Stamos Capital Partners, L.P. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Stamos Capital Partners, L.P. held in its portfolio 134 assets valued at $622,307,086 (i.e. $622.31M).
The most valuable assets in the portfolio included: ISHARES TR ($90.91M), MERCK & CO INC ($19.66M), and VANGUARD MUN BD FDS ($18.50M).
The chart below shows the top 10 valuable assets, and the table below shows the top 134 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Stamos Capital Partners, L.P. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 910232 | 90913972 | CORE US AGGBD ET |
| MERCK & CO INC | 186805 | 19663094 | COM |
| VANGUARD MUN BD FDS | 367792 | 18496260 | TAX EXEMPT BD |
| EXXON MOBIL CORP | 138482 | 16664924 | COM |
| ALPHABET INC | 51349 | 16072237 | CAP STK CL A |
| CHEVRON CORP NEW | 93397 | 14234637 | COM |
| UNITEDHEALTH GROUP INC | 42050 | 13881125 | COM |
| TOYOTA MOTOR CORP | 50565 | 10823944 | ADS |
| MICROSOFT CORP | 22265 | 10767799 | COM |
| JOHNSON & JOHNSON | 46102 | 9540809 | COM |
| BP PLC | 255430 | 8871084 | SPONSORED ADR |
| JPMORGAN CHASE & CO. | 27443 | 8842683 | COM |
| AMAZON COM INC | 36250 | 8367225 | COM |
| SHELL PLC | 107580 | 7904978 | SPON ADS |
| PFIZER INC | 316310 | 7876119 | COM |
| NEXTERA ENERGY INC | 97983 | 7866075 | COM |
| TOTALENERGIES SE | 119410 | 7811802 | ACT |
| APPLE INC | 28158 | 7655034 | COM |
| BANK AMERICA CORP | 133776 | 7357680 | COM |
| AT&T INC | 289722 | 7196694 | COM |
| UNION PAC CORP | 30603 | 7079086 | COM |
| SPDR SERIES TRUST | 58461 | 7005344 | STATE STREET SPD |
| NOVO-NORDISK A S | 137598 | 7000986 | ADR |
| TAIWAN SEMICONDUCTOR MFG LTD | 22948 | 6973668 | SPONSORED ADS |
| DISNEY WALT CO | 56460 | 6423454 | COM |
| VISA INC | 17050 | 5979606 | COM CL A |
| CANADIAN NATL RY CO | 60220 | 5952747 | COM |
| BOEING CO | 27378 | 5944311 | COM |
| GSK PLC | 120183 | 5893774 | SPONSORED ADR |
| CANADIAN PACIFIC KANSAS CITY | 77291 | 5690936 | COM |
| VERIZON COMMUNICATIONS INC | 135065 | 5501197 | COM |
| THE CIGNA GROUP | 19597 | 5393682 | COM |
| CVS HEALTH CORP | 67848 | 5384417 | COM |
| BLACKROCK INC | 4935 | 5282128 | COM |
| SALESFORCE INC | 19734 | 5227734 | COM |
| ADOBE INC | 14860 | 5200851 | COM |
| ELI LILLY & CO | 4778 | 5134821 | COM |
| PROCTER AND GAMBLE CO | 33484 | 4798592 | COM |
| ASML HOLDING N V | 4475 | 4787623 | N Y REGISTRY SHS |
| CME GROUP INC | 17447 | 4764427 | COM |
| ENBRIDGE INC | 96213 | 4601868 | COM |
| MEDTRONIC PLC | 47719 | 4583887 | SHS |
| GLOBAL X FDS | 93008 | 4444852 | US INFR DEV ETF |
| COCA COLA CO | 60849 | 4253954 | COM |
| FORD MTR CO | 318383 | 4177185 | COM |
| KINDER MORGAN INC DEL | 150299 | 4131720 | COM |
| BERKSHIRE HATHAWAY INC DEL | 7834 | 3937760 | CL B NEW |
| NETFLIX INC | 41327 | 3874820 | COM |
| BLACKSTONE INC | 24204 | 3730805 | COM |
| BROOKFIELD CORP | 79832 | 3663490 | CL A LTD VT SH |
| ALPS ETF TR | 75427 | 3546578 | ALERIAN MLP |
| GLOBAL X FDS | 58580 | 3545847 | GLB X MLP ENRG I |
| HOME DEPOT INC | 10043 | 3455796 | COM |
| NVIDIA CORPORATION | 18298 | 3412577 | COM |
| UBER TECHNOLOGIES INC | 41645 | 3402813 | COM |
| AUTOMATIC DATA PROCESSING IN | 12914 | 3321868 | COM |
| SONY GROUP CORP | 128567 | 3291315 | SPONSORED ADR |
| CATERPILLAR INC | 5739 | 3287701 | COM |
| MASTERCARD INCORPORATED | 5670 | 3236890 | CL A |
| ISHARES TR | 54092 | 3081080 | CRE U S REIT ETF |
| ISHARES TR | 32811 | 3080625 | U.S. REAL ES ETF |
| CHENIERE ENERGY INC | 15469 | 3007019 | COM NEW |
