Stamos Capital Partners, L.P.

CIK 0001705399 • 6 13F filings • May 14, 2025 – Aug 13, 2026

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Filer information

Filed by: Stamos Capital Partners, L.P., Chief Compliance Officer
Address: 2498 Sand Hill Road, Menlo Park, CA, 94025
Phone: 929-946-5055
AUM: $622.3M

AUM over time

$652.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $622.3M134 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$645K	0.1%Prev: 0.2%	4,029 SH	Decreased-1,392 SH
ADOBE INC	COM	$5.2M	0.8%Prev: 0.9%	14,860 SH	Increased+2,018 SH
ADVANCED MICRO DEVICES INC	COM	$2.9M	0.5%Prev: 0.6%	13,608 SH	Decreased-5,158 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$1.5M	0.2%Prev: 0.2%	31,332 SH	Increased+18,205 SH
ALPHABET INC	CAP STK CL A	$16.1M	2.6%Prev: 2.7%	51,349 SH	Increased-8,252 SH
ALPS ETF TR	ALERIAN MLP	$3.5M	0.6%Prev: 0.4%	75,427 SH	Increased+24,714 SH
AMAZON COM INC	COM	$8.4M	1.3%Prev: 1.3%	36,250 SH	Increased+3,706 SH
AMERICAN ELEC PWR CO INC	COM	$2.3M	0.4%Prev: 0.3%	20,237 SH	Increased+5,632 SH
AMGEN INC	COM	$748K	0.1%Prev: 0.1%	2,284 SH	Increased-324 SH
APPLE INC	COM	$7.7M	1.2%Prev: 1.3%	28,158 SH	Increased+987 SH
ARCHER DANIELS MIDLAND CO	COM	$641K	0.1%Prev: 0.1%	11,153 SH	Increased+3,158 SH
ASML HOLDING N V	N Y REGISTRY SHS	$4.8M	0.8%Prev: 1.3%	4,475 SH	Decreased-2,586 SH
AT&T INC	COM	$7.2M	1.2%Prev: 0.9%	289,722 SH	Increased+119,920 SH
AUTOMATIC DATA PROCESSING IN	COM	$3.3M	0.5%Prev: 0.1%	12,914 SH	Increased+10,442 SH
BANK AMERICA CORP	COM	$7.4M	1.2%Prev: 1.3%	133,776 SH	Increased+3,485 SH
BARCLAYS PLC	ADR	$2.5M	0.4%Prev: 0.5%	96,311 SH	Decreased-34,900 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.9M	0.6%Prev: 0.4%	7,834 SH	Increased+3,509 SH
BHP GROUP LTD	SPONSORED ADS	$593K	0.1%Prev: 0.1%	9,820 SH	Increased+867 SH
BLACKROCK INC	COM	$5.3M	0.8%Prev: 0.9%	4,935 SH	Increased+1,011 SH
BLACKSTONE INC	COM	$3.7M	0.6%Prev: 0.6%	24,204 SH	Increased+6,028 SH
BOEING CO	COM	$5.9M	1.0%Prev: 1.1%	27,378 SH	Increased+1,306 SH
BP PLC	SPONSORED ADR	$8.9M	1.4%Prev: 1.8%	255,430 SH	Decreased-27,955 SH
BROADCOM INC	COM	$2.9M	0.5%Prev: 0.6%	8,433 SH	Decreased-1,464 SH
BROOKFIELD CORP	CL A LTD VT SH	$3.7M	0.6%Prev: 0.7%	79,832 SH	Decreased+22,784 SH
BWX TECHNOLOGIES INC	COM	$454K	0.1%Prev: 0.1%	2,625 SH	Decreased-254 SH
BXP INC	COM	$1.3M	0.2%Prev: 0.2%	19,509 SH	Increased+8,678 SH
CAMECO CORP	COM	$2.7M	0.4%Prev: 0.6%	30,007 SH	Decreased-6,091 SH
CANADIAN NATL RY CO	COM	$6.0M	1.0%Prev: 0.6%	60,220 SH	Increased+24,418 SH
CANADIAN PACIFIC KANSAS CITY	COM	$5.7M	0.9%Prev: 0.6%	77,291 SH	Increased+34,646 SH
CATERPILLAR INC	COM	$3.3M	0.5%Prev: 0.4%	5,739 SH	Increased+1,571 SH
CHENIERE ENERGY INC	COM NEW	$3.0M	0.5%Prev: 0.2%	15,469 SH	Increased+10,452 SH
