Stamos Capital Partners, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$639.7M
Q ending 2026-03-31
Prior quarter
$622.3M
Q ending 2025-12-31
Change
+2.8% QoQ · +67.3% YoY
Positions
142
reported holdings
Largest positions
Top 100 of 142 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | AGG | Shares | $91.9M | 926K |
| Merck & Co Inc | MRK | Shares | $20.5M | 170K |
| Vanguard Mun Bd Fds | VTEB | Shares | $17.8M | 357K |
| Alphabet Inc | GOOGL | Shares | $16.0M | 55K |
| Microsoft Corp | MSFT | Shares | $15.9M | 43K |
| Unitedhealth Group Inc | UNH | Shares | $14.8M | 55K |
| Exxon Mobil Corp | XOM | Shares | $12.7M | 75K |
| Toyota Motor Corp | TM | Shares | $10.8M | 53K |
| Jpmorgan Chase & Co | JPM | Shares | $10.6M | 36K |
| Johnson & Johnson | JNJ | Shares | $10.2M | 42K |
| Amazon Com Inc | AMZN | Shares | $9.9M | 47K |
| Chevron Corporation | CVX | Shares | $8.9M | 43K |
| Taiwan Semiconductor Manufac | TSM | Shares | $8.7M | 26K |
| Nextera Energy Inc | NEE | Shares | $8.4M | 90K |
| Bank America Corp | BAC | Shares | $8.2M | 168K |
| Visa Inc | V | Shares | $8.0M | 26K |
| Pfizer Inc | PFE | Shares | $7.7M | 274K |
| At&T Inc | T | Shares | $7.6M | 261K |
| Apple Inc | AAPL | Shares | $7.5M | 29K |
| Union Pac Corp | UNP | Shares | $7.4M | 30K |
| Disney Walt Co | DIS | Shares | $7.0M | 73K |
| Salesforce Inc | CRM | Shares | $6.7M | 36K |
| Novo-Nordisk A S | NVO | Shares | $6.5M | 177K |
| Blackrock Inc | BLK | Shares | $6.4M | 7K |
| Canadian Natl Ry Co | CNI | Shares | $6.3M | 61K |
| Boeing Co | BA | Shares | $6.1M | 30K |
| Canadian Pacific Kansas City | CP | Shares | $5.9M | 75K |
| Netflix Inc. | NFLX | Shares | $5.9M | 61K |
| Adobe Inc | ADBE | Shares | $5.8M | 24K |
| Cvs Health Corp | CVS | Shares | $5.7M | 79K |
| Asml Hldg Nv | Shares | $5.7M | 4K | |
| Eli Lilly & Co | LLY | Shares | $5.6M | 6K |
| The Cigna Group | CI | Shares | $5.5M | 21K |
| Verizon Communications Inc | VZ | Shares | $5.5M | 110K |
| Gsk Plc | GSK | Shares | $5.4M | 98K |
| Bp Plc | BP | Shares | $5.2M | 110K |
| Blackstone Inc | BX | Shares | $5.2M | 45K |
| Procter & Gamble Co | PG | Shares | $5.1M | 35K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.0M | 10K |
| Brookfield Corp | BN | Shares | $5.0M | 123K |
| Nvidia Corporation | NVDA | Shares | $4.9M | 28K |
| Sony Group Corp | SONY | Shares | $4.8M | 233K |
| Broadcom Inc | AVGO | Shares | $4.8M | 16K |
| Global X Fds | PAVE | Shares | $4.8M | 94K |
| Cme Group Inc | CME | Shares | $4.7M | 16K |
| Medtronic Plc | Shares | $4.6M | 53K | |
| Ford Mtr Co | F | Shares | $4.6M | 401K |
| Enbridge Inc | ENB | Shares | $4.4M | 81K |
| Coca Cola Co | KO | Shares | $4.2M | 55K |
| Palo Alto Networks Inc | PANW | Shares | $4.2M | 26K |
| Advanced Micro Devices Inc | AMD | Shares | $4.0M | 20K |
| Shell Plc | SHEL | Shares | $3.9M | 42K |
| Totalenergies Se | Shares | $3.9M | 43K | |
| Kinder Morgan Inc Del | KMI | Shares | $3.8M | 114K |
| International Business Machs | IBM | Shares | $3.8M | 16K |
| Dell Technologies Inc | DELL | Shares | $3.7M | 23K |
| Ishares Tr | IYR | Shares | $3.6M | 38K |
| Uber Technologies Inc | UBER | Shares | $3.6M | 49K |
| Automatic Data Processing In | ADP | Shares | $3.4M | 17K |
| Ishares Tr | USRT | Shares | $3.4M | 57K |
| Alps Etf Tr | AMLP | Shares | $3.4M | 64K |
| Mastercard Incorporated | MA | Shares | $3.4M | 7K |
| Global X Fds | MLPX | Shares | $3.4M | 46K |
| Home Depot Inc | HD | Shares | $3.4M | 10K |
| Hdfc Bank Ltd | HDB | Shares | $3.4M | 135K |
| Spdr Series Trust | XBI | Shares | $3.2M | 25K |
| Hsbc Hldgs Plc | HSBC | Shares | $3.2M | 39K |
| Mondelez Intl Inc | MDLZ | Shares | $3.2M | 55K |
| Caterpillar Inc | CAT | Shares | $3.1M | 4K |
| Servicenow Inc | NOW | Shares | $3.1M | 30K |
| General Mills Inc | GIS | Shares | $3.1M | 83K |
| Barclays Plc | BCS | Shares | $3.1M | 145K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.9M | 7K |
| Ubs Group Ag | Shares | $2.7M | 70K | |
| Walmart Inc | WMT | Shares | $2.7M | 22K |
| Constellation Energy Corp | CEG | Shares | $2.7M | 10K |
| Cheniere Energy Inc | LNG | Shares | $2.7M | 9K |
| Eqt Corp | EQT | Shares | $2.7M | 42K |
| Simon Ppty Group Inc New | SPG | Shares | $2.7M | 14K |
| Cisco Sys Inc | CSCO | Shares | $2.6M | 34K |
| Toll Brothers Inc | TOL | Shares | $2.4M | 18K |
| D R Horton Inc | DHI | Shares | $2.4M | 18K |
| Dominion Energy Inc | D | Shares | $2.4M | 39K |
| Lennar Corp | LEN | Shares | $2.4M | 28K |
| American Elec Pwr Co Inc | AEP | Shares | $2.4M | 18K |
| Southern Co | SO | Shares | $2.3M | 24K |
| Cameco Corp | CCJ | Shares | $2.3M | 21K |
| Duke Energy Corp New | DUK | Shares | $2.3M | 18K |
| Thermo Fisher Scientific Inc | TMO | Shares | $2.2M | 5K |
| Ge Aerospace | GE | Shares | $2.2M | 8K |
| General Mtrs Co | GM | Shares | $2.1M | 29K |
| S&P Global Inc | SPGI | Shares | $2.1M | 5K |
| Ge Vernova Inc | GEV | Shares | $2.1M | 2K |
| Global X Fds | FINX | Shares | $2.0M | 89K |
| Deere & Co | DE | Shares | $2.0M | 4K |
| Vistra Corp | VST | Shares | $1.9M | 13K |
| Eaton Corp Plc | Shares | $1.9M | 5K | |
| Select Sector Spdr Tr | XLU | Shares | $1.8M | 40K |
| Iqvia Hldgs Inc | IQV | Shares | $1.8M | 10K |
| Alexandria Real Estate Eq In | ARE | Shares | $1.6M | 35K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.