| GENERAL MLS INC | 64204 | 2985486 | COM |
| MONDELEZ INTL INC | 54727 | 2945954 | CL A |
| HSBC HLDGS PLC | 37415 | 2943438 | SPON ADR NEW |
| EQT CORP | 54615 | 2927364 | COM |
| BROADCOM INC | 8433 | 2918661 | COM |
| ADVANCED MICRO DEVICES INC | 13608 | 2914289 | COM |
| SIMON PPTY GROUP INC NEW | 15041 | 2784240 | COM |
| WALMART INC | 24890 | 2772995 | COM |
| CISCO SYS INC | 35751 | 2753900 | COM |
| CAMECO CORP | 30007 | 2745340 | COM |
| DEERE & CO | 5866 | 2731034 | COM |
| DELL TECHNOLOGIES INC | 21636 | 2723540 | CL C |
| PALO ALTO NETWORKS INC | 14744 | 2715845 | COM |
| HDFC BANK LTD | 69270 | 2531126 | SPONSORED ADS |
| CONSTELLATION ENERGY CORP | 7162 | 2530120 | COM |
| D R HORTON INC | 17343 | 2497912 | COM |
| LENNAR CORP | 24256 | 2493517 | CL A |
| TOLL BROTHERS INC | 18421 | 2490888 | COM |
| BARCLAYS PLC | 96311 | 2451115 | ADR |
| SLB LIMITED | 62614 | 2403125 | COM STK |
| SOUTHERN CO | 26839 | 2340361 | COM |
| DUKE ENERGY CORP NEW | 19964 | 2339980 | COM NEW |
| AMERICAN ELEC PWR CO INC | 20237 | 2333528 | COM |
| DOMINION ENERGY INC | 39655 | 2323386 | COM |
| UBS GROUP AG | 46679 | 2161704 | SHS |
| GE AEROSPACE | 6954 | 2142041 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 3592 | 2081384 | COM |
| GENERAL MTRS CO | 25356 | 2061950 | COM |
| SERVICENOW INC | 12700 | 1945513 | COM |
| GLOBAL X FDS | 65569 | 1929696 | FINTECH ETF |
| VISTRA CORP | 11838 | 1909825 | COM |
| GE VERNOVA INC | 2912 | 1903196 | COM |
| EATON CORP PLC | 5698 | 1814870 | SHS |
| ISHARES INC | 18537 | 1802167 | MSCI STH KOR ETF |
| SELECT SECTOR SPDR TR | 39632 | 1691890 | STATE STREET UTI |
| IQVIA HLDGS INC | 7464 | 1682460 | COM |
| S&P GLOBAL INC | 3208 | 1676469 | COM |
| OCCIDENTAL PETE CORP | 40224 | 1654011 | COM |
| CONOCOPHILLIPS | 17615 | 1648940 | COM |
| EOG RES INC | 15629 | 1641201 | COM |
| VANECK ETF TRUST | 18987 | 1628515 | GOLD MINERS ETF |
| SELECT SECTOR SPDR TR | 35611 | 1592168 | STATE STREET ENE |
| ALEXANDRIA REAL ESTATE EQ IN | 31332 | 1533388 | COM |
| VANECK ETF TRUST | 20448 | 1488410 | AGRIBUSINESS ETF |
| INTERCONTINENTAL EXCHANGE IN | 8778 | 1421685 | COM |
| MANULIFE FINL CORP | 38235 | 1387166 | COM |
| BXP INC | 19509 | 1316467 | COM |
| ISHARES INC | 24192 | 1242017 | MSCI GBL ETF NEW |
| FIRST SOLAR INC | 4681 | 1222818 | COM |
| CHUBB LIMITED | 3751 | 1170762 | COM |
| SNOWFLAKE INC | 5277 | 1157563 | COM SHS |
| CROWDSTRIKE HLDGS INC | 2467 | 1156431 | CL A |
| ISHARES TR | 20361 | 1100512 | MSCI INDIA ETF |
| GLOBAL X FDS | 24329 | 1039578 | GLOBAL X URANIUM |
| SPDR GOLD TR | 2617 | 1037143 | GOLD SHS |
| INTUITIVE SURGICAL INC | 1822 | 1031908 | COM NEW |
| MOODYS CORP | 1897 | 969082 | COM |
| KROGER CO | 15166 | 947572 | COM |
| COSTCO WHSL CORP NEW | 1057 | 911493 | COM |
| GILEAD SCIENCES INC | 7286 | 894284 | COM |
| AMGEN INC | 2284 | 747576 | COM |
| ISHARES TR | 9702 | 698641 | GL TIMB FORE ETF |
| HP INC | 30614 | 682080 | COM |
| 3M CO | 4029 | 645043 | COM |
| ARCHER DANIELS MIDLAND CO | 11153 | 641186 | COM |
| INVESCO EXCHANGE TRADED FD T | 9094 | 640304 | WATER RES ETF |
| VANECK ETF TRUST | 8074 | 596830 | RARE EARTH AND S |
| BHP GROUP LTD | 9820 | 592833 | SPONSORED ADS |
| FREEPORT-MCMORAN INC | 11657 | 592059 | CL B |
| NUCOR CORP | 3609 | 588664 | COM |
| INTERNATIONAL BUSINESS MACHS | 1812 | 536733 | COM |
| BWX TECHNOLOGIES INC | 2625 | 453705 | COM |
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