CHEVRON CORP NEW	COM	$14.2M	2.3%Prev: 2.1%	93,397 SH	Increased+21,871 SH
CHUBB LIMITED	COM	$1.2M	0.2%Prev: 0.1%	3,751 SH	Increased+1,606 SH
CISCO SYS INC	COM	$2.8M	0.4%Prev: 0.4%	35,751 SH	Increased+3,071 SH
CME GROUP INC	COM	$4.8M	0.8%Prev: 0.5%	17,447 SH	Increased+6,727 SH
COCA COLA CO	COM	$4.3M	0.7%Prev: 0.2%	60,849 SH	Increased+41,934 SH
CONOCOPHILLIPS	COM	$1.6M	0.3%Prev: 0.3%	17,615 SH	Increased+2,802 SH
CONSTELLATION ENERGY CORP	COM	$2.5M	0.4%Prev: 0.6%	7,162 SH	Decreased-1,790 SH
COSTCO WHSL CORP NEW	COM	$911K	0.1%Prev: 0.1%	1,057 SH	Increased+716 SH
CROWDSTRIKE HLDGS INC	CL A	$1.2M	0.2%Prev: 0.2%	2,467 SH	Decreased-49 SH
CVS HEALTH CORP	COM	$5.4M	0.9%Prev: 0.5%	67,848 SH	Increased+29,233 SH
D R HORTON INC	COM	$2.5M	0.4%Prev: 0.6%	17,343 SH	Decreased-193 SH
DEERE & CO	COM	$2.7M	0.4%Prev: 0.3%	5,866 SH	Increased+2,394 SH
DELL TECHNOLOGIES INC	CL C	$2.7M	0.4%Prev: 0.5%	21,636 SH	Decreased+2,052 SH
DISNEY WALT CO	COM	$6.4M	1.0%Prev: 0.9%	56,460 SH	Increased+16,000 SH
DOMINION ENERGY INC	COM	$2.3M	0.4%Prev: 0.4%	39,655 SH	Increased+9,279 SH
DUKE ENERGY CORP NEW	COM NEW	$2.3M	0.4%Prev: 0.3%	19,964 SH	Increased+6,594 SH
EATON CORP PLC	SHS	$1.8M	0.3%Prev: 0.3%	5,698 SH	Increased+1,684 SH
ELI LILLY & CO	COM	$5.1M	0.8%Prev: 0.9%	4,778 SH	Increased-1,424 SH
ENBRIDGE INC	COM	$4.6M	0.7%Prev: 0.5%	96,213 SH	Increased+43,389 SH
EOG RES INC	COM	$1.6M	0.3%Prev: 0.3%	15,629 SH	Increased+3,123 SH
EQT CORP	COM	$2.9M	0.5%Prev: 0.2%	54,615 SH	Increased+32,315 SH
EXXON MOBIL CORP	COM	$16.7M	2.7%Prev: 2.5%	138,482 SH	Increased+20,531 SH
FIRST SOLAR INC	COM	$1.2M	0.2%Prev: 0.3%	4,681 SH	Decreased-3,610 SH
FORD MTR CO	COM	$4.2M	0.7%Prev: 0.9%	318,383 SH	Decreased-62,563 SH
FREEPORT-MCMORAN INC	CL B	$592K	0.1%Prev: 0.1%	11,657 SH	Increased-1,285 SH
GE AEROSPACE	COM NEW	$2.1M	0.3%Prev: 0.4%	6,954 SH	Increased+686 SH
GE VERNOVA INC	COM	$1.9M	0.3%Prev: 0.3%	2,912 SH	Increased+103 SH
GENERAL MLS INC	COM	$3.0M	0.5%Prev: 0.2%	64,204 SH	Increased+38,721 SH
GENERAL MTRS CO	COM	$2.1M	0.3%Prev: 0.5%	25,356 SH	Decreased-15,755 SH
GILEAD SCIENCES INC	COM	$894K	0.1%Prev: 0.1%	7,286 SH	Increased+2,566 SH
GLOBAL X FDS	FINTECH ETF	$1.9M	0.3%Prev: 0.2%	65,569 SH	Increased+33,064 SH
GLOBAL X FDS	GLB X MLP ENRG I	$3.5M	0.6%Prev: 0.5%	58,580 SH	Increased+19,939 SH
GLOBAL X FDS	GLOBAL X URANIUM	$1.0M	0.2%Prev: 0.2%	24,329 SH	Increased+3,584 SH
GLOBAL X FDS	US INFR DEV ETF	$4.4M	0.7%Prev: 0.3%	93,008 SH	Increased+56,649 SH
GSK PLC	SPONSORED ADR	$5.9M	0.9%Prev: 1.1%	120,183 SH	Decreased-17,051 SH
HDFC BANK LTD	SPONSORED ADS	$2.5M	0.4%Prev: 0.5%	69,270 SH	Decreased-8,172 SH
HOME DEPOT INC	COM	$3.5M	0.6%Prev: 0.4%	10,043 SH	Increased+4,613 SH
HP INC	COM	$682K	0.1%Prev: 0.1%	30,614 SH	Decreased+4,422 SH
