Institutional Manager · CIK 0001705399
Stamos Capital Partners, L.P.
Menlo Park, CA · File #028-19230
Latest AUM
$622.3M
Positions
136
Top-10 Concentration
48.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025136 pos · $622.3M
- 13F HOLDINGS REPORTQ/E Sep 2025142 pos · $530.1M
- 13F HOLDINGS REPORTQ/E Jun 2025138 pos · $557.5M
- 13F HOLDINGS REPORTQ/E Mar 2025140 pos · $382.3M
- 13F HOLDINGS REPORTQ/E Dec 2024126 pos · $426.1M
- 13F HOLDINGS REPORTQ/E Sep 2024127 pos · $424.9M
- 13F HOLDINGS REPORTQ/E Jun 2024137 pos · $471.3M
- 13F HOLDINGS REPORTQ/E Mar 2024123 pos · $440.5M
- 13F HOLDINGS REPORTQ/E Dec 2023109 pos · $448.9M
- 13F HOLDINGS REPORTQ/E Sep 2023106 pos · $427.5M
- 13F HOLDINGS REPORTQ/E Jun 2023103 pos · $387.6M
- 13F HOLDINGS REPORTQ/E Mar 2023125 pos · $316.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 910,232 | $90.9M | 20.02% |
| 2 | MERCK & CO INC | MRK | 186,805 | $19.7M | 4.33% |
| 3 | VANGUARD MUN BD FDS | 922907746 | 367,792 | $18.5M | 4.07% |
| 4 | EXXON MOBIL CORP | XOM | 138,482 | $16.7M | 3.67% |
| 5 | ALPHABET INC | GOOG | 51,349 | $16.1M | 3.54% |
| 6 | CHEVRON CORP NEW | CVX | 93,397 | $14.2M | 3.13% |
| 7 | UNITEDHEALTH GROUP INC | UNH | 42,050 | $13.9M | 3.06% |
| 8 | TOYOTA MOTOR CORP | TOYOF | 50,565 | $10.8M | 2.38% |
| 9 | MICROSOFT CORP | MSFT | 22,265 | $10.8M | 2.37% |
| 10 | JOHNSON & JOHNSON | JNJ | 46,102 | $9.5M | 2.10% |
| 11 | BP PLC | BPPFF | 255,430 | $8.9M | 1.95% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 27,443 | $8.8M | 1.95% |
| 13 | AMAZON COM INC | AMZN | 36,250 | $8.4M | 1.84% |
| 14 | SHELL PLC | RYDAF | 107,580 | $7.9M | 1.74% |
| 15 | PFIZER INC | PFE | 316,310 | $7.9M | 1.73% |
| 16 | NEXTERA ENERGY INC | NEE-PW | 97,983 | $7.9M | 1.73% |
| 17 | TOTALENERGIES SE | TTE | 119,410 | $7.8M | 1.72% |
| 18 | APPLE INC | AAPL | 28,158 | $7.7M | 1.69% |
| 19 | BANK AMERICA CORP | 060505104 | 133,776 | $7.4M | 1.62% |
| 20 | AT&T INC | T-PC | 289,722 | $7.2M | 1.58% |