2026 · Accession 0001172661-26-000656

Total Value
$622.3M
Positions
136
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (136)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287226910,232$90.9M14.61%
2MERCK & CO INCMRK186,805$19.7M3.16%
3VANGUARD MUN BD FDS922907746367,792$18.5M2.97%
4EXXON MOBIL CORPXOM138,482$16.7M2.68%
5ALPHABET INCGOOG51,349$16.1M2.58%
6CHEVRON CORP NEWCVX93,397$14.2M2.29%
7UNITEDHEALTH GROUP INCUNH42,050$13.9M2.23%
8TOYOTA MOTOR CORPTOYOF50,565$10.8M1.74%
9MICROSOFT CORPMSFT22,265$10.8M1.73%
10JOHNSON & JOHNSONJNJ46,102$9.5M1.53%
11BP PLCBPPFF255,430$8.9M1.43%
12JPMORGAN CHASE & CO.VYLD27,443$8.8M1.42%
13AMAZON COM INCAMZN36,250$8.4M1.34%
14SHELL PLCRYDAF107,580$7.9M1.27%
15PFIZER INCPFE316,310$7.9M1.27%
16NEXTERA ENERGY INCNEE-PW97,983$7.9M1.26%
17TOTALENERGIES SETTE119,410$7.8M1.26%
18APPLE INCAAPL28,158$7.7M1.23%
19BANK AMERICA CORP060505104133,776$7.4M1.18%
20AT&T INCT-PC289,722$7.2M1.16%
21UNION PAC CORPUNP30,603$7.1M1.14%
22NOVO-NORDISK A SNONOF137,598$7.0M1.13%
23TAIWAN SEMICONDUCTOR MFG LTD87403910022,948$7.0M1.12%
24DISNEY WALT CO25468710656,460$6.4M1.03%
25VISA INCV17,050$6.0M0.96%
26CANADIAN NATL RY CO13637510260,220$6.0M0.96%
27BOEING COBA-PA27,378$5.9M0.96%
28GSK PLCGLAXF120,183$5.9M0.95%
29CANADIAN PACIFIC KANSAS CITYCP77,291$5.7M0.91%
30VERIZON COMMUNICATIONS INCVZ135,065$5.5M0.88%
31THE CIGNA GROUP12552310019,597$5.4M0.87%
32CVS HEALTH CORPCVS67,848$5.4M0.87%
33BLACKROCK INCBLK4,935$5.3M0.85%
34SALESFORCE INCCRM19,734$5.2M0.84%
35ADOBE INCADBE14,860$5.2M0.84%
36ELI LILLY & COLLY4,778$5.1M0.83%
37PROCTER AND GAMBLE CO74271810933,484$4.8M0.77%
38ASML HOLDING N VASMLF4,475$4.8M0.77%
39CME GROUP INCCME17,447$4.8M0.77%
40ENBRIDGE INCENNPF96,213$4.6M0.74%
41MEDTRONIC PLCMDT47,719$4.6M0.74%
42GLOBAL X FDS37954Y67393,008$4.4M0.71%
43COCA COLA COKO60,849$4.3M0.68%
44FORD MTR CO345370860318,383$4.2M0.67%
45KINDER MORGAN INC DELEP-PC150,299$4.1M0.66%
46BERKSHIRE HATHAWAY INC DELBRK-A7,834$3.9M0.63%
47NETFLIX INCNFLX41,327$3.9M0.62%
48BLACKSTONE INCBX24,204$3.7M0.60%
49BROOKFIELD CORP11271J10779,832$3.7M0.59%
50ALPS ETF TR00162Q45275,427$3.5M0.57%
51GLOBAL X FDS37954Y29358,580$3.5M0.57%
52HOME DEPOT INCHD10,043$3.5M0.56%
53NVIDIA CORPORATIONNVDA18,298$3.4M0.55%
54UBER TECHNOLOGIES INCUBER41,645$3.4M0.55%
55AUTOMATIC DATA PROCESSING INADP12,914$3.3M0.53%
56SONY GROUP CORPSNEJF128,567$3.3M0.53%
57CATERPILLAR INCCAT5,739$3.3M0.53%
58MASTERCARD INCORPORATEDMA5,670$3.2M0.52%
59ISHARES TR46428852154,092$3.1M0.50%
60ISHARES TR46428773932,811$3.1M0.50%
61SPDR SERIES TRUST78464A87024,679$3.0M0.48%
62CHENIERE ENERGY INCLNG15,469$3.0M0.48%
63GENERAL MLS INC37033410464,204$3.0M0.48%
64MONDELEZ INTL INC60920710554,727$2.9M0.47%
65HSBC HLDGS PLCHBCYF37,415$2.9M0.47%
66EQT CORPEQT54,615$2.9M0.47%
67BROADCOM INCAVGO8,433$2.9M0.47%