HSBC HLDGS PLC	SPON ADR NEW	$2.9M	0.5%Prev: 0.6%	37,415 SH	Decreased-7,257 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.4M	0.2%Prev: 0.1%	8,778 SH	Increased+5,413 SH
INTERNATIONAL BUSINESS MACHS	COM	$537K	0.1%Prev: 0.1%	1,812 SH	Decreased-281 SH
INTUITIVE SURGICAL INC	COM NEW	$1.0M	0.2%Prev: 0.1%	1,822 SH	Increased+124 SH
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$640K	0.1%Prev: 0.0%	9,094 SH	Increased+5,702 SH
IQVIA HLDGS INC	COM	$1.7M	0.3%Prev: 0.2%	7,464 SH	Increased+738 SH
ISHARES INC	MSCI GBL ETF NEW	$1.2M	0.2%Prev: 0.2%	24,192 SH	Increased+474 SH
ISHARES INC	MSCI STH KOR ETF	$1.8M	0.3%Prev: 0.3%	18,537 SH	Increased-554 SH
ISHARES TR	CORE US AGGBD ET	$90.9M	14.6%Prev: 16.9%	910,232 SH	Increased+18,357 SH
ISHARES TR	CRE U S REIT ETF	$3.1M	0.5%Prev: 0.3%	54,092 SH	Increased+22,709 SH
ISHARES TR	GL TIMB FORE ETF	$699K	0.1%Prev: 0.1%	9,702 SH	Increased+3,049 SH
ISHARES TR	MSCI INDIA ETF	$1.1M	0.2%Prev: 0.2%	20,361 SH	Decreased-1,092 SH
ISHARES TR	U.S. REAL ES ETF	$3.1M	0.5%Prev: 0.3%	32,811 SH	Increased+13,981 SH
JOHNSON & JOHNSON	COM	$9.5M	1.5%Prev: 1.6%	46,102 SH	Increased+202 SH
JPMORGAN CHASE & CO.	COM	$8.8M	1.4%Prev: 1.6%	27,443 SH	Increased+1,294 SH
KINDER MORGAN INC DEL	COM	$4.1M	0.7%Prev: 0.3%	150,299 SH	Increased+86,245 SH
KROGER CO	COM	$948K	0.2%Prev: 0.1%	15,166 SH	Increased+5,524 SH
LENNAR CORP	CL A	$2.5M	0.4%Prev: 0.5%	24,256 SH	Decreased+1,912 SH
MANULIFE FINL CORP	COM	$1.4M	0.2%Prev: 0.2%	38,235 SH	Increased-2,056 SH
MASTERCARD INCORPORATED	CL A	$3.2M	0.5%Prev: 0.3%	5,670 SH	Increased+3,118 SH
MEDTRONIC PLC	SHS	$4.6M	0.7%Prev: 0.8%	47,719 SH	Increased+5,027 SH
MERCK & CO INC	COM	$19.7M	3.2%Prev: 3.2%	186,805 SH	Increased-13,254 SH
MICROSOFT CORP	COM	$10.8M	1.7%Prev: 1.8%	22,265 SH	Increased+3,944 SH
MONDELEZ INTL INC	CL A	$2.9M	0.5%Prev: 0.2%	54,727 SH	Increased+34,434 SH
MOODYS CORP	COM	$969K	0.2%Prev: 0.1%	1,897 SH	Increased+590 SH
NETFLIX INC	COM	$3.9M	0.6%Prev: 0.3%	41,327 SH	Increased+40,004 SH
NEXTERA ENERGY INC	COM	$7.9M	1.3%Prev: 1.7%	97,983 SH	Decreased-19,374 SH
NOVO-NORDISK A S	ADR	$7.0M	1.1%Prev: 1.3%	137,598 SH	Increased+14,059 SH
NUCOR CORP	COM	$589K	0.1%Prev: 0.1%	3,609 SH	Increased-396 SH
NVIDIA CORPORATION	COM	$3.4M	0.5%Prev: 0.7%	18,298 SH	Decreased-1,558 SH
OCCIDENTAL PETE CORP	COM	$1.7M	0.3%Prev: 0.3%	40,224 SH	Increased+10,306 SH
PALO ALTO NETWORKS INC	COM	$2.7M	0.4%Prev: 0.5%	14,744 SH	Decreased+832 SH
PFIZER INC	COM	$7.9M	1.3%Prev: 1.3%	316,310 SH	Increased+55,045 SH
PROCTER AND GAMBLE CO	COM	$4.8M	0.8%Prev: 0.2%	33,484 SH	Increased+25,316 SH
S&P GLOBAL INC	COM	$1.7M	0.3%Prev: 0.1%	3,208 SH	Increased+1,997 SH