68ADVANCED MICRO DEVICES INCAMD13,608$2.9M0.47%
69SIMON PPTY GROUP INC NEW82880610915,041$2.8M0.45%
70WALMART INCWMT24,890$2.8M0.45%
71SPDR SERIES TRUST78468R55621,902$2.8M0.44%
72CISCO SYS INCCSCO35,751$2.8M0.44%
73CAMECO CORPCCJ30,007$2.7M0.44%
74DEERE & CODE5,866$2.7M0.44%
75DELL TECHNOLOGIES INCDELL21,636$2.7M0.44%
76PALO ALTO NETWORKS INCPANW14,744$2.7M0.44%
77HDFC BANK LTDHDB69,270$2.5M0.41%
78CONSTELLATION ENERGY CORPCEG7,162$2.5M0.41%
79D R HORTON INC23331A10917,343$2.5M0.40%
80LENNAR CORPLEN-B24,256$2.5M0.40%
81TOLL BROTHERS INCTOL18,421$2.5M0.40%
82BARCLAYS PLCBCLYF96,311$2.5M0.39%
83SLB LIMITEDSLB62,614$2.4M0.39%
84SOUTHERN COSOMN26,839$2.3M0.38%
85DUKE ENERGY CORP NEWDUKB19,964$2.3M0.38%
86AMERICAN ELEC PWR CO INC02553710120,237$2.3M0.37%
87DOMINION ENERGY INCD39,655$2.3M0.37%
88UBS GROUP AGUBS46,679$2.2M0.35%
89GE AEROSPACE3696043016,954$2.1M0.34%
90THERMO FISHER SCIENTIFIC INCTMO3,592$2.1M0.33%
91GENERAL MTRS CO37045V10025,356$2.1M0.33%
92SERVICENOW INCNOW12,700$1.9M0.31%
93GLOBAL X FDS37954Y81465,569$1.9M0.31%
94VISTRA CORPVST11,838$1.9M0.31%
95GE VERNOVA INCGEV2,912$1.9M0.31%
96EATON CORP PLCETN5,698$1.8M0.29%
97ISHARES INC46428677218,537$1.8M0.29%
98SELECT SECTOR SPDR TR81369Y88639,632$1.7M0.27%
99IQVIA HLDGS INCIQV7,464$1.7M0.27%
100S&P GLOBAL INCSPGI3,208$1.7M0.27%
101OCCIDENTAL PETE CORP67459910540,224$1.7M0.27%
102CONOCOPHILLIPSCOP17,615$1.6M0.26%
103EOG RES INCEOG15,629$1.6M0.26%
104VANECK ETF TRUST92189F10618,987$1.6M0.26%
105SELECT SECTOR SPDR TR81369Y50635,611$1.6M0.26%
106ALEXANDRIA REAL ESTATE EQ IN01527110931,332$1.5M0.25%
107VANECK ETF TRUST92189F70020,448$1.5M0.24%
108INTERCONTINENTAL EXCHANGE IN45866F1048,778$1.4M0.23%
109MANULIFE FINL CORP56501R10638,235$1.4M0.22%
110BXP INCBXP19,509$1.3M0.21%
111ISHARES INC46434G84824,192$1.2M0.20%
112SPDR SERIES TRUST78464A75511,880$1.2M0.20%
113FIRST SOLAR INCFSLR4,681$1.2M0.20%
114CHUBB LIMITEDCB3,751$1.2M0.19%
115SNOWFLAKE INCSNOW5,277$1.2M0.19%
116CROWDSTRIKE HLDGS INCCRWD2,467$1.2M0.19%
117ISHARES TR46429B59820,361$1.1M0.18%
118GLOBAL X FDS37954Y87124,329$1.0M0.17%
119SPDR GOLD TRGLD2,617$1.0M0.17%
120INTUITIVE SURGICAL INCISRG1,822$1.0M0.17%
121MOODYS CORPMCO1,897$969,0820.16%
122KROGER COKR15,166$947,5720.15%
123COSTCO WHSL CORP NEW22160K1051,057$911,4930.15%
124GILEAD SCIENCES INCGILD7,286$894,2840.14%
125AMGEN INCAMGN2,284$747,5760.12%
126ISHARES TR4642881749,702$698,6410.11%
127HP INCHPQ30,614$682,0800.11%
1283M COMMM4,029$645,0430.10%
129ARCHER DANIELS MIDLAND COADM11,153$641,1860.10%
130INVESCO EXCHANGE TRADED FD TIVZ9,094$640,3040.10%
131VANECK ETF TRUST92189H8058,074$596,8300.10%
132BHP GROUP LTDBHPLF9,820$592,8330.10%
133FREEPORT-MCMORAN INCFCX11,657$592,0590.10%
134NUCOR CORPNUE3,609$588,6640.09%
135INTERNATIONAL BUSINESS MACHSINTR1,812$536,7330.09%
136BWX TECHNOLOGIES INCBWXT2,625$453,7050.07%