SALESFORCE INC	COM	$5.2M	0.8%Prev: 0.8%	19,734 SH	Increased+1,527 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.6M	0.3%	35,611 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.7M	0.3%	39,632 SH	New
SERVICENOW INC	COM	$1.9M	0.3%Prev: 0.2%	12,700 SH	Increased+11,655 SH
SHELL PLC	SPON ADS	$7.9M	1.3%Prev: 1.7%	107,580 SH	Decreased-15,778 SH
SIMON PPTY GROUP INC NEW	COM	$2.8M	0.4%Prev: 0.3%	15,041 SH	Increased+5,357 SH
SLB LIMITED	COM STK	$2.4M	0.4%	62,614 SH	New
SNOWFLAKE INC	COM SHS	$1.2M	0.2%Prev: 0.3%	5,277 SH	Decreased-1,924 SH
SONY GROUP CORP	SPONSORED ADR	$3.3M	0.5%Prev: 0.4%	128,567 SH	Increased+56,015 SH
SOUTHERN CO	COM	$2.3M	0.4%Prev: 0.3%	26,839 SH	Increased+9,380 SH
SPDR GOLD TR	GOLD SHS	$1.0M	0.2%Prev: 0.2%	2,617 SH	Increased+200 SH
SPDR SERIES TRUST	STATE STREET SPD	$7.0M	1.1%	58,461 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$7.0M	1.1%Prev: 1.5%	22,948 SH	Decreased-5,269 SH
THE CIGNA GROUP	COM	$5.4M	0.9%	19,597 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$2.1M	0.3%Prev: 0.3%	3,592 SH	Increased+40 SH
TOLL BROTHERS INC	COM	$2.5M	0.4%Prev: 0.6%	18,421 SH	Decreased-3,246 SH
TOTALENERGIES SE	ACT	$7.8M	1.3%	119,410 SH	New
TOYOTA MOTOR CORP	ADS	$10.8M	1.7%Prev: 2.0%	50,565 SH	Increased-4,527 SH
UBER TECHNOLOGIES INC	COM	$3.4M	0.5%Prev: 0.5%	41,645 SH	Increased+13,753 SH
UBS GROUP AG	SHS	$2.2M	0.3%Prev: 0.4%	46,679 SH	Increased-5,839 SH
UNION PAC CORP	COM	$7.1M	1.1%Prev: 0.8%	30,603 SH	Increased+13,063 SH
UNITEDHEALTH GROUP INC	COM	$13.9M	2.2%Prev: 2.2%	42,050 SH	Increased+8,071 SH
VANECK ETF TRUST	AGRIBUSINESS ETF	$1.5M	0.2%Prev: 0.1%	20,448 SH	Increased+13,809 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.6M	0.3%Prev: 0.3%	18,987 SH	Increased+650 SH
VANECK ETF TRUST	RARE EARTH AND S	$597K	0.1%	8,074 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$18.5M	3.0%Prev: 3.7%	367,792 SH	Decreased-23,829 SH
VERIZON COMMUNICATIONS INC	COM	$5.5M	0.9%Prev: 0.7%	135,065 SH	Increased+48,429 SH
VISA INC	COM CL A	$6.0M	1.0%Prev: 0.8%	17,050 SH	Increased+5,050 SH
VISTRA CORP	COM	$1.9M	0.3%Prev: 0.4%	11,838 SH	Decreased+468 SH
WALMART INC	COM	$2.8M	0.4%Prev: 0.2%	24,890 SH	Increased+12,862 SH

Sold (vs prior filing)

APOLLO GLOBAL MGMT INC — $276K
ARES MANAGEMENT CORPORATION — $262K
BROOKFIELD ASSET MANAGMT LTD — $281K
BROOKFIELD INFRASTRUCTURE CO — $203K
BROOKFIELD RENEWABLE CORP — $203K
CARLYLE GROUP INC — $277K
KKR & CO INC — $258K
SCHLUMBERGER LTD — $4.4M
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $1.4M
SPDR SERIES TRUST — $2.9M
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $2.3M
TOTALENERGIES SE — $8.8M
TPG INC — $265K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001172661-26-000656	$622.3M	View
Nov 13, 2025	Q3 2025	13F-HR	0001172661-25-004754	$530.1M	View
Aug 13, 2026	Q2 2026